CV in Financial Analyst and other positions in Finance
Samples of Resumes in the area of Financial Analyst CV:
- Project Analyst/Financial Analyst
- Financial Analyst CV
- Position - Financial Analyst
- Another Financial Analyst CV
- One more Financial Analyst Job Resume
- Data, Business and Financial Analyst CV
- Chargeback Analyst, Quality Assurance, and Training
- Financial Officer
- Financial CV
- Resume: Financial/Accounting
- Financial Advisor CV
- Financial Advisor - Morgan Mutual
- Curriculum vitae: Chief Financial Officer
- Finance Internship
- Finance Manager CV
- Finance and Accounting Assistant
Project Analyst/Financial Analyst
Angelina Jolliet
15 Years Experience in A/R, A/P, Financial Information Processing, and Reconciliation
10 Years of Customer Service Experience. Detailed Multi-Tasker and Delegator
Work Experience
Project Analyst/Financial Analyst
Financial Services, Inc.
Burbank, IL
May 2011 to Present
Prepare annual budgets and semiannual forecasts for SSI Operations Programs
Review and analyze Accounts Payable Batches for quality control pending final VP approval
Process monthly Accounts Receivable invoices
Review monthly SSI Operations financial statements for variance analysis reports
Update Excel Budget/Forecast models for Program Contracts
Financial Analyst (Contractor US Marshals Service)
Oak Land, DE
June 2008 to May 2011
Project Support Services
St. Andres, FL
September 2007 – May 2008
Financial Analyst
Belgique Technology, Inc
Drummondville, Canada
October 2004 to August 2007
Responsibilities
Managed fund accounting of the United States Marshals Service (USMS) under the Joint Law
Enforcement Operation (JLEO) Program and briefed senior staff on program activity,
Prepared Memoranda of Understanding (MOUs) purchase orders and examined MOU invoices between the USMS and other State/Federal agencies
Reconciled agency accounting records and all domestic travel reimbursements.
Program and briefed senior staff on program activity
Wheel of Furtune Services
Truman, MD
January 2001 to October 2004
Managed fund accounting of the United States Marshals Service (USMS) under the Joint Law Enforcement Operation (JLEO) Program and briefed senior staff on program activity,
Prepared Memoranda of Understanding (MOUs) purchase orders and examined MOU invoices between the USMS and other State/Federal agencies
Reconciled agency accounting records and all domestic travel reimbursements.
Accountant Technician (Contractor US Marshals Service)
Truman, MD
September 1998 to September2004
Ustier & Associates, Inc.
New Ark, NJ
November 1995 - September 1998
Approved ACH and manual check schedules for voucher and invoice payments
Edited and confirmed payment schedules in accounting and certification systems
Compiled and uploaded financial documents into web-based records management system.
Accountant Assistant
Concordia Management Inc
Washington, DC
May 1990 to November 1995
Processed daily accounts payables
Reconciled monthly client bank statements and check registers.
Bookkeeper/Data Entry Specialist
Second Cup Coffee Service
Niagara Falls, NY
May 1987 to May 1995
Processed invoices for delivery of goods and services
Maintained and recorded daily accounting transactions.
Team Leader Guest Room Attendants
Washington, DC
Delegated duties to eight room attendant team
Trained new room attendants
Education
Ramada Community College -
Ramada, VI
Additional Information
Computer Skills
Clarity, Concur, Adaptive, Microsoft Word, Microsoft Excel, STARS, QuickBooks Pro, Microsoft Outlook, Lotus Notes, SharePoint, Solomon, Check Magic, Microsoft Access, and PowerPoint.
 |
| Experts in finance have good opportunities. Photo: Elena |
Financial Analyst CV
Felicia Navidad, MBA
3037 Washington Street
Baldwin, NY 55500
Home: (555) 555-59410 Mobile: (555) 555-8496
E-mail: felicia.navidad22@yakhoo.com
EDUCATION
Queens College, New York, NY
Completed all CPA accounting requirements, May 2003
St John’s University New York, NY
Master of Business Administration, June 1996
Bachelor of Business Administration, January 1991
EMPLOYMENT HISTORY
November, 2004 to November 2012
NEW YORK YANKEES, NY
New York Baseball Team
Assistant Controller
Manage the Accounting Department for a Baseball Company and a Baseball Holding Company.
Reduced month end close cycle time and preparation of Financial Statements by 40%.
Manage all payroll processing functions.
4 direct reports – 3 staff accountants and 1 payroll administrator.
Prepare and present consolidated financial statements including notes.
Prepare National Association Professional Baseball standard financial reports.
Primary negotiator during financial annual audit (Ernst & Young), sales tax audit, stadium lease audit, and Major League Baseball audit.
Consult with General Manager to prepare annual budget and present to executive management.
Review monthly analysis of actual vs. budget financial results including commentary on variances.
Managed software conversion from MAS 90 to Great Plains and Frx accounting packages.
Review quarterly schedules and payments to NYC Parks Department.
Prepare detailed short term, long term cash forecasts and present to executive management.
Review monthly aging reports with General Manager and staff.
Experience with accounting for interest rate swap agreements.
March, 2003 to November, 2004
AMERICAN AIRLINES, JFK, NY
Airline Company
Senior Accountant/Financial Analyst
Prepared Bank Reconciliations for several accounts in excess of $35MM.
Created monthly variance analysis reports on various performance indicators, prepared fixed asset reconciliation reports and developed various reconciliation schedules for KPMG auditors.
Analyzed Balance Sheet, Income Statement accounts and prepared journal entries.
July 2002 to March 2003
Russian Bread, CPA, Brooklyn, NY
CPA Office
Accountant
Assist in the preparation of financial statements for clients.
October 2001 to May 2002
Natanial Cooper Human Services, Queens, NY
Not-for-Profit Agency
Financial Analyst
Supervised bookkeeper and billing/payroll specialist.
Performed general ledger accounts analysis and prepared the required adjustments.
Prepared financial statements for all operating divisions.
Reviewed accounts receivable, accounts payable, billing, and payroll.
