Professional Summary

Adaptable, open-minded, analytical accounting expert with over 5 years of experience eager to join a respectable, customer-focused financial institution as a public accountant/Credit Officer. Advanced knowledge of auditing, preparation of individual, corporate, and partnership tax returns, and the development of quarterly and year-end estimates. Detail-oriented with exceptional organization and communication skills with the drive to exceed expectations on every assignment.

Employment history

Credit Officer, Kessler, Terry and Hauck. North Williams, Oklahoma

Dec. 2018 – Present

Analyze applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans.
Obtain and compile copies of loan applicants’ credit histories, corporate financial statements, and other financial information.
Meet with applicants to obtain information for loan applications and to answer questions about the process.
Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
Confer with underwriters to aid in resolving mortgage application problems.
Assess clients’ overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
Calculate clients’ available monthly income to meet debt obligations.
Interview clients by telephone or in person to gather financial information.
Prioritize client debt repayment to avoid dire consequences, such as bankruptcy or foreclosure or to reduce overall costs, such as by paying high-interest or short-term loans first.
Looks after all B2B, B2C, MSME (Loan Ticket Size 5 lacs to 5 Crores) & Tractor loan as an Underwriter.
Co-ordinate with Legal & Valuer for successful completion of loan proposal within TAT.

Accounts Executive, O'Connell Inc. Port Leonardoton, New Jersey

Nov. 2015 – Jul. 2017

posting of purchase, sales, payment, receipt collection & journal voucher
Verification of bills & reconciliation of total turnover.
Bank, Debtors & Creditors Reconciliation.
Maintain Petty Cash Book & Internal Audit.
Day to day cash & bank transactions.
Preparing an outstanding list of Debtor & making Payment follow-up.
Preparing of Tax invoices, Vouchers & Agency Payment
Sales & Purchase total reconciliation of accounts calculating VAT
Reconciliation of Bank Statement at the end of month
Service Tax (CENVAT Credit Statement),Vat Return ,GST Return,TDS Return Filling ,Income Tax E Return Filling & other Govt. Taxes calculate
Verifying Employees Travel Claims as per Policy
Maintain salary register in MS-Excel.
Softex Filling
Active participation in the preparation of MIS Reports
Assisting in month end activities.
Filed tax returns and prepared governmental reports in compliance with strict standards.

Junior Accountant, Rodriguez-Emmerich. Luciennefurt, Illinois

Feb. 2014 – Oct. 2014

Arrange for debt repayment or establish repayment schedules, based on customers’ financial situations.
Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
Receive payments and post amounts paid to customer accounts.
Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
Locate and monitor overdue accounts, using computers and a variety of automated systems.
Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.
Negotiate credit extensions when necessary.

Education

North Goodwin, Jonasmouth, Nevada

LLB (Marks obtained: 58.71%), Law Graduate, Dec. 2016

East Kutch College, Christelmouth, Georgia

M.COM (Marks Obtained: 56.30%), Accounts & Finance, Feb. 2013

Eastern Strosin, New Homer, Nevada

B.Com (Marks Obtained:68.25%), Accounts & Finance, Nov. 2011

Graham University, Reichelborough, New Mexico

Higher Secondary (Marks Obtained: 87.25%), Commerce, Aug. 2008

Western Nevada Institute, Lake Humbertoville, Indiana

Madhyamik (Marks obtained: 78.25%), General, Jun. 2006

Languages

English

Fluent

Hindi

Fluent

Bengali

Native speaker

Skills

Windows Operating

Expert

Online Return Submission of Goverment compliance

Expert

Experienced in Finnacle,Finnone,Finnenquiry,Tally,Microsoft Navision(Accounting Software)

Expert

Excel & Excel(Microsoft Office)

Expert

Awards

Andrew Smith

Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Professional Summary

Adaptable, open-minded, analytical accounting expert with over 7 years of experience eager to join a respectable, customer-focused Organization. Accountant with advanced knowledge of auditing, preparation of Financial Statements and Closing process. Detail-oriented with exceptional organization and communication skills with the drive to exceed expectations on every assignment.

Employment history

Feb. 2019 – Present
Lake Crissy, Michigan

Financial Controller, O’Connell Group

Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting in compliance with IFRS and the Holding Company Policies and Procedures.
Prepare monthly consolidated financial statements of the Subsidiaries and reporting to KSA HO for review, inter-company transactions and loans.
Monitor and evaluate the performance of finance and procurement staff, recommending and implementing personnel actions, such as promotions and increments.
Review VAT returns calculations before submission and insure timely tax payment and optimization.
Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by KSA based Holding Company (Maharah HR).
Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
Establishing and enforcing proper accounting methods, policies and Standards according to IFRS, application of IFRS 16 finance leases and IFRS 9 ECL model.
Authorize requests for disbursements in accordance with company policies and procedures.
Coordinate External audits of company accounts and financial due diligence to ensure compliance Saudi Capital Market Authority and Holding Co. Policies and Procedures.

Jan. 2017 – Mar. 2017
Ondrickaville, Nevada

GL Supervisor, Ledner LLC

Perform accounting functions as assigned including, book, reconcile and prepare financial Statements up to accounts finalization.
Assists in preparation of monthly management reports and schedules, worksheets and narratives, including “Budget vs. Actual” variance reports. Assist in providing follow-up and documentation of significant variances.
Interco Transactions and recharges. Interco Settlement between Countries HO and interco. loans and settlements.
Assist with annual external audit. Complete requested materials.
Bank Account Reconciliation and cash flow management for Corp HO, Currency hedging deals for EUR and GBP Payment.
Payroll Processing and checking.
Preparing VAT Returns and compliance with Taxation Manager.

Apr. 2013 – Aug. 2013
Hoegershire, Ohio

Finance Supervisor A/R-G/L, Torp Inc

Account for and control the rebates Receivables, gondola and all other suppliers benefit entries.
Ensure that books of accounts are maintained in accordance with IFRS and Retail Financial Policy.
Prepare the monthly operating management reports (revenue and staff cost) and submit the analysis to Finance Manager for review and reporting.
Review the payroll pre-process and process the monthly cards by Business unit for staff salaries, full and final settlements and inter-company / head office transfers.
Follow up and analyze Inter-company transfers and recharges, Ensure timely payments to all Carrefour suppliers.
Control on a monthly basis, the Petty Cash of the stores and HO reimbursement.
Monthly Fixed Assets depreciation, CAPEX budget follow up and highlighting of unbudgeted Capital Expenditures, reconciling WIP account, preparing depreciation provisions and FA transfer between BUs and FA disposal.

Education

Apr. 2010

Bachelor of Arts: Accounting and Finance

Southern Harris Institute – Ivanborough, Indiana

Languages

Arabic

Native speaker

English

Fluent

Skills

Quick Books

Skillful

SAP Business Objects ERP

Skillful

JD Edwards – Oracle ERP

Experienced

MS Excel

Experienced

Professional Summary

A skilled and experienced credit officer with a keen eye for detail. Two years of experience in the finance industry, with a proven track record in financial analysis and loan applications. Tactful and pleasant in all client conversations and happy to provide help. Practiced in verifying client credit data and navigating the loan process, while translating the complexities into layman’s terms. Have gained industry training and qualifications and have a full, clean driving license and exemplary computer skills. Looking for new opportunities to build on a successful career.

Employment history

Senior Credit Officer, Christiansen, Toy and Hirthe. North Murray, Pennsylvania

Feb. 2020 – Present

File Login
Handling MIS ( Branch Login , IMD cheque , Disbursement , Part disbursement , Vendor Bills , etc. )
Underwriting
Disbursement
Part disbursement
Co-ordinate vendor
Raise vendor Bills
Query solution with operation and sales team

Customer Representative Executive, Tremblay-Goyette. Abbottport, Missouri

Jul. 2017 – Sep. 2017

Handling customer queries and request
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Check to ensure that appropriate changes were made to resolve customers’ problems.
Resolve customers’ service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.

Team Leader , Client Relationship , Project Trainer , Project Manager, Nienow, Kuphal and Carroll. Vandervortland, Oregon

Oct. 2016 – Dec. 2016

Project –

Form 60
I Leverage – Gold Loan
Pragati Project
Crop Insurance
EDC Project

Education

Northern Kerluke University, Dwainview, Hawaii

MBA, Finance, Oct. 2019

Eastern Waters, Austinside, New Hampshire

Bachelors Of Management Studies, Management, Jun. 2016

Pfannerstill Academy, New Marty, Pennsylvania

H.S.C, Higher Secondary, Aug. 2013

West Zboncak College, New Koreyton, Colorado

S.S.C, Secondary School, Jan. 2011

Skills

MS-Word

Tally

MS-CIT

Credit Analyst

Computerized Accounting And Office Automation (CAO)

Typeing

MS-Power point

MS-Excel

Andrew Smith

Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Professional Summary

I am a Finance Administrator , who is equipped with the tools and knowledge needed to advance into senior-level roles within innovative, growth-driven companies. Expert at managing and reconciling vendor accounts , strong ability to analyze and organize large information or Accounting transactions . Deep technical knowledge with proficient use of SAP, Excel programs and limited knowledge of Pastel

Employment history

Jun. 2018 – Present
South Aaronbury, Virginia

Financial Controller, Dietrich-Funk

· Assemble, review and verify invoices and check requests

· flag and clarify any unusual or questionable invoice items or prices

· sort, code and match invoices

· set invoices up for payment

· enter and upload invoices / leases into SAP

· reconcile accounts payable transactions

· prepare analysis of accounts

· monitor accounts to ensure payments are up to date

· research and resolve invoice discrepancies and issues

· maintain vendor / Landlords files
correspond with vendors and respond to inquiries

· assist with month end closing

· provide supporting documentation for audits

· maintain accurate historical records

· ensure budgeting is done accurately

· ensure accurate lease details are loaded onto SAP

· capturing of mid-month and month end payments

· Performing of annual budgets

· Year End provisions

· Turnover calculations / payments

· Adhoc duties

Jun. 2015 – Jul. 2015
Port Arleen, New Hampshire

Creditors Clerk, Turcotte, Nitzsche and Farrell

·Ensure all invoices are VAT compliant

·Reconcile invoices against statement and payment advice

·Resolve and process outstanding invoices and other items on reconciliations

· Prepare payments to creditors and on – demand vendors

·Ensure correct payments are made within agreed terms

·Follow on Outstanding purchase orders

·Maintain an efficient filling system with respect to accounting data , records , contracts and invoices

·Extract information and data analysis of accounts, consolidate information and prepare spreadsheets for the business unit.

