Associate, Commercial Resume Samples

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J Ferry

Jarred

Ferry

2053 Mabelle Port

Detroit

+1 (555) 430 7304

2053 Mabelle Port

Detroit

Phone

p +1 (555) 430 7304

Experience Experience

Houston, TX

Associate Commercial Owner

Houston, TX

Cummings, Towne and Cronin

Houston, TX

Associate Commercial Owner

Projects & product development that varies in complexity, scope and length
Market research in order to allow for the right commercial decisions
Monitor and conduct analysis on the impact of internal tests – using a combination of web analytics, user surveys and internal tools
Investigation of bugs or issues that are reported for products, processes & tooling
Liaise with product and commercial owners as well as wider key stakeholders
Optimal implementation of changes for products & tooling
Understand how changes will impact other experiments and initiatives in other areas of the business

Dallas, TX

Associate, Commercial Banking

Dallas, TX

O'Keefe-Wunsch

Dallas, TX

Associate, Commercial Banking

Assist Managers, Commercial Banking in coordinating activities through the sales cycle and liaising with other units of CIBC as necessary
Create pitch books for clients with respect to financial solutions and participate in their presentation to clients
Client Relationship Management 20 %
Supports relationship team in identifying new areas of investment/ banking opportunities to diversify client portfolios and increase potential revenue generation
Directly manage a diverse portfolio of private and middle market companies
Prepare complete underwriting of new credit opportunities, which includes detailed financial analysis, analyzing credit risk, and preparing credit approval memos in accordance with sound credit-granting principles
Client Relationship Management20 %

present

Boston, MA

Audit Senior Associate Commercial

Boston, MA

Zieme Inc

present

Boston, MA

Audit Senior Associate Commercial

present

Collaborate with the engagement manager/senior manager on engagement approach and execute on the plan using a risk-based approach
Identify and communicate significant accounting and auditing matters to manager/senior manager and partner on engagement
Identify performance improvement opportunities for team members
Supervise associates on engagement teams and function as an in-charge, monitoring and reporting regarding productivity and adherence to work plan and budget
Keep abreast of industry developments by reading trade publications and other relevant thought leadership
Ensure professional development through ongoing education
Understand client and industry issues, and recognize opportunities for RSM to assist the client in increasing level and types of services

Education Education

Bachelor’s Degree in Business

Brigham Young University

Bachelor’s Degree in Business

Skills Skills

Excellent capability to independently and proactively service multiple clients
Excellent capability to service multiple clients with guidance from relationship managers
Ability to review, assess, and provide detailed information daily
Ability to learn and adapt quickly
Ability to work under limited supervision
Strong interpersonal skills used within a demanding team environment and in client interaction
Highly developed written and oral communication skills
Exceptional skills in quantitative analytics, financial modeling and credit analysis skills
Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet

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15 Associate, Commercial resume templates

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Associate, Commercial Banking Resume Examples & Samples

An undergraduate degree in finance, economics, or accounting
3 years of corporate banking experience as an Analyst in a corporate lending environment
This position requires Credit Qualification. The incumbent must possess a working level of Credit knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures
Credit analysis experience/ understanding
Good knowledge of the organizational lending and portfolio management policies and objectives
Typically individuals continue in an Associate capacity between 3-5 years with growing responsibility
Exceptional skills in quantitative analytics, financial modeling and credit analysis skills
Ability to review, assess, and provide detailed information daily
Excellent capability to service multiple clients with guidance from relationship managers

