Management Manager
Resume:
KRISTINA R. EASTMAN, CPA
Houston, TX 77059
***************@*********.***
CAREER SUMMARY
Certified Public Accountant with experience in Comprehensive Financial
Planning and Wealth Management, including design and implementation of long
term investment strategies and plans. Worked with outside advisors, such
as attorneys and insurance agents to ensure that the plans were implemented
correctly. Experience with Fee Only and Fee Based Advisory Firms.
Expertise in Corporate, Individual, Partnership, Estate, Trusts, and
Foundation Tax Compliance, Research, and Planning. Previous Audit
experience in Big 4 Public Accounting and Financial Reporting with a
Fortune 100 Corporation.
EDUCATION/CERTIFICATION/LICENSES
> Bachelor of Business Administration in Accounting - Lamar University,
Beaumont, TX
> Certified Financial Planning Program - University of Houston, Main
Campus
> Certified Public Accountant - Texas State Board of Accountancy
> Group One Insurance License
PROFESSIONAL EXPERIENCE
EFA, LP- Austin/Houston, TX
1/07-Present and 9/05-
4/06
(Tax and Financial Advisory Services)
Tax Consultant/ Senior Financial Planner
* Comprehensive Tax Planning, Research and Compliance services including
Partnerships, Corporations, Trusts, Estates, and Individuals on matters
of Federal, State, and International Taxes for CPA firms as well as
private clients.
* Maintain client relationships, supervise Junior Financial Planner, meet
with clients to determine initial goals and present final plans to
clients as a contractor of David Busbee, CPA, a fee based financial
planner.
Goodman Financial Corporation- Houston, TX
5/06-12/06
(A fee only investment management firm
with approximately $120 million of assets under management)
Client Service Manager
* Marketing liaison with TD Ameritrade (brokerage firm where company held
majority of client accounts), maintain client relationships.
* Prepare presentations for existing and prospective clients, review
401(k) mutual fund selections, prepare initial asset allocation for new
clients and rebalance accounts for existing clients.
The Financial Advisory Group - Houston, TX
8/04-8/05
(A fee only comprehensive financial/tax planning, and wealth management
firm with high net worth clients)
Tax Manager/Senior Financial Planner
* Report directly to the firm's founders, the Chairman, and the
President/CEO respectively.
* Manage all client tax compliance and planning functions including
complex partnership, corporation, trust, and individual returns.
* Manage the production of financial plans for new and existing clients.
Manage existing client relationships.
FCA CORP/Lexington Financial Advisors, Inc. - Houston, TX
4/98-7/04
(Financial planning/wealth management firms with approximately $500 & $170
million of assets under management.)
Financial Planner / Director - Financial Advisory Services
* Played a key role in startup of Lexington Financial when existing
shareholder bought a portion of FCA Corp.
* Designed and completed initial client contract preparation and
implementation. Managed outsourcing of all client tax compliance,
acting as primary liaison with external CPA firm. Manage the production
of financial plans for new and existing clients. Manage existing
client relationships.
* Contingency Planning: Prepare and update retirement, life and
disability insurance analyses for new and existing clients; review
legal documents; work with client's external advisors to implement
recommendations.
* Asset Management: Prepare annual financial inventory and asset
allocation; update and reconcile investment software to calculate
portfolio performance; participate in investment decisions; rebalance
portfolios.
* Tax Management: Responsible for entire tax process, including
delegating the preparation of returns, reviewing and
preparing returns, and ensuring that all tax documents were
timely filed. Assist clients with the accounting for their
small businesses; recommend tax planning strategies;
correspond with the IRS in audits of clients and to resolve
other issues.
* Other Responsibilities: Assist clients with Charitable Giving
strategies. Manage client relationships; participate in the selection
of personnel; supervise and train associates; review client renewals
and quarterly billings.
KRISTINA R. EASTMAN, CPA - page 2
Kanaly Trust Company - Houston, Texas
1/98-3/98 (A
financial planning and wealth management firm.)
Financial Planner
* Analyze cash flow; diagram wills; recommend estate planning strategies.
* Research estate, retirement and tax issues; document client meetings.
Enron Capital & Trade Resources- Houston, Texas
10/93-11/97 (A diversified
Fortune 100 energy company)
Accounting Specialist - Financial Planning and Reporting
* Prepare the weekly reporting package, monthly and quarterly
flash, quarterly statistics reported in earnings release,
quarterly Board of Director' presentation,
* Prepare annual (unaudited) financial statements; analyze
variances related to income and volumes; consolidate annual
plan; supervise special projects.
* Prepare general ledger journal entries; reconcile general
ledger accounts; capitalize completed projects; report and
analyze O&M expenses; prepare and analyze annual expense
budgets.
Arthur Andersen & Co.- Houston, Texas
9/91-10/93
(An International Public Accounting Firm)
Experienced Staff Auditor
* Perform audits in the retail, manufacturing, real estate, oilfield and
financial services industries.
* Evaluate and document internal control procedures; reconcile client's
general ledger to outside documentation and internal reports; supervise
and train staff auditors.
* Create database for Litigation Support Group; research of prospective
client for successful proposal.
COMPUTER SKILLS
Microsoft Excel; Microsoft Word; Microsoft Outlook; Prosystems; Fast Tax;
ProSeries; BNA; AdventAxys; QuickBooks; Financeware; TValue; EMoney
MEMBERSHIPS
- Financial Planning Association of Houston
* Former Member, Treasurer and Executive Board Member
- Texas Society of Certified Public Accountants
- Austin CPA Society
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