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YYYYYY X. YYYYYY
1252 Axxxxxxpulco
Ave. Xxxxxx, XXXXXX xxxxxx
xxx-xxx-xxxx
abc@xyz.com
Summary of Qualifixxxxxxtions
Bilingual (English and Spanish) Chief Financial Officer with a consistent, proven track record of achievement.
Strong background and experience across accounting, auditing and operations/facilities management.
Managed all aspects of finance, including xxxxxxpital requests; xxxxxxsh balances; debt and equity financing; accounting and controls; insurance; negotiation and financial management of contracts; and general administration.
Saved $250,000 in health insurance premiums for a private school within 12 months of hire and generated $150,000 in annual savings since despite increasing enrollment yet without reducing coverage.
Proficient with Windows; Microsoft Office; QuickBooks; Financial Edge; Raiser s Edge; Advance Budget Module; Xxxxxxseware; Engagement Manager; ProSystem fx Fixed Assets and Tax, MAS 90; ADP; and Paychex.
Areas of Expertise
Net Asset Management Team Building/Leadership Team Training
Budget Management Auditing Strategic Planning
Endowment Management General Ledger Journal Entries
Debt & Equity Financing Financial Controls & Reports Reconciliations
Accounts Payable/Receivable Tax Compliance Vendor Relations
Professional Experience
Chief Financial Officer, Park Century School Culver City, XXXXXX 2013-Present
Reporting to the Board of Directors, manage an $8 million annual budget for this private school.
Manage all financial operations, as well as human resources, facilities, security and information technology tasks, including auxiliary and event services and financial aid.
Oversee performance of an Accounting Clerk, Bookkeeper, Facility Director and Operations Manager.
Oversee aspects of finance, including xxxxxxpital requests; xxxxxxsh balances; debt and equity financing; accounting and controls; insurance; negotiation and financial management of contracts; and general administration.
Prepare and distribute all financial reports and ensure the school is in compliance with all legal requirements.
Communixxxxxxte effectively with external auditors and investigate their findings and recommendations.
Review and approve Form 1099, 990 & 5500 filings with the Internal Revenue Service (IRS).
Achievements:
Saved $250,000 in health insurance premiums within 12 months of hire and generated $150,000 in annual savings since despite increasing enrollment yet without reducing coverage.
Enabled parents to pay tuition via an applixxxxxxtion on their smartphone or set up automated monthly withdrawals from their checking account after partnering with Smart Tuition, which works with private schools.
Spearheaded implementation of Magnus Health, an online software system that enables parents to securely share information on any changes to their child s medixxxxxxl condition.
Consolidated the school s endowment from 11 different accounts to six accounts.
Converted payroll from a manual to automated system via ADP Workforce, including time and attendance.
Implemented Eduxxxxxxtion Edge, a system that integrates financial, admissions and development systems.
Improved processing of applixxxxxxtions submitted by parents after automating the enrollment agreement process.
YYYYYY X. YYYYYY
1252 Axxxxxxpulco
Ave. Xxxxxx, XXXXXX xxxxxx
xxx-xxx-xxxx
abc@xyz.com
Professional Experience (continued)
Director of Finance, Autry National Center of the Amerixxxxxxn West Los Angeles, XXXXXX 2008-2013
Reporting to the Chief Financial Officer, managed a $25 million budget and five team members, including an Accounting Manager, Payroll Specialist and Accounts Payable Clerk.
Worked closely with the Director of Development and other senior managers to achieve performance goals.
Prepared historixxxxxxl xxxxxxsh flow statements and analyzed short and long term xxxxxxsh flow projections.
Oversaw accounting functions for operating and xxxxxxpital xxxxxxmpaign activities, including monthly, quarterly and annual closing; General Ledger; and coordinating preparation for and execution of annual audit.
Led development and implementation of internal operating systems, policies and procedures to enhance internal efficiencies and organizational effectiveness.
Achievements:
Spearheaded implementation of an automated budget module in Financial Edge software.
Initiated and led implementation of an automated system to better track donations.
Semi-Senior Accountant, Singer Lewak, LLP Westwood, XXXXXX 2007-2008
Managed audits, reviews and compilations for various manufacturing, schools and non-profit entities.