Credit Review Associate Commercial Resume Examples & Samples

As team member, the Credit Review Associate participates in reviews led by Credit Review team members. This includes analyzing assigned loan files, recording analyses and conclusions in the work paper database, and participating actively in all team and review meetings
Serve as an information resource on commercial credit risk and policy for the Commercial Banking teams, including involvement in key credit-based core audits jointly with the Commercial Audit team
Ensure consistent application of firm wide Risk Policy as well as Credit Review policies and procedures
Partner with Credit Risk Management stakeholders to establish strong working relationships while maintaining independence
Complete special projects and research as assigned by the Credit Review Manager
Experienced credit professional with minimum five years credit experience, preferably background and/or experience with commercial real estate loan underwriting and credit risk management
Minimum Bachelor’s degree in Accounting, Finance, Economics, or a related discipline is required
Enthusiastic, self motivated, effective in a dynamic fast-paced environment and willing to take personal risk, responsibility, and accountability
Flexibility to travel as required (less than 5%)

Associate Commercial Banking Development Resume Examples & Samples

Fully bilingual (French/English)
Knowledge of the commercial real estate lending marketplace in Canada and competitive positioning within the market
Strong quantitative skills focused on financial analysis, accounting, and financial theory
Understanding of the Scotiabank's objectives, strategies, structure, as well as its lending and deposit products and services
Strong written, verbal and interpersonal communication skills
Capacity to effectively articulate own views both within Scotiabank and externally in the marketplace
Strong PC skills, including a working knowledge of MS Office
High level of attention to detail and rigor
Ability to manage multiple projects simultaneously while maintaining a high quality of work
Ability to excel under pressure amid demanding deadlines
High professional standards
Demonstrated ability to quickly adapt to new situations
Strong sense of personal integrity and teamwork
High level of energy and a keen desire to learn new concepts
Independent thinking and proven ability to make decisions
Real Estate industry experience is considered an asset

Associate Commercial Mortgages Resume Examples & Samples

Conduct risk, credit and financial analysis for new commercial mortgage financing opportunities
Gather, review and critically assess property specific third party due diligence reports including real estate appraisals, environmental site assessments, property condition reports
Gather, review and assess borrower and property financial statements
Conduct periodic property site inspections
Prepare complex new business applications and proposals for presentation to risk management
Support loan originators and other underwriting personnel in preparing loan submissions for presentation to a senior management level deals committee
Interact closely with loan originators, senior underwriters and loan funders
Remain current on a wide range of property markets and property types including supply/demand fundamentals, vacancy and absorption rates, rental rates
Ongoing familiarity with real estate lending practices

Associate, Commercial Banking Resume Examples & Samples

MBA degree a plus
The position requires completion of a formal credit training program with a reputable commercial bank or commercial finance company. The candidate must possess a working level of credit knowledge and skills
3+ years of corporate banking experience as an Analyst/Associate in a corporate lending environment

Associate Commercial Banking Development Program Barrie Ontario Resume Examples & Samples

An in-depth knowledge of compliance, risk management policies and legal and security documentation
Proven communication and customer focus skills, in order to develop and maintain relationships with Commercial business customers
A solid knowledge and understanding of financial statements and accounting principles and policies. Previous credit experience is an asset

Banker Associate Commercial Banking Middle Market Resume Examples & Samples

Typically a minimum of two (2) years of credit analyst experience
Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)
Experience in building and maintaining positive client relationships
Proven ability to multitask and meet deadlines in a fast-paced environment

Associate, Commercial Banking Resume Examples & Samples

Client Relationship Management20 %
Capital and Credit Risk Analysis30 %
Financial Modeling and Analysis30 %
Partnership Efforts20 %

Associate, Commercial Banking Resume Examples & Samples

Client Relationship Management 20 %
Capital and Credit Risk Analysi s 30 %
Financial Modeling and Analysis 30 %
Partnership Efforts 20 %

Associate, Commercial Spares Administration Resume Examples & Samples

Management of customer contracts/purchase orders for aftermarket requirements supporting UTAS products used on commercial aircraft platforms
Extensive internal interface with various support organizations within UTAS is required
Focal point for customer communications regarding this spares activity
Some after hours support during nights, weekends and holidays for customer emergencies is required

