Norman Smith
Chemung Canal Trust Company
9
years of professional experience
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.
Work History
Financial Consultant
5 Months- 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
2 Years- Implement the Academy of Finance Curriculum
- Teach Math and Business Credits
- Create financial fair
Investment Specialist
4 Years 3 Months- 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
1 Year 8 Months- 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
Bachelor of Science - Finance
Relevant Coursework: Investment Planning, Personal Financial Planning, Estate Planning, Money and Banking, Employee Benefit Planning, Retirement Planning, Insurance and Risk Management, Tax Planning
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 (e.g.
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 - 03.2025Read More
Business Educator
Public Education
07.2022 - 07.2024Read More
Investment Specialist
Ameriprise Financial
03.2018 - 06.2022Read More
Financial Analyst
Corning Incorporated
07.2016 - 03.2018Read More
Alfred State University
Bachelor of Science from Finance
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Elmira College
Master of Science from Education
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