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yyyyyy x. yyyyyy                                                      0000 xxxxxx xxxx , xxxx , xxxxx 00000





proficient professional eager to contribute relevant education, financial acumen, technical expertise and strong business management skills in a challenging accounting/financial service assignment actively supporting an organization in maximizing performance.




career profile

ø  bba, banking/finance.

ø  soon to be completed ba, accounting.

ø  upcoming mba, finance.

ø  plan to pursue cpa.

ø  over six years of relevant business operations experience.

ø  career built in financial service, sports management and management consulting sectors.

ø  expertise in financial statements and accounting methods.

ø  capable of providing advisement to retirement plan clientele.

ø  record of progression to positions of increasing authority and responsibility.

ø  proficient in in-depth research and financial analysis.

ø  background in effective project management.

ø  strong focus on exceptional customer service, quality and meeting organizational objectives.

ø  effectively interact with diverse groups and professionals at all levels.

ø  contributor in increasing proficiency in highly competitive situations.

ø  well organized multi-tasker with strong detail orientation.

ø  adept in aligning finance planning with organizational objectives utilizing ms office suite, peachtree and quickbooks.

ø  enthusiastic team player.




professional experience

lydia cladek, inc., st. augustine, fl                                                                                         2006 c present

accounting director

       recruited to  design and implement integrated revenue/expense analyses, projections and reports for president/ceo.

       develop and evaluate monthly, quarterly and annual financial statements for accuracy.

       effective track monthly inventory to deliver highest rate of return.

       research and assess industry trends/developments and develop recommendations for senior management.

       conduct in-depth financial forecasting, monthly budgeting and internal account reconciliation.

       utilize custom excel reporting spreadsheets for executive management and sales teams.




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yyyyyy x. yyyyyy

page two



merrill lynch & co., inc., jacksonville, fl                                                                                      2004 c 2006

participant service representative

       retained to manage client accounts.

       facilitated processing of a wide range of financial transactions.

       tasked to research, correct and explain client account discrepancies.

       designated to support major account corporate executives with exclusive retirement accounts including pension and non-qualified plans.

       managed, supervised and trained new employees on job requirements.

       aided employees in achieving compliance with corporate policies/procedures.

       coordinated with assistant supervisor and other corporate personnel on advanced retirement products projects.

       acquired nasd series 7 general securities representative certificate and nasd series 66 investment advisor license.




earlier background

prior to 2004, served as accounting clerk i, atlantic tennis club, st. augustine, fl.  in this assignment, built outstanding client account management, reconciliation, general ledger and inventory control skill sets.





university of north florida, jacksonville, fl

coggin college of business

bachelor of business administration, banking and finance, 2004

bachelor of business administration, accounting, expected august, 2009


aacsb accredited





yyyyyy x. yyyyyy                                                      0000 xxxxxx xxxx , xxxx , xxxxx 00000







cover letter text






hiring agent name


company name


city, state   zip code


dear                   :


i am currently seeking a challenging career opportunity in an accounting/financial service capacity and am submitting my resume for your review.  in advance, i thank you for your time and consideration.


as demonstrated in the accompanying resume, my professional qualifications include a b.b.a., banking and finance, current studies for a b.b.a, accounting and a m.b.a., as well as six years of relevant financial experience.  to complement this background, i possess expertise in accounting procedures, financial/retirement planning, account management, general ledger, reconciliation and documentation, as well as strong problem-solving and managerial capabilities.  as an employee, you will find me to be an enthusiastic and disciplined team player, committed to supporting you in achieving your objectives through superior performance. 


i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future to further discuss my areas of experience and expertise that would be a contribution to your organization.








yyyyyy x. yyyyyy


















yyyyyy x. yyyyyy                                                      0000 xxxxxx xxxx , xxxx , xxxxx 00000






thank you letter text





contact name

company name


city/state/zip code


dear _______________________________:


i would like to thank you for providing me the opportunity to interview with you and discuss the exciting accounting/financial services position currently available with your organization.  having gained a deeper insight into the job requirements and your objectives, i am confident you will find me a valuable asset in achieving your goals.


as discussed, i am an enthusiastic, disciplined team player eager to continue a successful career as a dedicated member of your staff.  i believe you will find my dynamic management, coordination and communications skills vital to your operations and look forward to contributing to your success.


should you have any additional questions, or to discuss future employment opportunities, please feel free to contact me at your earliest convenience.  again, thank you for the enlightening interview.  i look forward to your response.











yyyyyy x. yyyyyy




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