Management Accounting

Robert Campbel l

**** ***** **. *** *** t Beach, CA 92663 – 949-***-**** – abmgz3@r.postjobfree.com

Experi enc e

Ku h ler & Associates / Paci f ic Credits Gro u p, Newport B each, CA June 2006 – April 2009

Field Consu lt ing - D irector

Re-developed bu siness tax incentive consulting practice

Directly managed an 11-person team responsib le for 600 + active clients

Designed in-house Cl ien t Tracking System and industry-specific software

Represented clients under audit before the I RS and F T B

Oversaw I T, service workflow, marketing and web-develop ment projects

Net client sav ings in excess of $12M per annum

June 2005 - August 2005

UBS Fi na ncia l Services, Weehawken, NJ (Wealth Ma na gement, U SA Hea d q uarters)

Globa l Wea lth Management and Bu siness Banking, USA - Business Con tinu ity Management - Summer Intern

Planned migration of Disaster Recovery (DR) p lans and Busi ness I mpact Analy sis to an au to mated Access database

Coordinated software-based workflow data gathering efforts for all 52 separate business un its w ith in W M-U SA

Implemented V BA-based data management too l to co mp ile and examine workflows and produce D R p lans

T he Princeton Review, Ora nge Co unty, CA December 2003 – June 2006

SAT I /II - Teacher, Proctor, Tu to r, Ma rketing Presenter, Recruiter

Managed sites of up to 120 students and 8 teachers

Achieved h ighest “ Net Promo ter” ranking in T P R So- Cal, t op 20 nationally

First U nio n Home Loa ns / Q ua l i f y America Inc., Irv ine, CA December 2003 - May 2004

Assistan t to President and Senio r Loan O ff icers

Conducted accounting and support function s includ ing health benefits and worker’s co mpensation

Education

BA Eco nomics - U n iversity o f Ca li f ornia, Irv ine September 2003 – Sep tember 2006

Major: Economics Minors: Information & Co mpu ter Science, Accounting

GPA : 3 .3 /4 .0 GMA T: 7 20

Member: Economics C lub ; Sig ma P i Fraternity, In ternational; Investmen t C lub ; Accounting A ssociation

T u la ne U niversity, New Orleans, LA September 2002 - May 2003

Reason for Leaving: Transfer to UCI

Major: Economics GPA : 3 .4 /4 .0 Scho larship : Academic

Harvard U niversity, Bo ston, MA Su mmer 2002

Coursework: In troduction to Co mpu ter Science u sing JAVA, In troduction to Calcu lus

Georgetown U n iversity, Wash i ngton DC Su mmer 2001

Coursework: In troduction to Law, A merican Spy Operations of the 20 ’ th Cen tury

Villa nova Preparatory Schoo l, Ojai, CA September 1999 - June 2002

Honors all three years

E x pertise: California En terprise Zone (expert), Empowerment Zones and Renewal Co mmun ities (proficient),

Credit for Increasing Research Activ ity (proficient), aud it representation (proficient)

Computer: Lacerte, Superforms, Qu ickbooks, Excel, Access, PowerPo in t, W ord, Ou tlook, Pho toshop, Acrobat,

VBA, JAVA, Javascript, A S P, C, C + +, Un ix, H T ML, Loan T RAX, F T P, SQL

Projects: C TE C, Enrolled Agent exam preparation

Interests: surfing, snowboarding, tenn is, runn ing

La ng uages: English, Spanish ( in termediate)

References Available Upon Request

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