• To obtain a position as a General Ledger Accountant at Texas School for the Deaf, by applying well - placed proficiencies in conducting regular ledger closings, analyzing and reporting variances and fluctuations, and ensuring
compliance of accounting procedures with company policies and rules.
Not exact matches
Management is responsible for the preparation, presentation and integrity
of Goldman Sachs» financial statements, for its
accounting and financial reporting principles and for the establishment and effectiveness
of internal controls and
procedures designed to assure
compliance with
accounting standards and applicable laws and regulations.
Our involvement is critical to business advancement and is driven through the corporate profit planning process to ensure the integrity
of regulatory
compliance and Fifth Third Bank's
accounting policies and
procedures.
When deciding whether to approve a museum or gallery the authority must take
account of the institution's
procedures for establishing the provenance and ownership
of objects and
compliance with guidance on
procedures published by the Secretary
of State.
Recognizing this, the Kyoto Protocol and Marrakesh Accords, adopted by CMP 1 in Montreal, Canada, in December 2005, include a set
of monitoring and
compliance procedures to enforce the Protocol's rules, address any
compliance problems, and avoid any error in calculating emissions data and
accounting for transactions under the three Kyoto mechanisms (emissions trading, clean development mechanism and joint implementation) and activities related to land use, land use change and forestry (LULUCF).
Accounting procedures will be put in place in
compliance with the requirements
of the UK regulatory system governing the proper use
of Client monies held by UK solicitors.
He possesses extensive experience with operational and financial issues related to legal and regulatory
compliance, securities, derivatives, lending, insurance,
accounting procedures and the management
of financial institutions and related entities.
The policies and
procedures must be reasonably designed, taking into
account the size
of and the type
of activities that relate to protected health information undertaken by the covered entity, to ensure such
compliance.
Ensured that the opening
of accounts was in accordance with our policies and
procedures and
compliance regulations.
Vice President
of Finance is a senior position who provides coordination and leadership for financial planning, budget management, and debt financing while ensuring
compliance with standard
accounting practices in the company's
accounting procedures.
Maintain
compliance with all legal requirements, finance and
accounting policies and
procedures of the hotel
Sample resumes
of Chief Accountants incorporate skills like developing
accounting procedures to improve the efficiency
of company operations, and managing weekly check runs, including receiving check requests and expense reports and verifying that they are in
compliance with financial policies and
procedures.
The
Accounting Manager is responsible for overseeing and managing the daily operations of the general ledger accounting team that includes, but is not limited to, ensuring compliance with accounting policies and procedures, performing complex various accounting functions, supervising the accounting and reporting system activities, and preparing accurate financial transactions postings and financia
Accounting Manager is responsible for overseeing and managing the daily operations
of the general ledger
accounting team that includes, but is not limited to, ensuring compliance with accounting policies and procedures, performing complex various accounting functions, supervising the accounting and reporting system activities, and preparing accurate financial transactions postings and financia
accounting team that includes, but is not limited to, ensuring
compliance with
accounting policies and procedures, performing complex various accounting functions, supervising the accounting and reporting system activities, and preparing accurate financial transactions postings and financia
accounting policies and
procedures, performing complex various
accounting functions, supervising the accounting and reporting system activities, and preparing accurate financial transactions postings and financia
accounting functions, supervising the
accounting and reporting system activities, and preparing accurate financial transactions postings and financia
accounting and reporting system activities, and preparing accurate financial transactions postings and financial reports.
The training contract begins with a formal induction which provides trainees with an overview
of Penningtons Manches, its areas
of work and general office,
accounting and
compliance procedures.
Advised my customers with the in - depth level
of my knowledge with every order processing
procedures,
account maintenance transactions, and related
compliance requirements.
