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Yyyyyy x. yyyyyy

2250 North Lincoln Avenue, #0000 xxxxxx xxxx , xxxx , xxxxx 00000



Financial Services Specialist eager to contribute industry expertise as well as sharp business acumen toward actively supporting operations of a progressive organization.


Qualifications  Profile  


         Sound knowledge of broad-based accounting and financial concepts including non-profit [501(c)(3)] accounting, forecasting, financial analysis, monthly close, reconciliations, and accounts receivable.

         Committed to confidentiality, integrity, accuracy, and adherence to deadlines.

         Highly resourceful; quickly master new roles, responsibilities, software and environments.

         Thrive on achieving and sustaining outstanding levels of productivity and cost control.

         Methodical, systematic and focused problem solver with an exemplary track record of executing innovative and strategic solutions to meet business goals and needs.

         Dependable, ethical, and extremely versatile with an outstanding capacity to handle a high volume of work simultaneously. 

         Served in financial consultant role for business development team as part of DePaul Venture Challenge; forecasted extensive financial data for start-up software company, created business plan, and defined budgets and goals.

         Computer/software skills include Microsoft Office (Word, Excel, PowerPoint, Access, Outlook), Raiser s Edge, and Convio.


Professional Experience


Jacobson Consulting Applications, Inc., 2008 to Present

Client: Children s Memorial Foundation

Consultant / Financial Services Specialist

         Perform wide spectrum of financial functions inclusive of financial report preparation, reconciliations, daily cash deposits, and month-end closing including identifying and justifying variances.

         Apply dynamic organizational skills toward effectively tracking multiple budgets, generating tax receipts for over 500,000 donors, and maintaining several databases and spreadsheets.

         Accurately analyze and reconcile web-based transactions, apply accounting adjustments, and conduct in-depth revenue analysis.

         Employ a collaborative work ethic to assist cross-functional personnel in meeting strict deadlines, ensuring cost control, and optimizing revenue performance.


Computer Science Society of DePaul CTI, 2006 to 2008

Treasurer / Event Coordinator

  • Reliably managed and tracked budget and reimbursements for CSS Council Members.
  • Exercised exceptional prioritization skills to efficiently plan and orchestrate technical, social, and recruiting events for companies such as Spectrum Global Fund Administration, Sears, and Microsoft.


Prior background: Lab Technician / Lab Assistant, DePaul University CTI, 2005 to 2008




Bachelor of Science in Business Administration ~ Concentration in Finance

DePaul University, Chicago, Illinois, 2009



Yyyyyy x. yyyyyy

2250 North Lincoln Avenue, #0000 xxxxxx xxxx , xxxx , xxxxx 00000












Hiring Agent Name


Company Name


City/State/Zip Code




I am currently seeking a challenging career opportunity in a <insert job title/position> capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.


In addition to a considerable blend of financial and business savvy,  I bring to you exemplary expertise in preparing comprehensive financial reports, and outstanding talents in reconciliations, budget administration,  financial analysis, and forecasting. To complement these qualifications, I offer polished critical thinking, planning, technical, and analytical skills which are paramount as a <insert job title/position>. 


As a proactive contributor to your organization, you will find me to be a driven professional committed to supporting you in achieving your objectives through superior performance and initiative. I am confident that I could be a valuable asset to <insert name of organization>, and look forward to interviewing with you in the near future.






Yyyyyy x. yyyyyy

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