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Yyyyyy x. yyyyyy

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


Career Profile


Key Contributor & Effective Leader supporting accounting and financial functions in fast-paced and high-stress environments within a variety of industries. Experienced in overseeing complex internal audits, supervising staff members, implementing operational strategies, and leading both strategic and operational accounting functions. Equipped with a significant ability to maintain high levels of efficiency while simultaneously fostering a positive working environment.


Key Competencies


Operations Management Financial Report Development Staff Management Financial Counseling

Audit Compliance Month-End Accounting Budgeting/Forecasting Project Management

GAAP Regulations Accounting Procedure Development Cost Accounting Principles


Professional Experience

LPL Financial/Merrill Lynch, Bristol, TN 2006-Present

Financial Advisor/Accountant/Consultant

  Direct day to day accounting and finance operations within a fast-paced environment with a focus on increasing productivity and efficiency levels

  Provide financial planning services to clients which include estate planning, tax planning, and retirement planning in addition to managing client investments valued at up to $2.5 million

  Generate comprehensive financial reports on behalf of clients, prepare tax returns, and play a lead role in special projects for key clients

  Utilize superior communication abilities to identify client financial needs and make appropriate financial product recommendations


AstraZeneca LLP/Hanssen Pharmaceutics, Bristol, TN 1997-2006

Pharmaceutical Sales Representative

  Managed sales and business development functions within a successful pharmaceutical company which required maintaining a complex territory and managing key client relationships

  Supervised a team of sales professionals, designed and implemented sales strategies, and consistently exceeded both individual and team sales metrics


Additional Professional Experience


  Owner/Outside Salesman, Specialist Millwork

  Financial Reporting Supervisor, Total Petroleum North America

  Senior Accountant, Deloitte & Touche


Education & Certifications

Bachelor of Science, Accounting, University of Colorado, Boulder, Boulder, CO

Certified Public Accountant (Inactive)

Certified Financial Planner

FINRA Series 7 and Series 66

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