Prepared valuation analyses and cash flow models on prospective acquisitions using ARGUS; and recorded acquisition / sale
of 1031 properties on multiple entities Prepared quarterly financial reports for tax auditors using QuickBooks, including all supporting schedules for 10 - K and 10 - Q filings Created / Maintained lease briefs for newly acquired assets and performed due diligence for prospective acquisitions Managed and reconciled cash for company and 1031 exchange properties; and acted as primary contact for all treasury management issues Filed annual business property statement and recorded estimated income tax payments — state and federal Created
accounting procedures manual and supervised / trained assistants to perform
accounts payable tasks Consulted with property accountants to resolve discrepancies in monthly financial reports Provided executives, shareholders, lenders and investors with monthly, quarterly and annual financial reports Ensured
compliance with loan covenants and tenant in common (TIC) agreements
Working at a position
of great responsibility, an
accounting controller handles the management
of accounting policies and
procedures,
accounting transactions, reporting and
compliance.
• Reorganized budgeting and expenses processing systems by overhauling both
procedures and introducing efficient modules • Implemented an automated VAT returns systems which decreased tax return inefficiency by 50 % • Introduced a dynamic, online income and sales systems which increased ease
of calculations as opposed to the regular standalone one • Reconciled a lengthy income report, spanning 15 years within the record time
of 3 days • Identified a discrepancy in the profit and loss
account, saving the company $ 15000 in income unaccounted for • Introduced the concept
of «suspense
accounts», effectively ensuring
compliance with standards
accounting principles • Singlehandedly managed petty cash disbursement and bookkeeping for 5 departments across 15 offices, 3
of which were in countries outside the US • Audited an entire paper bookkeeping system within 15 days, well within the deadline
of 25 days • Converted the paper
accounting system into electronic, resulting in increased efficiency at 88 % • Led a series
of training sessions to provide a solid
accounting background to trainees and
accounting interns • Suggested incorporation
of client - related
accounting information into the main client database, making it easy to follow up on defaulted clients • Acquired 85 %
of all outstanding debits within 5 months, following dedicated follow - up
procedures
Management Accountant Lightstream Resources, Las Vegas, NV 2/2005 — 7/2010 • Analyzed business performances and provided recommendations on methods to prevent problems • Prepared financial data and statements such as profit and loss
accounts, budgets and cash flows • Ascertained that company spending was in line with approved budgets • Recommended cost saving activities and effective strategies to improve business value • Ascertained
compliance of the company's systems with established
procedures and financial regulations
Candidate must possess a strong understanding
of ERP systems (SAP preferred), SOX controls, audit
compliance procedures, risk management, receivable management and basic
accounting skills.
Albertson's • Wilsonville, OR 1987 — Present Store Director, 2011 — Present Oversee a team composed
of 62 employees, and ensure
compliance with customer service goals, proper cash handling
procedures,
accounting of sales, and sale transaction
procedures.
✔ Track record
of exceeding weekly sales targets by utilizing effective sales strategies ✔ Particularly effective in maintaining customer relations and referral system to promote bank products and financing services ✔ NMLS Registered; proven record
of compliance with SAFE mortgage and loaning
procedures ✔ Well - versed in general branch banking
procedures,
account opening / closing and ongoing customer services management
Duties may include but are not limited to: • Review charges and file claims electronically • Post insurance and patient payments • Run error reports and make corrections as needed • Work denied or incorrect claims • Review
accounts for collection and send to outside agency if necessary • Process and send patient statements • Prepare patient and insurance refund requests and respond to requests for recoupment and / or overpayment from an insurance company or payer • Answer and resolve all patient inquiries about payments and insurance • Answer requests and inquiries from insurance companies and other agencies seeking information related to claims • Stay informed
of insurance news and regulation changes • Ensure
compliance with Medicare and third party payers»
procedures and protocol • Assist all employees in the understanding
of new policies implemented by insurance carriers • Maintain EOB files EDUCATION AND EXPERIENCE: • A minimum
of a High School diploma • A minimum
of five years
of billing experience in a medical office setting.
Accounts Payable Clerk UYT Co — Sykesville, MD Mar 2007 — Aug 2012 • Introduced a
procedure for incorporating
accounts payable information into the system thereby ensuring easy posting • Offered a permanent
accounts payable clerk position after working as an intern for only five months • Disbursed petty cash and calculate sales tax • Managed
compliance of transactions with financial policies • Prepared manual checks • Maintained information
of all vendor checks in log books • Maintained lists
of accounts payables • Assisted with preparing monthly reports
Understanding
of accounting procedures, GAAP, internal control
procedures and Sarbanes / Oxley
compliance required.