Associate, Commercial Banking Resume Examples & Samples

Capital and Credit Risk Analysis35 %
Financial Modeling and Analysis35 %
Partnership Efforts 10 %
An undergraduate degree in finance, real estate, economics, or accounting
3+ years of corporate banking or commercial real estate experience as an Analyst in a corporate lending or finance environment
Typically individuals continue in an Associate capacity between 3-5 years with growing responsibility depending on prior work experience
Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet. Knowledge of ARGUS software is preferred

Associate Commercial Banking Development Program Resume Examples & Samples

The ability to develop and manage beneficial relationships with Commercial business customers
Contribute to the profitable growth and quality of the Bank’s Commercial Credit portfolio for moderately complex financial solutions by collecting, processing, assimilating and spreading client reporting information (interim and annual)
The ability to support our Client Relationship Managers, Senior Client Relationship Managers and Senior Credit Solutions Managers, as required, in the preparation of credit applications, which may include financial modeling
An undergraduate/post graduate degree in Business, Commerce, Finance or Accounting-related discipline. Or perhaps you have another degree combined with relevant work experience
Strong knowledge and understanding of financial statements and accounting principles

Senior Associate Commercial Card Finance Resume Examples & Samples

Prepare, calculate and review Commercial Card client rebates
Learn the data flow that supplies the rebate process and partner with Technology and Internal Product partners to ensure data is accurate and received timely
Take the lead role in preparing responses to rebate questions from Relationship, Sales and Pricing teams
Provide guidance, leadership and insights to an offshore technology team developing enhancements to the rebate application
Drive process improvements – Continually develop, evolve and automate existing processes
Work closely with Sales, Account Management, Legal, Operations, Controls and Risk
Build and maintain excellent relationships with internal clients and colleagues
A minimum of 3 years of relevant experience in finance, strategy, consulting, or credit card industry required
Advanced Excel and analytical skills required
Strong understanding of process controls and demonstrated ability to identify control weaknesses and risk
Communications skills - Candidate must possess strong written and oral communications skills
Project management skills - Candidate must be able to meet commitments and manage multiple tasks at the same time
Interpersonal skills - Candidate must demonstrate the ability to closely partner with senior managers and other stakeholders on client rebate and finance analysis projects

Audit Senior Associate Commercial Resume Examples & Samples

Provide timely, high quality client service that meets or exceeds client expectations including coordinating audits of complex financial statements, related disclosures, and other client deliverables
Develop an understanding of the client's business and needs, and become a Commercial industry specialist
Understand and utilize RSM’s audit methodology
Collaborate with the engagement manager/senior manager on engagement approach and execute on the plan using a risk-based approach
Recognize industry-specific and general accounting and auditing issues, including revenue recognition, inventory pricing and LCM, receivable discounts, allowances, incentives and bad debts, current and deferred tax provisions, etc. Determine appropriate audit approach for such areas
Provide insightful feedback on financial statements and prepare other client deliverables such as board communications, deficiency letters, management letters, etc
Supervise associates on engagement teams and function as an in-charge, monitoring and reporting regarding productivity and adherence to work plan and budget
Anticipate and address client concerns and escalate issues as they arise
Interact with clients to help ensure the information flow from client to audit team and vice versa is efficient
Identify and communicate significant accounting and auditing matters to manager/senior manager and partner on engagement
Identify performance improvement opportunities for team members
Understand client and industry issues, and recognize opportunities for RSM to assist the client in increasing level and types of services
Manage time appropriately across multiple projects
Keep abreast of industry developments by reading trade publications and other relevant thought leadership
Ensure professional development through ongoing education
Willingness to travel 25% of the year, depending on your clients
BS/BA Degree in Accounting or equivalent degree
2 years of current or recent experience in a public accounting environment
Understanding of audit services with knowledge of GAAP, GAAS and FASB regulations
CPA Certification or demonstrated progress towards obtaining CPA certification, including required coursework
Previous experience auditing Commercial companies
Experience with acquisitions, including purchase accounting, goodwill, intangible assets, impairment issues, valuations and related assumptions, stock-based compensation and equity
Demonstrate experience and ability to act as in-charge on engagements

