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Yyyyyy x. yyyyyy
- 6612 Charles Trail Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com
Senior Accountant ▪ Assistant Controller (Fortune 500 Company)
Qualifications Profile
Accomplished and results-driven accounting professional with more than 33 years providing end-to-end corporate financial accounting mostly in the healthcare/wellness, business consultancy, and wealth management businesses.
- Strong passion for delivering outstanding customer service and process efficiencies in financial accounting and wealth management that enable decision makers to steer the company towards business growth and market success.
- Detail-oriented, analytical and methodical with critical thinking to resolve complex financial and accounting work issues even under stress.
Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.
Strong people management and interpersonal communication skills that inspire confidence in achieving shared goals.
Key Expertise
Business Operations Management
Strategic Planning Support
Customer Service Management
Relationship Management (Clients, Stakeholders, Public, & Suppliers)
Process/Workflow Improvement
Policies & Regulatory Compliance (i.e. GAAP & Sarbanes-Oxley, etc.)
Financial Management
Full-Cycle Corporate Accounting
Internal Audit & Control
Wealth Management
Commodities/Securities Trading
Cash Flow Management
Investment Portfolio Management
Tax Accounting
Fixed Asset Accounting
Revenue & Cost Accounting
Risk Management
Financial Metrics Management
Administration
Payroll Administration
Staff Supervision & Training
Records & Document Management
Technical
Apps: QuickBooks
ERP: Accounting & Finance Modules of Corporate ERP Systems
Productivity Tools: MS Office
Professional Experience
Universal Body Wellness Inc. Xxxxxx, XXXXXX
Controller & Business Instructor May 2001 Present
Provide full-cycle financial accounting from pre-operating startup involving capitalization and state filings to stock issuance, operationalizing the company controllership to full maturity and responsiveness to accounting data for decision support requirements.
Supervise a staff of 11 in managing bi-weekly payroll administration, processing monthly 941 deposits, quarterly state and federal filings, year-end reporting, procurement of leased office spaces, and leading all 3rd party contract negotiations and deal closures.
Install QuickBooks accounting system covering payroll, asset management, revenue and cost management, financial statement preparation, internal controls, and cash flow management.
Develop training content and conduct 5-hour basic business courses that enable the management team and key personnel to manage the business including their own private practice.
Wellness Skills Inc. Dallas, XXXXXX
Controller Apr 1996 Apr 2001
Collaborated with IT in revising financial systems that enabled more accurate capture of financial transactions for effective profitability assessments, decision support, and fulfillment of regulatory requirements of state agencies.
Supervised 4 professionals in administering payroll, providing business performance metrics the board of directors.
Oversaw successful sale and cash out for shareholders.
Schmeits Enterprises Dallas, XXXXXX
Business & Personal Consultant Oct 1992 Apr 1996
Maintained extensive investment portfolio for Sutherland investments while serving as the Director of Operations in commodity training for the Market Time Group.
Successfully cleared a 3-year backlog of financial statements and tax returns for a trucking company.
Winning Ways Unlimited Dallas, XXXXXX Course Instructor / Consultant May 1988 Sep 1992
Wealth Planning Resource Center Dallas, XXXXXX Director - Financial Planning May 1986 May 1988
Arthur Young & Co. Dallas, XXXXXX Sr. Tax Accountant, CPA - Entrepreneurial Services Group Nov 1984 May 1986
Laventhol & Horwath Dallas, XXXXXX Tax Staff Accountant, CPA May 1983 Nov 1984
Hunt Oil Company Dallas, XXXXXX Tax Staff Accountant, CPA May 1983 Nov 1984
Yyyyyy x. yyyyyy
- 6612 Charles Trail Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com
Education & Credentials
ADRIAN COLLEGE Adrian, MI
Bachelor of Business Administration, Major in Accounting, Magna cum Laude
Professional Training & Certifications
Series 7 Investment License
Certified Public Accountant
Awards & Recognition
Wall St. Journal Award for Outstanding Academic Achievement
Professional Affiliations
Member: Toastmasters International
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