PROFESSIONAL SUMMARY
 Experienced Business and Financial Operations Manager with 12- years’ of business management, operations, financial analysis, planning, and development in the real estate and financial services industries. Demonstrated expertise in and dedication in innovation that positively affected company profitability. Completing a Master in Business Administration, Concentration: Finance with over one-third complete and a 4.0 GPA. Participative management professional, results focused, entrepreneurial, and practical.
AREAS OF ABILITY
- Sales, Product, Market Analysis
- Process Design and Development
- Capital Expenditure and Profitability Analysis
- Financial Analysis and Risk Management
- Human Resources Management
- Team Building and Staff Retention
- Customer Relations and Client Satisfaction
PROFESSIONAL EXPERIENCE
President, (Business Development)
Fry Financial Group, Ltd., Downers Grove, IL - 01/2005 to 09/2009
- Developed an independent financial firm from the ground up from business plan to implementation.
- Established client base of 100+ households and managed assets of $13M+.
- Analyzed market conditions to benefit clients’ return on investment (ROI).
- Generated financial reports to conduct thorough SWOTT analysis for increased revenue generation.
- Diligent monitoring and evaluation of business and financial development strategy.
- Intensive financial market research, financial analysis, planning, and budgeting.
Operations Manager,
Shamrock Bancorp, Inc., Downers Grove, IL - 07/1997 to 10/2008
- Responsible for effective financial risk management, analysis, budgeting, and forecasting.
- Collaborated with upper management on strategic business development to increase ROI.
- Increased gross annual revenues in 1997-1998 and 2001-2006 through efficient financial allocation.
- Presented innovative process improvements to continually drive higher bottom line results.
- Developed in-depth financial analysis to forecast trends and improve cash-flow cycle efficiency.
- Managed and trained 25 interdepartmental employees instilling team-building and collaboration.
EDUCATION
Master of Business Administration, Concentration: Finance, Benedictine University, Lisle, IL, 2010
Bachelor of Science in Business and Finance, University of Illinois at Chicago, Chicago, IL
Recent Professional Development Coursework:
Corporate Finance and Valuation, CFA Institute, Charlottesville, VA, 2009
Financial Analysis and Financial Modeling, Investment Banking Institute, New York, NY, 2008
COMPUTER SKILLS
Strong PC skills including Microsoft Office, MS Excel, MS Access, MS PowerPoint, SAP, Business Objects
PROFESSIONAL AFFILIATIONS
CFA Institute Member, Golden Key International Honour Society |
