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Accounting Project

Location:
San Francisco, CA, 94123
Posted:
August 25, 2010

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Resume:

ROXANNE MINOTT

San Francisco, CA

415-***-****

ablsch@r.postjobfree.com

OBJECTIVE

Professional with legal background seeking Temporary Accountant position

involving accounting support duties in transfer pricing area.

SUMMARY OF QUALIFICATIONS

. Three years of accounting experience encompassing portfolio

accounting, analysis of financial statements, and preparation of

financial reports using Advent and Excel.

. Specialties include wealth management, tax, and trusts and

estates.

. Analyzed financial statements, recorded transactions, computed

net asset values of hedge funds, prepared budgets and grant

reports, and performed bank reconciliations.

. Registered with California Tax Education Council (CTEC)

. Literate in Spanish

RELEVANT ACCOMPLISHMENTS

BANK RECONCILIATIONS AND FINANCIAL STATEMENTS

. Performance of bank reconciliations for a non-profit company

. Preparation of financial statements for an educational

organization

. Performance reconciliation of end-of-year figures with those of

prior year for an educational organization

PORTFOLIO ACCOUNTING

. Responsible for full-charge accounting for over 20 portfolios

. Ongoing analysis of numerous portfolios

. Preparation of financial reports using Advent and Excel

. Preparation of contributions and withdrawals

. Computed net asset values of hedge funds

PROJECT CONSULTING

. Retained by staff to analyze insurance portfolios

. Review, analysis, and audit of policy documentation,

correspondence, and histories to generate an outline of policy

events

. Identification of policy disbursements and possible injury to

clients by comparing their insurance portfolios to the

established pattern of fraudulent activity by agents

RELEVANT EXPERIENCE

Portfolio Accountant TAG Associates New York, NY

2000 - 2001

Project Consultant AXA Financial New York, NY

2000

Staff Accountant HFH, Inc. New York, NY

1999 -2000

Assistant to Interim University Accounting Office New York, NY

1999

Director of Trusts and Gifts

Since 2001, I have performed legal work for various employers.

EDUCATION

Brooklyn Law School, Brooklyn, NY

Juris Doctor

Admitted to the New York State Bar

Baruch College, The City University of New York, New York, NY

Master of Business Administration in Accountancy

Wesleyan University, Middletown, CT

Bachelor of Arts in English

SKILLS Microsoft Word, Corel WordPerfect, Excel, Lotus, Advent

OTHER Community Tax Aid Volunteer (Spring 2000)



Contact this candidate