Accounting Student [email protected]1234 Denver St. Aurora, CO 80010 303-000-0000 Career Objective Corporate tax accounting and auditing Education Master of Accountancy candidate May, 2010 Metropolitan State University of Denver, Denver, CO Bachelor of Business Administration, September, 2008 Metropolitan State University of Denver, Denver, CO College of Business Administration Major: Accounting GPA: 3.6/4.0 Related Coursework • Managerial Accounting and Decision Making • Advanced Financial Accounting • Corporate Finance I, II and III • Advanced Corporate Income Tax • Microeconomics Theory and Applications Internship Accounting Intern, Anderson, McBane and Rothchild, LLC, Miami, FL, 5/2008 - 9/2009 Regional accounting firm with five offices in the Southeast • Assisted in the annual audit of a health care consortium and identified a major posting error leading to the recovery of over $74,000 in federal tax credits • Created a workbook for newly hired interns that was shared with the other four offices. Received a commendation from the managing partner of the firm • Received the Intern of the Month award in the second month of employment • Performed a variety of bookkeeping tasks including payroll and accounts payable for a mid-sized manufacturing firm Honors and Awards Achieved Deans List status for 3 years. Gold Medal, Toastmasters International of Nashville - Oratory Competition, March 2008. Member, Phi Kappa Phi Honor Society, 2007 - Present First place, free stroke in the Annual Swimming Contest, Nashville Nautitorium Certifications and Licensure Passed the first and second parts of the CPA exam. Plan to complete CPA in 2012. Licensed -Series 6 - NASD Registration, 2009 - current Private Pilot’s License, 2005 Activities Perform bookkeeping function for a local non-profit food bank Volunteer tax preparer for USF Alumni Association Participated in week-long wilderness experience in a group of 10 students through Outward Bound
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Accounting Student [email protected] 1234 Denver St. Aurora, CO 80010 303-000-0000
Career Objective Corporate tax accounting and auditing
Education
Master of Accountancy candidate May, 2010
Metropolitan State University of Denver, Denver, CO
Bachelor of Business Administration, September, 2008
Metropolitan State University of Denver, Denver, CO
Philadelphia, PA Managing Director, Research & Financial Analyst
Portfolio Accountant / Trader
Institutional Research & Sales Analyst
Recruited to spearhead the start-up of their internal investment, financial research and portfolio accounting functions and orchestrate the start-up and subsequent management of their in-house
research operation.
• Acquired excellent experience on buy and sell sides of the retail and institutional financial investment industries. Particular knowledge of mutual fund and hedge fund products/portfolios.
• Built and maintained strong working relationships with top executives of small- and mid-cap companies nationwide to evaluate their financial positions, discuss earnings forecasts and perform
comprehensive research reports as per NASD regulations.
• Provided the critical research, analytical and documentation support essential for the growth and
expansion of each firm.
• Grew from launch to profit within first year; experienced 45% growth in a poor investment market.
KRUGMAN CORPORATION 2009 to 2011
Philadelphia, PA Tax Analyst
Fortune 500 consumer paper and plastics goods manufacturer with 100+ operating locations and more
than 20,000 employees worldwide.
• Spearheaded projects to identify, capture and reduce corporate tax obligations in the company’s domestic operations.
• Evaluated tax implications of proposed mergers and acquisitions, capital equipment expenditures, payroll processing, inventory management.
• Consulted with business unit directors to provide tax expertise relative to plant operations, location selection, asset acquisition and divestiture.
DEAN WITTER, INC. Philadelphia, PA 2008 Account Executive
• Acquired new customer accounts and sold a diverse portfolio of security and mutual fund products.
• Provided clients with portfolio analysis and asset allocation strategies to limit risk exposure and
maximize returns.
• Managed sales, marketing and new business development.
NORTHERN SECURITY GROUP Philadelphia, PA 2007 to 2008
Corporate Tax Manager
• Managed corporate tax affairs for three Northern Security Group insurance companies.
