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Customer Service Sales

Broomfield, Colorado, 80020, United States
May 26, 2010

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* ********* ***** - **********, ** 80020 - (720) ***-**** -


Regional Staff Accountant - WinWholesale Group Services/ Denver, CO

April 2006 - July 2009

. Significant role in monthly and annual financial statement preparation

for 105 WinWholesale companies

. Performed monthly audit of accounts payable and western region

employees' corporate credit card purchases

. Reviewed payroll reports and calculated/accrued for employees' sales


. Provided customer service on accounting related issues for company

Presidents in the western region

. Filed state and local sales/use taxes in CO, UT, NE, WY, ID, and AZ for

105 WinWholesale companies

. Monthly maintenance and reconciliation of general ledger accounts,

fixed assets, and bank statements

. Completed daily review and correction of credit card, treasury, e-

check, and cash reporting transactions

. Trained others on proper usage of inventory receipt corrections, cycle

counts, and average cost adjustments

Accounting Department Volunteer - Humane Society/ Boulder, CO

September 2005 - March 2006

. Managed organization-wide project to reconcile depreciable assets

against invoice records

. Coordinated project with department leaders and reported directly to


Financial Advisor Trainee - Ameriprise Financial Services/ Denver, CO

November 2004 - March 2005

. Prospected for and arranged meetings with would-be clients at marketing

events and over the phone

. Analyzed prospective clients' needs and financial objectives for the

recommendation of suitable products

Recruiting Specialist Technician - FASTAFF Nursing Corporation/ Denver, CO

May 2001 - October 2004

. Actively recruited registered nurses and followed up with timely


. Trained new employees and acted as assistant to Recruiting Team Leader


Attained CPA Examination Eligibility in May of 2006 - Accounting GPA 3.25

Metropolitan State College of Denver

Bachelor of Business Arts - Emphasis Finance; conferred in May of 2001 -

Finance GPA 3.33

University of Colorado; Denver Campus


Excel, Word, PowerPoint, Outlook, Dynamics SL, FRx Report Designer, ADP Pay

eXpert/HR Benefits Solution, Sage FAS Fixed Asset, Asset Manager 2.1,

VerTax, Wells Fargo's Pcard/CEO, Chase Paymentech, IBM z/OS Mainframe and

AS/400 Inventory System, Onbase, and former proficiency with PeopleSoft


. Pursuing CPA certification

. Selected to the 2005/ 2006 National Dean's List (1% of college students

honored annually)

. Selected to the 2006/ 2007 National Dean's List Honor Society

. Secretary of the 2006 Accounting Students Organization at Metropolitan

State College of Denver

. Held Series 7, Series 66, Long-Term Care, Life, Health, and Variable

Annuity licensures

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