Sales Accounting

KIM TADA

**** *. ******** ****. *******, IL ***** ● *******@*****.*** ● 312-***-****

RELEVANT EXPERIENCE:

The Benefits Consulting Group, Inc., Chicago, IL November 2016 – March, 2017

Temporary Consultant, Pension Administration

Performed record keeping for money purchase, profit sharing and 401(k) plans.

Corresponded client’s inquiries for employee benefit statements, compliance, and income distributions.

Processed year-end income distributions and loans.

Prepared tax filing documents by reviewing and adhering legal guidelines for valuation processes.

Conducted compliance tests to meet the legal requirements in retirement plan guidelines.

Assisted various data collections and ad-hoc projects.

Northern Trust Corporation, Chicago, IL

Associate Accountant August 2015 – August 2016

Calculated and deliver net asset values for various commingled fund products.

Provided performance data for individual manager portfolio through the processing and reconciliation of accounting on the appropriate system.

Reviewed diversified transactions, performing maintenance on assigned accounts according to procedures, including checking and correcting discrepancies, verifying outside funds, and reviewing transactions.

Audited investment reports, cash statements and supplemental reporting to verify that data is correctly posted and transactions properly classified.

Bank of America Merrill Lynch, Chicago, IL January 2008-April 2009

Global Trust Services Analyst, Structured Finance, Credit Default Swaps

Facilitated account administration of 10 contract deals in credit default swaps products.

Monitored and conducted daily cash reconciliation to ensure and maintain concise payment records.

Ensured timely and accurate delivery of waterfall and swap payment analysis.

Assisted, researched and reported to market participant's inquiries.

EDUCATION:

Northeastern Illinois University, Chicago, IL

Master of Science in Accounting January 2013-May 2015

Relevant coursework: Financial Accounting, Managerial Accounting, Auditing, Accounting Research, Tax Research, Financial Statement Analysis and Corporate Financial Strategy.

Northeastern Illinois University, Chicago, IL January 2004-August 2007

Bachelor of Science in Finance

Relevant coursework: Corporate Finance, Intermediate Corporate Finance, Real Estate Finance, Investments.

SKILLS:

Introductory - Intermediate: Compustat (financial/accounting research), SPSS, Datair, Access, DTC and Bloomberg.

Intermediate - Advanced: MS Word, PowerPoint and Excel.

ADDITIONAL EXPERIENCE:

Japan Math Corp., Chicago, IL

Temporary Consultant March 2017 – June 2017

Translated and/or created sales scenarios, product manuals, and editorial correspondences.

Proposed sales and marketing strategies: target groups, sales cycles and in-bound marketing.

Assisted in identifying sales channels, and purchase flows, as well as anticipated challenges.

Ultra Diamonds, Chicago, IL August 2010-January 2012

Sales Consultant

Listed one of the highest producing teams in the region multiple occasions, in addition to surpassing the high volume sales goals at in-house semi-annual events.

Achieved a near-perfect work attendance record.

Improved effective sales/cross sales and client attainment techniques to work with a diverse customer base.

DTS, Inc., Chicago, IL May 2009-July 2010

Sale Consultant Volunteer

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