·Also did SAP Training with regards to creditors

·Process invoices by matching them through electronic ordering system

Sep. 2013 – Jan. 2014
East Candance, Oregon

Asset Administrator, Morissette, Weber and Stoltenberg

·Safe Keeping of heritage Assets

·Ensure Assets are in good working order

·Ensure Assets are readily identifiable and records kept in unique identifying numbers

·Ensure Assets are adequately secured

·Recording of the heritage assets manually and electronically

·Asset Verification

·Assisting in developing an electronic heritage asset register.

·Maintaining Fixed Asset Register.

Education

Present

Advanced Diploma in Accounting Science: Accounting

Herzog University – East Ken, Vermont

May. 2013

National Diploma: Accounting

North Frami – Bernierbury, New Mexico

Aug. 2009

High School Diploma: Matric

Western Jones – Isobelfurt, Nevada

Skills

Communication skills

Experienced

Attention to detail and accuracy

Experienced

problem analysis and problem-solving

Experienced

Accounting to Trial balance

Skillful

Vendor relationship skills

Experienced

Accounts reconciliation skills

Experienced

Andrew Smith

Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Professional Summary

I had been living and working overseas in Indonesia since September 2001. Recently resided back in Sydney to live permanently, I am looking for a job that will provide me with the ability to live a sustained life in Australia and not to depend on the help from the Australian government.

I have had years of experience in management and sales division, with a good attention to detail. As I had been both the employer and employee, I had the experience to see from both sides and as such the ability to deliver a good outcome which will satisfy both employer and employee.

Employment history

Feb. 2006 – Apr. 2011
West Daphneport, Nebraska

Finance Director, Hand, Ziemann and White

As the Finance Director of a company running a master franchise network of New Zealand Natural Ice Cream for the territory of Indonesia, responsibilities include the following :

Direct and coordinate financial or budget activities to fund operations, maximize investments, or increase efficiency.
Confer with board members, or staff members to discuss issues, coordinate activities, or resolve problems.
Analyze operations to evaluate company’s performance or its staff in meeting objectives or to determine areas of potential cost reduction, program improvement, or policy change.
Direct, plan, or implement policies, objectives, or activities of organizations or businesses to ensure continuing operations, to maximize returns on investments, or to increase productivity.
Prepare budgets for approval, including those for funding or implementation of programs.
Direct or coordinate activities of businesses or departments concerned with production, pricing, sales, or distribution of products.
Negotiate or approve contracts or agreements with suppliers and distributors.
Review reports submitted by staff members to recommend approval or to suggest changes.
Appoint department heads or managers and assign or delegate responsibilities to them.
Preside over or serve on boards of directors.
Prepare and present reports concerning expenses, budgets, or other items affecting business.
Establish departmental responsibilities and coordinate functions among departments and stores.
Coordinate activities of businesses involved with buying or selling investment products.
Approve promotional campaigns.
Determine allocations of funds for staff, supplies, materials, and equipment, and authorize purchases.

Feb. 2000 – Dec. 2000
Port Lou, Mississippi

Owner, Langworth Group

Run and managed company which owned George Street Newsagency in Haymarket and New Zealand Natural Ice Cream in Westfield Eastgardens.

Dec. 1998 – Aug. 1999
Port Noel, Missouri

Shop Assistant, O’Reilly-Swift

Worked as shop assistant with responsibilities include :

Open and close store
Receive and display merchandise
Cashier

Sep. 1997 – Oct. 1997
Streichland, California

Cashier, Corwin Group

Worked as cashier

Jul. 1992 – Aug. 1994
Myrnaberg, Connecticut

Work Experience, Welch and Sons

Helped in family business which owned Randwick Plaza Newsagency and Royal Randwick Newsagency.

Education

Oct. 1998

Master of Commerce: Finance

East Hermann College – Claudiomouth, Oregon

Jun. 1996

Bachelor of Science: Statistics

Southern Hodkiewicz College – Willardport, Wyoming

Oct. 1992

High School Diploma

Bahringer University – Nitzscheborough, Florida

Oct. 1986

Primary School

Northern Rowe – Feeneyside, Kansas

Languages

Indonesian

Native speaker

Chinese

Basic

Skills

Experience in accounting program MYOB

Experienced

Thorough attention to detail

Skillful

Punctuate and Flexibel to work environment

Experienced

Organised and possess experience in management skills

Experienced

Willing to work and help team to achieve task

Experienced

Professional Summary

Experienced Finance Executive, Article and Audit Assistant with a demonstrated history of working in Software Service Industry – IOT Business, Chartered Accountants and Auditor Firms. Skilled in Tally and MS Office. Strong finance professional with a Master of Commerce – M.com from Mysore University and Bachelor of Commerce – B.Com from Mangalore University focused in Accounting, Taxation, Finance, Auditing, Cost Accounting, Statistics, Banking, Economics, Business and Management.

Employment history

Finance Executive, Marvin, Bogisich and Kemmer. Bartonburgh, Wisconsin

Jun. 2019 – Present

Assisted in Limited Review, Due Diligence, Quarterly and Tax Audit.
Coordinated with the team at the time of merger and given required support.
Responsible for drafting of Reply to Department’s Notices, Preparation of various documents that will be submitted to tax authorities and Appearing before the Tax Authorities.
Filing and preparation of various returns, supervising the books and educating the co-workers about recent updates and amendments.
Computation and ensuring discharge of monthly Tax liabilities.
Preparation of annual GST returns, Reconciliation and Follow up of Un Available GST inputs with the Suppliers.
Assisting in month, Quarter and Year end Closures.
Assisting in preparation of MIS/MBR and other reports.
Providing project-wise details of Sales, Purchases and Expenses to the Management.
Assisting in Preparation and calculation of capitalization of expenses and WIP Reconciliation Statement.
Preparation of Cash Flow statement, Fund Utilization Report.
Preparation of Age-wise Payables and Receivables Statement.
Preparation of Prepaid Expenses Statement, Provision, calculation and Accounting.
Assisting in monthly Customer billing.
Maintenance of Fixed Asset Registers, Depreciation calculation and Entry.
Handled Accounts payable processing, handling accounts of Vendors/Suppliers.
Communicating with higher levels of authorities for getting on time approvals.
Reconciliation of the payments and monitor accounts to ensure payments are made up to date and resolve discrepancies.
Ensuring on-time payments and prioritizing payments.
Working on the inquiries of vendors and providing them with necessary details by communicating through e-mails and telephone calls.
Confer with Vendors by telephone or in person to determine reasons for overdue payments and to resolve other issues.
Verification of invoices received for the complete details on the invoice copy.
Creation, maintenance and providing Reconciliation of Statements of vendor’s accounts.
Assisting in the preparation and Payments of salary and F&F settlements of employees.
Managing bank accounts, Ad-hoc requests and Providing monthly Stock statements to various banks.
Preparation of Bank Reconciliation statement, prioritizing payments based on Cash Flow and releasing the payments.
Managing the bank accounts, Beneficiary Creation in net banking and clearing the issues regarding the transactions.
Sending payment confirmation mails & Payment advise to the Vendor’s and clearing the queries related to the payments.

Article and Audit Assistant, Block and Sons. Hauckchester, Michigan

Oct. 2015 – Feb. 2016

Experienced Article and Audit Assistant with a demonstrated history of working in the Chartered Accountants and Auditors Firm. Skilled in Tally, Microsoft Excel and Microsoft Word. Strong work experience on Taxation, Statutory Compliances, Internal Audit, Statutory Audit, Due Diligence Audit, Financial Reporting, Book Keeping , Accounting and Finalization of accounts up to Balance Sheet of Proprietary Concern, Partnership Firm & Company Assessee.

Languages

English

Fluent

Kannada

Native speaker

Hindi

Conversational

Tulu

Native speaker

Education

Conn Academy, East Cristown, Washington

Master of Science, Accounting, Taxation, Business, Finance, Cost A/c'ing, Economics, Marketing and Management, Feb. 2015

West Colorado University, East Takakotown, Pennsylvania

Bachelor of Science, Accounting, Auditing, Taxation, Business, Finance, Cost A/c'ing, Statistics, Economics, Banking, Marketing and Management, May. 2013

North Bartell University, Boyerview, Missouri

Associate of Science, Accounting, Business Management, Economics and Etc., Nov. 2009

Skills

MS Office

Skillful

Tally

Experienced

SAP

Beginner

Accomplishments

Other

Additional information

Professional Summary

Financial Analyst equipped with the tools and knowledge needed to advance into senior-level roles within innovative, growth-driven companies. Expert at developing and tracking budget expenses and strong ability to analyze and organize large data sets. Deep technical knowledge with proficient use of QuickBooks and Excel programs.

Employment history

Tax Specialist, Langosh and Sons. Charlenefort, Illinois

Oct. 2019 – Present

Filed tax returns and prepared governmental reports in compliance with strict standards.
Analyzed
Prepare detailed reports on audit findings. monthly balance sheet accounts for corporate reporting.
Cooperated with engineering, manufacturing and corporate accounting to verify that quality standards were met.
Reduced annual tax adjustments through better financial control.
Suggested budgetary changes to increase company profits.
Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
Answer customer questions regarding problems with their accounts & tax.

Audit Executive, Heaney LLC. Wilkinsonside, Massachusetts

Jul. 2017 – Nov. 2017

Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
Prepare detailed reports on audit findings.
Prepare, analyze, and verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.
Preparing Bank Reconciliation & other MIS reports for management use
Filing all kind of Income Tax & GST Returns & Forms
Income Tax, GST & other laws registrations
Examine inventory to verify journal and ledger entries.
Examine records, tax returns, and related documents pertaining to the settlement of decedent’s estate.
Review taxpayer accounts and conduct audits on-site, by correspondence, or by summoning taxpayer to office.

Education

North Kozey, East Bariberg, New Jersey

Company Secretary, Law, Present

Western Howell Institute, Port Noah, Georgia

Chartered Accountant, Accounting & Auditing, Aug. 2019

The South Carolina Academy, Shelbystad, Maryland

Bachelor of Commerce, Finance & Accounting, Feb. 2018

Awards

Publications

Personal info

Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Languages

English

Hindi

Spanish

Skills

Information Technology Audit

Advance Excel & VBA

Costing & Financial Management

Company Law

Income Tax

GST

Accounting

Auditing

Professional Summary

Experienced Accountant with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Cost Variance Analysis, SAP ERP, Variance Analysis, Financial Analysis and specialize in the preparation of Budgets and Forecasts . Strong accounting professional with an excellent knowledge of International financial standards and experienced using US GAAP.

