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Skills

  • Intuit QuickBooks specialist
  • Tax accounting
  • Repayment plan structuring
  • Process improvement
  • Mutual funds and liabilities
  • Stock market understanding
  • Budgets
  • Team Leadership
  • Insurance decisions
  • Mutual funds

Work Experiences

  • Analyzed and researched reporting issues to improve accounting operations procedures.
  • Created and maintained customer accounts, including interactions, payments, and personal data.
  • Looked over collection reports to see how far collections had progressed and how much money was still owed.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Prepared accurate financial statements at the end of the quarter.
  • Was in charge of processing payments and applying them to customer balances.
  • Was in charge of forecasting, operations, accounting close, and reporting for a $240 million prescription drug rebate revenue program.
  • Updated the statements and mailed them out.
  • Established procedures for the custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
  • Researched technical tax issues related to consulting projects ahead of time.

Summaries

  • Multi-talented Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Certified Public Accountant with extensive experience in general accounting's full life cycle.
  • Tax accounting specialist with a strong analytical background and a track record of working quickly and accurately under pressure.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • In the initiative industry, eager to take on high-volume operations.
  • Tax law, mutual funds, and education planning are all areas of expertise for this seasoned financial advisor.
  • Certified accountant with five years of experience providing audit, tax, and other financial services for a CPA firm.
  • Eager to advance professionally by utilizing my communication and problem-solving skills.
  • Innovative accountant with experience extracting financial data from a variety of reporting systems and recommending important operational changes.

Accomplishments

  • Implemented tax optimization strategies that saved clients $10 annually and ensured compliance with the latest regulations.
  • Increased sales 7% over several months.
  • Restructured client financial plans that decreased annual tax liabilities by $3 while maximizing investment performance.
  • Developed tailored retirement strategies that increased client savings by 62% over a 9-year period.
  • Advised clients on asset allocation and developed long-term investment strategies, increasing overall wealth by 83%.
  • Devised and implemented insurance optimization strategies that reduced costs by 32%, maintaining robust asset protection.
  • Received the Innovation Award in 2022.
  • Presented quarterly performance reports that achieved an average customer satisfaction increase of 20%, improving client retention.
  • Handled and resolved the largest Number of reporting discrepancies in three years.
  • Managed a diversified portfolio worth $12, delivering an annual return of 34% over 9 consecutive years.

Affiliations

  • American Bankers Association (ABA)
  • Project Management Institute
  • Business Valuation Association (BVA)
  • International Council of Nurses
  • Certified Financial Planner Board of Standards (CFP)
  • International Association for Quantitative Finance (IAQF)
  • Financial Executives International (FEI)
  • Project Management Institute (PMI) – Financial Services Chapter
  • Jaycees
  • National Association of Insurance and Financial Advisors (NAIFA)

Certifications

  • Google Certified Professional Cloud Architect
  • ServSafe
  • Member of standard
  • Certified Wealth Strategist (CWS)
  • CompTIA A+ Technician
  • Certified Public Accountant (CPA)
  • Certified Investment Management Analyst (CIMA)
  • Chartered Financial Consultant (ChFC)
  • Registered Financial Consultant (RFC)
  • SHRM Certified Professional (SHRM-CP)

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