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Operations Manager Resume Example

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OPERATIONS MANAGER
Career Focus
Over 18 years, of progressive and comprehensive experience as an innovative operations professional. Demonstrated ability to effectively plan, coordinate and meet deadlines of multiple projects. Noted for positive rapport with co-workers and clients. Detail oriented, with a proven ability to successfully contribute to company objectives.
Summary of Skills
  • Prepare and analyze Financial Statements
  • Review Broker statements for accuracy
  • Process Bluesheet requests
  • Payroll processing
  • Payroll tax reporting
  • Prepare and file firm's corporate tax returns
  • Prepare and distribute 1099-B and 1099-DIV/INT to clients
  • IT compliance, cash management, trade processing
  • Corporate/Municipal Bond processing in regards to industry regulations
  • Audit preparation
  • Reconciling clients portfolio's for accuracy with the Backoffice
  • Financial Statement preparation, Reporting / Documentation
  • Microsoft Office, Advent Axys, Peachtree Accounting Software.
  • FINRA Series 6 License
  • Analytical
  • Strategic planning
  • Procedure development
  • Cost reduction
  • Systems implementation
  • Business process re-engineering
Accomplishments
  • Re-redesigned corporate infrastructure to allow proprietary software to operate throughout the office. 
  • Created a disaster recovery procedure to adhere to regulatory compliance
  • Helped reduce operating expenses by in sourcing IT initiatives and tax processes.
  • Streamlined interface between the back and front-office software.
  • Test company's processes to prepare for annual AML audit. 
  • Updated payroll processes.

​
Professional Experience
Operations Manager
January 2003 to Current
Williams-Sonoma, Inc. - San Luis Obispo , CA
  • Prepare month-end, Quarterly, and Year-End Client Statements.
  • Prepare Monthly, Quarterly, and Year-End financial reports.
  • Audit preparation for annual FINRA review.
  • Annual Internal audit preparation.
  • Daily and monthly bank reconciliation's Depository Trust Company monthly reconciliation of positions that are held in safekeeping Prepare bi-monthly payroll Prepare and file Quarterly payroll taxes Prepare and file corporate federal and state income tax.
  • Prepare substitute 1099's for clients.
  • Create and implement new back-up procedures for data recovery.
  • Developed Access query reports to be able to audit client records, inventory of securities, and transactions.
  • In charge of computer upgrades and maintenance.
Fund Accountant
January 1998 to January 2003
Carta - San Francisco , NY
  • Perform month-end and year-end closing functions.
  • Prepare trail balances, daily and monthly financial and broker statements.
  • Assist external auditors with K-1 preparation.
  • Developed balance sheets, income statements, account statements and trial balance reports using Crystal reports.
  • Outline functional accounting specifications, prepared test plans, and arranged and participated in client build tests for web based accounting software.
Education
Bachelor of Science : AccountingRamapo College of New Jersey - City, StateAnisfield School of Business
Skills
accounting, disaster recovery, Financial statements, bank reconciliation, payroll, cash management, client correspondence, Documentation, functional, Internal audit, Microsoft Office, Peachtree Accounting Software, month-end reconciling, securities, payroll tax preparation, annual tax returns, Year-End closing.
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How this resume score could be improved?

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Resume Overview

School Attended

  • Ramapo College of New Jersey

Job Titles Held:

  • Operations Manager
  • Fund Accountant

Degrees

  • Bachelor of Science : Accounting

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