Employment history

Financial Controller, Denesik and Sons. Port Granville, Tennessee

Oct. 2018 – Present

• Manage all accounting operations including Billing, GL and Counsel, Cost Accounting and Revenue
• Recognition Coordinate and direct the preparation of the budget, financial forecasts and variance analysis
• Daily, weekly and monthly Net asset Value calculation (NAV)
• Control of fund bank accounts
• Prepare, analyze and publish timely monthly financial statements
• Calculation and payment of dividends
• Research technical accounting issues for compliance
• Compliance and anti-money laundering monitoring and reporting
• Investments monitoring through various fund structures (Hedge Funds & Real Estate)
• Support month-end and year-end close process
• Ensure quality control over financial transactions and financial reporting
• Manage and comply with local and International financial standards

• Ensure statutory reporting is compliant with US GAAP and IFRS

Accountant, Walsh, Langosh and Torphy. East Trent, Delaware

Jul. 2017 – Oct. 2017

• Work with team to manage and support all phases of the financial planning process including consolidations
• Create monthly expense reports/ P&Ls and provide variance analysis for management review
• Review daily accounting records to ensure that expenses are booked correctly and work with the accounting team to make any necessary reclassification
• Develop annual budgets, quarterly forecasts, and strategic plans in conjunction with managers in company’s analytic and enter the numbers into company’s planning system
• Building financial models and performing a valuation analysis
• Assisting in the management and execution of due diligence processes
• Cash reconciliations, payment date accounting, monthly reporting and report production
• Responsible for financial reporting and analysis for assigned functional areas
• Perform monthly changes in financial position/budget variance analysis

Education

Southern Pennsylvania Institute, East Gusfurt, Montana

Master of Science, Leadership and Management, May. 2019

South Ohio College, Sporerside, North Dakota

M.D., Accounting, May. 2018

West Rutherford, Port Gracielaborough, Maine

Bachelor of Arts, Accounting, Apr. 2015

Skills

Budgeting

Experienced

SAP ERP

Experienced

Microsoft Office

Experienced

Microsoft Excel

Expert

Forecasting

Experienced

Professional Summary

After lecturing for four years at a private tertiary college in Cape Town, South Africa and relocating to Brisbane, I’ve decided that it’s time to get back into industry.
I hold a Degree in Public Relations Management from the Cape Peninsula University of Technology, in Cape Town, South Africa.
I offer approximately nine years’ experience combined in the Public Relations, Events, Project Management and Marketing fields within corporate, consultancy and the education environments.

Employment history

Client Relationship Manager, Lehner Inc. Huelsville, Pennsylvania

Mar. 2020 – Present

Effectively build, manage and optimise Adwords campaigns for up to 120 clients with diverse goals and budgets.
Identify, develop, or evaluate marketing strategy, based on knowledge of establishment objectives, market characteristics, and cost and markup factors.
Develop insightful, thorough recommendations to improve
technical, design, content, on-page and off-page optimisation
elements for clients.
Initiate market research studies or analyse their findings.
Compiling comprehensive reports and adapting to digital trends online.
Review current industry trends and make suitable
recommendations to clients based on competitive activities.
Installing all conversion tracking through Google Tag Manager and Analytics.
Work towards strict KPIs both the client and company.

Independent Contract Lecturer, Carroll-Koelpin. Emardhaven, Ohio

Feb. 2014 – Jan. 2016

Lecturing, Moderating & Module Development:

Higher Certificate in Event Management

Event Planning and Implementation
Event Execution
Work Integrated Learning

Higher Certificate in Business Management

Introduction to Public Relations

Diploma in Public Relations

Practice of Public Relations 1, 2 & 3
Work Integrated Learning 1, 2 & 3

Owner | Communications Manager, Daniel, Towne and Hilpert. Kihnmouth, Colorado

Dec. 2013 – Feb. 2014

Prickly Raspberry is the only full service Public Relations, Events
and Branding agency based in the Helderberg area (located in
the Western Cape, South Africa), providing a range of full service PR functions to a wide variety of clients, increasing brand awareness, social media presence and working on long term communication
strategies.

Marketing & PR Executive, Vandervort-Schmitt. West Lucileville, Louisiana

Dec. 2011 – Feb. 2012

The usual PR duties:

Press Release Writing
Media Liaison
Identifying appropriate media opportunities
Media Monitoring
Compile and maintain media lists
Designing and compiling internal marketing newsletters
Event, Campaign and Promotion Management and Coordination
Brand management
Briefing and monitoring design work done by in-house designers
Manage office administration

Marise Lerm Communications, Nienow-Anderson. West September, New Hampshire

Dec. 2008 – Jan. 2009

The usual PR duties:

Press Release Writing
Media Liaison
Writing, disseminating and securing weekly media coverage
Media Monitoring
Compile and maintain media lists
Designing and compiling internal marketing newsletters
Event, Campaign and Promotion Management and Coordination
Brand management
Briefing and monitoring design work done by in-house designers
Manage office administration

Education

North Wyoming University, West Wernerchester, Nebraska

Certificate, Project Management, 2010

North Dickens College, Ahmedfurt, Vermont

Baccalaureus Technologiae (BTech Degree), Public Relations Management, 2008

West Hilll, Koelpinburgh, Vermont

National Diploma, Public Relations, 2007

Southern Kansas College, West Reid, Missouri

High School Diploma, 2004

Skills

Strategic Planning

Event Management

Project Management

Traditional Marketing

Online Marketing

Graphic Design

CRM

Media Liaison & Planning

Public Speaking & Presenting

Languages

English

Afrikaans

Professional Summary

Adaptable, open-minded, analytical accounting expert with over 5 years of experience eager to join a respectable organization as an Accountant. Accountant with advanced knowledge of Accounting, preparation of individual, corporate, and partnership tax returns, and the development of quarterly and year-end estimates. Detail-oriented with exceptional organization and communication skills with the drive to exceed expectations on every assignment.

Employment history

Finance Executive, Oberbrunner, Kuvalis and Howe. Ambroseborough, North Dakota

Jul. 2019 – Sep. 2019

Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
Arrange for debt repayment or establish repayment schedules, based on customers’ financial situations.
Generated financial statements and facilitated account closing procedures each month.
Compiled general ledger entries on a short schedule with nearly 100% accuracy.

Audit Assistant, Hyatt-Gottlieb. Lake Roseliachester, Oklahoma

Oct. 2017 – Dec. 2017

Prepare detailed reports on audit findings.
Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
Audit payroll and personnel records to determine unemployment insurance premiums, workers’ compensation coverage, liabilities, and compliance with tax laws.
Enter tax return information into computers for processing.

Education

North South Carolina College, Port Lesastad, Illinois

CA Articleship, Accounts and Finance, Jun. 2011

Erdman Institute, Aminaland, Tennessee

Professional Education II, Accounts and Finance, Jun. 2008

The Schoen College, Daughertyview, Louisiana

Bachelor of Commerce, Accounts and Finance, Dec. 2006

Personal info

Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Skills

Interpersonal Communication

Income Tax Filings

Audit Management

Book Keeping

Accounts Payable & Receivable Management

Professional Summary

Analytical, detail-oriented health care professional offering over 8 years of success in roles as a relationship manager, clinical advisor, project officer, and Registered Nurse dedicated to upholding clinical guidelines, standards, and best practices. Experience evaluating clinical data, compiling reports for analysis, conducting evaluations, and program marketing and communication. Dependable, client-focused leader with exceptional organisation, communication, and relationship management skills.

Employment history

Client Relationship Manager, Parisian LLC. Wallymouth, Iowa

Jun. 2018 – Present

I have responsibility for overall relationship and scope of client’s programs, provide exceptional client relationship management; explicitly the retention and strategic growth.
I work with key internal stakeholders to ensure successful and quality delivery of programs and manage, respond and resolve issues with clients in order to maintain, develop, and nurture excellent relationships.
In my role, I am responsible for financial forecasting of client portfolio, contract development and management, program briefings and the development and maintenance of program websites, utilising WordPress software

Project Officer, HealthPathways, Haley, Hand and Bradtke. Hettingerstad, Arkansas

Aug. 2016 – Jan. 2017

Support the development and implementation of HealthPathways Melbourne.
Timely achievement of deliverables and performance targets
Lead communications and marketing activities.
Develop and maintain effective working relationships with internal and external stakeholders.
Prepare activity reports to inform management of the status and implementation plans of programs, services, and quality initiatives.
Manage change in integrated health care delivery systems, such as work restructuring, technological innovations, and shifts in the focus of care.
Consult with medical, business, and community groups to discuss service problems, community needs, public relations, coordinate activities and plans, and promote health programs.

Clinical Care specialist / Program Coordinator, Klein-Douglas. Trevorfort, Pennsylvania

Jul. 2015 – Aug. 2015

Assist with the development and implementation of the Integrated Care Program, including the creation of the study protocol, program assessment and forms, surveys, and marketing material.
Submit and gain ethics for the Integrated Care Program and ensure the program abides by the framework that has been decided upon and approved by the HREC Committee.
Engagement of, and relationships with key stakeholders, both internal and external, including internal executive staff, General Practitioners, Victorian Department of Health, Medicare Locals and universities.
Assist with the development, testing and implementation of the Program’s IT platform, including the training of staff and GP practice’s.

Research Nurse, Program Coordinator, Langosh-Bayer. Port Elton, Pennsylvania

Feb. 2013 – May. 2013

Development and implementation of study protocols, consent forms, case report forms, and assistance with study specific nurse management program.
Ethics applications, collaboration with Chief and Principal Investigators, coordinating the set-up of Investigator meetings and day-to-day running of the study.
Assisting with the recruitment of participants for two National Health& Medical Research Council funded research projects and perform clinical assessments to determine cardiac, renal and neurological function as well as atherosclerotic burden.
Development self-care plans to promote healthy self-care behaviours, nurse-led disease management.
Completion of clinical tasks including analysis of holter monitors, venepuncture, and ECG attainment and analysis

Registered Nurse, Hegmann and Sons. West Marissa, Alaska

Jun. 2010 – Feb. 2011

Experience as an emergency and trauma nurse
Experience as a recovery nurse, day surgery, and short stay elective surgery nurse
Monitor, record, and report symptoms or changes in patients’ conditions.
Maintain accurate, detailed reports and records.
Interpret, and evaluate diagnostic tests to identify and assess patient’s condition.
Administer local, inhalation, intravenous, or other medications.
Direct or coordinate infection control programs, advising or consulting with specified personnel about necessary precautions.

