Customer Service Financial

Jennifer Hase

**** ****** *****

Fort Collins, CO

970-***-****

*************@*******.***

Objective: Highly educated and detail oriented financial professional

currently acquiring a Certified Public Accounting license, seeking a

position where current experience will be continuously developed and

further utilized

Education:

Bachelor of Science, Business Administration

Emphasis: Accounting

Monfort College of Business, 2004 Malcolm Baldridge National Quality

Award Recipient

University of Northern Colorado (UNC), Greeley, CO

Graduation: May 2008

Associates of Arts, General Business

Northeastern Junior College (NJC), Sterling, CO

Graduation: May 2006

Employment:

Financial Representative, Country Financial, Fort Collins, CO (July 2009-

Present)

. Provided excellent customer service to individuals and small

businesses regarding their financial plan

. Assisted the public in achieving financial security through education

and promotion of multi-line insurance and financial services

. Consistently reviewed client accounts to ensure proper individualized

insurance coverage was maintained as various changes occurred and were

requested

. Supported small businesses in choosing proper retirement plans for

employees as well as suitable asset allocation for each individual

participant

. Offered invaluable assistance and advice to clients when choosing

retirement and education planning tools to achieve the most tax

advantageous options

Staff Accountant, Rothstein Kass, Denver, CO (October 2008-March 2009)

. Completed all facets of audit engagements, including planning,

budgeting, and final report preparation for the private investment

industry including hedge funds, fund of funds, and private equity

funds

. Performed detailed analytical procedures relating to all aspects of

the clients balance sheet, income statement, and statement of cash

flows

. Analyzed all investor transactions individually and in the aggregate

in accordance with ERISA

. Completed numerous audit programs and checklists to ensure companies'

financial statements and footnote disclosures are prepared in

accordance with U.S. GAAP and SEC Rules and Regulations

. Obtained proficiency in relation to the Sarbanes-Oxley Act of 2002,

including documentation and testing of internal controls

Accountant, College Credit Union, Greeley, CO (December 2006-August 2008)

. Maintained accuracy of financial information records for a multi-

branch credit union to ensure accurate monthly individual and

consolidated financial statements

. Accurately completed bi-monthly payroll and recorded all transactions

for tax, employee benefits, and financial statement purposes

. Monitored and maintained the accuracy and timeliness of multiple bank

accounts and cash reconciliations

. Completed accurate and timely month-end ledger closing and customer

account processing

. Ensured all teller drawers, vaults, coin counters, and loan document

folders were accurate by performing monthly audits

Achievements:

. Series 6 and 63

. Property/Casualty Producer

. Life/Health Producer

Skills:

. Proficient with Microsoft Office - Word, Excel, Power Point, Outlook,

and Access

. Skillful with Point of Sale Applications

. Practiced in Quicken QuickBooks

. Cusa Technologies software expertise

. Proficient in MAS 90 Accounting Software

Contact this candidate