Mentored and supervised junior staff while working on-site at client loxxxxxxtions.
Conducted internal control and substantive testing and proposed adjusting entries.
Drafted audit reports for management review, including creating recommendations.
Auditor, Scott, Bankhead & Co. Santa Ana, XXXXXX 2005-2007
Supervised audits, reviews and compilations for manufacturing, retail, pension plans and non-profit clients.
Oversaw budgets and billings, as well as the overall completion of engagements, while mentoring staff.
Prepared complex federal and state individual, corporate (consolidated) and partnership tax returns.
Investor Accounting Assistant Manager, Countrywide Financial
Corp. Xxxxxx, XXXXXX 2004-2005
Lead an accounting staff while accurately reporting real estate investment results to the Management Team.
Worked closely with investors
to ensure all remitting and reporting was accurately processed.
Accounting Manager, Junior s Restaurant Los Angeles, XXXXXX 2000-2004
Oversaw accounts payable and payroll, and prepared interim financial statements and quarterly tax returns.
Reviewed and adjusted General Ledger and consulted regularly and extensively with the CPA.
Eduxxxxxxtion and Training
Bachelor of Science, Business Administration (BSBA), Accounting focus; earned 2005
Xxxxxx State University, Northridge
Affiliations
Member, Xxxxxx Board of Accountancy and Amerixxxxxxn Institute of Certified Public Accountants
YYYYYY X. YYYYYY
1252 Axxxxxxpulco
Ave. Xxxxxx, XXXXXX xxxxxx
xxx-xxx-xxxx
abc@xyz.com
Dear Hiring Manager:
With this letter, I wish to express my strong interest in joining your institution as a (INSERT JOB TITLE).
As demonstrated in the accompanying resume, I am a Bilingual (English and Spanish) Chief Financial Officer with a consistent, proven track record of achievement. I have a strong background and experience across accounting, auditing and operations/facilities management. This includes managing all aspects of finance, including xxxxxxpital requests; xxxxxxsh balances; debt and equity financing; accounting and controls; insurance; negotiation and financial management of contracts; and general administration. Among my achievements and unique qualifixxxxxxtions:
Saved $250,000 in health insurance premiums for a private school within 12 months of hire and generated $150,000 in annual savings since despite increasing enrollment yet without reducing coverage.
Reported to a Board of Directors and managed an $8 million annual budget for a private school.
Managed all financial operations, as well as human resources, facilities, security and information technology tasks, including auxiliary and event services and financial aid.
Communixxxxxxted effectively with external auditors and investigated their findings and recommendations.
Reviewed and approved Form 1099, 990 & 5500 filings with the Internal Revenue Service (IRS).
Consolidated the school s endowment from 11 different accounts to six accounts.
Converted payroll from a manual to automated system via ADP Workforce, including time and attendance.
As your leader, you will find me to be a team player committed to exceeding your performance expectations. I have no doubt that I would be a valuable asset to your operations, and look forward to interviewing with you in the near future.
Sincerely,
Yyyyyy x. yyyyyy
YYYYYY X. YYYYYY
1252 Axxxxxxpulco
Ave. Xxxxxx, XXXXXX xxxxxx
xxx-xxx-xxxx
abc@xyz.com
Dear (Person You Interviewed With):
I am writing to personally thank you for providing me the opportunity to interview with you and discuss the exciting (TITLE OF JOB OPPORTUNITY) position currently available at your organization. Having gained a deeper insight into the job requirements and your objectives, I am confident I xxxxxxn exceed your performance expectations immediately.
As discussed, I am a Bilingual (English and Spanish) Chief Financial Officer with a consistent, proven track record of achievement. I have a strong background and experience across accounting, auditing and operations/facilities management. This includes managing all aspects of finance, including xxxxxxpital requests; xxxxxxsh balances; debt and equity financing; accounting and controls; insurance; negotiation and financial management of contracts; and general administration.
Should you have any additional questions, please feel free to contact me at your earliest convenience. Again, thank you for the interview. I look forward to your response.
Sincerely,
Yyyyyy x. yyyyyy
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