Tags for this Online Resume: Financial Statements, Cash Management, Business Plans, Budgets, Forecasting, Taxation, Internal Control, Consulting, Negotiations, Payroll Preparation, Supervision
of Employees, Strategic Skills and Vision, Communication, Auditing, Job Costing, Inventory Control, Breakeven Analysis, Corporate Documentation, Time Management, Research and Development, Patent Management, Patent
Accounting, Organizational Skills, Consolidations, Policies and
Procedures, Lease Management and
Accounting, Grant Management and
Accounting, Venture and Debt Capitalization, Financial Planning, Independent, Ethical, Revenue Models, Presentations, Integrity, Writing Skills, Team Building, People Skills, Management Skills, Departmental Coordination, GAAP, GAAS, FIFO and LIFO, Goodwill, Revenue Recognition, Cost
of Goods Sold, Bad Debt Management, Cash and Accrual
Accounting, Accounts Receivable Management, Accounts Payable Management, Fixed Asset
Accounting, Depreciation, Union Negotiations, Contract Administration, Gross Margin Analysis, Inventory Valuation Methods, Portfolio Management, Trust
Accounting, Projections, Chart
of Accounts, General Ledger, Journals, Credit Terms, Matching Principle, Trial Balance, Executive Summaries, Title IV Funding, Multi-State Taxation, IRS Negotiations, Tax Litigation, Teaching, Curriculum Development, Tax Planning, Tax
Compliance, Automated Conversions, Performance Evaluations, Problem Solving, Automated Billing, Manual Billing, Application Approvals, Vendor Contacts, Purchase Orders, Invoice Verification, Benefits Implementation, Insurance Management, Loan Negotiations, Banking Contacts, Payroll Tax Returns, Federal Tax Returns, State and Local Tax Returns, QuickBooks, Microsoft Excel, Microsoft Office, Peachtree
Accounting, TurboTax,
Accounting
Skills Experience in Special Corporate Financial Services Operations &
Compliance Trust
Account Re... Objective Self - motivated banking professional forward - thinking with strong communication... in bank operation applications Knowledgeable
of Banking Policies $
Procedures Accounts Payable / Accounts
Finance Management • SOX
Compliance • Budget Development • Budget Analyzation • Cash Flow Management Bank Reconciliations • 1099 Preparations • Policies /
Procedures •
Accounting Operations • Accounts Payable Collections • Communications • 401 (k) / Profit Sharing • Team Leadership • Chart
of Accounts • Expense Reports General Ledger • Finance Reporting • Customer Relations • Staff Leadership / Training • Business Plan
Core Competencies Controller • Small Market Business •
Accounting Policies &
Procedures • Profitability • Budgeting • Financial Reporting • ERP
Accounting Packages • Chart
of Accounts • Cash Management • International Financial Operations Management • Financial Audit Management • Financial
Accounting • Forecasting •
Accounting Structure & Systems • Financial & Non-Financial Reporting •
Compliance • Business Development Strategic Planning • Team Leadership / Motivation • Client Services • Business Intelligence (BI) • Employee Training / Development Operations Improvement • Profit & Volume Growth • Project Management • Reporting
NUFIC (City, ST) 2000 — 2004 Operations Supervisor • Consistently promoted for excellence in financial management and team leadership • Selected to serve as Operations Supervisor for the Surety profit unit • Manage all operational activities ensuring efficient National Union business operations • Review business practices and
procedures to effectively analyze underwriting needs • Implement operational strategies to ensure that
Account Managers meet team goals • Create monthly, quarterly and yearly reports and assist Divisional President with budgets and forecasts • Generate premium coding and
accounts receivable reports • Oversee the underwriting staff to ensure timely collection
of premiums from brokers • Monitor and analyze bond system activity to remedy unfavorable bond issuance delays • Manage and train underwriting technicians ensuring
compliance with all corporate protocols
PricewaterhouseCoopers (Rabat, Morocco) 2005 Junior Auditor — Internship • Analyzed
accounting records and determined financial status
of organizations • Reviewed transactions, assets, liabilities, stock, income, expenditures, and net worth • Inspected
accounting procedures ensuring
compliance with legal and industry standards • Prepared reports concerning audit scope, financial health, and recommended next - steps
Warehouse Manager — Duties & Responsibilities Manage warehouse, supply chain, sales, and administrative support activities across a variety
of industries Train new team members ensuring they understand the brand and adhere to company policies and
procedures Oversee daily office and warehouse administration resulting in efficient, effective, and on - budget operations Represent company brand with poise, integrity, and positivity Responsible for shipping, order tracking, receiving, inventory, billing, and customer service Maintain company equipment, facilities, and products in an organized and professional fashion Study internal literature to become an expert on products and services Develop and strengthen relationships with outside vendors, partners, customers, and community leaders Generate significant revenue through networking, in person sales, and other tactics Estimate project costs, timelines, and ensure
compliance with contract terms Strictly adhere to all department budgets and project timelines Provide data entry, client
