account manager resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Professional Summary
I have experienced a wide variety of positions over the duration of my career - but all were in the Financial Services Industry. Most recently, I worked for a "boutique" Business Management firm, handling about 28 entities led by about 10 clients. The "entities' consisted of personal wealth management as well as the clients' wholly owned businesses. The aggregate worth of these individuals is in the range of $250,000,000. While most clients were celebrities or involved in entertainment, a few earned (or inherited) their money from other fields. For me, the combination of very personal relationships with a few clients, coupled with a wide variety of activities which they bring to the position make for a perfect balance relative to my interests.

I wish to remain in this field, serving a few special people. Client relations are my strong suit but I bring refined accounting skills and experience to the job and the relationships I enjoy.
  • Software Experience includes Datafaction (with Imaging); Word; Excel; Quickbooks; Quicken; Turbo Tax; Sage Timeslips, and others
  • Experienced Supervisor appreciated for "people skills" including helping workers to be happy and productive and as a mediator to solve internal disputes. 
  • Communications Skills are superior. This includes letters and drafting agreements
  • A natural ability to sense another persons concerns (i.e. a "sixth sense"), especially with clients, has helped to anticipate areas to prioritize before they become an issue later
  • Flexibility in work scheduling and travel are easy to accommodate
  • Socialization as needed with clients; bankers, and other professionals is second nature
  • Frequent Communication with the IRS and Franchise Tax Board has generally led to desired results
  • Extensive Experience in processing compliance type reports including Workers Comp Audits, Payroll Reports, Business Tax Calculations, Census Bureau Questionnaire, etc.
  • Experience has led to a wide variety of matters that the rich and the wealthy contend with. I have been involved in Private Jet Schedules and Calculations; Buying and Selling Horses; Yacht Maintenance; Pre-Nup Agreements; Estate Management; "Coogan" Trust Accounts; Car Collections, Domestic Help Matters, etc.
  • Extensive Experience in handling foreign currency

Work History
Account Manager, 2005 to 05/2013
InstacartCentral Valley, NY,
  • Served as Account Manager for approximately 10 clients consisting of about 30 entities. Most, but not all clients are in Entertainment.
  • Processed all aspects of accounting entry including Accounts Payable, Accounts Receivable, Journal Entries, Payroll, Bank Reconciliations, Cash Flow Reports, Financial Statements, etc., utilizing Datafaction and Datafaction Imaging Software
  • Developed and Maintained other records using Excel and other software, as needed.
  • Worked with outside vendors including Bankers, Brokers, Government Representatives, Client Employees, etc.
  • Met with client's periodically to review financial results; budgetary and tax concerns; various projections; special projects. Meetings were mostly in work offices although some outside meetings occurred as well.
  • Handled all aspects of clients Banking Matters including obtaining cash, wire transfers, internal transfers, EFT, bill pay, etc., Bank Reconciliations; Developed Loan Application data and support.
Bookkeeper, 2003 to 06/2006
Archdiocese Of San Antonio, TX,
  • Contracted as an independand Bookkeeper for Business Management and Accounting Firms
  • Handled all necessary aspects of Accounting and Management for Private Clients
  • Prepared Financial Statements and well as customized Management reports to meet a client's needs
  • Developed Private Clients through Marketing Efforts.
  • Processed all aspects of accounting using QuickBooks mostly, along with other software as needed.
  • Calculated and prepared Business Tax Returns, Census Bureau filings, payroll reports, Workers Compensation Audits, and all other necessary paperwork to achieve regulatory compliance for each customer
  • Advised clients regarding matters of credit, auto and home purchases, budgets, etc.
  • Reconciled Bank Accounts
  • Met with outside services as needed, to negotiate on behalf of individuals, as needed.
Senior Liability Claims Adjuster, 08/1997 to 11/2003
GallagherAtlanta, GA,
  • Investigated Auto and Homeowners Claims to Determine liability and continued to follow all aspects of a claim to conclusion.
  • Worked with Attorneys on significant cases to negotiate and settle claims.
  • Used proprietary software to evaluate each Claim's "value"
  • Attended and participated in arbitrations, mediations, settlement conferences, depositions, court hearings and trials etc.
  • Interviewed Witnesses to enhance decision making.
  • Hired Outside experts as needed on technically complex matters.
Accounting Manager, Accounts Receiable Supervisor, Staff Accountant, 04/1979 to 08/1997
Various, STATE,
  • Served in a variety of positions, mostly in Accounting, for several Insurance Companies, and for Accounting offices which were involved in Business Management for at least some of their clients.
  • Travelled extensively in two positions where I served as a field Accounting Manager (first a small regional  company); second, a larger National firm where I had 35 individuals reporting to me in the continental U.S.
Bachelor of Arts: Business Management, Expected in 1979
University of La Verne - La Verne, CA

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Resume Overview

School Attended

  • University of La Verne

Job Titles Held:

  • Account Manager
  • Bookkeeper
  • Senior Liability Claims Adjuster
  • Accounting Manager, Accounts Receiable Supervisor, Staff Accountant


  • Bachelor of Arts

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