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yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 ~ abc@xyz.com ~ (xxx-xxx-xxxx / ( xxx-xxx-xxxx
qualifications summary
experienced business professional with solid financial management expertise eager to contribute strengths to a growing organization focused on financial management and fiscal reconciliations.
dividend / stocks and equity / fiscal proficiencies / accounting
purchasing / inventory management / tax analysis
accounting & bookkeeping / money handling / teambuilding and leadership
technical competencies: crt system, calculator, and ncr machine
professional experience
bank of new york, new york, ny 1987 c 2008
dividend clerk
• verified ownership and transaction information and dividend distribution instructions on behalf of 60 companies to ensure conformance with governmental regulations, using stock records and reports.
• monitored daily stock prices and computed fluctuations in the wall st journal for dividend news to determine the need for additional collateral to secure loans.
• prepared reports summarizing daily transactions and earnings for individual customer accounts and reconciled dividends through the comparison of e.d.p.
• generated1099 information to internal bank accounts for various mutual fund securities.
• corresponded with customers and conferred with coworkers to answer inquiries, discuss market fluctuations, and resolve account problems.
• scheduled and coordinated transfer and delivery of security certificates between companies, departments, and customers.
• computed total holdings, dividends, interest, transfer taxes, brokerage fees, and commissions and allocate appropriate payments to customers.
tax analyst
• maintained knowledge of tefra and nra tax code changes, and of accounting procedures and theory to properly evaluate financial information.
• conferred taxpayers or their representatives to discuss the issues, laws, and regulations involved in mutual fund securities returns, and to resolve problems with returns.
• conducted independent field audits and investigations of income tax figures to verify information or to amend tax liabilities.
• reviewed selected tax documents to determine the nature and extent of audits on specific investors accounts and generated returns utilizing crt.
additional experience
restaurant associates, new york, ny
assistant purchaser
• purchased the highest quality merchandise at the lowest possible price and in correct amounts.
• prepared purchase orders, solicited bid proposals, and reviewed requisitions for goods and services.
• researched and evaluated suppliers based on price, quality, selection, service, support, availability, reliability, production and distribution capabilities, and the supplier's reputation and history.
care, inc., new york, ny
reconciliation clerk
• compared previously prepared accounts payable invoices with canceled checks, and reconciled discrepancies.
• retrieved checks returned, adjusting accounts and answering inquiries about errors as necessary.
education
a.a.s in accounting; new york city technical college, new york, ny
pursued bachelors degree in accounting; baruch college, new york, ny
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