David Kim
Los Angeles,CA
Summary
Highly trained and motivated individual with over 15 years of experience at both large corporations and privately held small businesses. Working through various levels of the businesses has given me a thorough understanding of how to work collaboratively and create a harmonious working environment as a team member. Detail-oriented, prompt in executing the given tasks, and always seeking to exceed the goal.
Overview
13
13
years of professional experience
Work History
Inventory & Finance Manager
Cinema Art College Corp
10.2020 - 10.2024
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Reviewed documentation and identified financial discrepancies where applicable.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Developed comprehensive financial reports for executive decision-making support.
- Created and updated regular inventory reports and records.
- Maintained sufficient inventory levels to meet customer demands at all times.
- Enhanced inventory accuracy by conducting regular audits and implementing efficient tracking systems.
Financial Advisor
Tax & Financial Group
01.2016 - 10.2020
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Small Business Banker
Bank of America
01.2012 - 12.2015
- Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short- and long-term business goals
- Managed a diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
- Collaborated with branch partners to cross-sell banking products and services, increasing overall revenue for the bank.
- Supports the execution of the sales delivery model to achieve targeted performance and growth for the bank's small business segment
- Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client- and employee-centric culture
Education
High School Degree -
Mt Carmel High School
San Diego, CaliforniaSkills
- Detail Oriented
- Analytics
- Creativity
- Verbal and written communication
- Strategic planning
- Financial budgeting
- Budget forecasting
Languages
Korean
English
Timeline
Inventory & Finance Manager
Cinema Art College Corp
10.2020 - 10.2024
Financial Advisor
Tax & Financial Group
01.2016 - 10.2020
Small Business Banker
Bank of America
01.2012 - 12.2015
High School Degree -
Mt Carmel High School
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