• Coordinated preparation of quarterly and annual tax returns for both state and federal governments,
as well as managing comprehensive tax research/analysis function.
• Liaised with government officials as necessary.
• Delivered comprehensive financial and tax analyses, reports and recommendations to support corporate restructuring, merger and acquisition projects as the company expanded and diversified.
UNION PACIFIC LIFE INSURANCE COMPANY Washington, DC 2002 to 2007
Tax Manager (1994) Tax Supervisor (1992 to 1994)
Financial Accounting Supervisor (1989 to 1992)
Fast-track promotion through a series of increasingly responsible corporate accounting and tax
management positions with one of the nation’s only union-owned insurance companies.
• Planned, staffed and managed daily tax operations for Union Labor Life and its 19 affiliated life and health insurance companies.
• Managed a complex corporate tax compliance process to ensure full regulatory compliance and personally prepared the federal income tax return.
• Directed a series of special tax research projects to identify areas to eliminate tax liabilities and annual
obligations. Contributed to substantial annual cost savings.
• Planned, staffed and supervised general accounting functions and managed financial analysis projects for senior management. Point person for annual external audits.
AMERICAN PARTNERS LIFE INSURANCE COMPANY Washington, DC 2000 to 2002 Staff Accountant
• Planned and coordinated critical accounting and financial records for one of the largest life insurance companies in the U.S.
• Acquired outstanding experience in virtually all facets of corporate accounting, analysis and financial reporting.
• Specialized in preparation of STAT and GAAP financial statements for both the parent corporation and its reinsurance subsidiary.
EDUCATION
M.S. – Taxation – Penn State University – 2015
B.S. – Finance – Metropolitan State University of Denver – 2000
Metro Graduate [email protected] 1234 Denver St. Aurora, CO 80010 303-000-0000
PROFESSIONAL SKILLS PROFILE
• Accounts Payable & Accounts Receivable
• General Ledger & Cash Reconciliation
• Credit & Collections Operations
• Corporate Banking & Asset Leasing
• Financial Analysis & Reporting
• Economic & Demographic Analysis
• Budget & Cost Analysis
• Project & Team Leadership
EDUCATION
BS – Accounting & Economics, GPA – 3.89, May 2013 METROPOLITAN STATE UNIVERSITY OF DENVER, Denver, CO Related Courses: Cost Accounting, Micro and Macro-Economics, Tax Accounting II, Government Accounting, Analysis of Economic Systems Honors & Activities:
• Member, Golden Key National Honor Society
• Member, Phi Theta Kappa National Honor Society
• Dean’s List (6 semesters); President’s List (2 semesters)
METROPOLITAN STATE UNIVERSITY OF DENVER, CO Bachelor of Science, Finance, GPA: 3.43 Graduation Date: May 2014
EMPLOYMENT EXPERIENCE
DENVER HEALTH MEDICAL Denver, CO 12/2012 - Current Benefits Representative • Admit patients in Cardiovascular Rehabilitation Unit Admissions of Outpatient Services • Work as liaison representative between family members and doctor follow up coordination • Admit Emergency Room patients; Enter personal data and follow up on insurance verification • Discharge patients from E.R collecting co-pay and deductibles and verify coverage during placement of patients upon transfer to floor JEFFERSON MEDICAL HOSPITAL Arvada, CO 01/2010-11/2012 Account Analyst • Claims Processor with emphasis placed on Blue Cross Insurance • Worked on denials from claims submitted electronically through billing on SSI - System Specialist Inc. • Corrected electronically submitted claims through AHIN - Blue Cross Special Management System • Customer service follow-up with patients on billing issues and repayment options JEFFERSON MEDICAL HOSPITAL Arvada, CO 03/2009-12/2009 Claims Clerk • Processed claims of Commercial and Blue Cross claims with special emphasis on inpatient accounts • Billed claims through SSI and worked rejections
MILITARY EXPERIENCE
US ARMY, Active Duty, Honorable Discharge, Rank E-5, MOS: 11B, 11M and 91Q,01/2005-01/2009 • Served as a pharmacy technician charged with medication dispensing and inventory control under the direction of a military base pharmacist
COMPUTER SKILLS
Meditech, AHIN, SSI Billing System, Norvell, DMS Data Management System, IMF Internal Medical Frame
Food preparation generalist with one year of experience and special skills in coordinating multi-course high-end dining. Learns new recipes quickly with a keen eye for detail on presentation and plating. Exposure to a wide
variety of cuisines including French, Italian, and American.
