Management Accounting

Curtis Bartles

**** ******** ** ****: 515-***-****

Des Moines, IA 50317 Email: abmywh@r.postjobfree.com

Cell: 515-***-****

PROFESSIONAL SUMMARY

Results oriented professional with eight years of finance/accounting

experience, which includes: cash flow management, forecasting, budgeting,

business support, financial analysis, information mapping, and

communication with investment bankers and client executives. Good customer

service skills.

SUMMARY OF QUALIFICATIONS

. Proficient with Microsoft Excel, Good with Word, Outlook, Access, and

Power Point

. Proactive, goal oriented, motivated, analytical, and excellent problem

solver

. Work well with others

PROFESSIONAL EXPERIENCE

Marsh & McLennan Companies, Inc., Urbandale, IA

2005-2009

Financial Analyst

Preformed monthly revenue and expense analysis for the Property and

Casualty business unit; research and resolved any variances that came up in

the analysis. Assisted client executives with their monthly revenue

forecasting. Assisted the profitability team to ensure the accuracy of the

information for the Property and Casualty business unit. Assisted the

financial planning team to ensure accuracy and consistency of monthly

financial results presented to management. Performed SOX testing on

several financial controls. Prepared monthly and quarterly journal

entries. Prepared monthly and quarterly management analysis reports.

Ensured all information and/or data for the Property and Casualty business

unit was accurate and complete. Assisted with special projects as

requested.

. Created a revenue tracking report to streamline the monthly revenue

analysis and to assist client executives with monthly revenue

forecasting.

. Provide royalty expense analysis as requested to support and quantify

additional royalty payments to clients.

. Created spreadsheets in excel to streamline identification and research

of general ledger account variances.

Principal Residential Mortgage, Inc., Des Moines, IA

2001-2005

(Acquired by CitiMortgage, a subsidiary of Citigroup)

Financial Accountant

Reconciled bank and ledger accounts. Prepared, analyzed, and communicated

accounting and/or financial information and initiated wire transfers.

Assisted in establishing, analyzing, reviewing, and maintaining accounting

procedures and/or system applications to ensure the integrity of

information. Produced monthly and daily reports for senior management and

investors.

. Assisted in meeting the financing, cash management, and treasury needs to

support a challenging, record setting Production and Serving year of

2002.

. Assisted in expanding our EBO (Early Buyout) program's portfolio from

$250 million to $1.05 billion.

. Created a manual of processes and procedures to enhance efficiency and

effectiveness in daily practices as well as audit and/or compliance

reviews.

. Successfully projected loan collection payments and payoffs from our

servicing portfolio to manage our $1.3 billion borrowing line with

Principal Financial Services, Inc.

EDUCATION

Bachelor of Arts in Accounting, Graceland University, Lamoni, IA

. GPA 3.9

Bachelor of Arts in Business Administration, Graceland University, Lamoni,

IA

. GPA 3.9

. Emphasis in Information Technology

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