Associate Commercial Banking Development Program Resume Examples & Samples

The ability to develop and manage beneficial relationships with Commercial
Awareness of techniques and tools to identify customer business needs and
An undergraduate/post graduate degree in Business, Commerce, Finance or
Excellent communication skills, both written and oral, in order to develop

Associate Commercial Manager Resume Examples & Samples

Assist with review of the pricing and costing
Present key pricing assumptions and risks for sign off at relevant levels, in line with the authority matrix
Ensure proposals are well backed with subcontractors and vendors
Provide input into the qualification of tenders and presales engagements
Evaluate financing, leasing and accounting impacts of deals
Perform detailed commercial contractual and financial analysis on complex sales opportunities
Work closely with legal to ensure compliance and mitigate risks for example, but not limited to, the calculation and payment of penalties, contract termination and so on
Assist with/lead or participate in the negotiation of deals with clients
The candidate has at least 5 years’ experience in a commercial finance position, pricing, financial engineering, controlling …
Working experience in a similar IT / IT Services / Telecom / ... environment with multinational exposure and focus on large and complex service deals, is a must
Commercial acumen with an excellent understanding of the company business and the way it operates, as well as its key business drivers; the candidate is able to operate at both strategic and operational level
Excellent knowledge of Dutch, French and English (working languages)
High skills in MS Office tools (Word, Excel, Powerpoint …); skills in SAP, SFDC would be a significant advantage
Analytical, autonomous, communicative with no-nonsense approach, direct but diplomatic, hard worker (no 9-to-5 mentality), flexible, solution and client-minded, team spirit, organised, eye-for- detail, result-oriented, strong business acumen
Demonstration of Dimension Data’s core values of Proactivity, Teamwork, Professional Excellence, Partnership, Innovation, Personal Commitment and Multi-Cultural Strength

Associate Commercial Channel Manager Resume Examples & Samples

Manage the daily channel marketing strategy for Bostitch, Porter Cable and DEWALT brands with strategic customers in the commercial channel
Work with our Fastening product marketing teams to identify and implement growth initiatives within our current product ranges as well as expansion areas
Manage new product launches, seasonal and promotional commercial strategy and implementation working cross-functionally with the product, channel, finance, supply and demand planning, brand, field marketing and sales teams
Develop Channel pricing strategy and maintains pricing and price promotion parameters, and implements cost reduction opportunities through design-to-value
Sets success metrics for launch and promotional plans, encompassing financial and non-financial metrics. Analyzes results at the channel level of new product launches and merchandising initiatives. Utilize this information for recommending future projects
Reviews brand and merchandising messaging and tactics to make sure they comply with overall channel strategy and make recommendations on improvements for a better customer experience within specific accounts
Provides brand, product and management team competitive insights and recommendations
Ability to work in a fast-paced team environment essential, with a high degree of flexibility and tolerance of change
Works closely with the sales team to manage listings in order to maximize sales and profitability via mix management

Associate, Commercial Analytical Technology Resume Examples & Samples

Develop, qualify and/or optimize analytical methods for late stage clinical and commercial programs
Author and execute validation and transfer protocols/reports
Author and review method descriptions and validation summaries for regulatory filings and support responses to agency questions
Identify, develop and implement new analytical technologies
Support troubleshooting for complex investigations in the QC labs and manufacturing investigations with an analytical component
Manage analytical projects across multiple laboratories, sites, and countries
Develop and maintain project timelines, providing progress updates across all business levels
Prepare and present scientific findings to broad audiences at department and site meetings
Maintain GMP compliant laboratory and comply with all laboratory system and safety standards
LI-CTL2
Technical expertise in protein analysis such as HPLC, electrophoresis, protein concentration, peptide mapping and carbohydrate analysis
Excellent laboratory technique and experimental design
Statistical experimental design and data analysis with JMP and Excel software
Relevant experience in analytical method development, validation, and transfer
Demonstrated application and knowledge of ICH guidelines on analytical method validation
Excellent time management and prioritization skills