February 1999 to March 2001
SAMSUNG CORPORATION, Park Ridge, NJ
Electronics Manufacturer
Financial Analyst
Prepared Income statement for Professional Media division on monthly basis.
Reconciled reserve accounts on monthly and quarterly basis.
Prepared month end journal entries and reconciliation reports.
Created monthly business analysis reports for senior management.
Provided Sales & Marketing teams with financial trending models.
Developed and presented annual sales budgets and midrange plans.
April 1993 to December 2000
AVIS CORPORATION, Park Ridge, NJ
Car Rental Company
Budget Analyst
Prepared month end journal entries and expense budgets for various cost centers.
Contract Specialist
Negotiated national contracts for various office supplies and plastic products.
COMPUTER SKILLS
Excel, Word, Lotus, Word Perfect, Oracle, Fund EZ accounting package, AccPac, MAS 90 accounting software, Microsoft Dynamics GP, and FRX.
Financial Analyst
Steven Harper
Work Experience
Financial Analyst
Best Video Studio
New York, NY
November 2012 to Present
Assemble staffing reports to provide clients insight on time being allotted to their projects, how projects are progressing, and ensure contract specifications are being met
Build labor forecast models to assist management in delegating employees to the 35 NYC client teams
Train all new hires in Donovan Data Systems applications and provide technical support to the 200 Best Video Studio North America employees
Financial Coordinator
Peargate
Bridgewater, NJ
June 2008 to October 2012
Created and evaluated sales forecast models to ensure raw supply quantities met growing demands caused by marketing promotions, seasonal trends, and sales growth rates exceeding 30% annually
Managed inventory, which includes purchasing, invoicing, coordinating shipping schedules, and conducting spot purchases
Business Manager
The Lyon
Riverdale, SC
October 2007 to September 2012
Regulated the balance sheet, budget, and payroll of the 15 Lyon Staff employees
Designed and marketed a new subscription service to establish an additional source of revenue
Invoiced and provided exceptional customer service to advertisers and newspaper subscribers
Job Shadow
BSG Partners
Caprica, NC
July 2005 to September 2007
Shadowed multiple brokers who specialize in short and long term Fed Funds, Bonds, and Mortgage-Backed Securities
Analyzed risk strategies utilized by traders that allow them to remain competitive in the volatile US dollar markets
Intern, Senior Capstone Project
JP Morgan Chase Bank
Bloortown, MI
January 2001 to June 2005
Shadowed five money market traders who specialize in long and short term funding, Repo, and Commercial paper
Received on-the-job training in strategies utilized when trading federal funds and issuing commercial paper for the holding company
Education
Bachelor of Science in Economics
Caprica University
Caprica, NC
2015
Skills
Microsoft Office (PowerPoint, Word, Excel, Outlook) Donovan Data Systems, Tempo, STATA, Microsoft Dynamics AX
Additional Information
Caprica Welcome Leader, Club Baseball 13 & '14 Jimmy V Foundation Fundraiser, Morristown Beard High School Football Captain '07, Recipient of 9 Varsity Letters.
Financial Analyst CV
Address, phone, e-mail
11/08-Present: Vincent Corporate Security , VP / COO
Initiated Computerized Investigations Systems.
Plan Investigation schedule.
Co-Ordinate reporting of investigations to clients.
Prepare billing estimates for potential clients.
Payroll Processing, 1099 Vendor Processing.
All Client Receivables and Collection responsibilities.
Prepare monthly and quarterly performance and profitability reports.
Responsible for all Bank reconciliations.
Process all accounts payable.
7/01-10/08: SilkWay Owner /CFO
Founded company in July 2001.
Process accounts payable and accounts receivable.
Monthly P & L preparations, Sales & Payroll Taxes preparation
Responsible for General Ledger maintenance and reporting
Reconciliation of Bank and Credit Card accounts.
Process weekly payroll for ADP.
Insured GAAP procedures were followed in accordance with external CPA.
Co-ordinate production schedules amongst department managers.
Track customer satisfaction and implement needed production changes.
Overseeing of vendor negotiations and contracts.
Procured new equipment and space as needed
8/99-5/01: Rabbr – Senior Accountant
Oversaw all monthly, quarterly and yearly reporting, budgeting and analyzing needs, for partnership with Canada’s Bank.
Worked closely with the controllers of both companies to help meet all contractual obligations between both parties.
Tracked profitability of partnership for Rabbr as it related to the outsourcing of certain investment activities.
6/1993-7/99: Arthur Andersen LP - Financial Analyst
Assisted in preparation of monthly and quarterly performance reports.
Helped prepare budgets based on division needs and abilities.
Tracked profitability of external accounting and consulting operations.
Computer Skills:
Proficient in Quickbooks, All Microsoft Office Products, Filemaker Pro
Education: San-Juan University, B.S. Accounting.
Financial Analyst
Samantha Smith
Financial Analyst - Robespierre Corporation
London, MD
Highly motivated Licensed Certified Public Accountant with exceptional work ethics. Treasurer for Village of London.
Work Experience
Financial Analyst
Robespierre Corporation
August 2006 to Present
Prepare journal entries and reconciliations.
Prepare month end/year end schedules.
Prepare Sarbanes Oxley reporting schedules.
Analyze and review month end balance sheet, profit & loss and 13 month comparison.
Set up customer accounts in Oracle, Jaims, and BSS systems.
Enter financial data into Hyperion.
Prepare Power Point presentations and train staff.
Assisted on conversion project-BSS/BAS customer accounts to Oracle.
Independent Contractor
May 1996 July 2006
Prepare individual, business, and corporate income tax returns.
Prepare financial statements for businesses.
Prepare quarterly payroll tax returns and estimated tax payments.
Audited municipal financials.
Senior Tax Analyst
Law Corporation
April 1995 to April 1996
Analyzed sales tax reports for accuracy.
Prepared journal entries to correct sales tax accounts.
Prepared business and contractor's license renewals/applications.
Traveled to train personnel on sales tax.
Prepared account reconciliation for sales tax account.
Accounting Manager
Charley & Diana
Carnegui, IL
September 1993 to December 1994
Calculated Illinois sales tax return, payroll tax returns and income tax return.
Prepared financial statements.
