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  • 8/6/2019 Financial Analyst or Business Analyst or Treasury Analyst or Ana

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    Marlena A. Merkt13801 Napoli Dr. Apt. 7202 * Houston, TX 77070 * [email protected] * 281.825.1991

    SUMMARYSavvy MBA professional with eight years' business administration experience. Over four years' experience in a financial environment tackling projects in challenging, fast-paced environments. Demonstrated ability to acquire technical knowledge and skills rapidly. Innovative problem solver, able to see the business and consumer sides of a problem. Excellent communication skills, both oral and written. Creative thinker with the ability to problem solve and prioritize seeking a Financial Analyst position where abilities will add similar or greater value. Knowledge and experience with GAAP, knowledge of SAP.

    Software areas of expertise: LinkNet, The Network Connection, Axys, Telemet, Proxy Edge, Schwab Link, Value Line, Transplant Connect, PeopleSoft, Oracle Crystal Ball, POM, Adobe Acrobat, beginner level of Photoshop CS4, and MS Office; Excel, Word, Outlook, and Access.EXPERIENCENORTHWESTERN MUTUAL FINANCIAL NETWORK Houston, TXFinancial Representative

    06/09-Present* Offered prospects and clients a personalized approach to uncovering innovativ

    e financial solutions tailored to each individual need using the comprehensive Personal Needs Analysis report for client presentation.* Developed the ability to thrive in a high paced self-motivated environment.* Approached different financial situations in a structured analytical manner catering to the risk tolerance level of each individual.* Extrapolate rate of return given different interest rates for a given investment product.* Ambitiously took initiative in terms of creating a successful client base withno natural market.* Learned the entrepreneurial skills necessary to not only start a business butsuccessfully run the practice as well utilizing the highly acclaimed business model of Northwestern Mutual, a company voted "Most Admired" for the past twenty-five years by Fortune magazine.

    TENNESSEE DONOR SERVICES Nashville, TNOffice Manager 04/06-08/08* Directly accountable for overseeing daily operations and providing expedient solutions for all staff (in-house, on call and traveling out of state).* Reconcile Accounts Payable and Accounts Receivable; work closely with Controller to ensure the highest level of financial stability is being achieved using GAAP.* Responsible for implementation of an organizational system designed to track medical personnel's (surgeons and nurses) credentials and insurance policies* Ensure compliance with government regulations and provide staff with current information.

    * Provide new employee office orientation.* Took initiative and contacted Second Harvest Food Bank resulting in the solo promotion of a company wide food drive and collecting 150+lbs of food and other non-perishables for needy families.* Inspired and promoted the implementation of a toy and clothing drive to benefit a total of 10 children in need with the Boys and Girls Club during the holidayseason.

    Executive Assistant for Quality/Compliance Director* Instrumental in the implementation of the Risk Monitor Occurrence Reporting Sy

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    stem from the brainstorming / quote collecting phase to training and launch.* Actively involved in all inspections including but not limited to; the FDA, AOPO [Association of Organ Procurement Organizations], EBAA [Eye Bank Associationof America].* Functions as liaison between Director, Quality Systems and Compliance, and other Directors as needed.

    Lee, Danner & Bass Investment Counsel Nashville, TNResearch Analyst 2005-2006* Prepared daily, monthly, and quarterly maturity expiration reports.* Responsible for researching and compiling proxies, daily stock information, data reports.* Implemented SEC approved organization system for permanent client files.

    EDUCATION / LICENSUREEllis College of New York Institute of TechnologyMasters of Business Administration - Finance 2009Graduated with a 3.8 GPA on a 4.0 scale

    Ellis College of New York Institute of TechnologyBachelor of Science - Business Management and Entrepreneurship 2007Graduated with honors; completed various courses at Honors level.

    Relevant coursework: Managerial Accounting, Business Organization & Administrati

    on, Money and Banking, Human Resources Management, Sales Management, International Marketing, Managerial Marketing, Accounting for Managers, Managerial Corporation Finance, Managing Organizations, Global Operations Management, Economics forManagers, Managerial Strategy, Global Environment of Business, Topics in Financial Markets and Investments, etc. Heavy emphasis on GAAP / SAP.

    Licensed in Texas and Tennessee for Life / Disability / Long-Term Care / HealthInsurance

    COMMUNITY INVOLVEMENT / AFFILIATIONSBoard member for Houston Literacy Advance Young ProfessionalsDelta Mu Delta, International Honor Society in BusinessNAWBO (National Association of Women Business Owners) member

    Houston Downtown AllianceEmerging LeadersWeekly scheduled volunteer for Ronald McDonald House at Texas Children's Hospital