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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000


career objective

experienced accountant and cfa candidate eager to contribute professional and academic background as well as strong research, analysis, and financial reporting skills toward launching a successful career in the financial services industry


ø  provide outstanding customer service through efficient research and resolution of potential issues; possess sharp analytical aptitude and problem-solving capabilities

ø  demonstrated ability to assess existing procedures to streamline operations and pioneer innovative process improvements                     

ø  ensure compliance with corporate policies and procedures as well as government laws and regulations regarding the handling of sensitive information

ø  dynamic organization, prioritization and time management skills; keen eye for detail and emphasis on accuracy

ø  sharp technical proficiencies including quickbooks and all ms office programs (word, excel, access, powerpoint, outlook) with advanced functions in excel                                     


~ key achievements ~

  • recovered $6k in sales tax erroneously paid to consumers energy
  • secured $13k by initiating and tracking a frame relay disconnect and credit for nearly 8 months from at&t
  • successfully drafted and implemented new purchasing policy and guidelines for the procurement of injectables; worked closely with nursing department across four sites to ensure smooth transition to new procedures
  • selected to serve on the company-wide medication cost reduction committee; prepared trend reports to aid in decision making process and assist in identifying areas for process improvements
  • coordinated meetings with medication cost reduction committee and a pharmaceutical benefits management company to reduce consumer consumption of state general fund dollars; reduced monthly prescription drug costs by more than 66% to under $20k

professional experience

training & treatment innovations, oxford, mi                                                                                             4/08 c present

staff accountant                                                                                                                                                                           

  • perform a broad scope of financial management and accounting functions for this non-profit mental health agency
  • oversee a/p and a/r, process vendor invoices and customer payments, distribute michigan sales & use tax exemptions forms and 1099s, efficiently research and resolve any issues, and manage vendor relations
  • direct all purchasing and inventory management efforts; conduct extensive research and negotiate with vendors to secure best value and quality, and track inventory units from initial p.o. through consumption
  • process payroll for up to 235 employees and submit employer s quarterly federal tax (form 941)


~ additional experience ~

banquet server, kellogg hotel & conference center, east lansing, mi                                                           2005 c 2008


eli broad college of business at michigan state university, east lansing, mi                                                           2007

bachelor of arts in finance c 3.4 gpa

  • member, finance student association
  • member, accounting student association

~ select coursework ~

advanced business finance ~ computer application financial modeling ~ debt and money markets ~ options and swaps ~ financial management ~ financial accounting ~ managerial accounting ~ intermediate accounting ~ introduction to investments ~ macroeconomics ~ microeconomics ~ personal finance


~ professional development ~

passed level i examination, cfa program, cfa institute

  • candidate #6469428


yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000







hiring agent name


company name


city/state/zip code




i am currently seeking a challenging career opportunity as a insert specific job title and am submitting my resume for your review.  in advance, thank you for your time and consideration.


as demonstrated in the accompanying resume, my professional qualifications include more than two years as an accountant with a non-profit mental health agency, where i ve gained valuable hands-on experience with accounts payable, accounts receivable, payroll, cost controls, and financial reporting.  i ve also recently passed the level i cfa examination and am eager to apply my strong understanding of financial principles and my interest in investing towards supporting a progressive financial services company as a driven and productive team member.  to complement this background, i hold a bachelor s degree in finance. 


as an employee, you will find me to be a driven 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.






yyyyyy x. yyyyyy

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