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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx ~ abc@xyz.com
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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