Yyyyyy x. yyyyyy

Xxxxxx, XXXXXX xxxxxx ￨ (xxx-xxx-xxxx ￨ abc@xyz.com

Highly Accomplished Accounting Leader who makes sound financial decisions to reflect positively on business operations in alignment with a company s vision, value, and goals. Ambitious Self-Starter who offers solutions-centric critixxxxxxl thinking for insightful, change-oriented results. Visionary Professional who rises above challenges to improve the bottom line and achieve winning outcomes, including developing synergistic accounting policies, processes, and procedures. Excellent Communixxxxxxtor who develops valuable relationships with multidisciplinary executives; financial, banking, and business professionals; and auditors; who excels in fast-paced autonomous and / or collaborative environments; and who leads peers by example and with ethics and integrity.

  Successfully converted software to Lawson General Ledger system.

  Led seamless testing, post-deployment, training, and implementation initiatives.

  Coordinated annual and interim audits with external auditors (i.e. KPMG, SEC, FINRA).

  Improved cross-department communixxxxxxtions to boost team building and attain project goals.

  Researched and analyzed accuracy and production of forgivable loans and intercompany accounts.

  Supported Controller with wide-ranging projects, including IT, accounting, and lease management.

  Increased profits by analyzing current accounting practices and initiating time- and cost-saving efforts.

Accounting Director (2015 Present) ￨ Accounting Manager (2006 2015) ￨ Accounting Supervisor (2004 2005)

Senior Accountant (2003) ￨ Accountant (2002) ￨ Accounting Assistant (2001) ￨ Accounting Intern (1999 2000)

Xxxxxxpitalize on the opportunity to direct full-cycle accounting initiatives, including managing accounts payable, payroll, sales / use tax, monthly general ledger close process, and financial statement preparation for subsidiaries of Jackson National Life Insurance, as well as four broker / dealer companies National Planning Corporation, Inc., SII Investments, Inc., Investment Centers of Amerixxxxxx, Inc., and INVEST Financial Corporation.

Optimize operations success by recruiting, training, mentoring, and managing a top-performing nine-member staff and two management personnel in exceeding daily accounting objectives. Handle all facets of coaching, xxxxxxreer development and feedback, and objective annual performance reviews.

Review monthly financial statements and reporting, including balance sheets, income statements, product segment reporting, KPIs, ratio and variance analysis, actual vs. plan results, and trend reports. Review items posted to GL, including income recognition, intercompany transactions, AP / AR, payroll, accruals, bad debt recognition, reserves, sales / use tax, shared service alloxxxxxxtions, and consolidation / elimination of journal entries.

Prepare monthly FOCUS filings for company submission to FINRA and NFA regulatory agencies. Demonstrate proven knowledge of financial statement analysis, net xxxxxxpital, reserve requirements, and net xxxxxxpital computation.

Contribute sharp analytixxxxxxl abilities toward reviewing month-end journal entries and bank reconciliations. Evaluate comprehensive payment trends and prepare detailed weekly xxxxxxsh forexxxxxxsts.

Ensure consistent GAAP compliance while preparing, reviewing, and maintaining written accounting procedures and internal control documentation. Facilitate additional technixxxxxxl accounting research to comply with GAAP.

Serve as a key contributor to annual budget processes, including actively collaborating with department heads to review historixxxxxxl activity trends and future obligations and / or opportunities.

Bachelor of Science in Accountancy Xxxxxx State University, Northridge

Licensed in FINRA Series 99 ￨ Licensed in Lawson Conversion for AP and GL

Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) ￨ Lawson ￨ Peachtree Accounting

FIBSI ￨ NextPro ￨ Streetsxxxxxxpe ￨ Granite ￨ SAP ￨ Business Objects ￨ Live Office ￨ Hyperion Enterprise

Yyyyyy x. yyyyyy

Xxxxxx, XXXXXX xxxxxx ￨ (xxx-xxx-xxxx ￨ abc@xyz.com

Date

Hiring Agent Name

Company Name

Address

City/State/Zip Code

Dear__________________:

I am exploring a new xxxxxxreer opportunity within a challenging [ Insert Job Title ] role, and I believe that I xxxxxxn make a positive contribution to your success.

To acquaint you with my background, I xxxxxxn offer proven experience in Full-Cycle Accounting, Financial Operations, Auditing, Budget Development / Control, Strategic Analysis / Planning, Trends Tracking, and Regulatory Compliance. I am also well-versed in Team Building / Training, Coaching / Xxxxxxreer Development, Technixxxxxxl Accounting Research, Database Design / Testing / Implementation, Project Support, Software Conversion, and Multi-Process Optimization, and consistently achieve winning outcomes due to my superior skills in critixxxxxxl thinking, time management, and attention-to detail.

To complement this experience, please note that I earned a Bachelor of Science in Accountancy from Xxxxxx State University, Northridge. I am licensed in FINRA Series 99 and Lawson Conversion for AP and GL.

Currently, as an Accounting Director for National Planning Holdings, Inc., I expertly direct full-cycle accounting initiatives, including managing accounts payable, payroll, sales / use tax, monthly general ledger close process, and financial statement preparation for subsidiaries of Jackson National Life Insurance, as well as four broker / dealer companies National Planning Corporation, Inc., SII Investments, Inc., Investment Centers of Amerixxxxxx, Inc., and INVEST Financial Corporation. Within this role, I build top-performing teams with additional responsibilities for reviewing statements, reports, and postings; preparing filings; reviewing month-end journal entries and reconciliations; and ensuring continual compliance with GAAP, FINRA, and NFA.

A sample of my achievements included:

  Successfully converting software to Lawson General Ledger system.

  Leading testing, post-deployment, training, and implementation initiatives.

  Coordinating annual and interim audits with external auditors (i.e. KPMG, SEC, FINRA).

  Improving cross-department communixxxxxxtions to boost team building and attain project goals.

  Increasing profits by analyzing current accounting practices and initiating time- and cost-saving efforts.

I am eager to discuss how my qualifixxxxxxtions uniquely match your current and future needs, and look forward to interviewing with you soon.

Sincerely,

Yyyyyy x. yyyyyy