Management Assistant
Resume:
John F Flanagan
Philadelphia, PA 19149
ablein@r.postjobfree.com
Education
Drexel University Philadelphia, PA
Bachelor of Science in Business Administration Concentration: Finance, Economics
Personal Profile
Bachelor’s Degree in Business Administration, to work in SEI’s operation team as a cash operation analyst where I can leverage
my skills and education to research and resolve client issues and assist in exception management processes.
Experience
Holtzman Tax Service, Philadelphia, Pa Individual Tax Office
Tax Preparer January 2007 to April 2010
• Filing individual tax returns and other tax documentation for independent contractors and rental properties
• Answered questions regarding tax code and individual retirement account regulation in order to avoid tax penalties
• Navigated clients through IRS audits and advised on future tax planning in order to help clients avoid financial complications which
lead to returning business and personal referrals from audited clients
DuPont Capital Management, Wilmington, De Private Equity Group
Junior Analyst Assistant September 2008 to March 2009
• Calculated performance metrics, such as revenue, profit and EBITDA, for the private equity portfolio in preparation for a sale scenario
• Analyzed financial reports and collected pertinent information from limited partnership agreements
• Assisted in the conversion of database system for portfolio management team
• Tracked and analyzed the performance of private equity, venture capital and real estate investmentss
Valley Forge Asset Management, King of Prussia, Pa Large Cap Asset Management
Portfolio Assistant (Intern) September 2007 to March 2008
• Responsible for supporting Portfolio Managers in trading process which involved checking assets in outside accounts, making trade
tickets before each trade
• Supported compliance group by logging previous day’s trading activities and assisting with internal audits
• Assisted account executives with due diligence for potential or existing clients
Altus Group, Philadelphia, Pa Marketing Group
Accounting Intern January 2007 to June 2007
• Ability to multitask a heavy workload with attention to detail
• Ability to communicate effectively with various departments
• Accounts payables, accounts receivable mailings and collections
• Ability to plan, organize, and prioritize tasks
Relevant Coursework
Risk Management Managerial Accounting
Financial Accounting Contract Law
Management Information Systems Business Statistics I & II
Individual Income Taxes Intermediate Corporate Finance
Computer Skills
QuickBooks Clients and Profits
Advent Axys Excel
Smart Station Morningstar Principia
Factset Equitrak
Lotus Notes Bloomberg
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