JASON NEAL
Tampa,FL
Summary
Experienced Financial Analyst with a proven track record of utilizing strong analytical skills and a strategic mindset to drive business success. Proficient in spreadsheets, accounting, and financial management software, demonstrating high tech-savviness.
Overview
11
11
years of professional experience
Work History
Junior Financial Analyst
Florida Office of Financial Regulation
04.2024 - Current
- Conducted detailed audits of member accounts, identifying and rectifying compliance issues.
- Collaborated with cross-functional teams to develop and implement risk management strategies, minimizing potential losses.
- Recommended corrective actions for identified issues, contributing to the overall integrity of the financial system.
- Performed targeted investigations into specific areas of concern within a financial institution''s operations, revealing critical insights for resolution efforts.
- Investigated, analyzed and interpreted accounting and security data.
- Streamlined analysis of large datasets and financial statements, financial reporting confirming accuracy
Financial Services Representative
Morgan Stanley
11.2023 - 02.2024
- Enhanced customer retention by effectively identifying and solving client needs for accounts daily
- Increased client satisfaction by assessing risks and customizing retention strategies, resulting in growth in loyalty
- Conducted in-depth discussions on investments with clients, resulting in a 95% satisfaction rate
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Developed and maintained database of financial records for clients.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
Server/Key Employee
Longhorn Steakhouse
01.2016 - 03.2020
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
- Assisted in training new hires, providing guidance on restaurant standards and best practices.
- Handled cash transactions accurately, contributing to balanced daily financial reports.
- Served food and beverages promptly with focused attention to customer needs.
Customer Service Representative
Verizon Wireless
04.2014 - 01.2016
- Implemented a new customer information categorization system in the database
- Responded to customer requests for products, services, and company information.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
Bachelor of Science - Accounting
University of South Florida
Tampa, FL08.2026
Bachelor of Science - Finance
University of South Florida
Tampa, FL08.2022
Associate of Science - Business Administration
Hillsborough Community College
Tampa, FL05.2020
Skills
- Microsoft Excel
- Pivot Tables
- Vlookup
- Tableau
Timeline
Junior Financial Analyst
Florida Office of Financial Regulation
04.2024 - Current
Financial Services Representative
Morgan Stanley
11.2023 - 02.2024
Server/Key Employee
Longhorn Steakhouse
01.2016 - 03.2020
Customer Service Representative
Verizon Wireless
04.2014 - 01.2016
Bachelor of Science - Accounting
University of South Florida
Bachelor of Science - Finance
University of South Florida
Associate of Science - Business Administration
Hillsborough Community College
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