Reviewed and processed accounts payable.
Managed five employees.
Senior Tax Analyst
Enterprise Rent-A-Car
St. Paul, MO
October 1992 to August 1993
Analyzed sales tax reports for accuracy.
Prepared journal entries to correct sales tax accounts.
Tax Accountant
Daniel Washington Corp
Hollywood, WA
March 1990 to October 1992
Prepare corporate apportion schedules & state income tax returns
Review income tax return schedules
Prepare business license applications and renewals
Prepare multi-state sales & use tax returns
Prepare and review various excel spreadsheets
Research tax issues
Analyze business codes and various general ledger accounts
Prepare multi-state personal property tax returns
Fixed Asset Accountant
Davenport Road Workshop, Inc
St. Paul, MO
March 1987 to February 1990
Reconciled fixed assets system with general ledger
Set up bank accounts, armored car service, and ordered supplies for new stores
Prepared multi-state personal property tax returns
Reconciled bank statements for 90+ stores.
CPA
Hollow Valley
Bedford, IL
November 1980 to March 1990
Prepared client's quarterly payroll tax forms, individual, corporate and partnership tax returns.
Prepared client's payroll, federal tax coupon and IL 501
Prepared adjusting journal entries
Reconciled year-end payroll to year-end forms.
Staff Accountant
Chee Lang Physicians & Surgeons
Bedford, IL
March 1979 to November 1980
Balance sheet analysis/Accounts payable analysis
Step down income statement to individual basis
Monitor monthly close process to meet deadlines
Prepared bank statements, journal entries, and monthly financial statements.
Fixed Asset Accountant
Michael Kelly Corporation
Bedford, IL
1968 to 1979
Maintained plant assets for 100 plants
Prepared Personal Property Tax returns
Reconciled fixed asset sub-ledger with general ledger
Senior Accounting Clerk
Prepared purchase orders and sales orders.
Coded and entered accounts payable and journal entries.
Managed intra/intercompany transactions
Audited employee expense reports
Voluntarily assisted with budget and forecast.
Full-charge Bookkeeper
Fury Machine Company
Bedford, IL
1963 to 1969
Prepared payroll, bank reconciliation, and invoices
Coded and entered job cost, accounts payable, and journal entries
Prepared year end reports.
Accounts Payable Clerk
Bedford Fuel & Material
Bedford, IL
1962 to 1963
Coded and entered accounts payable and job cost
Prepared bank reconciliation and year-end reports
Tax Preparer
Tax Season
Bedford, IL
1959 to 1962
Prepared individual, business, and farm tax returns
Prepared depreciation schedules and estimated tax payments.
Education
Master of Business Administration
Lindenwood University -
St. Louis, MO
2001 to 2005
Bachelor of Science in Accounting
St. Paul
St. Paul, MO
1955 to 1958.
Data, Business and Financial Analyst CV
Returning to my career roots after realizing that "grass not always greener" in other places.
Work Experience
Financial Advisor
Globus Financial
2007 to 2014
Prospect, Develop and Build new client relationships
Analyze financial information to determine strategies, products and services to meet financial objectives.
Provide detail budget report and analysis for client's using pivot tables and templates to support financial planning recommendations.
Project Management
Corporate Accounting
2005 to 2007
Develop various Adhoc Excel reports from various database programs.
Strategic Planning automation projects liaison from corp. accounting.
Reconcile /Analyze Product Profitability reports for CFO reporting packages.
Adhoc reporting and analysis as assigned by Chief Accounting Officer.
Analyst
Corporate Accounting
1998 to 2005
Manage Title Policy Retrieval call staff in India.
Reconcile production upload reports for CEO /Investor Relations reports.
Analyze and solve loan production reconciliation issues for CEO reporting packages.
Adhoc reporting and analysis as assigned by SVP - Loan Servicing.
Knowledge & Experience using:
MS Office - Excel, Word, Access
PeopleSoft, JDE, Cognos
Pivot tables, Vlookups, Excel reports from large data extractions and manipulations, etc.
Education
Teacher Education
Pacific University - School of Education
2007 to 2009
Bachelor of Arts
State Polytechnic University
Skills
MS Excel - Pivot Tables, Vlookups, Macros, etc.
Sr. Chargeback Analyst / Credit
Work Experience
Sr. Chargeback Analyst / Credit
Associated Merchant Services
Los Angeles, CA
April 2012 to Present
Card processing (Contract)
Responsible for processing Chargebacks and Retrievals in a timely matter. We have over 2000 clients who's accounts are monitor, reviewed and fraud filters are created to processes legitimate order and stop fraud. I assist the chargeback team in processing orders for East coast clients who are in a fraud monitoring plan by Visa/MasterCard.
Responsible for daily credit card retrievals and chargeback
Contracting card holder to try and resolve the issue to avoid additional chargeback fee and save a client
Work directly with customer service and sales to assist in avoiding Customer Service and fraud chargebacks
Work directly with upper management to supply weekly, monthly, quarterly and yearly saved/loss numbers.
Created seasonal fraud filters for clients
Research and analyzed all reported chargeback cases and make recommendations to improve business processes
Research and process customer requests for refunds and credits
Analyst orders through credit card processing for our clients and released valid order and complete further investigation on suspicious accounts.
Fraud Prevention / Chargeback Analyst
Associated Merchant Services -
Los Angeles, CA
April 2012 to December 2013
Assisted in preventing fraud via contacting the customer via e-mail or by phone to confirm account. Managed all aspects of American Express chargeback and used Paymentech to download reports to create chargeback fraud and customer service losses to provide to upper management.
