yyyyyy x. yyyyyy

(xxx-xxx-xxxx • abc@xyz.com

 

 

profile of qualifications

 

proficient certified public accountant with proven accounting, auditing, and financial qualifications eager to support operations of a dynamic organization.  top-performer with the ability to apply in-depth knowledge of accounting principles to expertly develop, analyze, and interpret statistical data to attain maximum profitability in coordination with operational objectives.  skillful in evaluating critical workflow methods to enhance and streamline processes within deadline-driven environments.  recipient of who s who among american women and new york life s recognition award for innovation and initiative.

 

professional certification and affiliations

 

certified public accountant (since 2001)                                                                                                                       state of new jersey

 

member of the new jersey society of certified public accountants and american institute of certified public accountants

 

professional synopsis

 

 

  applied dynamic analytical talents toward directing comprehensive accounting, reporting, and evaluation efforts (statutory, gaap, management reporting) within the division s real estate, mortgage loan, and other invested assets teams.

  contributed solid leadership abilities instrumental in managing 3 staff-level accountants to include preparing key performance appraisals.

  researched, reviewed, and approved staff-prepared equity reconciliations for 180 investments on a quarterly basis, along with analyzing and authorizing cash, income, and estimate journal entries as prepared by company accountants.

  optimized organizational efficiency by ensuring the timeliness and accuracy of statutory and management schedules focusing on joint ventures, mortgage loans, and limited partnership portfolios (i.e. schedule b / ba, general interrogatories).

  communicated with internal / external auditors to assist with analysis, documentation, and supporting schedules for year-end audits, along with providing tax staff with capital gains / losses of investments / stock distributions on limited partnership and llc investments.

  led research efforts on gaap / stat accounting issues, developed reports, and provided analysis of assigned investment types.

  streamlined workflow processes of the limited partnership oracle database system and ss&c s mortgage loan system (lms) with the use of crystal reports and sap.

  instrumental in sox compliance by preparing written procedures for financial processes to guarantee maintenance of controls, as well as supporting division reporting responsibilities to include report of the investment committee for the company s board of directors and the calculation of the company s asset valuation reserves for the team s assigned investment types.

 

 

  provided key decision makers with critical tools for assessing performance and defining business strategies by preparing and presenting regular financial statements, reports, and journal entries enhanced with gaap-compliant analysis and supportive work papers.

  liaised with investment and legal teams on property acquisitions and sales to include facilitating monthly property variance analysis and evaluating monthly balance sheets / income statements from third party property managers.

  demonstrated a broad scope of fiscal management skills toward performing monthly cash reconciliations, creating / distributing client-based reporting packages, handling accounts payable of individual investment properties, and processing annual 1099-misc and 1096 forms.

 

 

  prepared financial statements / reports in accordance with gaap and organized daily / monthly journal entries, along with handling waterfall calculations for assigned portfolio s joint venture investments, wire out contributions, and journal entries for distributions received.

  utilized strong interpersonal relations talents toward networking among investment and legal teams to generate successful property and joint venture acquisitions / sales to include participating in on-site quality review requirements as necessary.

 

 

  strategically steered the planning and performance of departmental audits of operation and finance to include facilitating detailed testing and analytical reviews for diverse balance sheet and income statement accounts.

  proficiently documented audit findings / procedures utilized to appraise the soundness and adequacy of internal controls, along with preparing confirmation statements and finalizing all work papers (i.e. indexing, cross referencing).

  played a vital role in auditing jobs for y2k, international trade operations, wire transfers, commercial loan operations / collateral, summit leasing, regulation dd, installment loan accounting, hardclose (kpmg peat marwick), and fdicia (dividend restriction).

 

education and technical proficiencies

 

bachelor of science in accounting and economics (double major)                                                                            rutgers university

 

microsoft windows • microsoft office suite • investran • crystal reports • lms • mri • yardi • sap • peoplesoft • internet applications