deals senior manager resume example with 14+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Professional Summary

I am a Certified Public Accountant (CPA) with over 14 years of experience in finance and accounting roles including but not limited to technical accounting, financial analysis, project management, IPOs, and investment portfolio valuation. I advise clients on complex accounting issues such as revenue recognition, business combinations, financial instruments and help clients through complex transactions. Prior to joining PwC’s Deals practice, I was an Audit Manager where I focused on Venture Capital, and venture backed life science and technology companies which require a robust understanding of valuation models and technical accounting. I have developed and facilitated venture capital training from introductory to advanced curriculum including accounting treatment, understanding, application and financial statement disclosures. I use distinctive technologies and industry-specific insight to assist clients in varying capacities to meet their unique transactional and accounting needs. My experience allows me to help clients understand and navigate GAAP change as well as understand the nuances of implementing these changes while maintaining audit compliance. I am a forward-thinking professional adept at managing diverse teams to accomplish challenging objectives. I impart clear vision to guide cohesive, high-performing teams. I am a versatile professional specializing in technical accounting and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. I have a history of cultivating an open culture with free exchange of information. I am pursuing new professional challenges with a growth-oriented company.

  • Staff Management
  • Documentation and reporting
  • Financial Reporting
  • Auditing
  • Technical Accounting
  • Valuation of Private Companies
  • Financial Statement Review and Analysis
  • Detail Oriented
  • Driven and highly motivated self starter
  • Strong analytical and critical thinking skills
  • Trusted Mentor and Coach
  • Trusted Advisor
  • Well versed in US GAAP
Work History
04/2019 to Current
Deals Senior Manager Cbiz, Inc. Toledo, OH,
  • Advise and assist clients and audit teams in complex accounting matters such as drafting and reviewing accounting memoranda and analysis in connection with implementation of accounting standards, existing accounting standards, and significant transactions.
  • Facilitate and deliver trainings to consulting clients with up-to-date and relevant accounting standards and application.
  • Supervise and direct junior staff and teams to keep projects on-track and tasks prioritized.
  • Manage small to large-scale projects including, introducing tools, and processes to support attainment of challenging accounting objectives.
  • Use critical thinking to break down problems, evaluate solutions and make decisions
09/2012 to 04/2019
Audit Manager Jps Health Network Fort Worth, TX,
  • Facilitated external audits and prepared detailed reports on findings for clients in Life Sciences, Technology, and Venture Capital industries.
  • Attended Venture Capital industry conferences to gain understanding of industry trends and engage with current and potential clients.
  • Supervised and developed junior staff on auditing standards and procedures to establish strong foundation for client development and service activities.
  • Conducted strategic and technical reviews to verify compliance with accounting standards and internal control over financial reporting.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Identified management control weaknesses and provided value added suggestions for remediation.
  • Evaluated design and operating effectiveness of audit areas.
  • Completed audit papers by thoroughly documenting audit tests and findings.
  • Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
10/2007 to 09/2012
Accounts Payable Team Lead Prestige Care, Inc Meridian, ID,
  • Performed full-cycle accounts payables for parent and all subsidiary companies.
  • Streamlined and maintained clear responsibility for intercompany payables, corporate payables, corporate credit card administration and reconciliation, and subsidiary payables.
  • Trained and supervised AP staff on best practices in processing payables and impact to accurate financial reporting.
  • Entered figures using 10-key calculator to compute data quickly.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Monitored, verified and approved invoices and reviewed balances using financial software to assess balance sheet for variances.
  • Matched purchase orders with invoices and recorded necessary information.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
  • Verified postings to ledgers to confirm accurate entry and account balances.
  • Analyzed figures, postings and documents to maintain accounting program accuracy.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
04/2006 to 07/2007
Staff Accountant Royal Greenland U.S City, STATE,
  • Performed full-cycle accounts receivables, accounts payables, purchase support, sales support, weekly financial reporting, and sales reports.
  • Provided bookkeeping support for key consultant's product sourcing efforts and vendors.
  • Provided support on international transactions including preparing shipping documents and letters of credit.
  • Increased efficiency, support and documentation of accounting processes by creating detailed schedules for journal entries.
  • Collected and arranged financial information and entered details into MS Dynamics financial management system.
Expected in
Bachelor of Science: Accounting
San Jose State - San Jose,
  • American Institute of Certified Public Accountants
  • National Association of Black Accountants
  • Unity Care Group (Board Member)

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Resume Overview

School Attended

  • San Jose State

Job Titles Held:

  • Deals Senior Manager
  • Audit Manager
  • Accounts Payable Team Lead
  • Staff Accountant


  • Bachelor of Science

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