Work on fraud queues for various products using current fraud tools
Responsible for daily credit card retrievals and chargeback
Analyzed fraud and charge back systems to recognize patterns that may be fraudulent activity
Minimize fraud loss and charge back rates through prevention, detection and investigation
Reconciled daily Check and Credit card deposits
Research and analyzed all reported chargeback cases and make recommendations to improve business processes
Investigate suspicious alerts
Monitor chargeback levels for various card types and provide regular reports on fraud and charge back levels to senior management
Research and process customer requests for refunds and credits
Prepare deposits for customer checks received and post the payments to customer accounts
Senior Fraud Prevention / Chargeback Analyst
Los Angeles, CA
September 2011 to April 2012
Responsible for managing all facets of fraud detection, prevention and Chargeback's. Must stay current with new fraudulent activities that may breach the organization's security measures
Created relationships with 3rd-party service providers to enhance investigative tools
Worked on all chargeback's, inquires and retrievals and replied back in a timely matter staying on top of bank SLA (service level agreements)
Work closely with Technical team, Customer service and Upper management to review reports and brainstorm on any new challenges/ opportunities for improvement.
Created seasonal fraud filters with historical data and regularly monitor, enhance and forecast possible new fraud trends to stay ahead of the curve.
Created and maintained business rules that protected the company from online fraud
Stayed on top of modern fraud prevention techniques via participation in MRC (Merchant Risk Council), review of historical data which included fraud attempts, Chargeback loses and common buying patterns of true customers.
Balanced fraud prevention tactics using a mixture of internal business rules and 3rd-party automated tools
Trained chargeback staff on how to better dispute each chargeback based on reason code and credit card types.
Created new policy and procures for Chargeback's.
Was able to increase Fraud (reason codes 83 & 37) Chargeback Win rate by 30%.
Managed Services Supervisor
Verifi Inc
Los Angeles, CA
April 2010 to September 2011
Chargeback Analyst, Quality Assurance, and Training
Day to day responsibilities for managing all chargeback's, retrievals, and inquires received through Paymentech, Litle and Bank of America. Worked directly with four team leads to insure internal and external service level agreement (SLA) were met and exceeded. Increased monthly chargeback win rate by 50% within tenure. Promoted after 3 months from Chargeback Operations specialist to Chargeback Analyst Supervisor due to Monthly back to back Win rates. Took over Training and Quality Assurance to ensure only the Best re-presentments were being submitted in behalf of our clients.
Identified, monitored, and trended; disputes, issues related to reason codes, dispute types, card types, and credit card fraud.
Developed and implemented a chargeback Matrix that minimized disputes and maximized win rates.
Monitored and improved chargeback win rates through process streamlining and supported change recommendations.
QA completion for chargeback's, retrievals and pre-dispute.
Performed two QA audits monthly for all chargeback analysts and reviewed results with employees for ongoing training and coaching purposes.
Outlined one-on-one training, and a plan for success. Also covered; department overview, company intranet, association rules, regulations E and Z, payments 101, reason codes, and other processes and procedures.
Developed and implemented company's first quality assurance program with tracking and audit tools.
Responsible for maintaining and improving company's quality assurance guidelines by making appropriate changes and improvements from audit results and other contributing factors.
Responsible for issue escalation processes and trends identified during QA and to assign to team leads to ensure performance issues are addressed, procedures are updated and/or issues are communicated to representatives.
Sales Project Coordinator
EADS, NA Test and Services
Irvine, CA
March 2007December 2008
Responsible for assisting and communicating daily with sales managers and customer service supervisors on projects, quotes, project log clipboard and the preparation and processing of work orders.
Project management (PM) contracts preparation, sales reports and assisted in all sales and marketing administrative tasks.
Processed sold PM contracts and submitted to the service department ensuring all appropriated paperwork was in order.
Administered credit memos, PM contract cancellations, prelims, and insurance certificate requests.
Dispatched and tracked all incoming bid requests, ran sales pipeline reports and open work orders for sales to follow up.
Created and sent out-group revamping quotes as per schedule and pricing guidelines.
Reviewed and completed incoming contracts and returned them to vendors.
Fraud Prevention and Chargeback Analyst
PC Mall
Torrance, CA
March 1999 to March 2007
Promoted from credit card processing lead to Fraud/Chargeback Analyst and responsibilities over credit card processing department and additionally resolved all disputes received through merchant banks of any stop payment placed on credit cards by cardholders. Further investigation and action took place if stop payments were made under fraudulent codes. During tenure from 04/00, I assisted in preventing over 45 million dollars in fraudulent attempts.
Other duties included
Pre-arbitration procedures and compliance case preparation and submission.
Strong ability to research and find resolution to disputes and achieve high clients' retrievals during interview process.
Received, documented and filled disputed cases and chargeback's and obtained results within allocated timeframe and guideline to meet internal and external SLA's.
Resolved stopped payments, overcharges, undercharges and any customer service issues with clients.
Assisted in development and implementation of thresholds that minimized financial risk and provide maximum protection.
Provided monthly fraud losses reports and stopped fraud with information on new trends by analyzing data received from disputes and fraudulent accounts.
Monitored credit card processing activities, using various risk and chargeback monitoring tools.
Identified fraud rings and linked previously unrecognized tractions and accounts to known fraudulent activities using e-mail address, zip & address search, IP address, phone numbers, name recognition, credit card account numbers and password.
Researched current trends, impending changes and developments in card association rules and regulations.
Third party relations: D&B, Fastdata, Cyber Source, Accertify, Omni-pay, Paymentech, Telecheck, Paybypin, PayPal, Clientline, Ethoca and credit card issuers and inquiries.
Monitored investigations and dealt directly with law enforcement as necessary making court appearances as required under subpoena to identify company documents.
Reviewed accounts and orders to pre-detect and stop fraudulent activities in order to prevent costly disputes and chargeback's.
Released phone and internet orders, card not present (C-N-P) placed by customers and orders that needed to be verified and cleared of fraud prior to release. Lead a staff of four credit card processing representatives
Excellent analytics of internal systems and reports in order to identify suspicious credit card transactions.
Efficient communication with credit card companies and customers for transaction verification prior to order release.
Used Fastdata, Paymentech and proprietary information to locate cardholders.
Additional Information
Core Competencies
Chargeback Analyst, Risk Management, Fraud Prevention and Analytics, Customer Experience, Credit Card Analytics and Processing, Quality Assurance, Managed Services Operations Analytics and Training, Project Management, Operational Efficiencies & Excellence, Problem Solving and Solution Providing Skills.
