Curtis Bartles
**** ******** ** ****: 515-***-****
Des Moines, IA 50317 Email: *********@*****.***
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