Financial Planner

Sarah D. Farrar
600 Nancy Street
Raleigh, NC 27604
(919) 535-9117

Objective

A position in Financial Planning utilizing skills and knowledge gained from MBA education.
Skills

•    Strong knowledge of all aspects of financial planning.
•    Experience with taxes and accounting.
•    Proficient in Microsoft Word, Excel, PowerPoint, SAP, Hyperion, Magellan, and ATTRA
Education

University of North Carolina, Raleigh, NC

2002
Masters, Business Administration

Rutgers University, West Orange, NJ

1996
Business Administration
Accounting Emphasis
Experience

Decagon, Inc., Raleigh, NC

1999 – Present
Assistant Planning Manager
• Assist in implementing data streaming across company’s business divisions.
• Coordinate planning and communication for planning cycles
• Responsible for reseerach and analysis for business managers.
• Analyze and coordinate assessments for various business partners.
• Re-distribute assessments to appropriate personnel.
• Coordinate budget operations.

Decagon Inc., Raleigh, NC

1997 – 1999
Accounting Specialist
• Composed and record financial data for acquisitions.
• Provided financial analysis to Corporate office.
• Was responsible for analysis projects requested by Regional Manager.
• Promoted after two years.

Decagon, Inc., Raleigh, NC

1996 – 1997
Accounting Associate
• Composed SEC reports.
• Analyzed numerous Balance Sheets.
• Completed quarterly reports.
• Prepared and analyzed tax data..
• Promoted after first year.

Manor Management, Raleigh, NC

1995 – 1996
Accounts Payable
• Entered invoices.
• Posted accounts payable.
• Maintained purchase order log.
• Processed invoices .
Affiliations

Toastmasters International

click here to Financial Planner in word

Leave a Reply