Accounting and Financial Operations Specialist
Strengths & Competencies:
** ***** ** *********** ******* and Fiscal Management
Adept at managerial decision making and planning, accounting, and client
servicing
Internal Controls Financial & Accounting Budget Preparation &
Evaluation Planning Execution
Firm Grasp of Micro & Bookkeeping Payroll Processing
Macroeconomics
Data Compilation & Strong Interpersonal High Pressure Situations
Reporting Communications
Demonstrated Team Player Microsoft Office Suite Business Accounting
Software
Professional Background
The Birds & The Beads, Dunedin, FL
A jewelry supply retail store and jewelry-making instructional organization
Accounting Intern October 2010 - Present
Administer all accounting analyses, planning, and execution for an 8
employee team
. Financial & Accounting Planning: Assessed and overhauled all systems
in place -Streamlined a Single-entry bookkeeping system and general
ledger usage, forecasted, instituted budgets, initiatives,
allocations, timeframes, reporting, assurance controls, and compliance
measures; applied knowledge and training in Microeconomics (the study
of decisions that people and businesses make regarding the allocation
of resources and prices of goods and services) to expand the monetary
growth for a small business in a small locale on a fiscal year cycle
. Payroll: Calculate hours worked by and gross sums owed to 8 employees
via timecards - extract federal, state, social security, and FICA
taxes, and medical coverage fees via accounting software, gain owner
approval, create and disburse paychecks bi-weekly
. Bookkeeping: Record all transactions - sales, purchases, wages, taxes
payable/paid, and so forth, post debits and credits, compose financial
statements, such as, balance sheets, cash flow, and income, and
prepare summarized reports for supervisors and managers
. Customer Service: Aid customers with payment matters - collect fees in
person and via phone, create and distribute payment receipts, record
transactions, and answer all relative questions from customers or
staff members
Bank of America, Palm Harbor, FL
1 of 4 city locations; a financial services company, the world's largest
wealth manager, and the 5th largest company in America
Banking Center Manager II November 1999 - October 2010
Oversaw the day-to-day operation of a 25 person full services commercial
banking center
. Bank Administration: Led, as part of a managerial team, the Paying and
Receiving Teller Departments which paid and certified checks, received
deposits, distributed funds and checks to customers and internal
departments, and input funds and other valuables into the vault and
safety deposit boxes
. Transformative Leadership: Inserted knowledge of Macroeconomics (the
behavior of the economy as a whole and entire industries and
economies)to expedite the overhaul of a non-performing banking center
into a top performing location - Assessed and took into consideration
the local economy and banking industry and targeted specific customer
bases and service improvement techniques to exceed performance goals
in sales, service, and personnel satisfaction
. Budget Planning & Execution: Collaborated with teammates and pooled
financial resources to bring banking center budget in line with
national average of $2M annually
. Staff Management: Trained, supervised, mentored, praised, and
disciplined staff members as needed, conducted performance evaluations
and proffered improvement techniques
Education
Master of Accountancy, Anticipated Graduation: May 2012
University of Phoenix, Phoenix, AZ
B.S. Business Administration, Concentration: Accounting Management, October
2007
Dean's List - 4 Years Consecutively, GPA 3.7
Florida Metropolitan University, Largo, FL