Financial Officer
Nick Carter
Cell (555) 555 3341
carterassoc@hormoil.com
SKILLS SETS
Hands on financial executive providing complete accounting and fundraising services for organizations of all sizes. I have raised over $100 MM for organizations from my personal rolodex of investors. In conjunction with Investors/CEO’s I have directed EBITDA improvements totaling over $40MM functioning as CFO/COO.
Capital financing - multistage
Mergers & acquisitions
Strategic planning
Initial Public Offerings ("IPO's")
Strategic divestitures
Business plan development
Private placements
Due diligence
Budgeting, forecasting modeling
Venture capital financing
Transaction negotiations
Contract administration
Investor and bank relations
Assimilation of acquisitions
Project management
Credit facility management
Treasury management
Best Practices - Metrics
Financial reporting
Credit and collection
Turnaround management
S.E.C. reporting
Risk management and insurance
Customer/supplier relations
Process reengineering
Organizational development
Bankruptcy/liquidation
Policy/procedure development
Compensation programs
Auditing/internal controls
Systems implementation
Benefits plan management
Interim financial management
PROFESSIONAL EXPERIENCE:
Roncommunicators.ur
Chief Financial Officer-Contract 2012-Present
Roncommunicators is the 2nd largest web based ticket service that buys and sells tickets in the secondary market in Europe.
Accomplishments Include:
Reduced the monthly close cycle from 40 days to 2, created daily and weekly KPI’s.
Directed over $2MM in cost reductions in call center operations and staffing.
Created Market Analysis to improve pricing model by 2-4% depending on event.
Raised $3MM with national and local lenders to fund new division.
Implemented cost accounting system to provide complete analysis at the transaction level.
Created budget/forecast model to include Profit and Loss, Balance Sheet, and Cash Flow Statement.
Reviewed and updated internal controls uncovering $30K in employee pilferage.
VideoMarket, New York, NY 2010-2012
Chief Financial Officer-Contract
VideoMarket is the world’s most famous Video production service.
Directed the preparation of all financial statements, financial reports, special analyses, and information reports for a multi-million dollar service organization, in full compliance of GAAP.
Accomplishments Include:
5 Year cash/business plan and forecast
Consolidated Financials-One Business Day
Weekly flash reports to senior management
Created PPM for the investment community
Raised $27M with Colony Capital
Cost System to track profit/(loss) by shoot
Established In-House Finance Department
Set-up 6 LLC’s for business and personal activities
Interact with other senior managers to provide consultative support for planning and improving efficiencies with the main focus on reducing expenses, growing revenues, and to generate cash from operations
Direct complete re-organization to create distinct operating organizations for editorial, advertising, and archive divisions to maximize commercialization of the archives for the first time.
Figue Royale Advisors - Deluxe, Vt 2000-2010
Chief Financial Officer
Figue Royale Advisors is a professional consulting firm providing operational based consulting to organizations of all sizes. The focus is on creating value through increasing revenue and reducing costs.
Interim financial management services for private and publicly held companies with revenues between $18 million and $20 billion. Assignments include S.E.C. reporting, transitional financial management, cash flow modeling and systems testing and implementation.
Provided CFO services to organizations including high technology, bio-technology, professional services, retail, hospitality, distribution, non-profit, and several start-ups.
Successful projects include:
Retail Tartinade - SOX Compliance Flowcharting, Write-up and Testing for all Corporate Liabilities
St. Dalfour - SOX Compliance Flowcharting, Write-up and Testing for all SEC filings
Tweeter - Directed Spin-Off and supply chain management for a line of loudspeakers produced in China
Champs - CFO, relocated Finance and HR to Denver saving $500k yearly in G&A Costs
High Technology
Quaquer Systems-CFO, Financial Statements, Budgets, Treasury, Insurance, and Legal
Refrigerator, Ltd. - CFO, Financial Statements, secured $2MM A/R line of credit to phase out factoring arrangement
GrandQuebec.com - CFO, Directed liquidation, sold inventory, fixed assets, submitted final reports to SEC
Biotechnology
Sante Medicale - Great Plains Upgrade creating 300k savings in headcount and establishing one day close
Lequebecois.ca - CFO, Raised $35MM to fund operations, build clean room within budget, purchase equipment
Professional Services
Maigret Management-Payroll/HR Project, Reduced payroll processing creating $1MM in yearly savings
Soros Main - SOX Compliance directed complete compliance, Supervised a staff of 10 consultants
Non-Profit
Mont-Laurier -CFO, Financial Statements, Audit Schedules, and Process Improvements saving 200K
C&J-Interim CFO, created fundraising model to complete $1MM donation from donor
Manufacturing
TTT -CFO in post acquisition from ALCOA, closing schedules, audit schedules, and SOX compliance
COMPUTER EXPERIENCE: Excel, Great Plains, MAS 90, QuickBooks, Oracle, PeopleSoft, Visio, MIP Sage, Deltek
EDUCATION:
Masters of Science in Accounting – CCC College, Main
Bachelor of Science – Main College, Main.
Financial CV
Sam Lion, CPA/CA
238 Heath Place Residence: (555) 555-12-56
Hastings-on-Hudson, New York 55506
Email: samliona@yahoo.com
Profit-Driven Financial Leadership
Defining and implementing aggressive growth strategies “Build and maintain a highly motivated team-oriented organization”
Broad General Management
Strategic Planning
New Business Models
Accounting
Forecasting & Analysis
Auditing
Franchise Accounting
Manufacturing
Management Reporting Tools
Software Implementation
Professional Service Environments
Branch Start Up
Budget Management
Construction Accounting
MIS
PROFESSIONAL PROFILE:
A solution-focused Financial Executive with over 19 years of progressive management experience within both manufacturing and service environments. Lead the development of integrated financial and accounting systems for franchise organizations. An “outside of the box” strategist skilled at constructing strong financial, software, and network solutions, that support aggressive growth initiatives.
CAREER HIGHLIGHTS:
Highly knowledgeable in areas of accounting, budgeting, payroll, financial management and purchasing.
Successfully reversed losses that resulted from inefficient financial systems; increased billing by $1 million, reduced A/R from $4 million to $.8 million, A/P from $4.7 million to $400K, and cut operational expenses by 30% within 1 year.
