investor accountant resume example with 17+ years of experience

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

A reliable employee with excellent time-management skills seeking a Management or Controller position in Finance. Organized and dependable candidate successful at managing multiple priorities at each stage with diligent and attentive approach, carefully checking details, and testing assumptions. Willingness to take on added responsibilities to meet team goals. Quality-driven with a proven record of excellent job performance. Familiar with managing schedules, directing teams, and overseeing closing processes. Skilled in training junior personnel in principles and practices with experience in team-building exercises and presentations. Well-versed in GAAP, ledger updates and report writing. Exceptional interpersonal, communication, and multitasking abilities. Tech-savvy Auditor with proficiency in Microsoft Office Suite applications and Quickbooks. Outstanding problem-solving and teamwork abilities. Adept at working with private, public, and state government clients. Skilled at inspecting organizations' operations, analyzing potential risks, and providing recommendations to improve operations. Outstanding remote performance while maintaining empathy and collaborating with teams. Strong written and oral communication skills.

  • President's Award for Achievement in Leadership and Service, Rowan County College of SJ, 2021
  • Member of the following Honor Societies:
    Sigma Beta Delta (ΣΒΔ)
    Phi Theta Kappa Honor Society (ΦΘΚ)
    Alpha Beta Gamma (ΑΒΓ) Gamma Phi Chapter
  • Achieved compliancy through effectively helping with investor payments.
  • Supervised team of five staff members.
  • Used Microsoft Excel to develop pool loan inventory tracking spreadsheets.
  • Collaborated with team of ten in the development of new Freddie Mac IRCI system.
  • Department of the Year, Accounting, NEST International, 2010
  • Systems Efficiency Evaluation
  • Discrepancy Reconciliation
  • Critical Thinking and Analysis
  • Journal Entry Preparation
  • Effective and Professional Communication
  • Accounting Management Assessment
  • GAAP Accounting Practices
  • Audit Preparation
  • Monthly and Annual Journal Entries
  • Sarbanes-Oxley (SOX)
  • Deadline Attainment
  • Staff Oversight and Leadership
Work History
Investor Accountant, 06/2017 to 10/2019
PennymacNashville, TN,
  • Gathered financial information, prepared documents, and prepared Reg AB and SOX annual audits.
  • Reconciled accounts and entered finance data transfer information.
  • Evaluated and improved accuracy of financial records to 98%.
  • Tracked financial progress by creating quarterly and yearly balance sheets.
  • Identified four areas for improvement upon reviewing accounting structures and procedures.
  • Prepared documents, reports, and presentations for executives and board members.
  • Brought errors to near-zero in reporting.
Collections Specialist, 12/2009 to 02/2017
City Of Raleigh North CarolinaRaleigh, NC,
  • Achieved 96% net collection within one year.
  • Processed invoices and payments.
  • Counseled debtors on payment options and arranged installment agreements.
  • Reached 100% performance goals.
  • Trained new team members on scripts, company procedures, and collection strategies.
Executive Assistant, 05/2002 to 12/2009
Brown Brothers HarrimanSaint Louis, MO,
  • Enhanced business processes and turnaround time by 90% through immediate response to emails and other customer inquiries.
  • Created expense reports, budgets, presentations, and filing systems for management.
  • Improved performance and sales data by 75% by developing and updating spreadsheets and databases.
  • Trained junior office staff on company procedures and reporting requirements.
  • Decreased vendor costs by 50% through negotiations.
  • Worked collaboratively with auditors on financial reporting.
  • Worked with CEO to initiate new client projects.
  • Executed basic banking, tax preparation, accounting, and bookkeeping tasks.
  • Improved accuracy of monthly invoices and reports by 98% by implementing new software.
Bachelor of Science: Finance, Expected in 05/2022 to Wilmington University - Wilmington, DE,
Associate of Science: Human Resources, Expected in 05/2021 to Rowan College At Gloucester County - Sewell, NJ
  • Certification in Training and Staff Development, Wilmington University - in progress 2022
  • Certification in Human Resource Management, Wilmington University - 2022
  • Certificate of Completion BBM Capstone Exam, Peregrine - 2021
  • COA in Accounting, Rowan College of South Jersey - 2021
  • Certified Lean Six Sigma (Yellow Belt), PHH Mortgage - 2017
  • COA in Negotiations at Work, Rowan College at Burlington County, 2016
  • Certificate in The Pathway to Leadership, 0.60 C.E.U., Camden County College, 2010
  • COC Self Employment and Quickbooks, Camden County College, 2002

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Wilmington University
  • Rowan College At Gloucester County

Job Titles Held:

  • Investor Accountant
  • Collections Specialist
  • Executive Assistant


  • Bachelor of Science
  • Associate of Science

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: