Project Manager Sales
Resume:
Heather Kwon, CPA 214-***-****
I am presenting my resume for the position you have available. I am an
expressive person with proven interpersonal skills and am able to build
quality relationships with people at all levels to cultivate an environment
of teamwork and collaboration. I strive to achieve top results and
continuously look for ways to improve quality and efficiency. I am able to
coordinate multiple projects and can shift to cover a multitude of tasks as
needed. I perform well under pressure and change without reducing the
quality and detail of my work. I know I would be a great asset to your
company.
Highlights of my skills and qualifications are:
0. Preparation of General Ledger entries
1. Preparation of monthly financial statements
2. Preparation and filing a wide variety of tax returns
3. Excellent Presentation skills
4. Experience working with multiple General Ledgers
5. Excellent Computer skills
I work hard to achieve bottom line results, and I am confident I have much
to offer. I look forward to speaking with you to discuss my qualifications
and how I can contribute to your company's future success in greater
detail. Your time and consideration is greatly appreciated.
Sincerely,
Heather Kwon
Heather Kwon, CPA 214-***-****
Summary
I have a wide range of accounting experience in both public and private
firms. I strive to achieve top results and continuously look for ways to
improve quality and efficiency. I have excellent interpersonal skills and
am able to work with people from a variety of areas to reach a common goal.
I have extensive computer skills and have worked on many Accounting
software programs as well as other software programs and databases. I am
working on leadership development and take on leadership roles whenever
possible including projects and other business activities.
Professional Experience
Ethos Group - Finance and Investment Services for auto dealerships
Financial Reporting Accountant 2010 -
2011
. Prepare month end and quarter end close
. Prepare monthly reconciliations for multiple General Ledgers
. Prepare monthly bank reconciliations
. Posting Journal entries in Navision
. Track payables and receivables
. Prepare annual statements
CBRE - Global Commercial Property Management Firm
Senior Accountant 2010 - 2010
. Track Receivables for several hundred buildings in multiple states
using Excel
. Research billings and questions by running queries in Oracle and
iTrack
. Posting Journal entries in Oracle
Unum - Large Fortune 250 company located through-out the US and UK
Financial Consultant III 2003 -
2010
. Prepare and analyze Income Statements using Hyperion Essbase
. Prepare monthly reconciliations for multiple General Ledgers in Excel
by downloading information from Interactive reporting queries
. Run Teradata queries to prepare and post monthly, quarterly and year
end General Ledger entries and accruals using Excel macros and Unum's
mainframe Walker system
. Track payables and receivables
. Prepare expense budgets and forecasts
. Analyze and track various investment accounts to ensure adequacy
through Excel and information gathered from other departments and
clients
. Prepare annual statements
. Ensure SOX compliance
. Coordinate cash flows of approximately $20 million each month between
Unum and outside companies through checks and monthly wires.
. Ensure contractual compliance with approximately 25 contracts varying
from small to high profile multi-million dollar treaties
. Coordinate with many departments including the Investment department,
Actuarial department, Treasury, Premium and collections, and the
claims department to ensure money changing between Unum and are
clients are accurate and timely
. Maintain accrual accounts for both municipal and state premium tax
accounts
. Work with Internal and External Auditors and State Departments of
Insurance
. Negotiate contractual terms and intent of the contracts
. Reconcile and analyze Trust accounts to ensure the accounts are
adequate to cover liabilities and make recommendations as needed
. Work on long and short term projects as needed including system
changes, reporting changes and research using Project manager and
SharePoint
. Leadership training development including mentoring, training, and job
shadowing with Managers through-out the company
. Host meetings and training sessions to various groups including senior
management which involves creating and presenting PowerPoint
presentations.
Baird Kurtz & Dobson - The 10th largest CPA Firm with 250 partners located
in 12 states
Accounting Paraprofessional 1999 - 2000
. Prepare monthly Bank Reconciliations for many Small Business clients
using Excel
. Issue monthly financial statements for various clients using Creative
Write
. Track Investment accounts for Income Tax purposes in Excel
. Prepare and file various tax forms including payroll tax, sales and
use tax, and property tax
. Assist in auditing clients
. Review SEC filings
. Small Business consulting
Temp Employee 1998 - 1999
. File Sales Tax returns for multiple states
. File various Payroll Tax returns for multiple states
. Reconcile billing reports
Schultz & Associates, CPA - Small local CPA Firm
Staff Accountant 1993 - 1998
. Process payroll, payroll taxes, and W-2s for multiple small and large
clients (100+ employees)
. Prepare monthly Bank Reconciliations
. Post general ledger entries and accrual entries in Business Works
. Issue monthly financial statements created in Business Works
. Prepare Income Tax returns
. Prepare of business tax returns including Sales and Use Tax and
Property Tax returns
Education/Training
CPA License
Aspiring Leaders Program 2008 - 2009
. This was a year long intensive leadership training program
University of Tennessee, Chattanooga 2001 -
2002
Bachelor degree in Accounting
. Beta Alpha Psi President
Chattanooga State Technical Community College
2000 - 2001
Contact this candidate