Brett Faulkner
Overview
Financial professional with over 5 years of accounting and financial analysis
abnuha@r.postjobfree.com
experience. Exceptional oral and written communication. Excellent people skills.
Extensive computer knowledge. Numerous customer service awards.
Employment History
Accountant
June 2008 – Present, Stivers & Associates, Lexington, KY
Perform financial audits and analytical reviews for both non-profit and for-profit
businesses.
Provide clients with tax guidance and preparation.
Reconcile bank statements with client’s records and general ledger.
Work in a team atmosphere on projects including forensic accounting and in-
depth tax research.
Mutual Fund Accountant
April 2004 – June 2008, JP Morgan Chase, Cincinnati, OH
Preparation of department financial statements.
Auditing of cash and asset variances between client records and core
accounting systems.
Maintain frequent contact with fund advisers to ensure prompt resolution of
inquiries.
Coordination and participation of accounting procedures during company
mergers and new client acquisitions.
Evaluation of fund profitability and SEC compliance.
Education
Eastern Kentucky University, Richmond, KY
B.B.A. in Accounting
150 Hour CPA Requirement
Completing CPA Exam by fall 2009 (Currently reviewing with Becker CPA)
Computer Programs
Peachtree Accounting
Pro Systems - Tax
QuickBooks
Lotus Notes
Microsoft Visio
Microsoft Office
Activities
Big Brothers Big Sisters
Southland Christian Church Member
Marathon Runner