ROXANNE MINOTT
San Francisco, CA
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)