Senior Associate Commercial Analysis Resume Examples & Samples

Prepare and interpret sales and market analysis, enabling the organization to have overview of the local market insights from national, regional to brick level
Facilitate the Market Research process and ensure compliance with the guidelines
Proactively drive strategic and innovative approaches to maximize the use of available primary and secondary data sources and transform data into actionable information and recommendations
Manage and assist in the development and improvement of the Amgen Switzerland Business Analytics Platform
Manage the Competitive Intelligence (CI) process and participate in the European CI network
Manage the monthly sales review & planning process and facilitate new brand forecasts in accordance with the company processes and models
Proactively seek to build Amgen’s capability in Business Analytics and CI
Manage the review process of the Pricing Guidance & Policy
Provide ad-hoc Analysis & Forecasts on request
Backup of Sales Operations Role
Bachelor or Masters degree in economics or equivalent qualification
Strong analysis and numeric skills
Natural ability to form strong relationships with and influence senior stakeholders
Expertise in analytical systems, e.g. Excel, VBA
Professional level in English; German is an asset

Associate Commercial Clearance Resume Examples & Samples

Reviews assigned commercial categories by evaluating scripts, storyboards, rough-cuts, and final cuts
Assesses acceptability of advertising content, effectively communicating any necessary edits or concerns to internal and external clients
Provides support and guidance to clients seeking status of submitted materials
Assigns reports and projects as needed to department Assistant
Additional Projects as needed
The Associate will be trained to back-up the duties of other team members. The Associate may be trained in some or all areas of program, advertising and marketing review to serve in primary and back-up roles in those areas. The Associate may work under the supervision of the Director, overseeing specific areas of responsibility and complete special projects when assigned. The Associate may be required to work evening and weekends occasionally
Bachelor’s degree. Must have at least 3 years of work experience in entertainment, legal, programming, production, clearance and/or S&P. Excellent negotiation skills, very strong oral and written communication skills. Must be able to communicate effectively with various internal departments, subordinates, superiors, producers and advertisers
Issue spotting, problem solving and ability to apply standards and distinguish them from personal beliefs
Must be computer savvy. Working knowledge of Microsoft Word, Excel, Outlook, databases and Internet Explorer
Superior organizational skills. Must work well under pressure. Must have the ability to multitask with close attention to detail
Physical demands: Regularly required use of hands and fingers to write, manipulate telephone and computer keyboard. Regularly required to hear, talk and use close vision. Occasionally may be required to stand for long periods of time
Typical tools, equipment and materials utilized: Computer, telephone, printer, television, DVD, DVR, copier, fax machine

Senior Associate Commercial Due Diligence Financial Advisory Shanghai Resume Examples & Samples

4-7 years previous work experience
1-3 years' experience within a top strategy consulting firm is preferred
Ideally MBA qualified
Proven ability and confidence to develop clients and sell work
Ability to write, structure and present client ready work in English
Multiple case team management skills
Fluent Mandarin

Entry Level Associate, Commercial Resume Examples & Samples

Must possess at least two of the following
Ability to communicate effectively by e-mail and phone with executives
Ability to successfully overcome challenges or obstacles
Experience thinking through problems creatively
Proven experience managing multiple, competing priorities
Ability to take initiative on projects and through customer service interactions

Associate Commercial Account Representative Resume Examples & Samples

Key responsibility is to provide analytical/administrative support to the Supply Managers
Duties include preparing economic analysis, interfacing with trucking and accounting and supporting customer service
Duties will include direct contact with customers to resolve issues
Job duties will require strong verbal communication skills