Reengineered critical accounting operations, developed and implemented standardized financial software solutions that tracks all branch productivity by entity in comparative analysis format and support growth initiatives for franchise operations.
Team leader in the design, development, and licensing of a cost saving/revenue boosting industry software product. Led the initiative to create the first state-of –art enterprise software solution that allows management to control 400+ clubs with a single database. Concurrently led an aggressive rollout campaign of 5 clubs per week and completed this project within a month.
Driving force in growing Mulberry Fitness Clubs from a $5 million organization to $200 million/year over an 10 year period.
Negotiated contracts with vendors for equipment, supplies and consulting services thereby reducing related cost by 20 %.
Delivered strong and sustainable financial gains in highly competitive markets through cost reduction, process improvements, revenue growth and increased profit margins.
Responsible for monthly consolidated financial reporting for the holding and its subsidiary for use of the management and the Board of Directors.
Implemented a Time and Effort Tracking system for professional services rendered to clients which increased the revenue by 100% for the interior and architectural design firm.
EMPLOYMENT HISTORY:
Global Partnership Schools Inc. / Manhattan NY 2011 to Present
Controller
Implementation of a Microsoft Dynamics Navision financial system to facilitate the expansion initiatives of this educational consulting services and private school operator. Development and review of process improvement plans to improve contracting strategy and process flow. Incharge of Monthly financial reports for Board of Directors and Parent company. Take lead in completion Statutory and Internal audits. Responsible for the Finance back office operations of the entire organization.
Parc Eaton, Inc., Manhattan, New York 2005 to 20111
Controller
Proactive management of the financial reporting, operational analysis, MIS, budgeting and strategic services functions for this high end interior and architectural design consulting firm. Resolve unconsolidated financial data issues with the development of meaningful and succinct financial analysis and reporting systems crucial in effective strategic planning. Risk management functions include the developing knowledge of critical financial considerations that determine viability in the earliest phase of project conceptualization and throughout the entire project cycle. Plan and build a strong financial platform that facilitates future growth. Develop and maintain a cash management investment program to ensure an adequate return on cash balances. Responsible for Banking, Cash flow and interfacing with External Auditors. Set up corporate insurance, benefits, and upgraded 401K plan.
Malberry Fitness Clubs, Inc., New York, New York 1995 to 2005
Controller
Managed all financial operations, accounting, accelerated growth planning, forecasting, business plans, BOD reporting, and audit initiatives. Managed the company’s growth from $5-50 million in revenues and from 1-22 branch locations. Standardized reporting systems for 10 different operations, consolidating databases, GL, AP/AR, and Payroll functions to one holding company with an SQL based platform. In charge of finances for in house construction and lease hold improvements of the heath clubs. Set up Human Resources and Benefits Administration systems for the entire corporation. Interfaced with the financial institutions and auditors.
Director of MIS
Directed the purchase, development, and maintenance of all information, network, and communications systems throughout the company. Managed the conversion of data systems for payroll (in-house to ADP), and DOS to SQL accounting software. Led asuccessful Y2K compliance initiative. Coordinated hardware and software support and evaluation, inventory control, system installation at new locations, and help desk functions. Created Information Architecture for voice and data systems. Planned, designed and implemented phone systems for new locations and upgrades of existing systems. Networked all stand alone telephone equipment at 11 locations, to link into corporate phone system to create an integrated communications network that reduced phone expenses by 25%. Served as the Controller/MIS Director through all phases of a Due Diligence Audit.
Assistant Controller
Oversaw general accounting functions, accounts payable, accounts receivable, bookkeeping, and inventory control. Coordinated monthly and quarterly reporting. Streamlined auditing process. Performed cash flow analyses for obtaining and repayment of loans. Designed customized financial reports for the Board of Directors using FRX Financial Report Writer. Managed company’s 401K plan and negotiated corporate health plan.
Company Team B International, Inc. New York, New York 1987 to 1995
Senior Accountant
Implemented accounting software and coordinated financial reporting systems for this $6+ million/year manufacturer of home furnishings.
Handled financial reporting, implementation of accounting and computer software systems for $5 million/year manufacturer and importer of apparel. Interfaced with factors prior to shipment of orders. Managed CPA firm with a diverse client base in manufacturing, service, textile, and entertainment industries.
TECHNICAL:
MS Dynamics Navision, Jet reports, Acuity, FRX Financial Reporting, Timberland, Solomon, Quick Books, MS Access, SQL, ADP, Paychex, Custom Software: Club Runner, CSI, ProSalon, Come Again, Motion Soft, Design Manager
CERTIFICATIONS:
Certified Public Accountant, State of Colorado, 1994
Chartered Accountant, (CPA), India
EDUCATION:
Bachelor of Business Administration, Accounting & Audit, University of La Plata, Argentina
PROFESSIONAL DEVELOPMENT:
Graduate, Dale Carnegie Leadership Program, 1998.
Resume Financial/Accounting
Netexponent Inc
April 2007 to May 2009
Controller for Solictice Marketing Agency. Responsibilities for all accounting functions of this search media publishing organization. Developed the systems and controls to assure accurate financial information.
Solar System Corporation
November 2004 to March 2007
Controller/Director of Finance and Accounting for a global manufacturer/distributor of industrial products. Responsibilities include all accounting functions. My first assignment was to correct errors made in a computer conversion. Solar System Corporation was a large manufacturer of printer’s equipment and supplies. They converted from three separate computer systems to one AS400. This conversion lacked sufficient planning and monitoring of the results daily with the consequence of errors that couldn’t reflect accurate Financial Information.
Eccho Textiles LLC
June 2003 to October 2004
Bookkeeper for a textile converter/wholesaler.
Responsibilities included all accounting functions, developing the systems and controls to assure accurate and timely financial information.
Carl Sagan & Co.
March 1992 to May 2003
Consulting for various companies in such areas as accounting systems, controls, cost systems, gross profit and variance analysis, and personal computer accounting platforms.
Genesis Marketing Corporation
April 1987 to February 1992
CFO for apparel manufacturer with approximate annual sales of $30 million, manufacturing in various foreign countries and domestically: supervised staff of 8 including accounting personnel, distribution manager and customer service manager.
