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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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