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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx abc@xyz.com
Profile of Qualifications
Construction and Real Estate Development | Manufacturing | Project Management | Staff Supervision
Mentoring | Training & Development | Human Resources | Benefits Administration | Performance Assessment
Sarbanes-Oxley 404 | Public & Corporate Accounting | Business Integration | Accounting | Payroll | Communication
Auditing, Accounting and Tax Software | QuickBooks | Microsoft Office Suite
Driven, high-energy Management Professional with more than 20 years of progressive finance and accounting experience. Skilled in leading teams to drive high-caliber experiences that encourage growth and success. Proven ability to assess client and stakeholder needs, as well as work diligently to surpass all set expectations. Able to build relationships with key personnel and serve as a resource for presenting proposals for new engagements. Recognized as an active participant in winning new business. Guides fellow staff members to ensure that their personal development is addressed. Easily adoptable to any organization; works well independently to manage all departments, as well as act in a team member capacity. Seeking a Controller position that will call upon diverse skill set and offer growth opportunities; also open to management roles at a public accounting firm that is poised for success.
Professional Synopsis
Kee & Associates 2007 Present
Manager, Accounting and Auditing & Consulting
Skillfully oversee financial statement audit processes, reviews and compilations across various industries
Possess an industry specialty in construction and distribution
Review and prepare tax returns across various entities.
Supervise various client projects; develop effective workflows that lend to adherence to timelines, as well as client expectations
Deliver interim Controller assistance and support for accounting software to clients each week, including job costing, percent complete calculations and variance issues with accounts
Also oversee Accounts Receivable and Accounts Payable
Lead software training focused on pertinent topics including QuickBooks, Sage Construction, Construction Partners as well as daily duties
Spearhead job training and mentoring for team members; act as a trusted guide, coach and advisor
Bumpus Hall CPAS 2005 2007
Manager, Accounting and Auditing & Consulting
Oversaw the completion of financial statement audits and reviews across a diverse array of industries
Efficaciously prepared tax returns across various entities
Directed workflows and general operations across all assigned client projects
American Express Tax and Business Services 2003 2005
Manager, Accounting and Auditing & Consulting
Directed financial statement audits and reviews within numerous career sectors
Played a pivotal role integral as part of an international controllership team
o Integrated an international travel business, which had $300M in annual revenue
o Worked across 25 distinctive entities in the United States, Europe, Africa, Asia and Australia
Supervised Goodwill impairment testing for a publicly-traded international company
Established internal control structures and processes for all kinds of financial reporting processes, such as the testing of efficacy controls at year-end
Yyyyyy x. yyyyyy
Continued
Auxier Asset Management LLC 2000 2003
Chief Financial Officer
Worked as an Investment Advisor for separately managed accounts and mutual funds
Offered superb client services including tax planning for large clients, portfolio reviews, stock option planning, setting up accounting systems, tax planning and other related requests
Prepared all audit work documentation and tax returns for all related companies, including intercompany transactions
Completed SEC audit during first year of hire; ensured that systems to comply with SEC regulations and requirements
Founded two investment partnerships in accordance with Regulation D
Provided annual supervision of required compliance mailings, book and tax accounting including member K-1s
Established all performance reporting internally using AXYS for advisory and mutual fund clients
Developed composites, graphs, monthly and quarterly mailings to clients and Consultants in accordance with NASD advertising guidelines
Monitored the mutual fund, including administration, performance reporting and adhering to advertising requirements
Also led the fund setup for the Morningstar and Lipper rankings
Also worked as a Tax and Audit Manager with Perkins & Company, PC from 1991 1999
Education & Credentials
Bachelor of Science, Accounting, Oregon State University
Also a Certified Public Accountant
Community Involvement
Volunteer at various charitable organizations including Wellspring Women's Center
Team Manager, Youth Softball Teams
Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx abc@xyz.com
March 16, 2018
Hiring Agent Name
Title
Company Name
Address
City/State/Zip Code
Dear [Hiring Agent Name],
I am currently seeking a challenging career opportunity in a (INSERT TITLE OF TARGET POSITION) capacity and am submitting my resume for your review. In advance, thank you for your time and consideration. As demonstrated in the accompanying resume, my professional qualifications include the following accomplishments:
I bring to any finance role over 20 years of proven accounting and fiscal operations excellence. I aim to achieve the utmost in client and company satisfaction in any role I take on.
As a professional, I am able to thrive under pressure in fast-paced, demanding work environments. I excel as both an individual contributor and valuable team member to actively contribute to organizational operations.
Over the course of my career, detailed within my resume, I have grown and expanded my levels of expertise in payroll, A/R, A/P, benefits administration, HR, audits and other related practical areas.
Independent of my practical background, I ve also earned a B.A. in Accounting from Oregon State University and am a Certified Public Accountant.
Furthermore, I remain active in my local community, as a volunteer for various charitable organizations including Wellspring Women's Center. I am also a Team Manager for local youth softball.
As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.
Sincerely,
Yyyyyy x. yyyyyy
Enc. Resume
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