Education

South Torphy, Lake Lucas, California

MBA, Business Administration, major Health and Human Services Management, Present

West Monahan Institute, Kiehnmouth, Minnesota

Bachelor of Nursing, Nursing, Apr. 2008

Skills

Stakeholder engagement

Time management

Leadership

Adaptability

Collaboration

Critical thinking

Communication

Professional Summary

I’m optimistic, and driven young man who seeks to do great things in the world. I have nothing but time to learn new skills, and am more then willing to be thought. My greatest strength in life, is my will-power. My power to keep pushing forward in trying, and testing times. When others would throw in the towel, I find the solution, and create ways to solve complex issues. I’m hopeful that you’d be willing to teach me, as I am more then willing to learn.

My name is Noah Perez-Gould, and my goal in life is to be a Game Designer.

Employment history

Cashier Clerk, Ledner-Shields. Maeburgh, Alabama

Jun. 2019 – Present

Whilst working at smiths, I am responsible for the following.
-Bagging customers products.
-Providing Friendly, and helpful customer service.
-Cleaning restrooms, and helping with the opening of the story.
-Returning non-bought products to shelves.
-Cart Retrieval.
-Sorting damaged goods.

Bagger (Cashier Clerk), Turcotte Group. North Nicolasland, Wyoming

Whilst working for Phantom Fireworks, I was responsible for the following.

-Bagging Products
-Providing friendly, and polite customer service.
-Maintaining cleanliness of workstations.
-Bringing in stray-away carts
-Stocking-Shelves.

Education

The Ullrich, Lowemouth, Wisconsin

High School Diploma, Economics, Apr. 2017

Skills

C#

Python

Customer Service

Time-Management

Will-Power

Professional Summary

Experienced and driven Financial Analyst with an impressive background of managing and providing analysis and account support within product development departments. Experience creating quarterly accruals based on trends and forecasted expenses.
Printing invoice checking accounts receivable and account payable .
Charging transaction fees In Agm and gmax tools.

Employment history

Finance analyst, Bogisich Inc. Drucillafurt, Wyoming

Sep. 2019 – Present

Analyzing all billing procedures and identifying opportunities for improvement.
Verifying with other departments that orders have been fulfilled.
Preparing, issuing and sending invoices.
Reviewing invoices to ensure billing accuracy.
Reviewing sales sheets to ensure the billing of all sales.
Reconciling invoices with balance sheet reports and resolving any discrepancies.
Communicating with clients and other departments, resolving issues, and providing clarifications.
Ensuring clients’ billing accounts are set up correctly and according to their requirements.
Maintaining updated records of accounts receivable.
Preparing reports and meeting billing deadlines.

Finance analyst, Cummings, Denesik and Hand. Kochview, Arizona

Sep. 2018 – Oct. 2018

Worked in an airline process mileage plus programme to charge and keep an eye on the accounts of the mileage plus members of the airline. To charge from there accounts and maintain accounts for our clients.

Education

West Hawaii College, New Xochitlside, Connecticut

B.com, Commerce, Jun. 2015

Bruen Academy, Port Oswaldo, Pennsylvania

12, Commerce, Aug. 2011

Southern Koelpin, East Arden, South Carolina

10, General, Oct. 2009

Skills

Accounting

Finance

Invoicing

Professional Summary

With several years experience in the customer service environment and the willingness to learn and grow in my work life , I would love the opportunity to transfer the skills and knowledge I have acquired into the Broadcasting Industry. I am a very outgoing , quick learning and hardworking employee and would be a great candidate to join the 101.5 The Hawk Team.
References Available upon request

Employment history

Financial Services Representative, Beer-Volkman. Runolfsdottirbury, Georgia

Sep. 2019 – Present

Determine customers’ financial services needs and prepare proposals to sell services that address these needs.
Contact prospective customers to present information and explain available services.
Record transactions accurately, and keep clients informed about transactions.
Assist customers by providing information and resolving their complaints.

Cashier, Franecki-Crist. West Macyhaven, Oregon

Oct. 2015 – Present

Responsibilities include Cash handling, Delivering excellent and efficient service , maintaining a clean and inviting environment and ensuring customers leave satisfied.

Education

South Minnesota University, New Gabriele, Texas

BBA, Bachelor of Business Administration, Present

Skills

Fluent with Microsoft Excel , Word and Powerpoint

Money Handling

Communication both speaking and listening

Customer Service

Andrew Smith

Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Professional Summary

Senior Executive equipped with a PG-DFM degree in Finance, advanced certifications, and over 8 years of accounting experience. Expert in tax, Fixed Asset Accounts, GL/GRIR Reconciliation, including GST 2A/2B reconciliation, TDS filing and Detail-oriented with exceptional organization and communication skills with the drive to exceed expectations on every assignment.

Employment history

Mar. 2020 – Present
North Charlesside, New York

Senior Finance Executive, Becker Inc

1. Handling of entire Fixed Asset Cycle – Project Identification (Purchase of Asset) to Project Closer (Asset Closing notice)

Interact with a client and have a healthy discussion for the CAP v/s EXP analysis.

2. Sale/Transfer/Discard of assets entries.

3. Details & identification of assets Original Cost & WDV as per user requirement for sale/transfer/discard.

4. Capitalized Interest Reversal of the Projects.

5. Ensuring good internal controls regarding while processing Capital Authorization Request.

6. Posting of monthly accruals to clear the suspense account that affect the monthly report.

7. Handle quarterly Audit & SOX audit for the Finance Function.

Co-Ordination with auditors for Statutory/Tax audit.

8. Ensuring personal and team adherence to SOPs regulatory norms and accounting guidelines.

Jan. 2018 – Apr. 2018
West Jonathon, Arkansas

Senior Executive, Simonis-Kuhlman

1. Handling a team of 2 people.

2. GST Input Receivable and Utilization Reconciliation (Reconciliation on basis of GSTR 2, 2A & SAP GL Balance)

3. Asset Master Creation & Allocation of Budget.

4. Preparing Commercial Invoice against sales order in SAP.

5. Preparing Credit / Debit note if required for any goods return or rate difference.

6. Looking after Scrap Sales & Engineering Stock.

7. Closely Monitor CWIP budget & Quarterly Report.

8. Status of open Projects-Quarterly Report.

9. Sale of assets entries.

10. Transfer/Discard of assets entries.

11. Details & identification of assets Original Cost & WDV as per user requirement for sale/transfer/discard.

12. Physical Verification Activity.

13. Assets Installation certificates & Change in Master.

14. Capitalization of projects in books after commercialization of plant/handover report.

15. Scrutiny of open advances & follow-up.

16. Excise Duty & Service Tax Reconciliation on monthly basis.

17. GR/IR Clearing.

18. Creation of Sales Order.

19. Preparing Commercial Invoice against sales order in SAP.

20. Preparing Credit / Debit note if required for any goods return or rate difference.

21. Assets Related GL Clearing.

22. Capital Creditors & Spends Report.

23. Verification & Reconciliation of FAR with Locations as per planned schedule.

24. Co-Ordination with auditors for Statutory/Tax audit.

25. Ensuring personal and team adherence to SOPs regulatory norms and accounting guidelines.

26. Preparing, Invoice & Debit note for subsidiary entity.

Preparation of Profit Share Report & Reconciliation of Purchase & Sale monthly.

Jan. 2015 – Feb. 2015
New Lynseyport, Hawaii

Finance Executive, Weimann Inc

1. Independently handling on 5 ERP’s – SAP, EBIZ- Oracle, Solomon, ERP – Tally in account payable activities pertains to various entities, which includes:

2. Creating Vendor code (Maintaining vendor master data) in 5 different ERP’s.

3. Scrutiny of all Local vendors’ invoices & Imports with duty, CHA & Freight invoices and feeding into the system.

4. Preparation of provision for expenses working sheets every month end.

5. Handling Import Invoices and remittance.

6. Approving & signing statutory details of the division.

7. Scrutiny of Creditor related Overheads & Payments processed on daily basis.

8. Assisting for Inter-company reconciliation, following with customers & vendors for payment due and adjustment.

9. Employee reimbursement done on weekly basis thru RTGS/NEFT

10. Looking after all Custom Duty Payments & Tax payments (like TDS, service tax and all other compliances)

11. Reconciliation of freight & CHA transactions on bi-weekly basis

12. Liasoning with Supply Chain team & guiding them to resolve SAP MM Module queries to avoid errors while maintaining conditions.

13. Preparation of AP-GL Reconciliation monthly basis to check closing balances.

14. Clearing Accounts (GRIR, Freight) & Advance Knock Off.

15. Working on CST and issuing C Form to vendors.

16. Issuing C-form to vendors and resolving vendor grievances pertains to C-Form.

17. Working on TDS file on monthly file & issuing TDS certificate to vendors.

18. Handling queries of Auditors & Inter-company Reconciliation.

May. 2012 – Dec. 2012
South Jennette, Arkansas

Process Analyst, Lockman, Senger and Blick

Processing & Auditing:

Verification all types of invoices & Payment Run on Daily basis in SAP Software (FICO Module – Version 6.0)
Processing & Auditing Freight, CHA, Import, Material, Service, CFA, GTA Invoices, etc
Auditing Bank Reconciliation (12 Banks)
Verifying Import Accounts Invoices including debit advices & A1 & A2 form
Assisting for preparation in Statutory Compliance every month end

Statutory Compliance part Covered:

TDS Refund
GTA & Service tax Working file
Knowledge of Sales Tax
Clearing Accounts (GRIR, Freight & Other charges GL)
CESS Working file
Assisting in preparation of Schedules of AP-G/L’s at month end.

Reporting Part & Other activities:

Maintaining Error Log with root cause & corrective action
Side By Side Monitoring activity is done on monthly basis
Preparing Accuracy Comparison & Sharing with Internal HOD
Preparing R-360 report & Sharing with Internal HOD
Conducting a Feedback session with whole team to share process knowledge
Preparation of Minutes of Meeting of each Feedback & Coaching Session given to Associates
Finding Innovative ideas for improvement & to make process run smoothly
Preparing Daily Accuracy Report and Sharing with clients
Preparing Monthly & Weekly Deck PPT & sharing with HOD
Preparation of Individual Accuracy Comparison of each associates & giving feedback & coaching session.
Co-ordination with Clients
Handling Team of 9 Associates.

