Livecareer-Resume
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Professional Summary

Emerging accounting professional ready to develop career foundation with expanding operation. Dedicated to keeping records accurate and controls tight to meet all business needs. Systematic and well-organized with strong attention to detail, strong communication skills and GAAP knowledge.

Skills
  • Intermediate Microsoft Excel (VLOOKUPS, some visual basic)
  • Excellent interpersonal and customer service skills
  • Previous accounting experience
  • Willingness to learn new systems, concepts and broaden knowledge
  • Strong organizational skills
  • Proven ability to work as part of team
  • Ability to work under pressure
  • Strong attention to detail
  • Individual who takes initiative and ownership of assigned responsibilities
  • Positive attitude
  • Strong problem-solving skills
  • Strong verbal communication skills
  • Strong organizational skills
  • Attention to detail
  • Written Communication
Education
University Of Alabama At Birmingham Birmingham, AL Expected in 04/2018 Master of Science : Accounting - GPA :
  • Graduated with 3.10 GPA
Purdue University West Lafayette, IN Expected in 08/2008 Bachelor of Science : Financial Planning - GPA :
Work History
Welbilt - Private Equity Fund Accountant
Mayfield Heights, OH, 02/2019 - Current
  • Reconcile all cash received from and disbursed to investors and investments and booking accounting entries for $1 billion-dollar private equity fund.
  • Updates and maintains 12 sets of work papers and financial statements for quarter end close of $1.2 billion dollar private equity fund that includes trial balance, balance sheet, income statement and general ledger for review by manager.
  • Analyzes and prepares private equity capital calls up to $750,000 and distributions up to $1.2 million.
  • Generates quarterly partner capital statements to show allocation of invested dollars in private equity fund across all partners in accordance with terms of partnership agreements.
  • Creates bank wires and paper wires in US Dollars and Euros for capital calls, distributions and to pay fund expenses.
  • Assembles and completes quarterly and annual audit confirmations for various partners involved in private equity funds.
Graybar Electric Company, Inc. - Junior Collateral Analyst
Raleigh, NC, 07/2018 - 12/2018
  • Responsible for ensuring integrity of collateral and loan information for assigned portfolio of Asset Based, Factoring or Invoice Discounting clients.
  • Reviews collection of funds received in Cash Collateral Account and ensures transactions are posted daily and month-end on loan & collateral monitoring system.
  • Analyzes accounts receivable and inventory reports primarily with Excel of customers and calculates ineligible collateral.
  • Creates and uses pivot tables and v-look-up tables to analyze data received and inquires further if needed.
  • Develop and maintain solid working relationships with lenders and borrowers and provides exceptional customer service.
  • Ensures operational excellence by maintaining accuracy, internal control, compliance, communication and teamwork.
DuCharme, McMillen, & Associates, Inc - Associate Tax Analyst
City, STATE, 11/2017 - 07/2018
  • Responsible for submitting 336 property tax returns covering over $100 million dollars in assets reported and supporting documentation for existing multi-state clients during 2018 tax season.
  • Consolidated and prepared funding requests for multiple clients to pay over $600,000 in current tax liabilities.
  • Worked closely with tax compliance software such as PTMS, OneSource and PTCA to manage and process large data files including 129,000 fixed assets to process for property tax returns.
  • Maintained client tax accounts by managing outstanding check reports and completing monthly bank reconciliations.
  • Collected and analyzed over 100 property tax notices to review assessment values and document current year tax liability.
Liberty Mutual Insurance - Senior Customer Service Representative
City, STATE, 03/2010 - 06/2016
  • Educated and counseled 9,000+ policyholders per year on auto, home and personal liability insurance policies regarding policy rating and applicable state insurance laws in fast-paced environment.
  • Improved business results by reducing after-call work time by 38%, increased insurance sales leads from 5.65% to 10.85% from March to April 2015 while meeting first contact resolution results.
  • Conducted business research regarding policy rating issues while meeting customer expectations with 7-minute call handle time while outperforming company average at 8.5 minutes.
  • Assisted in preparation of policyholder documents such as declarations pages, payment receipts, and customer specific letters to verify insurance leading to quality rating of 94.10% in 2014.
  • Provided excellent customer satisfaction results resulting in averages of 90%+ on 30 customer survey responses based on quality service, excellence and problem solving.

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Resume Overview

School Attended

  • University Of Alabama At Birmingham
  • Purdue University

Job Titles Held:

  • Private Equity Fund Accountant
  • Junior Collateral Analyst
  • Associate Tax Analyst
  • Senior Customer Service Representative

Degrees

  • Master of Science
  • Bachelor of Science

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