Associate Commercial Manager Resume Examples & Samples

Assist with the review of the pricing and costing to ensure that which was provided is defendable and acceptable
Engage and leverage off relationships between Dimension Data and vendors and/or subcontractors and strategic alliances, including the Legal Team during the conception, construction and review of client proposals, soliciting information and escalating queries
Ensure there is no ambiguity in respect of support and maintenance for vendor product warranties
Perform detailed commercial contractual and financial analysis on existing clients and complex sales opportunities
Work closely with the Legal team to ensure compliance and mitigate risks in terms of the calculation and payment of penalties, contract termination, building agreements, limitation of liability and non-solicitation for bids and/or deals and provide feedback to the key stakeholders regarding these
Collaborate with stakeholders and arbitrate between various functions, regions and divisions internally within Dimension Data
Assist with financial reporting in line with key metrics that have been established, including the key performance indicators of client contracts for comparative purposes

Associate Commercial Manager Resume Examples & Samples

Assist in the development or enhancement of Commercial policies, processes and tools and costing and pricing methodologies
Participate in Group-wide workshops/initiatives designed to improve processes and client satisfaction and undertake activities assigned to the Commercial team
Assist the Senior Director on commercial projects, including addressing business or client satisfaction issues that arise from time to time
Facilitate engagement with Regional stakeholders on Commercial projects, where required
Undertake post-implementation reviews on behalf of the Senior Director to measure the effectiveness of commercial initiatives undertaken
Manage the Commercial team’s knowledge management tool and suggest and develop improvements, particularly to support regional engagement
Tertiary education (Bachelor degree) in business, accounting
At least 7 years working experience in a multinational business in functions such as generating client proposals, finance, contract management, or product development, with exposure to commercial functions
Working knowledge of commercial contracts and transactions
Exposure to costing, pricing and quoting methodologies and processes
A good understanding of a range of IT products / services offerings
Ability to work independently and under pressure without compromising the quality and accuracy of work
Comfortable with some ambiguity in assigned tasks
Ability to work well with a variety of teams and to develop and maintain solid stakeholder relationships
Strong written and oral communications skills
Good business acumen with an analytical and numerical way of thinking and good attention to detail
Exposure to Agile ways of working
Knowledge of Dimension Data service offerings

Retail Sales Associate Commercial Lane Resume Examples & Samples

Leading by example, the Retail Sales Associate (Full-time) will provide exceptional service to our Customers and Sales leads over the phone as well as to walk-in Customers
Recommend appropriate unit sizes and services based on individual Customers’ needs
Understand and explain the leasing process to Customers
Sell merchandise including packing / moving supplies and insurance to protect our Customers’ goods
Operate a Point of Sale (POS) system and take payments
Conduct daily visual and space audits of entire facility as well as perform lock checks
Prepare and make daily bank deposits
Submit all property invoices for payment
Process daily, weekly, monthly and annual reports
Make collection calls on delinquent accounts
Coordinate and conduct auctions on an as-needed basis
Provide coverage to other facilities when necessary
Perform property maintenance both inside the facility and on the grounds including; sweeping, changing light bulbs and removing debris in units. Some facilities also require light landscaping
A high school diploma or equivalent; college education is a plus
A minimum of three years of Customer Service and/or Retail Sales Experience in retail industries such as, but not limited to, department stores, supermarket, warehouse, specialty, convenience, discount, and also hotel and restaurant
An energetic, outgoing, customer oriented personality
Strong communication, interpersonal, multi-tasking, and problem solving skills
Ability to work independently and collaboratively as part of a small team
High level of ownership, accountability, attentiveness to detail, and initiative
Demonstrated computer knowledge including operating a Point of Sale (POS) system is preferred
Ability and willingness to tend to the property by performing light cleaning including sweeping, dusting, changing light bulbs, and removing debris in units
Valid driver’s license and insurance with access to reliable transportation used during the work day

Associate Commercial Owner Resume Examples & Samples

Able to work well independently and within a team; good communication skills with a ”can do” attitude toward problem solving
Experience with Web Analytics software such as Google Analytics is a plus
2+ years of relevant working experience

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