Sep. 2011 – Dec. 2011
Conradshire, Mississippi

Account Associate, Walsh, Wisoky and Reynolds

1. Booking Vendor & Capex Invoices in Navision Software & Issuing Cheque.

2. Handling Petty Cash & Reimbursement.

3. Preparing Bank Reconciliation.

4. Processing Salary of Retainers.

5. Leading Team on behalf of Team Leader..

6. Answer customer questions regarding problems with their accounts.

Education

May. 2010

Bachelor of Commerce (B.Com): Accounts & Taxation

Eastern Little Institute – New Herlinda, Georgia

May. 2007

HSC: Accounts

North Alabama College – South Deborah, Pennsylvania

May. 2005

Fitter: Technical

West Williamson University – New Alda, Maine

Dec. 2002

SSC: Mathematics & Science

Southern Hagenes Institute – Dustymouth, Nebraska

Languages

English

Fluent

Hindi

Conversational

Marathi

Conversational

Skills

Lead, Quick, Self Learner & Self Confident

Experienced

Navision ERP

Skillful

Oracle

Skillful

Tally

Skillful

SAP ERP

Experienced

MS Word, MS Excel, Power Point

Experienced

Good Interpersonal Skills

Experienced

Awards

Professional Summary

Adaptable, open-minded, analytical accounting expert with over 10 years of experience eager to join a respectable, customer-focused financial institution as a public accountant. Certified Public Accountant with advanced knowledge of auditing, preparation of individual, corporate, and partnership tax returns, and the development of quarterly and year-end estimates. Detail-oriented with exceptional organization and communication skills with the drive to exceed expectations on every assignment.

Employment history

Assistant Finance Manager, Lubowitz Group. East Hermine, Alabama

Jan. 2020 – Present

Compiled general ledger entries on a short schedule with nearly 100% accuracy.
Analysed and researched reporting issues to improve accounting operations procedures.
Trained new employees on accounting principles and company procedures.
Suggested budgetary changes to increase company profits.
Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
Establish tables of accounts and assign entries to proper accounts.
Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
Provide internal and external auditing services for businesses or individuals.
Prepare, analyze, and verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.
Examine inventory to verify journal and ledger entries.
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
Reconcile records of bank transactions.

Senior Accountant, Dare and Sons. Loweshire, Hawaii

Apr. 2016 – Sep. 2016

Generated financial statements and facilitated account closing procedures each month.
Compiled general ledger entries on a short schedule with nearly 100% accuracy.
Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
Prepare forms and manuals for accounting and bookkeeping personnel, and direct their work activities.
Locate and monitor overdue accounts, using computers and a variety of automated systems.
Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
Review data about material assets, net worth, liabilities, capital stock, surplus, income, and expenditures.

Accountant, Mills, Kohler and Hudson. West Vanessa, Iowa

Jul. 2014 – Oct. 2014

Finance Specialist, Gibson LLC. New Janieceshire, Illinois

Nov. 2006 – Jul. 2010

Accountant, Nader, Rath and Rutherford. Pourosshire, California

Jan. 2006 – Jun. 2007

Education

Johns Institute, New Mapleshire, Missouri

CA Intermediate, Chartered Accountancy, Present

Bartoletti College, West Rochelton, Michigan

Bachelor of Commerce, Finance & Accounts, Nov. 2003

Accomplishments

Personal info

Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Skills

Financial Analysis

Internal Auditing

Budget & Forecasting

Financial Reporting

Languages

English

Hindi

Arabic

Professional Summary

Adaptable, open-minded, analytical accounting expert with over 5 years of experience eager to join a respectable, customer-focused financial institution as a public accountant. Certified Public Accountant with advanced knowledge of auditing, preparation of individual, corporate, and partnership tax returns, and the development of quarterly and year-end estimates. Highly-regarded, seasoned Chief Assiatant Financial Officer and executive leader with extensive experience performing risk management and strategic financial planning for multi-million-dollar project by Dell, global organizations. In-depth knowledge of forecasting models, data analytics, finance and accounting, and corporate financial law. Adept decision-maker, communicator, and collaborator dedicated to protecting organizations profits and revenue to achieve full financial control and sustainability.

Employment history

ASSISTANT FINANCE MANAGER, Reilly and Sons. East Pamula, Oregon

Apr. 2017 – Present

Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
Recommend investments and investment timing to companies, investment firm staff, or the public.
Prepare plans of action for investment, using financial analyses.

Chief Assistant-Financial Officer, Kassulke Inc. Tamarashire, Nebraska

Oct. 2014 – Jan. 2015

Direct or coordinate an organization’s financial or budget activities to fund operations, maximize investments, or increase efficiency.

Education

The Hoppe College, West Jamar, Illinois

MBA, FINANCE, Jun. 2016

The Louisiana College, Hermannfurt, Missouri

BBA, Marketing And Finance, Apr. 2013

Affiliations

Awards

Publications

Hobbies & Interest

Personal info

Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Languages

FRENCH

ENGLISH

TAMIL

HINDI

TELUGU

Skills

Project Management

Data Analytics

HTML

Public Speaking

Case Speculation

Professional Summary

An experienced Finance Executive, Article, Audit and Account Assistant with a demonstrated history of working in software service industry – IOT business, Chartered Accountants and Auditor Firms. Skilled in Tally and MS Oﬃce. Strong ﬁnance professional with a Master of Commerce from Mysore University and a Bachelor of Commerce from Mangalore University focused in accounting, taxation, ﬁnance, auditing, cost accounting, statistics, mathematics, business law, corporate law, industrial relations, industrial trade, organizational behavior, banking, economics, business and management.

Employment history

Finance Executive, Lockman-Fisher. North Shelleyhaven, Alabama

Sep. 2017 – Present

Assisted in preparation of financial reports and review of financial accounting analyses and journal entries to recognize actual results.
Assisted in limited review, due diligence and tax audit.
Coordinated with the team at the time of merger and provided required support.
Responsible for drafting reply to department’s notices, preparation of various documents that will be submitted to tax authorities and appearing before the tax authorities.
Filing and preparation of various returns like GST and TDS.
Monitor case laws, amendments and understand its impact on business.
Attending sessions on GST and educating team about recent updates and amendments.
Ensuring discharge of monthly tax liabilities and Initiating tax payments.
Preparation of annual GST returns, reconciliation of revenue, purchase, output & Input with financials, follow up of unavailable input credits with the suppliers and to deal with customer query on GST.
Ensuring optimal utilization of GST input credit.
Well versed with GSTN portal and various functionalities available on the portal.
Statutory filing of annual return Form MGT-7 under Companies Act, 2013, Form 23AC, Form 23ACA, 20B and Form 66 under Companies Act, 1956, Form AOC-4, Form ADT-1 and other ROC filings under Companies Act, 1956 and 2013.
Assisting in monthly, quarterly & yearly ending closures and ensure all journal entries comply with internal and external audit specifications.
Assisting in preparation of MIS, MBR and other reports.
Providing project-wise details of sales, purchases and expenses to the management.
Assisting in preparation and calculation of capitalization of expenses and WIP reconciliation statement.
Handling cash flow and preparation of fund utilization report.
Preparation of age-wise payable and receivables statement.
Preparation of prepaid expenses statement, provision, calculation and accounting.
Recognizing actual revenue, accrued revenue calculation and accounting.
Assisting in monthly billing.
Handled accounts payable processing and accounts of Suppliers.
Communicating with higher levels of authorities for getting on time approvals and interact with internal stakeholders, customers, vendors and auditors.
Reconciliation of the payments and monitor accounts to ensure payments are made up to date and resolve discrepancies.
Ensuring on-time payments and prioritizing payments.
Working on the enquiries of vendors and providing them with necessary details by communicating through e-mails and telephone calls.
Confer with vendors by telephone or in person to determine reasons for overdue payments and to resolve other issues pertains to business.
Verification of invoices received for the complete details on the invoice copy.
Creation, maintenance and providing reconciliation of statements of vendors accounts.
Assisting in the preparation and payments of salary and F&F settlements of employees.
Managing bank accounts, ad-hoc requests and providing monthly stock statements to various banks.
Preparation of bank reconciliation statement, prioritizing payments based on cash flow and releasing the payments.
Beneficiary creation in net banking, managing the bank accounts and clearing the issues regarding the transactions.
Sending payment confirmation mails and payment advise to the vendor’s and clearing the queries related to the payments.
Handling of cash registers.

Article and Audit Assistant, Moore-Schroeder. Macejkovicside, Mississippi

Jan. 2016 – May. 2016

An experienced article and audit assistant with a demonstrated history of working in a chartered accountant and auditors firm. Skilled in Tally and MS Office. Strong work experience on taxation, statutory compliance, tax audit as per the terms of Income tax Act 1961 section 44AB, statutory audit as per Companies Act 1956 and Companies Act 2013, financial reporting, accounting and finalization of accounts up to balance sheet of proprietary concern, partnership firm & company assessee.

Account and Audit Assistant, Koss and Sons. South Jermaine, Nevada

Aug. 2014 – Nov. 2014

An experienced accounts and audit assistant with a demonstrated history of working in the chartered accountants and auditors firm. Skilled in Tallya and MS Office. Strong work experience on taxation, statutory compliance, VAT audit under KVAT, internal audit, book keeping, accounts management of clients and finalization of accounts up to balance sheet of proprietary concern, partnership firm & company assessee.

Education

Hauck College, Malikaburgh, Michigan

Master of Commerce, Accounting, Taxation, Business, Finance, Industrial Relations, Organizational Behavior, Economics, Marketing, Human Resource and Management., Feb. 2015

South Kentucky University, South Evette, Indiana

Bachelor of Commerce, Financial Accounting, Auditing, Taxation, Business & Corporate Law, Business, Finance, Cost Accounting, Statistics & Mathematics, Economics, Banking, International Trade, Marketing and Management., Oct. 2013

Will Academy, Port Elvina, Kentucky

Commerce, Accountancy, Business Studies and Economics., Aug. 2009

Skills

MS Office

Experienced

Tally

Experienced

SAP

Beginner

Languages

English

Fluent

Kannada

Native speaker

Hindi

Conversational

Tulu

Native speaker

Accomplishments

Additional information

Professional Summary

Experienced in financial controllership, forecasting, budgeting and financial analysis. Proactive team player with excellent communication skills and leadership. Strong in problem solving and meeting deadlines. Successful in developing and implementing strategies, polices and procedures that improve efficiency and reduce cost. Over 30 years experience of working in finance and accounting in multiple industries including manufacturing, food & beverage, entertainment, and property management.

