associate resume example with 5+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Highly accomplished accounting professional with a proven track record in audit and tax services, seeking a challenging role in a dynamic organization. Dedicated to delivering exceptional financial analysis, ensuring compliance, and providing strategic advisory solutions to optimize client operations and drive sustainable growth. Proficient in conducting comprehensive audits, developing tax strategies, and delivering actionable insights to enhance financial performance. Experienced in Audit and Tax compliances, financial analysis, financial modeling and Financial Reporting. Possessing a strong work ethic, excellent communication, multitasking, organizational and MS Office skills.

  • Financial Analysis
  • Financial Reporting
  • Audit and Tax Compliance
  • Budget Forecasting
  • Communication and Collaboration
  • Valuation Experience
  • Time Management
  • Financial Accounting
  • Risk Management
  • MS Office
01/2016 to 06/2020 Associate B. Riley Financial, Inc. | Plymouth, MI,

Provided comprehensive audit and tax services to asset management institutions, encompassing alternative investment funds, private equity funds, and regulated mutual funds with diverse investment products and portfolios;

Developed an extensive understanding of fund structures, financial instruments, and investments, including fixed income, equity, REITs, and various derivatives such as futures, options, forwards, spots, swaps, straddles, etc;

Conducted in-depth industry and securities research to analyze fund statements of portfolios, demonstrating a commitment to continuous learning of financial products and their related accounting and tax regulations;

Collaborated in the assessment, development, and implementation of audit policies and procedures, contributing to the enhancement of internal control frameworks;

Prepared and reviewed audit workpapers and tax adjustments for over 10 engagements, leveraging analytical skills to assess accounting and financial reports, reconcile discrepancies, conduct testing procedures, and analyze investments.

Worked closely with clients to implement necessary accounting changes; Ensured compliance with IRS Rules and GAAP by meticulously reviewing financial statements for multiple engagements, including investment portfolios, statements of assets and liabilities, statements of operations, cash flow statements, and footnotes. Applied rigorous analysis and calculations to validate accuracy;

Maintained proficiency in financial modules such as discounted cash flow and leveraged buyout, and exhibited familiarity with revenue forecasts and budgeting practices;

Assisted managers, directors, and partners in the end-to-end management of client engagements, including internal engagement staffing, drafting engagement letters, budget preparation, scheduling status meetings and client calls, and providing administrative support. Cultivated positive and effective relationships with clients, effectively communicating with various stakeholders, including high-level management teams, CFOs, accounting and finance personnel, and administrative teams.

12/2013 to 05/2014 Audit Intern Community Bank System, Inc. | Burlington, VT,

Participated in initial and year-end audit project of People's Insurance Company of China (PICC), the largest insurance company of China; Conducted thorough research and analysis of financial statements, utilizing electronic databases and the latest audit/accounting software to identify key audit issues during the review of financial information; Performed substantive testing to assess the reasonableness of account balances and operational accounts;

Assisted in researching regulatory requirements and accounting standards to ensure compliance during audit engagements;

Prepared clear and concise audit workpapers, documenting procedures performed and findings to support audit teams and clients;

Participated in client meetings with Deloitte Partners and Directors, gaining exposure to client interactions and contributing insights to audit discussions;

Meticulously tracked vouchers of income and expenses, performed cut-off tests, recorded audit evidence, and issued audit papers and reports; Demonstrated strong attention to detail, analytical skills, and professional skepticism in assessing financial information.

05/2013 to 09/2013 Financial Analyst Intern Fmc Corporation | Remote, TX,

Assisted senior financial analysts in conducting comprehensive financial analysis, market research, and data modeling to support strategic decision-making processes;

Contributed to the preparation of financial models and forecasts, including cash flow projections, budgeting, and variance analysis; Conducted in-depth industry and market research, identifying emerging tClaireds and providing valuable insights for business planning and risk assessment;

Assisted in the evaluation of investment opportunities, assessing financial viability, conducting due diligence, and preparing investment memos;

Developed a solid understanding of the banking industry, regulatory frameworks, and best practices in financial analysis.

Education and Training
Expected in 12/2015 to to Master of Arts | Accounting University of Rochester, Rochester, NY GPA:
Expected in 06/2014 to to Bachelor of Arts | Finance Wuhan University, Wuhan, China, GPA:
Native/ Bilingual
Chinese (Mandarin):
Native/ Bilingual

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Resume Overview

School Attended

  • University of Rochester
  • Wuhan University

Job Titles Held:

  • Associate
  • Audit Intern
  • Financial Analyst Intern


  • Master of Arts
  • Bachelor of Arts

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