account maintenance, and other administrative services Manage corporate correspondence and reception duties including telephone and in - person service Encourage high customer retention by maintaining friendly, supportive contact with existing clients
Accounts Payable and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge
of various related
accounting principles, regulations, and applications, continuously utilizing changes to business
accounting landscape within current responsibilities Apply various
accounting rules and GAAP
procedures to critical functions, including the review and approval
of journal entries, data and financial reconciliations, cash flow and discrepancy analyses, transaction management, and other tasks Provide relevant oversight and administration to all aspects
of accounts payable execution, including billing and collections, vendor file maintenance, reporting, order processing, data and financial accuracy audits, and invoice management Perform regular
account and payables reconciliations and variance resolutions to ensure accurate financials and provide continuous relevant insight into the financial health
of the company Manage important and sensitive financial documents, receipts, correspondence, and invoices on a daily basis, providing organization for audit assistance and execution as well as
compliance with various
accounting standards Perform analysis, research, and evaluation
of current administrative and
accounting policies and
procedures, implementing change where necessary to drive corporate efficiency, manage costs, and drive revenue Facilitate the efficiency and implementation
of all
accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management Utilize technological resources, including software and
accounting applications, to track all aspects
of accounts payable and other financial operations as well as prepare important and sensitive cost, billing, and revenue documents Collaborate with respect to effective communication between all departments, including general
accounting and administrative personnel, and coordinate all daily business operations with leadership staff Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations
Electrician — Duties & Responsibilities Own and operate electrical contracting company ensuring efficient and profitable operations Direct human resources,
accounting, sales, marketing, customer service, and project management Oversee and organize multimillion dollar commercial and residential electrical construction projects Design and implement company safety program, investigation
procedures, and safety manual Responsible for site safety, employee training, and investigation
of accidents and injuries Distribute safety equipment and PPE ensuring
compliance with all applicable safety codes Proficient in all aspects
of commercial, residential, and industrial work as well as the National Electric Code Perform pipe bending, wire pulling, fire alarm system installation, circuitry design, and panel installations Skilled in service entry selection installations, transformer installation, fiber optic lighting, and blue prints Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Perform all duties in a professional, timely, and courteous manner
Medical Billing Specialist — Duties & Responsibilities Manage medical billing, coding, and customer service operation for industry leading corporations Develop extensive experience with all major medical insurance providers Provide exceptional customer service resulting in 100 % client satisfaction rating Maximize reimbursements and minimize costs through effective management Serve as member
of Rate Book Committee overseeing 80,000 outpatient third party
accounts Recruit, hire, and train staff ensuring understanding
of company brand, policies, and
procedures Responsible for $ 100 million per year in company income and company record
of $ 46 million in one month Oversee financial management providing best practices and strategic planning Build and strengthen relationships with third party payors including Medicare, Medicaid, and others Author and present reports to senior leadership regarding company financial health Set and strictly adhere to departmental budgets and project timelines Ensure
compliance with applicable laws and industry regulations Establish and maintain detailed records regarding claims, billing, and client information Create and implement clinical and nonclinical team training activities Consistently promoted for excellence in management, customer service, and revenue generation Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity
Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge
of various
accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting principles, regulations, tax codes, and applications, continuously applying changes to
accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting landscape to current responsibilities Apply various
accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting rules and
procedures to critical tasks, including the review and approval
of journal entries, data and financial reconciliations, balance sheet and income statement
accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting, cash flow analyses,
account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects
of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health
of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as
compliance with various
accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting standards Perform analysis, research and evaluation