Employment history

Financial Controller, O'Connell-Yundt. Kittieland, Maryland

Jan. 2009 – Apr. 2009

Generated financial statements and facilitated account closing procedures each month.
Prepare, examine, and analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
Created periodic reports comparing budgeted costs to actual costs and suggested budgetary changes to increase company profits.
Prepare forms and manuals for accounting and bookkeeping personnel, and direct their work activities.
Report to management about audit results, and implement Recommend changes in operations and financial activities.
Oversee bank reconciliations for 100+ accounts each month.
Direct activities of personnel engaged in filing, recording, compiling and transmitting financial records.
Recruit staff members and oversee training programs.
Trained new employees on accounting principles and company procedures.

Financial Analyst, Rice-Kilback. Hammesville, Kentucky

Sep. 2004 – Aug. 2005

Worked various long-term assignments including:
Accent Media Group – Financial Analyst 12/04 – 07/06

Monthly Financial Close
Account Review and Variance Analysis
Cash Reconciliations
Asset Management

The Walt Disney Company – Financial Analyst 06/02 – 06/03

Financial Operations for Loss Prevention Department
Shrink Analysis to sustain cost impact related to inventory COS.
Identified risk associated with projects, contract approvals and client issues.
Developed Microsoft Access Models for diverse projects and analysis.

Warner Bros. Studios – Financial Analyst 06/01 – 06/02

Various Sales Analysis for International Sales Department
Comparison of International sales market of domestic movie releases.
Calculate total payments received during a time period, and reconcile this with total sales.

Project Financial Analyst, Lockman-Swift. East Corneliaberg, Utah

Nov. 2000 – Mar. 2001

Worked on project “Universal Studios Osaka, Japan”
Managed $50 million dollar travel budget which resulted in savings of 18% under projected budget.
Managed Soft Cost, Design & Engineering, and Contingency Budgets with aggregate value of $100 million reconciling to monthly Project Update Financial Report.
Worked with legal affairs department to analyze contract specifications and facilitate processing of contract terms with sub-contractors.

Education

Wehner University, Myungfort, Massachusetts

Certificate of Completion Non-Degree Program, Accounting, Mar. 1980

Skills

Financial Analysis

Experienced

Managerial Techniques

Experienced

Excellent Communication Skills

Experienced

Professional Summary

Innovative educator adept at bringing the 21st Century into the secondary classroom. Skilled at utilizing current educational hardware and software both in and out of the school setting. Practical experience of market as a teacher and mentor. Creative, energetic teaching style. Ability to find and uplift the weak one in class.

Employment history

CEO, White-Gaylord. Durganchester, Hawaii

Apr. 2019 – Present

Devise, select, or purchase domain name and web address.
Disclose merchant information and terms and policies of transactions in online or offline materials.
Calculate purchase subtotals, taxes, and shipping costs for submission to customers.
Correspond with online customers via electronic mail, telephone, or other electronic messaging to address questions or complaints about products, policies, or shipping methods.
Develop or revise business plans for online business, emphasizing factors such as product line, pricing, inventory, or marketing strategy.
Implement security practices to preserve assets, minimize liabilities, or ensure customer privacy, using parallel servers, hardware redundancy, fail-safe technology, information encryption, or firewalls.

Stock broker, O'Reilly LLC. East Milton, Montana

Jan. 2020 – Present

Recommend investments and investment timing to companies, investment firm staff, or the public.
Prepare plans of action for investment, using financial analyses.
Evaluate and compare the relative quality of various securities in a given industry.
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
Monitor developments in the fields of industrial technology, business, finance, and economic theory.
Present oral or written reports on general economic trends, individual corporations, and entire industries.

Life coach, Moen LLC. Romanside, Texas

Feb. 2017 – Jun. 2017

Supervise undergraduate or graduate teaching, internship, and research work.
Conduct presentations on research findings for clients and at research meetings.
Develop interview techniques, rating scales, and psychological tests used to assess skills, abilities, and interests for the purpose of employee selection, placement, and promotion.
Instruct students individually and in groups, using various teaching methods such as lectures, discussions, and demonstrations.
Adapt teaching methods and instructional materials to meet students’ varying needs and interests.
Prepare students for further development by encouraging them to explore learning opportunities and to persevere with challenging tasks.

Director, Mertz, Robel and Lemke. West Savannah, Georgia

Dec. 2015 – May. 2016

Schedule the project in logical steps and budget time required to meet deadlines.
Confer with supervisory personnel, owners, contractors, or design professionals to discuss and resolve matters, such as work procedures, complaints, or construction problems.
Prepare contracts and negotiate revisions, changes and additions to contractual agreements with architects, consultants, clients, suppliers and subcontractors.
Review budget estimates, progress reports, or cost tracking reports.
Take actions to deal with the results of delays, bad weather, or emergencies at construction site.
Select, contract, and oversee workers who complete specific pieces of the project, such as painting or plumbing.
Develop or implement quality control programs.
Direct acquisition of land for construction projects.

Entrepreneur, Rath-Pagac. Wolfton, Nevada

Dec. 2014 – Jan. 2015

Real estate project
Survey was done to collect data from buyer seller and renter from the local market.

Present purchase offers to sellers for consideration.
Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.
Advise clients on market conditions, prices, mortgages, legal requirements and related matters.

Franchisee, Prosacco, Bosco and Rolfson. Runolfssonberg, Texas

Feb. 2013 – Apr. 2013

Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs
Advise dealers and distributors on policies and operating procedures to ensure functional effectiveness of business.
Monitor customer preferences to determine focus of sales efforts.
Prepare budgets and approve budget expenditures.
Visit franchised dealers to stimulate interest in establishment or expansion of Business.
Review operational records and reports to project sales and determine profitability.
Authorise payment of invoices or return of merchandise.
Interview and work closely with vendors to obtain and develop desired results.

Education

Eastern Berge, Strosintown, Alabama

Master of Science, Management, Sep. 2015

East Terry College, Borerhaven, North Carolina

Bachelor of Science, International Business, Jun. 2012

Personal info

Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Skills

Mentorship

Research

Financial analysis

Languages

Urdu

English

Professional Summary

Highly-regarded, seasoned accounting professional with extensive experience performing risk management and strategic financial planning for multi-million-peso, global organizations. In-depth knowledge of, data analytics, finance and accounting, and corporate financial law. Adept decision-maker, communicator, and collaborator dedicated to protecting organizations profits and revenue to achieve full financial control and sustainability.

Employment history

Assistant Finance Manager, Schmidt-Lakin. North Dovie, Kentucky

Apr. 2020 – Present

Computed taxes owed by applying prescribed rates, laws and regulations.
Created periodic reports comparing budgeted costs to actual costs.Generated financial statements and facilitated account closing procedures each month.
Compiled general ledger entries on a short schedule with nearly 100% accuracy.
Analysed and researched reporting issues to improve accounting operations procedures.
Computed taxes owed by applying prescribed rates, laws and regulations.
Proactively researched technical tax issues related to consulting projects.
Computed taxes owed by applying prescribed rates, laws and regulations.
Maintained integrity of general ledger, including the chart of accounts.
Modified a comprehensive financial reporting package to reflect growing organisational complexity.

Accounting Supervisor, Quigley-Graham. East Justinview, Missouri

Nov. 2017 – Jan. 2018

Maintained integrity of general ledger, including the chart of accounts.
Modified a comprehensive financial reporting package to reflect growing organisational complexity.
Analysed monthly balance sheet accounts for corporate reporting.
Generated financial statements and facilitated account closing procedures each month.
Compiled general ledger entries on a short schedule with nearly 100% accuracy.
Analysed and researched reporting issues to improve accounting operations procedures.

Accounting Head, Kunze Inc. Boscomouth, Mississippi

Dec. 2015 – Dec. 2016

Maintained integrity of general ledger, including the chart of accounts.
Modified a comprehensive financial reporting package to reflect growing organisational complexity.
Filed tax returns and prepared governmental reports in compliance with strict standards.
Analysed monthly balance sheet accounts for corporate reporting.
Generated financial statements and facilitated account closing procedures each month.
Analysed and researched reporting issues to improve accounting operations procedures.

Audit Supervisor, Kilback Group. Port Luis, Virginia

Jun. 2014 – Dec. 2014

Supervise auditing of establishments, and determine scope of investigation required.
Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
Confer with company officials about financial and regulatory matters.

Direct activities of personnel engaged in filing, recording, compiling and transmitting financial records.

Associate Auditor, Heller-Baumbach. Ortizberg, California

Feb. 2012 – Aug. 2012

Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
Prepare detailed reports on audit findings.
Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
Examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.
Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.

Education

Hahn University, Scottiefort, Iowa

Bachelor of Science, Accountancy, Dec. 2011

Miller University, East Sylvester, Texas

High School Diploma, Apr. 2006

Skills

Accounting Management

Experienced

Communication and Presentation

Experienced

Accounting Analysis

Experienced

Professional Summary

Consultant in Corporate Transitions services with extensive experience in operational client on-boarding and account reconciliation bringing over 9 years of superior analytical skill within the trust serving industry.
I have proven ability to exceed company and management expectations while accepting increasingly substantial roles and responsibilities as management often relies on me to serve as a subject matter expert in formal and ad-hoc projects.

Employment history

Trust Officer, Consultant, Quality Assurance, McLaughlin and Sons. Lake Lucretiaburgh, Virginia

Jan. 2020 – Present

Point of contact for operational matters related to client onboarding

Provide oversight, coaching, and continuous training for existing and new team members

Subject are expert, providing comprehensive and in-depth consultant and leadership to team and partners area at a high technical level

Carry out activities large in scope, cross-functional, and technically difficult

Consultant, Schaefer-Champlin. Kutchville, Oregon

Feb. 2018 – Oct. 2018

Short term expatriate training in Bangalore India, training a group of 8 individuals new to company

Facilitate Day 1 client on boarding and market settlement with prior/successor custodial institutions

Monitor delivery and settlement of DTC, FED, and global securities, cash, and various other custody assets.

