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0000 xxxxxx xxxx , xxxx , xxxxx 00000
Country of Citizenship: USA
Social Security Number: XXX-XX-XXXX
Vacancy Announcement #:
Bachelor of Science, Business Administration, Accounting concentration; international business experience; H&R Block basic and advanced tax courses and certification; in-depth business operations, customer service and accounting experience; data analysis; report reconciliation; accounting correcting, transaction updating; presentation/communication skill sets; California State Controller s Office (SCO) Fiscal System and spreadsheet, including Unclaimed Property Division, California Public Employment Retirement System (CALPERS), California State Teachers Retirement System (CALSTERS), Property Tax Postponement program, California Travel Advance & Expense Reimbursement (CalATERS); tax law/tax filing for individuals and small businesses; accounting inventory; budgets/expenditure control; accounting records management; office operations/administration; strong interpersonal relationship building; multiple customer service duties; personnel interaction; meeting preparation; data entry; document filing; multi-lingual in English, French and German; Microsoft Excel, Word and PowerPoint
March 2007 - Present
Unclaimed Property Division (October 2010 C Present)
State Controller s Fiscal System C Claim Schedule Reconciliation (June 2009 C September 2010)
Property Tax Postponement Program (March 2007- May 2009)
State Controller s Office
Supervisor: Phone: May / May Not Contact
Continue to serve in California State Controller s Office (S.C.O.) in most recent assignment, beginning in October 2010, within the Unclaimed Property Division, receiving reports from unclaimed property holders containing shares. cash and/or certificates. Am tasked with analyzing reports received by Security Reconciliation Section, assuring property holders, including mutual fund, banks and insurance companies for example, perform transfers of securities to S.C.O. accurately and in compliance with regulations. Hold responsibility for identifying and correcting any discrepancies within transfer report, i.e. incorrect identification or account numbers or non-match of money figures between reported transfer amount and actual figure. When necessary, utilize correspondence,
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telephone calls or emails to personally contact involved parties in order to resolve any problems. Assure adjustments within dividend/interest payments, work closely with S.C.O. Broker in problem resolution, and, on a daily basis, update information on S.C.O. system.
From June 2009 through September 2010, reconciled claim schedules from the California Public Employment Retirement System (CALPERS) and California State Teachers Retirement System (CALSTERS) within the State Controller s Fiscal System. Verified sufficiency of monies for required payment; if insufficient, requested funds transfer from appropriate department, posted claims to appropriate spread sheet and reconciled on daily basis.
Additionally, reconciled and posted Journal entries for California Travel Advance & Expense Reimbursement (CalATERS) regarding claims initiated by variety of state agencies, posting to S.C.O. Fiscal System and updating systems accordingly. Worked closely with State Treasurer s Office (S.T.O.) in reconciling payments from various counties/agencies, utilized email to notify entities that payments were reconciled.
Worked with Property Tax Postponement Program for the S.C.O. from March 2007 through May 2009, analyzing/verifying submitted claimant payment checks, posting payment information to system and submitting written correspondence to claimants regarding any balance due, releasing lien if Property Tax loan paid in full. Performed any needed adjustments to Franchise Tax Board Tax Assistance Program report, and prepared weekly/monthly management reports, updating system information as needed.
Additional daily responsibilities included preparing claim schedules for Accounting Department in support of providing payments to other agencies/counties, filing all paper documents and performing transaction corrections for counties within Fiscal System.
November 2006 C February 2007
In this role for one of the country s largest tax preparation and consultation service organizations, was tasked with researching, analyzing and preparing income tax returns for individuals as well as small businesses. Provided customer consultation on variety of tax issues, including explaining latest in tax laws and changes, and assisted with entire filing process. Utilizing strengths in personnel interaction and communication, and provided in-depth information and support while observing highest levels of professional standards and client confidentiality.
September 2006 C February 2007
Macy s Department Store
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In this assignment for a major retail organization, was charged with assuring product pricing was updated daily in support of providing accurate information and thus supporting good customer relations. Responsibilities included verifying sale items, uploading item number and new sale price to system and assuring that all merchandise was controlled and included/noted in company system.
Saint John Episcopal Church
For this 300-member church congregation, served in pivotal coordination role, providing in-depth communication between church staff and membership, and performing daily office administration services, such as telephone coverage, disseminating variety of information, copying/filing documents and preparing church mail. Was instrumental in developing strong relationships between various individuals and entities, assisting with problem resolution. Emphasized strong work ethic, dedication to excellence and attention to detail in dealing with various assignments on a daily basis.
November 1991 C September 1998
Chemins de Fer Federaux Susisses (Swiss Federal Railways)
Tasked with management of 200 individuals, analyzing and meeting variety of accounting responsibilities for organization and assisting with application of financial data to company management. Worked with company budget, performing accounting, inventory and expenditure control actions. Utilized uniform organizational accounting system practices to develop, maintain and report accounting records data and applied principles of finance and statistical methodologies to position employees with organization.
Data Conversions Services SA
Customer Service Representative
For this temporary staffing organization, provided essential customer service in greeting customers, answering all questions and managing a ten-line telephone system, as well as overseeing mail operation, performing data entry and filed documents. Based on exemplary customer service,
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company was regularly recognized in Business Journal, which supported positive image to potential
clients. In this fast-paced business environment, provided efficient management and support of strong positive relationships and good business practices through careful oversight of incoming telephone activity which resulted in reduced caller wait time as well as development of potential corporate staff clientele.
International ElectroTechnical Commission
For this by this high-level commission on technological and electrical standards, oversaw all preparations for participation in international meetings held between 42 member nations. These activities included assuring strict accuracy and efficiency in preparing documents and managing all pre- and post-meeting mailings. Due to strong proficiency in communication and interpersonal relationship-building skill sets, developed high levels of member satisfaction while working with individuals with varying backgrounds.
Education / Training / Certification
California State University, Sacramento, CA
Bachelor of Science, Business Administration, 2006
H&R Block, Sacramento, CA
Completed basic and advance tax courses, certificates
Department of Finance
Fund Accounting Class/Government Accounting Class, 2008
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