of current
accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting policies and
procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation
of all
accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and
accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting applications, to track all aspects
of firm
accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects
of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization
Administrative Assistant — Duties & Responsibilities Provide administrative support services across a variety
of highly technical fields Represent company brand with poise, integrity, and positivity Coordinate reappointment and re-credentialing process for allied healthcare providers Oversee applications, primary source verification, and outstanding information retrieval Perform legal research and writing on a variety
of medical
compliance topics utilizing LexisNexis Direct the layout, print, and distribution process for forty medical publications Strictly adhere to all department budgets and project timelines Manage calendars, travel arrangements, and complete itineraries for senior leadership Handle
accounts receivable,
accounts payable, QuickBooks, billing, and reimbursements Responsible for tracking and replenishing office supplies and information technology hardware Create presentations, charts, and reports regarding organizational structure, workflow, and efficiency Direct logistical aspects
of company events including venue, registration, A / V, and refreshments Implement new electronic recordkeeping software to streamline processes and enhance security Study internal literature to become an expert on products and services Develop and strengthen relationships with outside vendors, partners, customers, and community leaders Train new team members ensuring they understand the brand and adhere to company policies and
procedures Encourage high customer retention by maintaining friendly, supportive contact with existing clients Skilled in Microsoft products, Visio, Lotus Notes, GroupWise, C++, HTML, Oracle, VBA, and VB.NET
Professional Experience Merrick Contracting Service (Glendora, CA) 1998 — Present Owner / Operator • Managed daily operation
of commercial and residential construction company • Constructed custom homes and completed varied subcontract work • Directed construction crew
of eight individuals ensuring timely project completion • Established project budgets, timelines, and necessary equipment and materials list • Oversaw
compliance with all applicable zoning laws and building regulations • Responsible for sales, marketing,
accounting, and human resources • Hired, trained, managed, and reviewed company personnel • Set company policies including on - site safety
procedures and requirements • Delivered excellent customer service ensuring client satisfaction and repeat business • Generated significant business through networking, sales presentations, and other tactics • Built a reputation for honest, professional, and timely service
Project Manager /
Compliance Officer — Duties & Responsibilities Oversee daily operational aspects of a fast paced, high intensity financial institution Recruit, train, and direct staffs ensuring they understand the brand and adhere to company policies and procedures Manage compliance with regulatory authorities including the SEC, NYSE, and NASD Analyze financial information and present reports to external regulators and internal management Determine compliance issue severity and escalate to senior compliance officer as needed Conduct internal compliance investigations coordinating efforts between various support services Track and maintain detailed records of all compliance inquiries Direct and contribute to special company projects as needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board of Directors, Chief Executive Officer, and other key figures on a daily basis Partner with various company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as needed Represent company brand with poise, integrity, and
Compliance Officer — Duties & Responsibilities Oversee daily operational aspects
of a fast paced, high intensity financial institution Recruit, train, and direct staffs ensuring they understand the brand and adhere to company policies and
procedures Manage
compliance with regulatory authorities including the SEC, NYSE, and NASD Analyze financial information and present reports to external regulators and internal management Determine compliance issue severity and escalate to senior compliance officer as needed Conduct internal compliance investigations coordinating efforts between various support services Track and maintain detailed records of all compliance inquiries Direct and contribute to special company projects as needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board of Directors, Chief Executive Officer, and other key figures on a daily basis Partner with various company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as needed Represent company brand with poise, integrity, and
compliance with regulatory authorities including the SEC, NYSE, and NASD Analyze financial information and present reports to external regulators and internal management Determine
compliance issue severity and escalate to senior compliance officer as needed Conduct internal compliance investigations coordinating efforts between various support services Track and maintain detailed records of all compliance inquiries Direct and contribute to special company projects as needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board of Directors, Chief Executive Officer, and other key figures on a daily basis Partner with various company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as needed Represent company brand with poise, integrity, and
