(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.

  • 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
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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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


  • Master of Science
  • Bachelor of Science

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