Jana Sharooni
832-***-****- cell 281-***-**** Cypress Texas ****.********@*******.***
Qualifications Summary
MS degree in Accounting, minor in MIS/Risk - recent training in IT Controls, Risk
Management, and Audit / IT Audits
Eligible to sit for the CPA exam, Ability and willingness to travel, US Citizen
Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
and accounting procedures
Possess strong communication, interpersonal, analytical, and research abilities
One year accounting experience and more than four working with inventories
Nine years commercial banking/middle market experience with focus on business
development, and customer retention
Professional Experience
2008 - 2010
MS Degree in Accountancy, University of Houston
Certificate in Risk Management - Certificate in Audit - Internal Audit Capstone
2008 - 2009
Accounting and Research Assistant: Plunkett Research
Financial accounting -- preparation of journal entries in QuickBooks; account
reconciliations, accounts payable and check processing; procurement and purchasing
of office equipment and supplies; preparation of month end reports using Excel;
obtain W9's, process tax payments; coordinated shipping and receiving and related
reports; maintain chart of accounts, and maintain related files and records.
Inventory -- accounted for physical Inventory on-site, off-site and 3rd party
warehouses and publishers: maintain an updated computerized inventory to include
price changes, new and deleted items, descriptions and other related data;
coordinated with vendors and warehouse personnel to maintain related documentation
to take monthly cycle counts; analyzed, validated and reconciled subsidiaries to
the general ledger; presented month end reports to CEO.
Audit -- assisted in the testing and auditing of new digital/software/database
products; recommended ways to improve internal processes such involving data and
database and other and accounting and business processes.
Managed -- trade show/event coordination; coordinated travel and schedules and other
details for events, vendor and contract management or sourcing position assessment
for trade shows, service and insurance, others as assigned; assist customers with
accounts and payments and product sales.
Research, and edit -- researched and analyzed 10-Ks and company data; wrote and
edited for the firm's industry analysis and industry/market publications;
responsible for Asian-Pacific associations database.
2004 - 2007
Consultative Sales: Sears Roebuck
Inventory -- processed incoming inventory and warehouse returns; Reconciles and
analyzes the Inventory movements received from the warehouses and those within the
system Coordinates the daily reports from the floor and evaluate the accuracy of the
information, responsible for moving certain inventory to the vault nightly.
Sales -- consistently in top sales jewelry sales; extensive customer contact, also
sold credit services.
Cashier -- large cash payment cashier; managed cash drawer- opened, closed and
balanced cash drawers;
1997 - 1998
Consultant Sales/Assistant Manager: Carousel Flower Market
Managed and assisted -- small floral shop management; opened and closed shop,
processed incoming inventory; coordinated orders and order tickler; managed cash
drawer; cashier duties, took credit card payments/ responsible for all aspects of
client transactions, including consulting with clients regarding events, design and
delivery; performed limited design and floral arrangements and ad-hoc duties as
needed.
1987 - 1996
Commercial Lending Specialist: Bank of America/NationsBank
Commercial Lending Specialist in Commercial Lending (Middle Market) Department
1993-1996
. Managed commercial customers' loans and collateral documentation; daily pay
downs/advances
. Performed accounts payable and loan compliance issues including titles, UCC
filings, payoff quotes
. Cleared outstanding exception reports and maintained collateral files in vault,
notes receivable and aging reports and collection
Commercial Depository Specialist in Real Estate and Healthcare/Public Finance
Departments 1987 -1993
. Concentrated on business development/retention of middle market commercial
customers
. Performed accounts receivable: debits, credits, account transfers, advances, wire
transfers, and checks
. Assisted with sales and servicing of Treasury Management, Cash Management, ADP,
and Lockbox
. Researched/resolved account problems; assisted in customer calls; completed audit
bank confirmations
Recent Projects at University of Houston
04.2010 - 05.2010
Management Case Presentation of Environmental Audit, University of Houston
Team research and case presentation. Our team, representing our "firm", presented
our case to a mock SEC Panel. The case included developing a management position and
defense on a possible SEC sanction involving an environmental issue. Our team won
the overall best presentation.
01.2010 - 05.2010
Internal Audit Capstone Project, Oracle Security Review/Audit - Eagle Rock Energy
Partners
Capstone internal audit project for the Master of Science in Accountancy and
Internal Audit program at the University of Houston. This project included an Oracle
Security Review Audit project at the sponsor firm.
08.2009 - 09.2009
PwC XTax Team competition, PwC
Competition at PricewaterhouseCoopers (PwC) with a team of students. We were
required to develop and present our case of a tax issue.
03.2009 - 05.2009
UH- IT Management and Controls Project: SMS Alert System Audit for the University of
Houston-- identified best practices and compliance issues of implementing an SMS
Alert System at the University of Houston.
Training/certifications
8.2008 - 5.2010
COURSE work completed in requirement for the Texas State Board of Public
Accountancy. Letter of Intent (to sit for CPA exam) approved
Courses: SQL, Database Design, Systems Analysis, Data Analysis/Statistics/StatTools,
Financial Statement Analysis, Excel, PowerPoint, Word, Advanced Accounting, Advanced
Auditing, Advanced Internal Audit, etc.
08.2008 - 05.2010
CERTIFICATES, University of Houston Certificate in Risk; Certificate in Audit;
Internal Audit Capstone
Offices, etc
08.2007 - 08.2007
Peer Advisor: University of Houston International Student Scholar Services Office
4.2008 - 5.2009
Membership: Institute of Internal Auditors; UH Internal Audit Student Association
5.2008 - 5.2010
Scholarships: Engines of Our Ingenuity scholarship; Institute of Internal Audit
scholarship
Language/Skills
Spanish
Verbal: Beginner/Intermediate Written: Good/Intermediate
Information Tech
Oracle-SQL, Excel, StatTools sampling and financial modeling in Excel, PowerPoint,
Word, QuickBooks, Peachtree, Outlook, ACT, Access