compliance issue severity and escalate to senior
compliance officer as needed Conduct internal compliance investigations coordinating efforts between various support services Track and maintain detailed records of all compliance inquiries Direct and contribute to special company projects as needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board of Directors, Chief Executive Officer, and other key figures on a daily basis Partner with various company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as needed Represent company brand with poise, integrity, and
compliance officer as needed Conduct internal
compliance investigations coordinating efforts between various support services Track and maintain detailed records of all compliance inquiries Direct and contribute to special company projects as needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board of Directors, Chief Executive Officer, and other key figures on a daily basis Partner with various company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as needed Represent company brand with poise, integrity, and
compliance investigations coordinating efforts between various support services Track and maintain detailed records
of all
compliance inquiries Direct and contribute to special company projects as needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board of Directors, Chief Executive Officer, and other key figures on a daily basis Partner with various company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as needed Represent company brand with poise, integrity, and
compliance inquiries Direct and contribute to special company projects as needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid
accounting with budgets,
accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board
of Directors, Chief Executive Officer, and other key figures on a daily basis Partner with various company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as needed Represent company brand with poise, integrity, and positivity
Harris Bank Wilmette (Wilmette, IL) 1992 — 2000 Assistant Vice President / Senior Personal Banker • Consistently exceeded sales goals through effective networking, cold calling, and other tactics • Developed working knowledge
of all bank products to provide best possible customer service • Worked with multiple company departments to create holistic client portfolios • Oversaw loan applications, client
account opening, closings, and modifications • Ensured bank
compliance with all industry and legal regulations, policies, and
procedures • Trained banking staff at multiple locations in industry best practices and software operation
• Deliver dynamic, charismatic and straightforward leadership to the workplace environment with track record
of excellence in client service management, administrative management, and financial management Core Competencies Billing •
Accounting Policies &
Procedures • Profitability • Budgeting • Financial Reporting •
Accounting Packages • Cash Management • Financial Operations Management • Financial Audit Management • Financial
Accounting • Forecasting •
Accounting Structure & Systems • Financial & Non-Financial Reporting
Compliance • Strategic Planning • Team Leadership / Motivation • Client Services • Employee Training / Development • Operations Improvement • Profit & Volume Growth
Director
of Business — Duties & Responsibilities Recruit and train staff
of 30 in hospital policies,
procedures, best practices, and corporate branding Design and implement staff development, recognition, and disciplinary policies and
procedures Oversee admissions, utilization review, PB X, imaging center, billing, collections, and wound center registrations Set and strictly adhere to departmental budgets and schedules Author and present financial reports concerning revenue, expenses, and outstanding collections Identify performance indicators and benchmarks for integration into reporting systems Conduct surveys regarding patient / staff satisfaction, benchmarks, accreditation, and employee benefits Maintain a 99 % patient satisfaction score through attentive and professional standards
of care Negotiate contracts and claims with insurance carriers, Medicare, Medicaid, and other payer sources Increase revenue by 30 % through effective contract renegotiation with suppliers, carriers, and other parties Implement policies,
procedures, and equipment to cut hospital costs while enhancing patient care Utilize strong management experience to drive operations in an efficient and professional manner Develop and implement billing controls, cash processing measures, lockboxes, and other financial processes Coordinate and oversee internal and external audits ensuring
compliance with industry and legal standards Recruit physicians through successful marketing, networking, and other tactics Implement automated Chargemaster financial application (Craneware) and maintain patient
accounts Responsible for HCAHPS and the yearly Quality Assurance Plan Appeal claims when appropriate resulting in $ 400,000 reimbursement from PPO insurance over the last year Build and strengthen professional relationship with community leaders, coworkers, and industry figures Consistently promoted for excellence in financial management, team leadership, and dedication to mission Develop working knowledge
