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Skills

  • Intuit QuickBooks specialist
  • Superior attention to detail
  • Negotiation and closing
  • Collections processing
  • Delinquent account management
  • Account reconciliation specialist
  • Tax accounting specialization
  • Financial planning
  • Revenue generation
  • Tax accounting

Work Experiences

  • Aided in the creation of vendor contracts for third-party vendors.
  • Kept track of everything.
  • Oversaw the additions and retirements of fixed assets.
  • Recommendation
  • Kept track of sensitive information like pay rates, bonus targets, and pay grades.
  • Drove the metric team's growth, experience, and institutional knowledge in order to provide the best possible client service.
  • Entered interactions, payments, and personal information into customer accounts.
  • Won
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Issued debt and sold equity to raise funds.

Summaries

  • CPA with nearly three years of progressive public accounting experience serving high net worth individuals, C corporations, S corporations, partnerships, estates, and trusts.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Committed to establishing and maintaining long-term client relationships.
  • Innovative
  • Expert in mergers, acquisitions, and divestitures for businesses and individuals.
  • Successful in reducing old accounts and managing bad debt.
  • Accounting professional with extensive experience in project management and performance reporting.
  • Versatile
  • Versatile Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.
  • Successful in resolving collections issues, discrepancies, and late payments in a timely manner.

Accomplishments

  • Generated a 5% reduction in month-end close.
  • Introduced new ETF models, resulting in a 72% increase in product adoption by retail investors.
  • Resolved product issue through consumer testing.
  • Developed training programs for junior financial representatives, accelerating certification rates and improving team productivity by 79%.
  • Organized and streamlined client outreach strategies that resulted in a 69% rise in new client acquisition for the 2019.
  • Provided personalized investment recommendations for ETFs and retirement accounts, leading to a 72% growth in customer accounts by 2022.
  • Expense Control: process initiative
  • Increased assets under management (AUM) by $34,000 over the course of 2016 through effective client acquisition strategies.
  • Led the incorporation of sustainable investment options, achieving 44% client participation in ESG allocations by 2019.
  • Led the restructuring of 2 client portfolios in line with market trends, resulting in a 21% reduction in risk over 2020.

Affiliations

  • High Net Worth Investment Forum
  • Association for Financial Professionals (AFP)
  • Jaycees
  • International Association of Registered Financial Consultants (IARFC)
  • Global Association of Risk Professionals (GARP)
  • American Bankers Association (ABA)
  • American Finance Association (AFA)
  • Northern Finance Association (NFA)
  • Financial Services Institute (FSI)
  • American Society of Safety Professionals

Certifications

  • Certified Business Analysis Professional (CBAP)
  • Accredited Asset Management Specialist (AAMS)
  • CompTIA Network+
  • Chartered Market Technician (CMT)
  • Project Management Professional (PMP)
  • Cisco Certified Network Associate (CCNA)
  • ServSafe
  • Salesforce
  • FDCPA
  • Certified Retirement Counselor (CRC)

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Rachel B.Applying for grad programs.

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Sheila J.Helped me get my first job!

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Jen P.I'll be back!

Wish me luck! I'm hired! I got the job! Thank you very much for your help. I'm sure I'll be back!

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Adam G.I landed it!

You guys did everything right when it comes to creating a resume. It was perfect! Thank you so much for your help. UPDATE: I landed it!

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