Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Your Name

Summary

Dynamic VP of Finance with a proven record in cost reduction, strategic planning, and financial analysis in high-stakes environments, excelling in team leadership and risk management.

Overview

1
1
Certification

Work History

VP of Finance

FinTrust Advisors
6 2023 - 6 2025
  • Oversaw finances, cut costs by 15%
  • Led budget planning for $500M revenue
  • Streamlined reporting, improved accuracy by 10%

    Finance Director

    Capital Growth Partners
    6 2021 - 5 2023
    • Managed $200M portfolio, increase yield 12%
    • Directed audits, reduced errors by 30%
    • Implemented tax strategies, saved $2M

      Financial Controller

      ProValue Banking
      6 2019 - 5 2021
      • Administered budgets, optimized cash flow
      • Trained team, raised productivity 20%
      • Automated reports, cut processing 50%

        Education

        MBA - Finance

        Harvard Business School
        Cambridge, MA

        Bachelor of Science - Economics

        University of California, Berkeley
        Berkeley, CA

        Skills

        • Financial Analysis
        • Budget Management
        • Strategic Planning
        • Risk Assessment
        • Forecasting
        • Cost Reduction
        • Financial Reporting
        • Team Leadership

        Certification

        • Certified Financial Planner - CFP Board
        • Chartered Financial Analyst (CFA) - CFA Institute

        Languages

        Spanish
        Beginner (A1)
        French
        Beginner (A1)
        German
        Beginner (A1)

        Timeline

        MBA - Finance

        Harvard Business School

        Bachelor of Science - Economics

        University of California, Berkeley

        VP of Finance

        FinTrust Advisors
        6 2023 - 6 2025

        Finance Director

        Capital Growth Partners
        6 2021 - 5 2023

        Financial Controller

        ProValue Banking
        6 2019 - 5 2021