Reconcile client’s custodial assets based on prior custodial statements; securities, cost, and market values

Review and research inquiries from various partners areas in addition to inquiries from outside clients

Subject matter expert for streamlining an internal process made for robotics

Subject matter expert for Data Normalization project bringing a new vastly automated process to processing global transitions

Additional ad hoc assignments and special projects

Sr. Analyst, McKenzie Group. South Donnieville, Vermont

Apr. 2015 – Aug. 2015

Transferred cash and par value assets for internal accounts upon instructions from client administration

Provided daily reconciliations on all assets transferred previous business day

Updated Cost and Market values per admin’s request or if values are missing

Monitored TBA mailbox and assign work as needed when TC is unavailable

Researched any deliver timely resolutions for ERMS and exceptions assigned to me

Analyst, Cruickshank LLC. Kuvalisport, Colorado

Jun. 2013 – Dec. 2013

Verified share balances daily with fund company via telephone, email, and website and manually input fund positions that have changed by 12:30 p.m. deadline

Identified and research out of balances and request adjusting entries to offset error via written communication before item ages beyond critical day 5

Reconciled, update credit rates, and post interest on 70+ Guaranteed Investment Contracts for Defined Contribution Plans

Monitored daily NSCC trade activity for any rejects using DTCC (Fund/Serv) and Fundlinx working with IM, Record Keeper, and Consultants to get trade corrected and settled

Provided analytic support to consultants for daily valued clients (mutual funds, stable value funds, wrappers)

Education

North Virginia Academy, Lake Toniview, Mississippi

MBA, Financial Fraud Examination and Management, Aug. 2011

Eastern Bernhard University, North Tarshachester, Delaware

Bachelor of Business, Management, Sep. 2006

Personal info

Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Skills

Analysis

Risk Management

Account Reconciliation

Problem-Solving

Leadership

Microsoft Excel

Professional Summary

4 years’ experience as a Credit Analyst Rendering my best effort And Experience in this Credit field. I Would like to take up great challenges and solve with My ability.
I detected so many frauds at the time of login files and got appreciation for my smart work. I Shall adhere to Company policies and Credit policies. I Always want to do Hard work To learn unknown Works.

Employment history

Credit Analyst(LAP), Little Inc. New Kaitlinton, Montana

Feb. 2020 – Present

Examine, evaluate, or process loan applications.
Analyze applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans.
Investigate missing checks, payment histories, held funds, returned checks, or other related issues to resolve client or creditor problems.
Determine customers’ financial services needs and prepare proposals to sell services that address these needs.
End to End Process Which Include Login to Disbursement
Due Diligence of Loan applications With KYC Adherence
Following up With Various External Agencies which Include Technical, legal, etc and follow up For the Hard copies.
Checking LAP Eligibility in Various Products like SIP programme,Banking Programme, Gross Profit Programme etc.
Following up with Field investingation, Fraud control for checking of files and follow up for the Reports.

Credit Processing Assistant (OD,CC,BL,LAP), Bartell-Rath. Lake Shanelchester, Washington

May. 2017 – Jun. 2017

Worked as a credit processing Assistant (CPA) in Axis bank from September 2016 to 2018 October
Preparing Ratio Sheets,checking eligibility in suitable programmes,Loan Tracking,GST calculations.
Checking credit pendings in every file
Technical, Legal Intiation At the time of login and Follow up for Reports
Files login process
Follow up for Upfront fee Cheque
FI, RCU intiation and Follow up for the Reports
CAM Preparing For Business loan

Credit Processing Assistant (BL,LAP), Stoltenberg, Ankunding and Kemmer. Horacemouth, Virginia

Sep. 2015 – Oct. 2015

Worked as a Credit processing Assistant(CPA) in kotak Mahindra bank from September 2014 to 2016
Checking Financial eligibility, Preparing Ratio sheets, Loan Tracking,GST Calculation
Checking Credit pendings
FI,RCU Intiation and Follow up for the Hard copies
Files login

Education

South New Jersey College, Sibylville, Idaho

Bachelor of Arts, B.COM, Dec. 2014

Western Arkansas College, New Marcelino, Hawaii

High School Diploma, MEC, Jul. 2011

Von University, Walterfurt, Hawaii

High School Diploma, 10th class, Jul. 2009

ABILITIES:

Personal Details :

Personal info

Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Languages

English

Telugu

Skills

CAM PREPARING

MANAGEMENT INFORMATION SYSTEM(MIS)

FILES LOGIN

Professional Summary

Recent graduate outfitted with a Bachelor of Science in Accounting. Extreme attention to detail and ability to multitask within fast-paced environments.
Financial Analyst equipped with the tools and knowledge needed to advance into next-level roles within innovative, growth-driven companies. Also, experienced at developing and tracking budget expenses.

Employment history

Financial Service Representative, Lueilwitz LLC. Marvinside, Arizona

Jul. 2017 – Mar. 2019

Establish and maintain relationships with individual or business customers and provide assistance with problems these customers may encounter.
Execute wire transfers for customers
Examine, evaluate, or process loan applications.
Network within communities to find and attract new business.
Oversee the flow of cash or financial instruments.
Assisted with the training of new trainees
Submit loan applications for auto, personal and lines of credit.
Assisted customers with opening IRAs, as well as distributions, contributions and roll overs
Service customer with online banking, web bill pay, check orders and reconciling bank accounts

Teller Service Specialist, Kreiger, Kuhlman and Fisher. Kandacetown, Nebraska

Jun. 2016 – Aug. 2016

Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
Monitor bank vaults to ensure cash balances are correct.
Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
Refer customers to Financial Service Representatives for appropriate assistance with customer desires

Customer Service Cashier, Hyatt and Sons. Vickiview, New Hampshire

Dec. 2013 – Sep. 2015

Demonstrate or explain products, methods, or services to persuade customers to purchase products or use services.
Keep areas neat while working and return items to correct locations following demonstrations.
Record and report demonstration-related information, such as the number of questions asked by the audience or the number of coupons distributed.
Sell products being promoted and keep records of sales.
Suggest specific product purchases to meet customers’ needs.
Identify interested and qualified customers to provide them with additional information.

Education

Champlin Academy, Port Shannon, Montana

Bachelor of Business Administration, Accounting, Mar. 2019

Languages

Spanish

Conversational

Skills

Financial Analysis

Skillful

Financial Reporting

Experienced

Microsoft Office

Experienced

WPM Keyboard

Experienced

10 Key

Experienced

Awards

Professional Summary

Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.

Employment history

Director of Finance Administration, Roberts, Nader and Lubowitz. South Lon, Kansas

Apr. 2020 – Present

Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects.
Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
Resolved conflicts and negotiated agreements between parties in order to reach win-win solutions to disagreements and clarify misunderstandings.
Managed quality assurance program including on site evaluations, internal audits and customer surveys.
Generated sales tax reports for each operational jurisdictions, monitored bi-weekly payroll and prepared and paid out sales commissions.

Packages Limited, Kunze LLC. East Sean, Idaho

Executed core financial processes, including vendor setup and payment, operational expenses, administration of bank accounts and account reconciliations.
Created robust, diversified financial portfolios for clients.
Developed budgets and strategic plans for day-to-day operations.
Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
Mitigated process gaps and managed all operational functions, including account openings, trades, documentation, regulatory compliance and marketing collateral.
Identified and capitalized on community business opportunities with effective networking.

Senior Finance Manager, Dooley-Kerluke. Huelberg, Wyoming

Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Assessed budget plans and present costs to forecast trends and recommend changes.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.
Engaged employees in business processes with positive motivational techniques.
Boosted branch sales by developing and deepening customer loyalty through incentive programs.
Identified and capitalized on community business opportunities with effective networking.

Education

Northern Funk, Jacobsfort, Kentucky

Ph.D., Finance, Aug. 2020

East Hegmann Institute, Kuhichaven, North Dakota

Master of Science, Finance, Sep. 2019

West Daniel College, South Elvin, Washington

Bachelor of Science, Accounting and Finance, Oct. 2018

Reference

Skills

Solution selling

Data analysis

Business planning

Strategic accounts processes

MS Office

Staff supervision

Operational improvement

Process implementation

Financial analysis and reporting

Professional Summary

Financial Analyst equipped with the tools and knowledge needed to advance into Analytics roles within innovative, growth-driven companies. Expert at developing and learning new programming tools and possess a strong ability to analyze and organize large data sets. Expert at seeing the big picture while handling complex projects and situations.

Employment history

Sr. Financial Analyst, Huel-Schiller. South Gala, Wyoming

Apr. 2019 – Present

Leading design, testing, and publishing of quarterly DOI analysis model in Tableau using python and various different database systems including OPERA, SQL and Access. This is an end to end project that involves the documentation of code logic in MS-Visio, Tables’s data dictionary, new tables creation using SQL and python where needed, and publishing on to the tableau server.
Led a project of investigation where an existing standard to the actual calculation software designed using Access was constantly producing high variances during margin analysis. Debugged and documented findings that the calculations were based on sample modeling. Proposed an alternative model to include the entire population as it was possible to fetch data from a source within the organization.
Served as a TM1 administrator and report designer. Developed various VBA Macros that connected TM1 cubes with excel to automate the existing manual and repetitive processes related to Variance analysis
Served as one of the liaisons between the Finance analytics team and IT team for data migration and linking from various systems like MES, MOWS, LTS, BAAN to OPERA

Financial Analyst, Champlin Inc. Deweyberg, Colorado

Feb. 2017 – Mar. 2017

Developed and automated Rolling forecast/dashboard using SQL Queries, PowerPivot and VBA.
Performed Health Net contractual settlement Analysis and other monthly financial reports using SQL Queries
Developed a process from scratch for the monthly claims data received from Humana – a Risk Share partner of BHN (Banner Health Network)

Finance controller/Analyst, Yost-Ferry. New Joyce, Oklahoma

Nov. 2015 – Dec. 2015

Perform Cash Flow Analysis, Breakeven analysis and calculation and analysis of key ratios.
As part of performing Equity valuations to attract angel investors assisted with various sales projections for new products and services.
Developed the binomial tree model to analyze the impact of various interest rate scenarios (both in terms of Revenue and Expense)
Prepared pro forma balance sheets and pre-and post-money calculations for various stakeholders

Senior Financial Analyst, Cronin-Bode. West Lymanville, North Carolina

Jun. 2007 – Sep. 2007

Work with various project managers to perform Monte-Carlo analysis and develop models to justify budgets for all IT-Service projects.
Developed a VB executable file to deliver expense reports in excel to the divisional Manager’s e-mail at the end of every month.
Perform monthly headcount analysis, trend analysis and constantly monitor for new potential strategic projects based on pre-defined policies. All of these were automated using VB Macro and Excel
Perform relevant Adhoc modeling and analysis for various projects as required by the Client and Management using VBA Macros and Excel

Accounts Analyst, Dietrich Group. West Zoe, Texas

May. 2005 – Aug. 2005

Communication of the policies and procedures to various departments were automated using VBA.
Developed many VBA macros to automate the manual process.
Generated monthly trend reports and AR-related reports and performed routine financial analysis against the existing contractual terms.

