yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx • abc@xyz.com

 

versatile mba graduate eager to contribute comprehensive financial background toward actively supporting the employer in optimizing performance.

 

profile

 

• recent dual mba and master s in accounting graduate offering academic training and hands-on experience in accounting, financial service operations and investment management.
• in depth expertise conducting financial audits to identify fraud, regulatory violations and duplication.
• strong accounting background, handling company accounts, ledger books, salary/wages, deductions, and taxes.
• extensive expertise in client needs analysis with a consultative approach to customer service operations.
• apply sharp problem-solving proficiencies, intelligent business acumen, and cost-effective strategies, along with exceptional written and verbal communication skills, to any professional environment.
• demonstrate strong abilities in handling multiple projects simultaneously, meeting tight deadlines, and working in a fast-paced professional environment.
• technically proficient in microsoft office suite, accpac, crm, naviplan, swiss, omni, client central, and legacy.

 

professional education

 

master s of science in accounting colorado technical university                                                                  3/2010

gpa 3.98; president's list

master s of business administration in finance colorado technical university                                                  2010

gpa: 3.98; president's list

bachelor s of science in organizational studies northern kentucky university                                                  1998

minor in business administration

series 7, series 63, and series 65 securities licenses

variable life insurance license, health insurance license and life insurance licenses

 

professional experience

 

accountant bluehorizon solutions                                                                                                              2009-2010

• sharp business acumen and experienced in managing broad scope of account operations, from maintaining general ledger and preparing reports to compiling financial statements and processing accounts payable.
• oversaw all annual budgeting responsibilities, while also providing financial projections for quarterly forecasts.

 

accounting assistant ski & sea international                                                                                                     2008

• effectively updated, maintained and audited accounts payable/receivable and actively collaborated in accounting functions such as preparing bank deposits, printing weekly checks and processing client payments.

 

wealth management consultant tiaa-cref                                                                                                         2007

• skillfully contributed proactive planning, developing, and implementing of business promotions and client relationships to expand utilization of company products and services.
• consistently ensured delivery of quality services vital to sustaining customer loyalty and growing client accounts.

 

mutual fund operations specialist charles schwab, inc.                                                                              2005-2007

• actively handled broker/dealer mutual fund operations processing functions, including quality control, dividend posting, tracking asset transfer, and exception mutual fund trading.

 

retirement plan specialist great west ret. srvs.                                                                                      2004-2005

• drove the development of investment strategies to optimized revenue and meet client financial objectives.

 

retirement & investment specialist fidelity investments                                                                             2000-2003

• successfully established a large book of business and attained over $50m in assets.

 

valet supervisor star parking services                                                                                                      date-date

 

team lead courier federal express                                                                                                            date-date

yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx • abc@xyz.com

 

 

 

 

 

 

date

 

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently seeking a challenging career opportunity in a [insert job title] capacity and am submitting my resume for your review.  in advance, thank you for your time and consideration.

 

as demonstrated in the accompanying resume, my professional qualifications include experience in accounting, financial service operations and investment management. an examination of my credentials will confirm that i am a skilled professional who thrives in a challenging work environment. i am driven, independently motivated, and results-oriented. i enjoy a challenge and work hard to achieve success. it is my practice to operate within a strict conduct of professionalism and integrity with my clientele. to complement this background, i offer dynamic communication, analysis, problem solving, and relationship management skills.

 

as an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  i am confident that i could be a valuable asset to your company, and look forward to interviewing with you in the near future.

 

sincerely,

 

 

 

 

 

yyyyyy x. yyyyyy