EDUCATION & CERTIFICATIONS
Metropolitan State University of Denver, Colorado
Bachelor of Science in Hospitality, Tourism and Events, Restaurant concentration, anticipated May 2013
• Prepared green salads, fruit salads and pasta salads. Became proficient at chopping and slicing and completed tasks ahead of schedule.
• Plated and distributed completed dishes to waiters and helped improve the accuracy of filled orders by
changing the procedure of sharing tickets.
• Took inventory and placed orders. Created a spreadsheet that helped project needs for each day of the
week and month, leading to a decrease in storage needs.
SELECTED COURSEWORK
Banquet Kitchen Art of Dining Baking and Pastry Culinary Skills Event Planning and Production Advanced Cooking
Italian Cuisine Menu Development Sanitation and Safety
OTHER EXPERIENCE
Ed's Pub Orlando, FL 12/2008 - 5/2009
A 220 seat pub in the center of downtown Orlando primarily servicing the tourist trade Food Preparation Worker
• Prepared and cooked a wide variety of pan and deep fried pub dishes. Became the key person for helping to organize servings for groups of ten or more.
• Took responsibility for closing prep area. The restaurant sanitary rating improved partly due to these efforts, and received a $200 bonus from the owner.
Chuck E. Cheese St. Cloud, FL 1/2007 - 12/2008
Server
• Took orders for food and drinks and assisted patrons in seating and serving children. Worked to help
parents and children have a good time while enjoying their food.
• Helped keep the eating area clean and tidy. Cleaned up after patrons left and never got a complaint for
service or cleanliness.
HONORS & ACHIEVEMENTS
Dean's List, 5 semesters
Employee of the Month Award, Chucky Cheese, October 2007
Voted "Best Extern", MGM Grand Hotel for Summer 2009
▪ Performed and/or managed all facets of food prep and presentation in banquet halls and hospitals.
▪ Planned and coordinated banquet serving times for up to four menus simultaneously.
▪ Tracked inventory of perishables, nonperishables and supplies. Negotiated purchases and placed and verified orders. Monitored food costs across all kitchen stations.
▪ Hired, trained, directed, coordinated and motivated kitchen staff. Created schedules to minimize labor costs and maximize productivity.
▪ Monitored food quality; ensured cleanliness to meet or surpass health department and HACCP guidelines.
▪ Contributed to recipe testing and menu development.
▪ Maintained open lines of communication between management, colleagues and subordinates.
Relevant Experience
ROSAS ITALIAN RESTAURANT & BANQUET HOUSE Ontario, California 2006 - Present
Executive Chef / Sous Chef / Prep Cook
▪ Served in multiple capacities in banquet facility serving up to 1600 guests in one to four rooms. Consulted with owner during renovation of facility.
▪ Researched equipment and suppliers, reviewed bids and made purchase recommendations. Oversaw equipment
installation in working kitchen to ensure minimal impact on daily business.
▪ Prepared food for three smaller off-site facilities concurrently with banquet hall.
▪ Catered food and beverage prepared to performers’ specifications for green room at off-site entertainment complex.
CANTEEN SERVICES/CANTEEN CUISINE DIVISION Denver, CO 2004 - 2005
Executive Chef / Assistant Sous Chef
▪ Utilized then-innovative “quick-chill” method of production to prepare 1500 meals per day for delivery to contract location.
