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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx abc@xyz.com


Objective

 

MBA Graduate with focus on Accounting eager to contribute background as well as auditing, financial analysis and management skills toward actively supporting the employer in optimizing business performance.


Profile

 

Offering theoretical and applied academic experience in finance and accounting, with consistent results in achieving fiscal and organizational objectives. Talent for defining and resolving discrepancies to avoid unnecessary cost expenditures. Effectively establish and manage key relationships with decision makers, clients and strategic partners. Proficient in Microsoft Office (Word, Excel, PowerPoint), Outlook, and QuickBooks.  Motivating leader with prior coaching experience.


 

Business Management Balance Sheets Income Statements Communications

Financial Analysis Legal Administration Risk Management Regulatory Compliance

Negotiations Research & Planning Budget Allocation/Administration


Education & License

 

MBA, Specialization in General Accounting - Iona College, New Rochelle, NY, May 2010

BBA in Finance - Florida Atlantic University, Boca Raton, FL, 2008; Member of National Honor Society

Series 3 License


Career Background

 

Hedge Fund Accountant/Fund Accountant, Greenwich Fund Services-Greenwich, CT      2009-Present

Proficiently manage broad-scope accounting functions supporting administrative/consulting firm with $125M+ in assets under administration; responsibilities span bookkeeping, invoices, expense reports, cash flow projections, and banking/brokerage statements as well as fees and payments handling.

Provide quality services for  high-profile clientele ranging from investment advisor, Sands Brothers Asset Management, LLC and boutique brokerage firm, Adams & Peck to Genesis Merchant Partners hedge fund firm; additionally handle hedge funds of Select Access LLC and Venture Capital, LLC.

Efficiently tie cash flows to monthly bank statements and update bank/brokerage statements.

Compile and produce detailed cash flow projections as well as report projections to company President, including daily presentation of Sands Brothers and Adams & Peck account balances.

Effectively prepare wires and collaborate in wiring transactions.

 

Finance Intern, Cypress Financial Group, an Office of MetLife                                                        2008

  Acquired valuable knowledge and experience in all aspects of finance, reporting directly to an Investment Specialist.

  Conducted comprehensive review and analysis of stocks and mutual funds using various workstations such as Morningstar, Dorsey Wright, and Net Exchange Pro.

  Strategically evaluated, defined and controlled risk through comprehensive technical analysis of varied stocks and mutual funds; created and managed client stock and mutual fund portfolios.

  Applied advanced communication and interpersonal relation skills toward responding to client inquiries, troubleshooting issues, and providing exceptional customer service.

  Attended and participated in MSI Pilot Group Investment Meetings for financial representatives.

  Proficiently evaluated stocks by reviewing and analyzing financial statements and key financial ratios.

 

Commodities Broker, Commodity Concepts Inc.-Coral Springs, FL                                        2004-2005

  Demonstrated solid understanding of finance in selling commodities and providing investment advice in a high-stress, fast-paced environment.

  Collaboratively worked in a team environment, with strong focus on optimizing productivity, efficiency and performance.

 

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