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Yyyyyy x. yyyyyy



1618 Nob Hill Dr. | Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx |


Finance Expert

Budgeting & Forecasting | Management Reports | Cost Minimization | Financial Analysis & Planning

Management Consultancy | Business Development | Operational Support | Staff Development | Tax Planning

Organization | Time Management | Problem Solving | US GAAP, US GAAS and IFRS | Hedge Fund Management

Portfolio Management | Inventory Control | Microsoft Office | QuickBooks | Peachtree | ERP


Passionate, energetic and self-assured professional with a background marked by more than 10 years of noted success, with a focus on portfolio management, accounting and controllership. Skilled in working with clients to best assess their needs and develop solutions to fit their respective circumstances. Driven and business-focused, with noteworthy achievement in garnering cost reduction, as well as driving efficiency and value-adding via comprehensive process improvements, financial plans and management accounting best practices. Direct the development of departmental projects to bolster performance and elevate levels of productivity. Adept in working to achieve goals, both independently and within teams. Combine exceptional technical strengths with perseverance and strong working knowledge rooted in securities litigation in U.S. state and federal courts. Personable with a goal-centered demeanor. Charged with leading efforts pertinent to capital structuring, optimization and allocation through stock investing, options, bonds and futures in major capital markets. Adept in leading quantitative and qualitative analysis using expertise in financial statements, financial modeling and company or industry analyses. Seeking a role with a dynamic, innovative Big Four accounting firm that encourages career development and growth.


Sales Experience


FA Capital Fund LLC | Portfolio Manager/Owner 2016-Present

  Established and presently operate a hedge fund company, with much success achieved thus far

  Trade profitably, thus beating the market by at least 20% in returns over four months time


The Briscoe Law Firm | LEGAL EXTERN 2016

  Aided Attorneys in facilitating legal research on a series of securities litigation claims, often involving a breach of fiduciary duties by the Board of Directors

  Worked with Attorneys in pre-trial and trial preparation for contract and business disputes


Meridian Pharmacy Group Inc. | Chief Financial Officer 2010-2017

  Developed a comprehensive financial program to ensure the financial position of the entity was presented with the utmost in accuracy and attention to detail

  Coordinated all facets of operating result estimations to secure the best estimates of capital and financing requirements, along with working capital

  Supervised the Finance and Accounting teams including leading professional development

  Handled tax and financial planning, as well as operating and capital budget preparation

  Managed pharmacy access services including the revenue cycle, Letter of Protections negotiation with Attorneys, medical records and inventory control of prescriptions

  Worked with pharmaceutical companies to keep them efficiently running


Yyyyyy x. yyyyyy





Meridian Pharmacy Group Inc. | Continued

  Efficaciously researched and set forth an approved Internal Revenue Service business unit structure, including a vastly improved tax planning strategy for all 11 pharmaceutical companies within control

  Proved successful in yielding in a tax saving of almost $500K due to the aforementioned

  Proved crucial during several mergers to boost efficiency levels when companies were no longer operating at optimal levels


Meridian Pharmacy Group Inc. | INTERIM CONTROLLER 2009-2010

  Played a key role during tax planning and internal pharmacy prescription service audits

  Effectively controlled cost minimization and employee productivity levels, aiming to increase the latter

  Oversaw individual annual pharmacy budget preparation


Telcar Cocoa Ltd. | ASSISTANT MANAGER 2007-2008

  Supervised daily operations and business development, including the procurement of exportable cocoa and coffee products

  Coached, guided and mentored a managed team of over 60 personnel; offered support in the areas of purchasing, logistics and commercial accounting

Education & Credentials


Master of Arts, Liberal Arts (Finance Track), Harvard University (2017)

Juris Doctor, Western Michigan Cooley Law School (2016)

Sloan Business Certificate, Executive Leadership, Massachusetts Institute of Technology (2014)

Master of Business Administration, Accounting, New Mexico Highlands University

Bachelor of Science (Honors), Accounting, University of Buea



The New York State Society of Certified Public Accountants

The American Bar Association

The Xxxxxx Society of Certified Public Accountants

The New Mexico State Society of Certified Public Accountants

Duly Elected Member of The Global Academy of Finance and Management




Yyyyyy x. yyyyyy



1618 Nob Hill Dr. | Xxxxxx, XXXXXX xxxxxx 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 business and finance leadership role years of proven success. I have a background comprised of both leadership roles and business ownership, namely my current operation of FA Capital Fund, LLC.


  My history as a professional also includes a strong education foundation, including a law degree, two Master s Degrees pertinent to my field, and a B.Sc. with Honors earned outside of the U.S.


  This global learning foundation not only demonstrates my determination, but also served to grow my levels of interpersonal acumen and cultural competence. This will serve me well in any role with a Big Four accounting firm.


  As a finance expert, I thrive under pressure in deadline-driven, time-sensitive settings. I excel as an independent achiever and active team member to fuel achievement. In any position I take on, I aim to garner the utmost in both client and organizational satisfaction.


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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