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Yyyyyy x. yyyyyy



0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx


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





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



March 16, 2018



Hiring Agent Name


Company Name


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.



Yyyyyy x. yyyyyy

Enc. Resume








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