cfo ohio school treasurer intern resume example with 10 years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -

As a CFO/Ohio School Intern performed a reconciliation of the Jackson-Milton School District Payroll / Business Expenditures' Account in the amount of $3,000,000.00 plus.

Worked on a " Special Asset" purchase Cost/Benefit analysis with presentation of findings to the School District Treasurer office.

Worked/ trained on Worker Compensation Claims & Claims Management

Worked /trained with Treasurer regarding management of Transportation , Food Services and Building / Facilities  and Certified & Non-Certified employees Collective Bargaining agreements & Legal Issues pertaining to the School District

Worked / trained on USAS- Accounting posting for Account Payables / Account Receivables transaction per school of school district.

Working / trained on the USPS-Payroll / Benefits administration per employees of a school district 

Professional Summary

 Completed a CFO/ Ohio School Treasurer Internship of 136.0 Hrs. with Jackson-Milton School District / Treasurer Administration

Twenty plus years of diverse business experience in financial services/ investments

Dynamic and highly qualified Accounting Specialist with extensive knowledge of US GAAP principals and practices.

Completed 39.0 undergraduate semester hours in Accounting

Highly analytical, deadline-driven Professional Accountant who completes accounting activities with accuracy and speed

In-depth knowledge of financial analysis , financial reporting and variance cost analysis.

Innovative accounting professional proficient in extracting financial data from various reporting systems and suggesting key operational changes.
  • Knowledgeable of USAS- Accounting Software
  • Proficient MS-Word Skills
  • Strong organizational and analytical problem solver.
  • Strong management of personnel & assignments
  • Ethical and integrity professional character
  • Knowledgeable of reconciliation procedures per Business / Expenditure accounts.
  • Financial Reporting

  • Knowledgeable of USPS - Payroll Software
  • US GAAP - Accounting Practice & Procedures.
  • Budgeting & Variance analytical procedures.
  • Proficient MS-Excel / Spreadsheet Analytics
  • Strong work ethic
  • Strong communication skills
Work History
01/2017 to Current
CFO / Ohio School Treasurer Intern Amica Mutual Insurance Greenville, SC,

As CFO / Ohio School Treasurer Intern I will complete 164.0 Hrs. as required per ODE / Treasurer License for the State of Ohio 

As a CFO/ Ohio School Treasurer I will train on :

Fund Accounting / USAS- Accounting System & New SunGard Accounting/Payroll Software

Training on Financial Reporting / Financial Analytics & Five Year FCST Projections

Budget Development / Cost Analytics per School District

Purchasing / Business Functions of a Treasures ' office-administration

Legal/ Legislations Issues pertaining to the Treasurer Office.

Treasurers' Administration / Duties General Obligations


08/2016 to 11/2016
CFO / Ohio School Treasurer Intern Chemetall Columbia, MD,

Cross trained in all facets of CFO / Ohio School Treasurer responsibilities and duties

Developing an On-going knowledge of Ohio-USAS Accounting software / USPS - Payroll system / Benefits Management.

Administration of Federal / State / Local Tax & Employee Time Management procedures.

Posting to Revenue / Expenditure accounts per transactions

Knowledgeable of processing Account Payable & Account Receivable procedures. Knowledgeable of Purchase Order processing & procedures.

Prepared and researched Collective Bargaining Agreement conditions pertaining to employees compensation / overtime allowances per school district.

Reviewed Collective Bargaining Agreement for Certified and Non-Certfied / Substitute-Teacher employees.

Participated in "Special Asset purchase" project Cost/ Benefit analysis.

Knowledgeable of Worker Compensation Employee Management & Claim Management-Insurance.

Currently developing an On- going foundation of Ohio School Law and Ohio School Finance.

10/2013 to Current
Sr. Business Development / Business Capital Consultant Aeroflow Healthcare Peoria, IL,

Small-Balance commercial real estate loan-fund advisory services for small/mid-sized companies

Providing small balance commercial real estate funds from $50,000.00 to $10,000,000.00

Advise companies/individuals on purchase, refinance {rate term/cash out}, working capital , debt consolidation transactions

Established relationships with banks, credit unions , commercial mortgage companies and private investors in Ohio / nationwide

Provide hard money/small balance commercial loan advisory services from $75,000.00 to $50,000,000.00

Nationwide buyer of business notes from small/mid-sized companies from $50,000.00 to $500,000.00

Provide Asset Based Lending / Working Capital Loans to Small/ Mid-sized companies

11/2011 to 03/2012
Accounting Internship Fujifilm Diosynth Biotechnologies Saint Paul, MN,

Ensured clients  understanding of account status

Structured payment arrangements for delinquent accounts administered credit and service fee adjustments on clients  accounts upon approval of management

Presented and sold products /services to customers and informed customers of promotional specials.

Addressed and resolved non-routine, complex and unexpected variances per customers  billing issues.

02/2006 to 04/2008
Trainee Wealth Management Advisory World Financial Group City, STATE,


10/2007 to 02/2008
Customer Account Representative West Corporation City, STATE,

08/2007 to 09/2007
Accounting Assistant Ohio North East Health System, Inc City, STATE,

Expected in May 2012
Bachelor of Science: Accounting
Youngstown State University, Williamson College of Business Administration - Youngstown, OH

Accounting Major GPA 3.28

Overall BSBA GPA 3.30

Expected in
Certified Public Accountant Candidate Certified Management Accountant Candidate:
- ,

National Association of Black Accountants (NABA)-Student Membership

Ohio Society of CPA -(OSCPA )Student Membership American Institute of Certified Public Accountants (AICPA)-CPA

Institute of Certified Management Accountant (ICMA)-CMA

This Way To CPA Student Membership (AICPA)

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Resume Overview

School Attended

  • Youngstown State University, Williamson College of Business Administration

Job Titles Held:

  • CFO / Ohio School Treasurer Intern
  • CFO / Ohio School Treasurer Intern
  • Sr. Business Development / Business Capital Consultant
  • Accounting Internship
  • Trainee
  • Customer Account Representative
  • Accounting Assistant


  • Bachelor of Science
  • Certified Public Accountant Candidate Certified Management Accountant Candidate

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