Lead Generator Resume Example
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LEAD GENERATOR
Summary
Work Experience: CPA with over 5 years public/private accounting experience at a big four accounting firm (Ernst & Young) and private wealth advisor. In-depth experience working directly for a CFO in a comptroller capacity:
Internal reporting to upper management, financial statement production, and expense system management.
Proven track record of increasing efficiencies/capabilities in various processes and reports.
Highlights
| GAMx, Norkom, Microsoft Office, Bloomberg, Reuters, and Adobe/PDF Exchange Viewer. |
Experience
Lead Generator07/2015 to CurrentLeaffilter North, LlcJoliet , IL
- Qualify homes and business to determine viability of solar installation.
- Educate homeowners on the benefits of solar energy/installation.
- Set up appointments for sales representatives with qualified homes and homeowners.
- Programs used: Google Earth, Salesforce, Microsoft Office.
Senior Accountant02/2015 to 08/2015Graco Inc.Erie , PA
- Prepare monthly financial statements/reports (Balance Sheet, Income Statement) in accordance with GAAP.
- Performed analysis and clean up of various accounts (Balance Sheet reconciliations, GL clean up, etc.
- .
- Manage accounts payable/receivable.
- Prepare various ad-hoc projects/reports.
- Programs used: SAP, Oracle, Microsoft Office.
Accounting/Finance Associate11/2012 to 02/2015Aaa Auto ClubNashville , TN
- Prepare monthly and quarterly financial statements (Balance Sheet, Income Statement, and Cash Flows) in accordance with GAAP; produce monthly and quarterly analytical reports detailing income/budget/expense items for senior management.
- Streamlined reporting process, which significantly reduced report production time, increased data accuracy and allowed for easier customization/comprehension.
- Assist in preparation of the annual budget.
- Create client invoices, facilitate and monitor collection of investment advisor fees.
- Enhanced collection process, accelerating collection rate by 90%.
- Oversee the firm's travel and entertainment expense reporting system via Concur.
- Approve/process expense reports, ensuring reports are accurate, and expenses are in compliance with company policy.
- Train new employees on expense system and company expense policy.
- Revised entire expense reporting system, resulting in more accurate reports in significantly less time (reports generated 75% faster).
- Implemented the Concur mobile application, providing a modern/user-friendly platform for expenses.
- Process accounts payable and complete bank reconciliations.
- Enabled my department to go paperless by utilizing imaging software within Quickbooks.
- Prepare quarterly and annual tax returns.
- Internal audit.
- Assist external auditors with annual audit review.
- Programs used: Microsoft office, Advent, Concur, CRM, Adobe and QuickBooks.
Senior Auditor06/2010 to 10/2012Ernst & YoungCity , STATE
- Conduct multiple audit engagements for a diverse group of clients including hedge funds, broker-dealers, mutual funds, and private equity funds.
- Exposure to various financial instruments, including: equities, options, fixed income, private investments, interest rate swaps, futures, forwards, and derivatives.
- Advisory projects Participated in a major anti money laundering project for one of the world's largest international banks.
- Reviewed loan fees/complaints for the banking division of one of the largest global insurance companies.
- Performed GIPS (Global Investment Performance Standards) procedures for a US based asset management firm, with approximately $400 billion in assets under management.
- Worked through three busy seasons and effectively handled multiple client assignments, consistently meeting client/internal deadlines.
Education
Certified Public Accountant - New York StateAugust 2012SUNY AlbanyGPA: Graduated magna cum laudeGraduated magna cum laude with aspirations to complete an engineering degree.
Interests: Strong passion for solar energy and the environment. Also: history, science, gaming, fitness and volunteering.
B.S: Business Accounting2009University at Albany, State University of New YorkGPA: GPA: 3.62 GPA: 3.95Business GPA: 3.62 GPA: 3.95 Accounting
NABCEP Photovoltaic Entry Exam July 2013
Demonstrate knowledge of the fundamental principles of the application, design, installation and operation of PV and Solar Heating systems
Interests
Ronald McDonald House
*Food bank
*Organized food donations to Main Chance (non-profit organization that offers basic necessities to the homeless)
Additional Information
- HONORS & AWARDS Graduated Magna Cum Laude Dean's List of Distinguished Students six consecutive semesters National Society of Collegiate Scholars Winner of Ernst & Young Sponsored Student Competition at University of Albany, Spring 2009 VOLUNTEER WORK Ronald McDonald House Food bank Organized food donations to Main Chance (non-profit organization that offers basic necessities to the homeless)
Skills
accounts payable, Adobe, ad, asset management, Balance Sheet, bank reconciliations, banking, benefits, Bloomberg, budget, Certified Public Accountant, CRM, client, clients, derivatives, equities, equity, senior management, expense reports, expense reporting, financial, financial statements, fixed income, funds, futures, GL, imaging, insurance, Internal audit, investments, Exchange, money, Microsoft Office, Oracle, PDF, QuickBooks, reporting, Reuters, sales, SAP, swaps, tax returns
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Resume Overview
School Attended
- SUNY Albany
- University at Albany, State University of New York
Job Titles Held:
- Lead Generator
- Senior Accountant
- Accounting/Finance Associate
- Senior Auditor
Degrees
- Certified Public Accountant - New York State August 2012
B.S : Business Accounting 2009
NABCEP Photovoltaic Entry Exam July 2013 Demonstrate knowledge of the fundamental principles of the application, design, installation and operation of PV and Solar Heating systems
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