As a minority shareholder, I negotiated this leveraged buy-out on favorable terms; responsibilities for all financial affairs, financial reporting, computer operations, and administrative functions. Preparation of interim and year end financials, budgets, cash flows and tax returns. Established and monitored internal controls as well as budget goals.
Leonard Cohen & Co., Certified Public Accountants
January 1980 to January 1987
General Partner of this medium sized professional firm with ten partners and 200 staff. Responsible for audits, financial reviews, tax preparation and management consulting services for clientele in various industries.
Responsibilities included:
Planning, supervision and review of audits.
Preparation of budgets and cash flows.
Income tax reviews and strategic planning.
Designing and implementing accounting and internal control systems.
Advising clients on acquisitions, divestitures, and banking arrangements.
On staff, worked on all details of audits, taxes, systems and internal controls.
Education and Accreditation:
B.S. in Business Administration, McGill University
M.B.A., City University of New York
Certified Public Accountant.
Financial Advisor CV
Midle Heights
To contribute to the growth and success of a company with my outstanding work and dedication to excellence.
Work Experience
Financial Advisor
Transeurope Budget Transfer
University of California -
Santa Cruz, CA
Worked with other advisors in a consulting role to find potential clients
Marketed investment products and financial advisory services to new and existing clients
Financial Advisor
New Capital Management
Conducted over 100 financial meetings with potential clients, offering useful financial advice
Managed and worked with over 30 clients to invest their assets in securities including mutual funds, retirement accounts, and life insurance products
Skills/Qualifications
Strong analytical, mathematical, and problem-solving skills
Organized and detail oriented
Excellent oral and written communication skills as well as interpersonal skills
Work effectively within a team as well as independently with minimal supervision
Outstanding work ethic and reliability
Proficient in Word, Excel, and PowerPoint
Relevant Coursework
Financial Markets/Investments
Financial Accounting
Corporate Finance
Operations Research
Organizational Leadership
Micro & Macroeconomics
Global Business Strategy
Econometrics
Education
BS in Management Science
College of Arts of California, San Diego -
San Diego, CA
Financial Advisor – Morgan Mutual CV
Woodland Hills, CA
Life-Only and Accident & Health Insurance, Series 7, & Series 66 License
Wealth Management Advisory
Short Sale Specialist
Buyer/Seller Residential & Commercial Sales
Brokerage Management & Property Managemen
Work Experience
Financial Advisor
Morgan Mutual
Woodland Hills, CA
March 2014 to Present
Real Estate, Mortgage, & Financial Planning
San Diego, CA
March 2009 to January 2015
Financial Advisor Trainee
August 2001 to April 2008
Whittier, CA
April 1998 to July 2001
Whitter, CA
June 1996 to August 2001
Education
Keller Graduate School of Management -
Certificate of Excellence
Curriculum vitae: Chief Financial Officer
Jeanne J. Arc
24 Orleans Drive, Kingston, Ca 01122 • 888-555-9222 • poucelle@yahoo.com
PROFESSIONAL HISTORY
Borg Industries LLC, San-Diego, CA 2010 - Current
Chief Financial Officer
$9m Leading Home Theatre Manufacturer
Areas of responsibility include Finance, Human Resources, Risk management, Budgeting, Operations and Cash Management.
Report directly to Capital Investment firm
Financial Consultant 2009
Power & Povery Construction Corp. Interim Controller
O’Coah Harris Cabinetry Consultant
Chromosme Compt Home LLC, North , CA 1998- 2009
Chief Financial Officer
$55m High End Cabinetry manufacturer with 5 showrooms nationwide.
Responsible for all fiduciary duties of the company as well as human resources, risk management, information technology, operations and manufacturing.
Increased profits of company 200% in under 5 years by implementing budgets, implementing new IT systems, cutting overhead, eliminating waste and negotiating new terms with vendors and debtors.
Supervised department of 7
Responsible for financial reporting to owners and capital investors.
Cash management and forecasting.
Implemented policies and Procedures Company wide to increase ROI.
Product Costing and job costing
Due diligence associated with sale of company to public UK Company.
Banking operations, lines of credit, credit and collections policies
Liaised with accountants for year end and tax reporting
Evaluated Risk Management solutions
Human Resources including benefits and 500k plan administration
Transperfect Translations, New Ark, NJ 1996 - 1998
$150m Global Language and business service company providing services in over 100 languages
Director of Finance
Responsible for consolidated financials, international financials, and commissions
Oversaw a department of 30.
Integral part of management team
Instrumental in startup of new Website Development Company with IPO potential.
Supervised implementation of new accounting software company wide that reduced billing turnaround by 2 days per week, increasing cash flow.
Accountants on Call, New York, NY 1996 - 1998
Controller
$16m NJ & CA Franchise - Accounting Staffing agency.
Worked directly with the owner of this National franchise.
Responsible for computing commissions, payroll, preparing budgets and financial statements as well as tax returns for Sub-S corp.
Instrumental in the installation of new computer technology and programs for the employment industry. *Also responsible for setting up standard operating policies and procedures for staffing managers.
Managed day to day operations
Lumbar Personnel Inc., New York, NY 1987 – 1996
Controller
$20m Temporary and Permanent Staffing agency.
Miguel and Company, Villa-Nueva, CA 1982-1987
Treasurer
$20m Boutique Reinsurance Broker
EDUCATION
Anapharm College, Mapps Ferry, NJ Bachelor of Science – Accounting 1982
Six Yale University Six Sigma Green Belt Certificate 2003
COMPUTER SKILLS
Highly skilled in all Microsoft Office programs as well as Peachtree, QuickBooks, and TurboTax
MEMBERSHIPS
Member of IMA (Institute of Management Accountants)
Member of CFMA (Construction Financial Management Association)
Associate Member of NSA (National Society of Accountants)
Finance Internship
Recent college graduate seeking business related opportunities
Fully bilingual (English and Spanish) college graduate seeking Recruiter/ Business related opportunities
Work Experience
Finance internship
Evergreen Helicopters
San Jose, Ca
June 2008 to July 2010
Reconciled accounts payable statements for the finance department
translated for upper level management (Spanish/ English)
Attended morning meetings related to: management, marketing, and finance
Sales Representative
Sageland, CA
June 2001 to May 2008
Established a client base and maintained relationships with clients
Contacted clients through referrals
Promoted products effectively
Communicated with customers and displayed product knowledge
Activities
Zeta Tau Alpha sorority
East Hollywood Chamber of Commerce
Education
B.A. in Economics and Business
Linfield College -
McMinnville, OR
May 2011.