of hospital operations from patient admission to senior level strategic planning Represent company with poise, integrity, and positivity
Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge
of various
accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting principles, regulations, tax codes and related applications, continuously applying shifts in the
accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as
compliance with various
accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution,
compliance and controls, transaction
accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting and other critical functions Perform analysis, research and evaluation
of current
accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting policies and
procedures, providing thorough presentation on the potential positive and negative impacts
of any modifications to present strategies Facilitate the efficiency and implementation
of all
accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and
accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting - related issues Utilize technological resources, including software and
accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting applications, to execute all aspects
of both corporate and personal
accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge
of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans -
of - action to address future taxation and
accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting issues, collaborating with other professional advisors as needed Understand and apply
accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes
of conduct, applicable rules and regulations, laws and other relevant benchmarks
FEDERATED FINANCIAL Bridgeton, MO Executive Collections Manager (January 2003 to January 2006) • Drove a team up to 13
account representatives to properly assist various customer needs while ensuring their individual monthly goals were exceeded by a minimum
of 3 % through extensive training and development • Monitored daily attendance and productivity
of account representatives to ensure quantity and quality
of work was met • Consistently surpassed performance and coaching goals set by upper management • Handled and responded to all escalated customer inquiries in a prompt, professional and courteous manner in
compliance with all
of Federated policies and
procedures • Created multiple monthly team incentive programs based on goals set by division directors • Managed 3 assistant team leads
Camp Woof, LLC (Decatur & Norcross, GA) 10/2006 — 05/2011 General Manager • Managed day to day operations
of two business location with a combined yearly revenue
of more than $ 2 million • Successful launched new business Camp Woof Norcross LLC location in February 2009 • Established Pet Food Supercenter as Georgia's largest independent pet food retailer • Hired, trained, and managed 35 employees ensuring
compliance with corporate policies and
procedures • Oversaw human resource and
accounting functions including payroll and budget management • Directed sales, marketing, and customer service initiatives resulting in strong revenues and client loyalty
Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client
accounts Restructured new
account operations reducing expenses by $ 120,000 annually Implemented new
procedures for trading, marketing, and new
account operations increasing company efficiency by 200 % Processed new
accounts, terminations, transfers, and
account registration changes for individual taxable
accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC
compliance and performance reporting for numerous funds Generated significant new client
accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation
of client relationship and project management software Aided Federal Department
of the Treasury for money laundering in the Financial Crimes Enforcement Network
Professional Experience Monster Worldwide (Maynard, MA) 05/2005 — Present Production Implementation Specialist (03/2009 — Present) • Manage all aspects
of contract implementation by performing project and
account management functions • Partner with sales organization to ensure timely and effective implementation
of all products • Provide initial product usability support to customers for custom products • Engage appropriate resources such as Web Design and Online Advertising Operations • Ensure
compliance with timelines, budgets, and corporate policies and
procedures • Consistently recognized and promoted for excellence in project management
Professional Experience Fox Asset Management (Red Bank, NJ) 6/2006 — Present Client Records / New
Accounts Associate • Direct customer
account records, new
account generation, and customer service initiatives • Train and direct junior
account associates ensuring
compliance with company protocols • Craft detailed reports for senior leadership regarding client trends, revenue, and other data • Verify and prepare all documentation for monthly openings
of 150 - 200 new
accounts • Establish accurate hard copy files for 520 individual and 480 Institutional
accounts • Verify new
account inception values for 520 individual
accounts by generating daily APL reports • Add 40 - 50 new individual
accounts monthly to security database software system • Ensure timely and accurate updates
of 1,200 institutional and 520 individual
accounts • Implement new technologies, products, and
procedures to improve company operations