Education

West Goldner, Russelchester, Maryland

CFA Level 1, Finance, Mar. 2009

North Nevada Institute, Croninburgh, Delaware

Bachelor of Commerce, Finance and Statistics, Apr. 2001

Eastern New Jersey College, Port Fabian, Connecticut

Advanced Diploma in Software Engineering, Software Programming, Dec. 2000

Skills

VBA

Tableau

Python

TM1

Regression Analysis

RDBMS concepts

OLAP Cube Technology

MS Excel/Power Pivot

MS Visio

SQL

Languages

English

TARGET

Professional Summary

The passing years have forged me a highly resourceful, flexible, innovative and committed Analyst, whether acting in Finance, Fiscal or Administrative areas.
I have an impressive sense for data analysis in order to deliver operational improvements to the business, looking always for optimizing the process I have been involved.
All the previous experiences in all these different areas, qualify me as an extremely versatile collaborator.
Keen to find a challenging position within an ambitious company where I will be able to continue increasing my professional skills.

Employment history

SENIOR ADMINISTRATIVE ANALYST, Mosciski, Gibson and Klocko. West Jimmiefurt, Kansas

May. 2018 – Dec. 2018

Main Activities: Accounts Payable and Receivable Management, Cash Flow, Banking Relationship and support to Fiscal an Accounting areas.
Main achievements: Reduction of bank fees, process’s standardization, making them more effective, faster and practical.

TAX ANALYST – SALES SUPPORT SPECIALIST, Conroy, Effertz and Spencer. Mathildemouth, Maryland

Nov. 2010 – Jun. 2014

Main Activities: Stage 1– Fiscal Management, Bookkeeping, Taxes calculation and Tax Obligations (periodic reports). Stage 2 – Migration to Sales, acting as a Sales Support Specialist, supporting the sales team, inventory management, sales orders management, statistical sales data.
Main Achievements: Implementation of Intelligent TES (automatic TES selection on SOs). Tracking transit items management (import process).

TAX ANALYST / ASSISTANT, Murray LLC. Feeststad, Alabama

Apr. 2004 – Jun. 2004

Main Activities: Fiscal Management, Bookkeeping, Tax Calculation.
Main Achievements: Process’ Standardization, increasing the Bookkeeping’s assertiveness and reducing errors in tax assessments.

Education

East Braun University, Lake Darrel, Georgia

Bachelor of Science, ADMINISTRATION, Nov. 2004

Western Veum, Deidraville, Oregon

High School Diploma, REGULAR EDUCATION, Apr. 1998

Additional information

Personal info

Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Skills

RESEARCH & ANALYTICAL

PROBLEM SOLVING & CREATIVITY

ORGANIZATIONAL & PLANNING

COMMUNICATION

CUSTOMER SERVICE

Languages

English

Spanish

Portuguese

Professional Summary

Tireless, fervent prisoner of education equipped with a Masters of Science in Finance and over 3 years of project management and analytical experience. Currently experiencing a career transition from corporate finance into the realm of human & health sciences. My empathy augmented with endless curiosity has lead me to re-focus my pursuit of medical science.

Employment history

Sr. Financial Analyst, Heaney-Bogan. Geneviveberg, Alaska

Jan. 2018 – Present

Responsible for building and maintaining the corporate revenue and cost forecast model totaling a volume of over +$200M
Collaboratively managed +5 department expense budgets, each of which totaled over $1 million on an annual basis
Provide the Executive Leadership Team with a monthly financial package that included important insights and metrics along with supplemental commentary
Utilized as a company-wide resource for top-line research on purchasing insights and patterns
Took part in developing multiple case studies for the Board of Directors regarding peer analysis and M&A evaluation

Accounting and Financial Intern, Okuneva, Koelpin and Parker. New Homermouth, Missouri

Sep. 2015 – Mar. 2016

Performed comparative analysis between clients’ current holdings and OBS offerings, with the typical account being 1-2 million in assets
Responsible for Ad-Hoc analysis for Corporate Controller
Designed company’s financial statements using newly adopted software system

Reporting and Analysis Associate, Turner-Nader. South Raleigh, Vermont

Aug. 2014 – Mar. 2015

Analyzed and prepared annual and quarterly performance reports to pinpoint shopper preferences for appropriate clients
Designed and developed presentations based upon field study requirements
Audited web presence for over twenty clients to identify their strengths and opportunities

Education

Eastern Doyle Institute, West Ettafort, Illinois

Master of Science, Finance, Dec. 2016

Western Iowa Academy, New Arronmouth, North Dakota

BBA, Economics & Finance, Aug. 2015

Skills

Analytic Research

Experienced

Project Management

Experienced

Financial Planning & Forecasting

Experienced

Professional Summary

Adaptable, open-minded, analytical accounting expert with over 8 years of experience eager to join a respectable, customer-focused financial institution as a public accountant. Certified Public Accountant with advanced knowledge of auditing, preparation of individual, corporate, and partnership tax returns, and the development of quarterly and year-end estimates. Detail-oriented with exceptional organization and communication skills with the drive to exceed expectations on every assignment.

Employment history

Sr. Finance Manager, Ebert-Dietrich. Lake Carmen, Vermont

Apr. 2018 – Present

Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
Oversee the flow of cash or financial instruments.
Review collection reports to determine the status of collections and the amounts of outstanding balances.
Prepare operational or risk reports for management analysis.

Manager – Finance & Operation, Mayer-Heidenreich. East Mickey, Idaho

Sep. 2015 – Jan. 2016

Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
Prepare operational or risk reports for management analysis.
Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.

Senior Auditor, Zemlak LLC. Champlinbury, Mississippi

Dec. 2012 – Jun. 2013

Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
Prepare detailed reports on audit findings.
Supervise auditing of establishments, and determine scope of investigation required.
Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
Examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.
Review data about material assets, net worth, liabilities, capital stock, surplus, income, and expenditures.
Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.

Education

Northern New York Academy, East Jacobshire, Montana

MBA, Finance, Mar. 2016

South Koelpin, Jodiechester, Vermont

Bachelor of Business Studies, Finance, Apr. 2011

Northern Stark, Paucektown, South Dakota

School Leaving Certificate, Oct. 2008

North New Mexico Academy, East Millard, New Hampshire

10 + 2 (Intermediate), Management, Feb. 2007

Skills

Finalizing financial reports, monitoring accounts, preparing activity reports, financial forecasts and investigate ways to improve profitability, and analyze markets for business opportunities, such as expansion, mergers or acquisitions.

Well familiar with computer and business software

Experienced

Problem-solving techniques

Experienced

Initiative and the ability to work as part of a team

Experienced

Commercial awareness

Experienced

Good oral and written communication skills

Experienced

Professional Summary

A highly motivated, detailed oriented, and resourceful credit analyst. Possessing considerable experience and knowledge within the financial industry, including but not limited to communicating with members and handling their bank transactions, verifying account opening and closing information, assessing borrower’s credit information, and following proper rules and regulations. Acquiring a respectable and ethical name within the industry by continuously practicing fair, accurate, and quality services within. Keen to finding a challenging position within an ambitious company where I can continue to build on my career and further utilize my accounting skills.

Employment history

Credit Analyst, Pouros, Bode and Hills. New Hedwig, Idaho

Jul. 2017 – Present

Evaluates borrower’s credit data and financial statements to best determine the degree of risk involved in lending money to them.
Prepares reports that reflect the degree of risk involved with lending money to clients.
Analyzes borrower’s records while using specific data to recommend payment plans.
Evaluates the financial status of clients by producing financial ratios through computer programs.
Confers with credit associations and references to exchange credit information on clients.
Presents all compiled data information to lenders and loan committee for approval.

Deposit Operations Specialist, Abbott LLC. South Danitamouth, Minnesota

Sep. 2016 – Feb. 2017

Processed reports on a regular basis to ensure customer notifications were being sent out correctly and efficiently.
Processed and verified all incoming and outgoing wires along with OFAC inquiries.
Processed levies/garnishments in addition to posting IOLTAs/IBRETAs, and handling IRA reports.
Performed a number of clerical duties, including answering customer questions over the phone or through an online chat system.
Reviewed account opening and closing documentation for accuracy while compiling all other necessary information.

Bookkeeper, Bogisich and Sons. Lake Rickyside, Iowa

Sep. 2013 – Oct. 2013

Prepared daily reports and deposit slips for the previous day’s work.
Compiled a spreadsheet using Excel from the registers to determine the over/short of the previous day.
Transferred information on an Excel spreadsheet to balance out the entire day’s sales.
Took responsibility in opening the store and working customer service as needed.

Education

South Flatley, Blicktown, Iowa

Bachelor of Science, Accounting, Jul. 2017

Aufderhar Institute, West Conception, Nebraska

Associate of Applied Science, Accounting, Jul. 2012

Honors

Skills

Microsoft Excel

Financial Statement Analysis

Revenue Projections

General Ledger

Personal and Business Tax Returns

Profit and Loss Reports

Annual Reports

Balance Sheets

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Andrew Smith

Professional Summary

Employment history

Education

Languages

Skills

Awards

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Andrew Smith

Professional Summary

Employment history

Education

Languages

Skills

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Andrew Smith

Professional Summary

Employment history

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Andrew Smith

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Employment history

Education

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Andrew Smith

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Andrew Smith

Professional Summary

Employment history

Languages

Education

Skills

Accomplishments

Other

Additional information

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Andrew Smith

Professional Summary

Employment history

Education

Awards

Publications

Personal info

Languages

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Andrew Smith

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Andrew Smith

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Andrew Smith

Professional Summary

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Personal info

Skills

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Andrew Smith

Professional Summary

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