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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx • abc@xyz.com
Results-focused Executive-Level Leader eager to offer 20 years of proven experience in Finance / Accounting, Multimillion-Dollar Budget Control, Human Resources, Strategic Analysis / Planning, Organizational Development, Process Improvement, and Business Relations toward maximizing an employer s bottom-line.
Profile of Qualifications
Integral leader who develops, analyzes, and interprets high-volume statistical data to optimize revenue in coordination with goals, along with streamlining fiscal processes to increase efficiency and productivity within diverse environments.
Excellent communicator who builds solid relationships with C-level executives, business professionals, and staff, including developing top-performing teams to accomplish wide-ranging organizational tasks and achieve stakeholder objectives.
Out-of-the-box thinker who delivers highly effective short- and long-term plans and conceptualizes workable solutions.
Ambitious self-starter who delegates and manages team assignments within high-pressure, deadline-driven situations.
Professional Synopsis
International Student Exchange Programs (ISEP), Washington, DC 2001 C Present
Chief Financial Officer (2001 C Present)
Utilize broad scope of industry knowledge toward directing all facets of finance and accounting in relation to a $10-million budget, including handling accounts payable / receivable, foreign currency accounting, budgeting, forecasting, grant accounting, monthly financials, monthly closings, banking relations and reconciliations, and annual external audits.
Prepare and present comprehensive financial reports for Board of Directors review at bi-annual organization meetings.
Facilities Manager (2001 C Present)
Strategically steer facilities operations, including handling landlord / subtenant relations, managing office space renovations, directing purchasing and maintenance of office equipment and furniture, and overseeing telephone systems.
Organize and direct an office emergency preparedness program, and manage all general corporate liability insurances.
Executive Team (2001 C Present)
Lead targeted decision-making as part of a four-member executive team, including handling all short- and long-term goal planning, improving core organizational procedures, cost-effectively monitoring budgets, and enhancing overall services.
Provide critical counsel to ISEP president, assist Board of Directors, and deliver presentations at bi-annual meetings.
Technology Department Supervisor (2009 C 2010)
Directed a technology department during organizational change processes encompassing the continuation of new database development, including contributing a strong technology background to successfully oversee operations.
Human Resources Manager (2001 C 2010)
Drove business growth by recruiting, training, and evaluating top-performing team members, including handling payroll preparation / accounting, insurance / retirement benefits administration, a new employee orientations, and vendor relations.
Optimized organizational efficiency by maintaining accurate personnel files and confidential payroll records.
American General, Houston, TX 1998 C 2001
Manager Fund Accounting
Applied dynamic leadership talents toward directing a team of six fund accountants in ensuring the accuracy of general ledgers for each mutual fund, including reviewing and approving daily share prices; evaluating monthly, quarterly, and year-end reports; supporting the preparation of semi-annual and annual financials; and assisting with annual fund audits.
Participated in management, departmental, and unit meetings designed to create key goals and improve overall workflow.
Played a vital role in supporting executive-level teams by performing special projects upon request, along with interfacing among human resources personnel to assist in accountant recruitment, annual evaluations, and salary recommendations.
Yyyyyy x. yyyyyy
(xxx-xxx-xxxx • abc@xyz.com • Page Two
Professional Synopsis (continued)
ICMA-RC, Washington, DC 1997 C 1998
Senior Fund Accountant
Offered sharp analytical abilities toward performing portfolio accounting functions for seven mutual funds, including processing daily funding activity (subscriptions / redemptions) and participant activity (contributions / withdrawal).
Supported daily calculations of unitized share prices (e.g. multi-class funds), reviewed and ensured the accuracy of prices, followed post-pricing procedures, maintained and reconciled spreadsheets, and performed monthly accounting duties.
GIT Investment Funds (Mosaic Mutual Funds), Arlington, VA 1990 C 1997
Portfolio Fund Accountant (1993 C 1997)
Expertly performed daily general ledger and mutual fund portfolio accounting procedures for numerous portfolios (e.g. domestic equity, international equity, taxable bond, tax-free municipal bond, money market funds), along with checking general ledger against internal postings, entering daily shareholder activity, and posting expenses to general ledger.
Ensured accurate dividend and interest payments, asset positions, and security settlements through custodian banks.
Entered trades and corporate actions, calculated fund net assets and share prices, and reconciled monthly reports.
Supported internal and external auditors in semi-annual audits and preparation of financial statements.
Cash Management Specialist (1990 C 1993)
Calculated daily cash balances for 14 mutual funds with $330 million+ in assets, as well as calculating weekly compounded and tax equivalent yields, operating and management expenses, total outstanding shares, and monthly dividends earned.
Determined the effects of daily transactions (i.e. sales and purchases of securities, repurchase agreements, dividends, etc.).
Analyzed and reported daily wire transactions and movement of money between accounts to banks, along with calculating and paying penalty withholdings and foreign and capital gains withholdings.
Education
Bachelor of Science in Economics University of Houston
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