Fund Accountant Resume Example
Dynamic finance professional with a strong background in aspects of accounting, finance, and banking. Successful at managing multiple assignments while meeting tight deadlines.
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Reconciles mutual funds for Calpers pension in the fixed income division. Thorough knowledge of how fixed income securities operate and are processed. Works closely with investment managers under tight deadlines to ensure that all fund attributes are handled perfectly and efficiently. Audits mid-month and month-end positions to ensure accurate information.
Managed a portfolio of 150+ business clients. Contacted new and existing clients to discuss how specific products could meet their business needs. Cultivated relationships with key internal partners to create ongoing and mutually beneficial referral systems. Analyzed client financial packages and assets to uncover opportunities to help their business grow.
- Ranked in the top 2% of company wide small business specialists for new loan production in 2012
- Ranked 2nd amongst all Northern California small business specialists in booked equipment leases in 2012
Opened new customer accounts, including checking, savings and lines of credit while providing superior customer service. Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Recognized as regional MVP for 2011
- Paid my own way through college and worked 3 jobs at once to make my college degree possible
CFA Institute
- Level 1 candidate for the CFA certification. Level one test December 2013
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Resume Overview
School Attended
- California State University Sacramento
Job Titles Held:
- Fund Accountant
- Small Business Specialist
- Member Service Representative
Degrees
- Bachelor of Science : Accounting
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