Finance Manager CV
PROFILE:
Hard-working and dedicated self-starter, seeking challenging position. Organized, reliable, efficient and detail oriented. I am currently completing my education at night, working towards a Bachelor’s Degree in Business with a concentration in Accounting.
In past positions, I have shown my abilities at managing people, at writing reports, and at being both practical and precisely critical in analyzing my own work and that of others. My communication skills are excellent and I get along easily with all types of people. I am also quite skilled at teaching and communicating my expertise in any given area to others.
Proficient in:
Microsoft Excel
QuickBooks
EXPERIENCE:
2010-17: Finance Manager - Rhino, 22 Wall Street, New York.
Manages finances for six Wall Street & Madison Avenue firms. Responsibilities include:
Accounts Payable Dept. – Manager
Bank reconciliations
Effective Internal Controls
Financial statements: Profit & Loss; Balance Sheet.
Cash flow projections
Payroll; Issuing 1099s
Vendor Relations Dept. – Manager
Initiated discounted rates and developed efficient methods for timely vendor payments.
2006-09: Sales department manager – Lahak Hanachos Inc. Publishing House, New York.
Formed and implemented new business structure that increased sales and subscriptions. Created “sell-buy” business model - enabling publisher to print books without tying up capital, eliminating long-term storage costs, and increasing cash flow.
EDUCATION:
2011-2013: Daemen College
Successfully completed courses in Taxation, Auditing, Intermediate Accounting, Corporate Finance, Business Law, Management, Supervision, Organizational Behavior, Marketing and Operations Management. Completing courses in Advanced Accounting, Cost Accounting and Corporate Taxes.
2010: COPE Institute Junior Accountant/Assistant Controller Course
Successfully completed intensive course that provided comprehensive instruction in all facets of accounting, including A/R, A/P, Bank Reconciliation, Payroll, Financial Statements and computerized accounting tools, with heavy emphasis on QuickBooks and Microsoft Excel. This program is generally accepted as equal to an AA degree.
Finance and Accounting Assistant
Work Experience
Finance and Accounting Assistant
Samsung Network
Los Angeles, CA
November 2013 to February 2016
Assisted in the process of keeping accurate finance physical records of the organization.
Organized the reimbursement/travel advance receipts by chronological order to prepare for check processing.
Supported accounts payable and accounts receivable systems and also assisted in keeping track of finance and bookkeeping schedules.
Technical and Inventory Control Clerk
Dollarama Store
July 2011 to October 2013
Responsible for receiving merchandise, unloading, marking it with codes to be identified and stocking.
Interacted with customers to create a positive and friendly environment.
Market Research Specialist
Sagan Research
May 2009 to May 2011
Conducted customer satisfaction surveys on behalf of various companies.
Analyzed survey results and prepared monthly reports for team leader.
Education
Bachelor of Arts in Business Economics
California State University, Long Beach -
Long Beach, CA
2003 to 2019
Qualifications
Basic Financial Accounting Skills
Possess basic knowledge in accounting to organize and input financial data valuable for the records of an organization. I also have understanding on how to calculate balances through an accounting course and through experience gained by managing my family's accounts.
Statistical Skills
Familiar with measures of central tendency and dispersion, probability theory, discrete and continuous probability distributions, hypothesis testing, regression and correlation analysis.
Research/Analytical Skills
Analyzed significant amounts of data and journal articles.
Interpreted articles and data to determine if an initial prediction is accurate by using economic practices.
Evaluated reliability of online and offline information sources for inclusion in research projects.
Team Work/Time Management Skills
Collaborated on numerous group projects in upper division courses. In these team settings, I ensured to delegate the work evenly and set up internal deadline
Completed the task in a timely manner.
Coordinated my time wisely during my undergraduate career to complete all my assignments on their respective due dates.
Work Experience
Finance and Accounting Assistant
Samsung Network
Los Angeles, CA
November 2013 to February 2016
Assisted in the process of keeping accurate finance physical records of the organization.
Organized the reimbursement/travel advance receipts by chronological order to prepare for check processing.
Supported accounts payable and accounts receivable systems and also assisted in keeping track of finance and bookkeeping schedules.
Technical and Inventory Control Clerk
Dollarama Store
July 2011 to October 2013
Responsible for receiving merchandise, unloading, marking it with codes to be identified and stocking.
Interacted with customers to create a positive and friendly environment.
Market Research Specialist
Sagan Research
May 2009 to May 2011
Conducted customer satisfaction surveys on behalf of various companies.
Analyzed survey results and prepared monthly reports for team leader.
Education
Bachelor of Arts in Business Economics
California State University, Long Beach -
Long Beach, CA
2003 to 2019
Qualifications
Basic Financial Accounting Skills
Possess basic knowledge in accounting to organize and input financial data valuable for the records of an organization. I also have understanding on how to calculate balances through an accounting course and through experience gained by managing my family's accounts.
Statistical Skills
Familiar with measures of central tendency and dispersion, probability theory, discrete and continuous probability distributions, hypothesis testing, regression and correlation analysis.
Research/Analytical Skills
Analyzed significant amounts of data and journal articles.
Interpreted articles and data to determine if an initial prediction is accurate by using economic practices.
Evaluated reliability of online and offline information sources for inclusion in research projects.
Team Work/Time Management Skills
Collaborated on numerous group projects in upper division courses. In these team settings, I ensured to delegate the work evenly and set up internal deadline
Completed the task in a timely manner.
Coordinated my time wisely during my undergraduate career to complete all my assignments on their respective due dates.
No comments:
Post a Comment
You can leave you comment here. Thank you.