▪ Oversaw move of quick-chill operations to new facility without interruption of food service.
▪ Participated in all aspects of daily kitchen operations in two hospital kitchens including staff scheduling and supervision, patient tray line, visitor/staff café, and in-house catering.
▪ Met multiple demands unique to hospital food service operation. Earlier experience as Cook in US Marine Corps.
Education And Training
METROPOLITAN STATE UNIVERSITY OF DENVER, CO 2005 Bachelor of Science, Hospitality, Tourism and Events
Goal-oriented professional and recent MBA graduate with strong communication and interpersonal skills.
Effective critical thinking, organizational and planning experience.
Strong work ethic with demonstrated success in both teamwork and individual situations.
Strengths include quantitative analysis, planning, project management and program execution.
EDUCATION
Metropolitan State University of Denver, Denver, CO Bachelor of Science in Management, May, 2007 Collateral in International Business, Overall GPA - 3.7/4.00 Major GPA - 3.9/4.00
RELEVANT COURSEWORK
• International Business
• Consumer Behavior
• Marketing and Promotion
• Managerial Accounting
• Business Law
• Quantitative Methods Of Business and Economics
• Business Research And Report Writing
• Marketing Management
LEADERSHIP
International Business Association, Treasurer 2008 - Present Financial Management Association of Denver, Membership Coordinator, 2005 - Present
INTERNSHIP
Student Intern, Raytheon, Denver, CO, Summer 2009
• Created, programmed, and maintained an Excel spreadsheet tool for business diagnostic of efficiencies within the sales division
• Partially automated the process of auditing monthly sales projections, saving time and creating consistency in reporting
• Aided in the development of indirect sales forecasting & proposal estimating tool, necessitated by a switch from direct to pool charging.
OTHER EXPERIENCE
Youth Care Counselor, Youth In Need, Southpark, CO, Summer 2007
• Completed legal and incident-reporting for management and assists with phone crisis intervention
• Demonstrated knowledge of community resources that best serve client needs
• Worked collectively with a team while implementing the strengths-based approach in various crisis situations
TECHNICAL SKILLS: Proficient in Microsoft Word, Excel, PowerPoint, GoToMeeting, WebEx, QuickBooks, Sageworks Analyst, Business Intelligence and Content Management systems
Accomplished and self-directed Supervisor, Planner and Inventory Control Manager with progressively responsible operating management experience with two large regional retail chains. Delivered consistently strong financial
results through success in productivity, process, quality and operating improvements for retailers generating more
than $35M in annual sales. Proficient in Excel, Word, Citrix, Lotus Notes, Bosanova, Fullshot and Datamatix.
Assistant Manager ($7M sales/year), Roanoke, VA (2003 to 2005)
Promoted rapidly through a series of increasingly responsible management positions based on strong financial and operating performance. Lead teams of up to 160+ employees at 6 regional locations.
Achievements:
• Honored with multiple “Branch Manager of the Month” awards for increased profit and revenue.
• Achieved record sales in multiple market (up to 40% sales growth and 3% margin improvement).
• Reduced absenteeism and turnover with strategies to recruit, train and retain quality employees.
• Effectively managed vendor relationships and equitably resolved contract and delivery discrepancies.
• Enhanced stores’ capabilities to track inventory movement by creating and managing SKUs.
• Significantly improved margins by balancing new product flow with outgoing markdowns.
• Properly allocated assortments by maximizing square footage with plan-o-grams and market data.
• Eliminated local incomplete stocking issues through accurate planning and reporting.
BOATER'S EMPORIUM 2000 to 2001
Floating Manager, VA/MD Regional District (2000)
Assistant Manager, Chesapeake, VA (2001)
• Oversaw 13-store district with 150 employees
• Maintained balanced and profitable stores by ensuring quality of merchandise displays and forecasting appropriate product inventory levels
• Received three awards for ranking #3 in the company for overall sales performance. Drove sales growth through a strong focus on customer service, merchandising and teamwork.
