Accounting High School

Manju Herur

Summary

As a Financial Pofessional Associate, I am helping

clients identify their financial goals and have put

together plans for them to follow. I have a clientele

from varied cultural backgrounds and have established

long term relationships based on our shared values and

goals. After analyzing each client's goals and budget,

I advise the clients. I assist by matching my clients'

investment portfolio with their risk tolerance, time

horizon and investment objectives to suggesting

alternatives to help protect and grow their assets Each

client has a customized plan and I have reviews on a

quarterly, semi-annual or annual basis depending on the

client's choice. My main areas of expertise are

Retirement planning, Life Insurance and Long Term Care

Insurance.

I enjoyed studying Accounting Principles, Intermediate

Accounting, Quicken and Essentials of Managerial

Finance. I used the knowledge as an intern for CPA and

helped complete tax returns. I will be contuining my

education to sit for the CPA exam.

Over 6 years of experience in designing business

applications, managing development teams, curriculum /

training development and training delivery. One year

experience in working with financial / tax systems.

Excellent interpersonal, teamwork, and communication

skills, and the ability to work with all levels of

staff.

Skilled in all aspects of recording transactions,

posting debits and credits, reconciling accounts, and

ensuring accuracy and completeness of data.

Proficiency in managing accounts payable and accounts

receivable, generating invoices and monthly statements

for clients.

Proven ability to identify and implement improvements

to streamline processes and increase efficiency and

productivity.

Excellent computer skills; proficient with Microsoft

Word, QuickBooks and able to learn proprietary

systems/applications quickly and easily.

Streamlined time capture process by using web based

time entry for field consultants. This reduced time to

process time and generate invoices.

Experience

PRUDENTIAL FINANCIAL, INC

NAPERVILLE, IL

Financial Professional Associate

Oct '09 - Current

As a licensed financial professional, I provide

assistance on a range of financial issues matching my

clients' investment portfolio with their risk

tolerance, time horizon and investment objectives to

suggesting alternatives to help protect and grow their

assets.

Rearden Technologies, Inc

Warrenville, IL

Office Admin

'03 - 'Sep '09

As a part-time employee, I am responsible for

generating invoices for services delivered, depositing

customer payments, and providing reports to external

accountant for review and use for tax payments.

Responsible for consolidating time entered by field

consultants for invoicing purposes.

Michael Mahoney, CPA

Wheaton, IL

Intern

Feb'06 - Apr '06

As a part of the Accounting Certificate course, I

worked with the accountants at Michael Mahoney to learn

the process and steps involved in planning, preparing,

and completing individual and business tax returns.

International Educational Institute

U.A.E

Faculty Member & Instructor

' 90 - '94

As a faculty member for courses aimed at high school

graduates and adults, I was responsible for creating

the study and test material, administering the tests

and grading papers. The instruction was at a level

corresponding to the London City College Diploma and UK

4180 Guild examinations. The courses include -

Introduction to Computers

Statistics

Systems Analysis and Design

Data Processing

Skyline College

U.A.E

Faculty Member & Instructor

' 91 - '94

As an instructor for courses aimed at preparatory

classes for university bound students and adult

on-going education, I was responsible for creating the

study and test material, administering the tests and

grading the papers. The courses included

Introduction to Computers & Data Processing

Binary arithmetic

Mathematics

Capital Computers

U.A.E

Business Analyst, Instructor & Development Lead

'89 - '91

I was responsible for working with the development and

application maintenance teams of an Inventory

Management System. Responsibilities include providing

production support for customers on existing versions

of the product and working with the development staff

on enhancing the architecture and stability for the

newer versions using object programming concepts.

One of several instructors responsible for working with

other staff members and administering the course for

small groups of people.

Education

Mysore University India

B Sc. - Computer Science

College of Dupage Illinois

Accounting Certificate

QuickBooks Accounting

Management Principles

Interests

Gardening, cooking, traveling, volunteer tutor at

Waubonsie Community College, volunteer with the

American Cancer Society.

Contact this candidate