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yyyyyy x. yyyyyy

(xxx-xxx-xxxx •



profit-focused professional eager to offer 8+ years of proven executive-level administrative support, accounting, financial analysis, business communications, and client / vendor relations experience toward optimizing an employer s bottom-line results.



profile of qualifications


         top-performer who makes decisions to reflect positively on business profitability, corporate well-being, and client satisfaction.

         integral leader who seamlessly handles confidential responsibilities while maintaining high-quality service levels.

         excellent communicator who evaluates workflow methods to streamline business processes and improve productivity.

         proficient multitasker who plans, prioritizes, and manages financial / business tasks within high-pressure, deadline-driven environments.

         ambitious self-starter who demonstrates superior attention-to-detail and strong analytical abilities.



key areas of expertise


accounts payable / receivable        regulatory compliance         mutual funds administration       calendars / scheduling         expense control

data / records management          correspondence drafting      inventory / supplies control        tax reports / processes       hr support



professional synopsis


executive assistant / staff accountant, tsg, inc., edison, nj                                                                                             2009 c present


         apply dynamic administrative support talents toward proficiently managing executive-level calendars, meeting schedules, conference calls, and in-person interviews, along with handling cost-effective domestic / international travel and accommodations arrangements.

         draft, organize, and distribute all confidential office correspondence (i.e. letters, memos) for management review, along with ordering office supplies, business cards, and stationery, and assisting with catalog and marketing materials production.

         contribute sharp analytical abilities toward managing accounts payable / receivable; generating sales commission and inventory reports for sales and accounting professionals; and processing all check requests for travel / entertainment reimbursements.

         ensure seamless data / records management via strong filing practices to include performing at above-average productivity levels.

         optimize hr processes by providing support for recruiting / hiring, benefits management, policy / procedure updates, and payroll efforts.


executive assistant / accounting manager, collins stewart, inc., new york, ny                                                                 2007 c 2009


         strategically steered executive-level administrative support by coordinating business activities for cfo and managing director to include drafting diverse correspondence, communicating financial data in strict confidentiality, and assisting with budget / forecasting activities.

         maximized bottom-line results by managing $5 million+ in soft dollar commission sharing business; collecting $1.5 million in aged receivables over 120 days old; monitoring daily bash balances; and preparing, reconciling, and tracking expense reports via adp systems.

         distributed daily p&l reports to domestic, foreign equity, and option traders, along with reviewing and posting journal entries; adjusting and allocating general ledgers; and performing monthly reconciliations of prepaid expenses, fixed assets, and accruals.

         supported managing director with month- and fiscal year-end closes, and prepared and provided 1099 tax information to vendors.

         improved productivity levels by effectively coordinating team workflow, developing new procedures, and providing targeted staff training.


mutual fund administration / analyst, legg mason, inc., new york, ny                                                                                  2005 c 2007


        utilized broad scope of financial analysis experience to analyze and / or review expense accruals for 170+ funds and 70+ board of directors to include preparing fund fiscal year-end sais for in-house legal departments and evaluating appropriate fund expense fees.

        prepared board of director term-specific compensation, monthly fees, quarterly retainers, and reimbursements, along with organizing and updating fee spreadsheets; processing vendor invoices and form 1099 tax data; and researching status / discrepancies.


staff accountant, tullett liberty securities, inc., new york, ny                                                                                           2002 c 2005


         expertly managed accounts payable; issued checks; analyzed invoice data; and processed 200+ invoices per month, along with handling accounts receivable, cash receipts, payment posting, and billing for 30+ option groups producing $75,000+ in monthly revenue.

         reconciled 35+ securities brokerage accounts per month; assisted cfo with closings; prepared financial statements, revenue reports, a / r summaries, aging summaries, journal entries, and statistical reports; and provided auditors with various support documentation.

         guaranteed strict nasd regulatory compliance by providing necessary certification to perform prescribed securities duties.



education & technical summary


bachelor of science in criminal justice                                                                                           john jay college of criminal justice


microsoft office suite • corel wordperfect • intuit quickbooks • sun microsystems • bloomberg • monarch • payroll tax prep software

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