• Increased revenue by promoting vendor seminars on a quarterly basis.
EDUCATION
B.A., Management, Metropolitan State University of Denver, CO 2000
Fast-paced sales and business development position marketing advanced health, safety and environmental training programs to industrial manufacturers and producers, construction companies and environmental organizations throughout a 6-state region.
• Operated in a consultative sales role, educating clients on OSHA regulations, compliance requirements and specific training opportunities.
• Instrumental in increasing revenues 2000% over three years. Personally involved in presentations, bids, negotiations and contracts for more than 400 new clients/contracts.
• Forged strong working relationships with key accounts through expertise in identifying specific needs and delivering appropriate programs and services. Brought in more than 500 qualified leads each year.
Telemarketer/Lead Generator 2006 to 2007 LOWDEN'S SPECIALTY PRODUCTS, Alexandria ,Virginia
• Marketed specialty products to corporate and institutional clients throughout the Eastern and Midwestern US (Virginia to Oklahoma).
• Independently managed the entire sales process including developing marketing strategies, managing key account relationships, preparing bid proposals, negotiating pricing and coordinating a series of high-profile special event programs.
• Personally produced leads that led to closed key contracts with the National Institute of Health (NIH), American Diabetes Association, Babcock & Wilcox, Society for Maternal-Fetal Medicine and a statewide political campaign.
Advertising Placement Coordinator 2006 RESTON VALLEY HERALD, Reston, Virginia
• Top-ranked revenue producer in an extremely competitive commercial market.
• Launched a series of innovative marketing and business development campaigns, penetrated new sales territories, nurtured key account relationships, and introduced an entire portfolio of new advertising products and concepts.
• Won the “Most Sales Award” as the #1 revenue producer in the organization.
• Delivered solid revenue growth of 25% annually for 10 consecutive years.
EDUCATION AND CERTIFICATIONS
Bachelor of Science in Marketing, Metropolitan State University of Denver, CO 2009
Certified Meeting Planner (CMP), Professional Convention Management Association
▪ Congenial and enthusiastic contributor and supporter of team goals ▪ Knowledge of office practices and procedures ▪ Strong attention to detail; Excellent math skills ▪ Excellent analytical, organizational and communication skills ▪ Proven ability to prioritize and handle multiple tasks in a challenging environment
Education and Training
Metropolitan State University of Denver, CO Bachelor of Arts, Accounting, 2009, GPA 3.8/4.0
Skills
▪ Windows Vista, Windows XP, Mac, Access, PowerPoint, Word, Quickbooks, FAS, Hyperion, Quicken ▪ Basic computer hardware assembly and component/device replacement ▪ Learns new software applications quickly ▪ Conversant in Spanish; basic conversational Portuguese ▪ 45 WPM and excellent 10-key calculator skills ▪ Commercial drivers license
Employment Experience
Service Representative, Office Depot, Chicago, IL 12/2009 - Present ▪ Work 10-15 hrs/wk while maintaining 3.8 G.P.A in college ▪ Assisted customers with product selection and payment. ▪ Became a key resource for screening new hires ▪ Translated for Spanish-speaking customers, leading to an increase of business of over $2K per month
Newspaper Delivery Person, The Detroit News Detroit, MI Summer 2007 ▪ Assembled and delivered newspapers to a community of 430 people. Never missed a delivery day ▪ Increased subscriptions by 30 as a result of a direct mailing ▪ Proactively checked accounts payable and performed collections
Camp Counselor, Hillside Summer Camp Hillside, FL Summer 2006 ▪ Conducted classes in swimming, track and basketball. Developed leadership and team building skills and was
given Favorite Counselor Award ▪ Composed weekly newspaper on camp events and recognitions, gaining better exposure for the camp
Volunteer Work
Telemarketer - March of Dimes Volunteer - Habitat for Humanity Fund Raiser - Helping Hand Mission
