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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000



Senior-Level Finance & Accounting Executive



Offering approximately 18 years of experience in finance and accounting, with consistent results in achieving fiscal and organizational objectives. Talent for defining and resolving discrepancies to avoid unnecessary cost expenditures. Strong leader who excels in training and directing top-performing teams. Effectively establish and manage key relationships with decision makers and strategic partners. Strong knowledge of Generally Accepted Accounting Principles (GAAP) and Securities Exchange Commission (SEC) regulations.


Project Management Financial & SEC Reporting Team Leadership Profit & Loss Management

Financial/Cost Controls Cash Flow Management Variance Reporting Regulatory Compliance

Internet Audits Profit Analysis Budget Allocation/Administration

Key Achievements


  Drastically reduced production cycle schedules by over 11% resulting in earlier SEC filings.

  Generated cost savings of over 5% by decreasing the number of drafts to clients.

  In the absence of assigned manager, strategically planned and coordinated the reporting cycle for additional 19 funds and met both scheduled deadlines.

  Played an integral role in developing the Business Assessment Project, with targeted marketing to Fortune 1000 companies.

Career Background


PNC GLOBAL INVESTMENT SERVICING INC., Wilmington, DE                                       2006-2009

Financial Reporting Manager  

  Contributed dynamic leadership skills toward managing 9-member team, with strong focus on optimizing productivity, efficiency and performance.

  Proactively built and established key relationships and liaised effectively with senior management, staff, clients, fund financial officers, counsel and independent auditors.

  Relied upon to lend expertise in finance and accounting toward drafting quarterly, semi-annual and annual shareholder reports, ensuring critical compliance with GAAP for filing with SEC.

  Proficiently managed funds of moderate complexity and volume.

  Promptly addressed client complaints within 1 day in direct partnership with the Vice President, directly resulting in strengthening key client relationships.


RELEVANTE INC., Media, PA                                                                                        2005-2006


  Proactively supported clients in the preparation of financial reports for SEC filing.

  Exhibited solid communication and interpersonal relation skills toward liaising with company s customers to build relationships and leverage long-term opportunities.

  Collaborated with internal team to design, test and implement consulting products and services to establish untapped markets for new clients.


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Career Background continued



ROBERT HALF FINANCE & ACCOUNTING, New York City, NY                                        2004-2005                                                                        

Senior Accounting Consultant

  Demonstrated leadership qualities in overseeing broad range of financial activities for various New York City area clients.

  Applied accounting knowledge and experience toward managing A/P & A/R and general ledger accounts and preparing journal entries and schedules for SEC filing.

  Conducted comprehensive review and analysis of documents to ensure regulatory compliance; eliminated penalties by facilitating on-time Federal and State regulatory filings.

  Maximized productivity and efficiency, and reduced cash collection time by over 50% through the computerization of the billing system.


REALITY MASTERS INC., Brooklyn, NY                                                                         2001-2003                                                                        


  Steered financial reporting, business planning, fiscal monitoring and general accounting functions, demonstrating exceptional multitasking and prioritizing abilities in achieving goals and timelines.

  Cost-effectively allocated, administered and controlled budgets.

  Expanded business opportunities by forging key relationships with firm clients and prospects.


Prior Experience


Controller - MECHALA GROUP LIMITED, Kingston, JA                                                                  

Financial Controller - CVM TELEVISION, Kingston, JA                                                                                

Controller - PKC ADVERTISING, Kingston, JA                                                                               

Associate - Price Waterhouse Coopers, Kingston, JA

Education & Certifications


Bachelor of Science in Accounting - Almeda College & University, Boise, ID

Certified Public Accountant (CPA) - Kaplan Institute, Brooklyn, NY

Fellow Chartered & Certified Accountant (FCCA) - Association of Certified Chartered Accountants, UK

Technical Skills


Hyperion; ACCPAC Plus; SAP; Fund Suite SX; Microsoft Office Suite; Macola 7; IAS

Professional Affiliations


American Institute of Certified Public Accountants

Delaware Society of Certified Public Accountants








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