Jordan Ellis
Seattle, WA | (123) 456-7891 | [email protected]
Objective:
Dynamic finance professional possessing a wealth of experience in consultancy and tax analysis, alongside valued certifications in internal auditing and financial planning. Seeking opportunities to leverage my diverse skill set in financial forecasting, asset management, and tax planning to facilitate organizational success.
Certifications:
- Certified Internal Auditor (CIA)
- Certified Financial Planner (CFP)
Skills & Abilities:
- Financial Forecasting
- Asset Management
- Tax Planning
- Financial Software Proficiency
Experience:
- Senior Finance Consultant, DEF Financial Group
Seattle, WA — 2023-Present- Provided seasoned advisory services, enabling businesses to optimize financial strategies and investments.
- Conducted impactful workshops focusing on advanced tax planning and savings mechanisms.
- Tax Analyst, GHI Finance Firm
Seattle, WA — 2016-2018- Delivered exceptional client service in tax preparation and planning, fostering client satisfaction and retention.
- Effectively managed a proficient team of junior tax analysts, promoting an environment of learning and growth.
Education:
- Bachelor of Science in Finance, Seattle University — 2010-2014