Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Norman Smith

Summary

Highly analytical finance professional with experience in business education, financial analysis, budgeting, forecasting, insurance, taxes, and investment management.

Experienced with complex data analysis and deriving strategic insights to support business decisions. Utilizes advanced analytical tools to optimize processes and enhance productivity. Track record of leveraging data to identify opportunities and drive impactful changes.

Overview

9
9
years of professional experience

Work History

Financial Consultant

Chemung Canal Trust Company
10.2024 - 03.2025
  • Meet with clients to answer financial questions and address concerns
  • Analyze market and economic trends
  • Stay up to date on relevant government policy
  • Collaborates with other financial planners

Business Educator

Public Education
07.2022 - 07.2024
  • Implement the Academy of Finance Curriculum
  • Teach Math and Business Credits
  • Create financial fair

Investment Specialist

Ameriprise Financial
03.2018 - 06.2022
  • Support financial planning and analysis efforts, providing detailed forecasts, budgets, and variance analysis
  • Analyze market trends and competitor data to identify potential investment opportunities
  • Develop and maintain complex financial models to support business decisions, including pricing strategies and capital allocation
  • Provide strategic insights and recommendations to senior management

Financial Analyst

Corning Incorporated
07.2016 - 03.2018
  • Manage government contracts
  • Provide customer service support to all internal and external customers
  • Complete or assist in the completion of journal posting and audit requests
  • Assist in the preparation of monthly, quarterly, and annual financial reports
  • Create and present financial reports to team members using Excel and PowerPoint

Education

Master of Science - Education

Elmira College
05.2022

Bachelor of Science - Finance

Alfred State University
05.2015

Skills

  • Financial Analysis & Reporting
  • Budgeting & Forecasting
  • Investment Management
  • Risk Management & Mitigation
  • Financial Modeling & Valuation
  • Strategic Financial Planning
  • Cost Reduction Strategies
  • Compliance & Regulatory Adherence
  • Advanced Excel & Financial Software (eg, SAP, PeopleSoft, Thompson One)
  • Public speaking and presentations
  • Advanced Excel (VLOOKUP, PivotTables, Macros)
  • Professional presentation (PowerPoint and Canva)
  • Financial Software
  • Data Analysis & Visualization
  • Technical analysis

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Timeline

Financial Consultant

Chemung Canal Trust Company
10.2024 - 03.2025

Business Educator

Public Education
07.2022 - 07.2024

Investment Specialist

Ameriprise Financial
03.2018 - 06.2022

Financial Analyst

Corning Incorporated
07.2016 - 03.2018

Bachelor of Science - Finance

Alfred State University

Master of Science - Education

Elmira College

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Norman Smith