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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000



Highly proficient, quality-focused Financial & Accounting Professional eager to contribute expertise toward actively supporting a dynamic organization in optimizing operational performance as a key team member.



Offer over 10 years progressive finance and accounting experience in preparing financial statements, developing monthly, quarterly and annual budgets, and the recording of financial activity for  large corporations. Comprehensive background in Statutory and GAAP Accounting, Financial Reporting, Budgeting, General Ledger Maintenance and Accruals. Effectively develop and implement targeted action plans to maximize productivity, efficiency and profitability. Successfully train/develop, mentor and lead top-performing teams committed to providing superior service. Knowledgeable in Microsoft Applications and Hyperion. Dynamic communication, presentation, relationship building and problem-solving abilities. Highly versatile; quickly master new roles, responsibilities, technologies, and environments. Demonstrate outstanding problem solving and active listening skills; diffuse difficult situations with tact and ease.


Financial Statements Internal Audits Accounting Policy/Procedure Development

Income & Expense Management Internal Control Expenses Petty Cash

Forecasting Financial Research and Reports Budget Allocation/Administration

Areas of Expertise



  Demonstrated solid understanding of accounting practices and principles in cost-effectively preparing the monthly budget for the Meeting/Sales Department.

  Proficiently prepared annual, quarterly and monthly statutory and GAAP financial statements for Group, Small Group and Retirement Products, including actuals, reprojections and plan.

  Conducted comprehensive review and analysis of internal audit reports; reported directly to management, recommended corrective action and performed follow-up. 

  Identified accounting policy issues, proposed changes and worked closely with systems on changes in accounting procedures; generated detailed reports to assist accounting personnel with income and expense management. 

  Supported all aspects of internal control, including delegating payment authority and managing expense reimbursement policy, with full accountability for overseeing the petty cash function and monitoring suspense accounts. 

  Instrumental member of 3-member team responsible for auditing health care facilities for Title 18 Medicare and Section 83 Depart. of Health Cost Reports.



  Contributed financial skills and strong attention to detail toward handling consolidation of the quarterly reforecasts and annual statutory and GAAP financial plan, it's comparison to market assumptions, current and prior year data.

  Researched and analyzed finances to prepare detailed benchmarking reports for senior management to show company progress against long-term plans.



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Yyyyyy x. yyyyyy                                                                                                   Page 2 of 2


Career Background continued





  Applied advanced communication and interpersonal relation skills toward ensuring exceptional customer satisfaction.

  Illustrated strong interpersonal relation skills toward acting as first point of contact in responding to inquiries, troubleshooting problems and delivering service education.

  Exhibited communication and critical thinking skills toward successfully negotiating hotel accommodation rates. 

  Trained Business Unit contacts, streamlining the budgeting process to optimize user-friendliness.

  Worked with senior management to produce financial pages for the Board of Directors.

  Collaborated directly with Corporate Communications to verify and fact check publications before they went to the printer.

  Managed/trained staff members, playing an instrumental role in developing top performing team members. 


Critical Thinking

  Exhibited multitasking and prioritizing abilities in closely monitoring and reporting on staffing levels, overtime, store production, client discounting and client experience, integral to assisting management in promptly identifying and resolving existing and potential issues.

  Tracked charges and payments and ensured deposits and final payments are sent to airlines and hotels on due dates for group travel, demonstrating detail orientation and organizational skills in achieving goals and timelines.


Career History


The Tax Authority dba Jackson Hewitt, Mt Laurel, NJ                                                       2009

Area Service Manager/Customer Support


GOGO Worldwide Vacations, Philadelphia, PA                                                               2004 C 2008

Sales Agent


Automotive Resources Incorporated, Mt. Laurel, NJ                                                        2004

Accountant/Meeting Planner (Temporary Assignment)


Guardian Life Insurance Company, New York, NY                                                           1998 C 2003

Senior Financial Analyst


Additional Experience


Associate Manager - Prudential Insurance Company of America, Newark, NJ



Bachelor of Science, Accounting - Hampton University, Hampton VA



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