Accounting Insurance

Daniel B. Flight

*** ******* ******

Melrose, MA 02176

617-***-**** *************@*****.***

http://www.linkedin.com/in/danielflight

Objective

Obtain a job in a growth-oriented organization where I can apply my accounting and finance skills. With this job, I hope to build a wider

knowledge and utilize my professional experience.

Education

University of Massachusetts–Dartmouth North Dartmouth, MA

Bachelor of Science in Accounting, Minor in Finance September 2007 – May 2011

GPA: 3.0/4.0, Dean's List

Accounting & Finance Course Work: Advanced Financial Accounting, Cost Accounting, AIS, Intermediate, Auditing, Taxation,

Business Finance, Investment Analysis, Financial Management of Corporations, and Financial Modeling.

Work Experience

Salem Five Bank Salem, MA

Loan Operations Associate (Temp) August 2011 - Present

Performed various projects as instructed by the loan operations department.

Examine customer’s loans for insurance information, updated the system for any new changes in loan, perform any needed

maintenance to loan accounts.

Reach out to insurance companies and agents to reconcile information.

Citizens Financial Group, Inc. Boston, MA

Finance Intern June 2010 – September 2010

Worked under the direction of managers in the CCO Investment Services Corporation’s Finance Department on special projects

and daily tasks.

Projects included: Reallocation of assets to financial consultants, effect of changing a financial consultant’s territory, preparation

metrics and reports to analyze a financial consultant’s asset / revenue penetration, P&L effect of changes, and effect the changes

will have on a financial consultant’s compensation.

Daily tasks included: Processing daily mutual fund & 12B-1 commission fee checks, updating the financial consultant list,

producing annuity reconciliation reports, recording broker charges, generating weekly referral reports, generating weekly insurance

reports, resolving issues with carriers, and performing month-end mutual fund & 12B-1 reports.

Shaw’s Supermarket Stoneham, MA

Cashier October 2006 – January 2010

Provided outstanding service to customers while bagging groceries, operating register, assisting with carry-outs, and locating

products.

Volunteer Work & Extracurricular Activities

VITA (Volunteer Income Tax Assistance) Program New Bedford, MA

Volunteer February 2011 – April 2011

Prepared income tax returns for low to moderate income residents in the city of New Bedford.

Interviewed clients to obtain financial background to ensure all forms were completed accurately.

Applied tax law knowledge while examining forms for precision.

Assisted in reviewing returns to ensure accuracy before submitted electronically.

Utilized Tax Wise software to complete basic tax duties.

Supervised and guided other volunteers while preparing their clients returns.

UMass Dartmouth Investment Club North Dartmouth, MA

Member September 2010 – May 2011

Researched and discussed investment strategies with other students. Used strategies to invest in stocks and options through a

fund that is granted to the club from the university.

Participated in an online virtual stock exchange game.

Networked with other student investors and attended events with guest speakers related to investing.

UMass Dartmouth Accounting Student Association North Dartmouth, MA

Member September 2009 – May 2011

Recommended future activities for the club, attended events with guest accounting speakers, organized activities that benefit

accounting career planning, and networked with other accounting majors.

Professional Memberships: Student Member of the MSCPA (Massachusetts Society of Certified Public Accountants, Inc.)

Skills & Interests

Proficient with Microsoft Office (Microsoft Excel, PowerPoint, Word, & Access), QuickBooks, and Tax Wise software.

Interests: Investing, sports, cooking, movies, and skiing.

Contact this candidate