Accounting Microsoft Office

Jill Kennedy

*** **** *** ******, **** **, Salt Lake City, Utah, 84103

303-***-**** ****.*******@********.***

PROFESSIONAL SUMMARY

Analyst Goldman Sachs Group, Inc SLC, Utah June 2015 – Present

● Worked with clients and sales teams to onboard 3,000 clients ensuring fulfillment of government and firm regulations

● Increased team efficiency by 30% by revising account opening process to eliminate bottlenecks and streamline workflows

● Lead value mapping exercise mapping 7,000 client and account attributes to a future data model with 1000 attributes

● Reviewed over 2,400 U.S. and international legal organizational documents to determine that firm, FINRA and SEC requirements were met and that no undue risk was being assumed by GS

● Employed macros to create ROI reports, financial models and identify breaks and anomalies between internal databases Tax Analyst Zayo Group Louisville, CO June 2014 – August 2014

● Analyzed yearly transaction costs pertaining to recent acquisitions, dissolutions and restructuring

● Recommended treatment on transaction fees based on their nature (facilitative vs. non-facilitative)

● Compiled and organized state taxable income after apportionment for Zayo’s subsidiary entities

● Researched and summarized how Zayo could incorporate REITs into their portfolio Fund Accounting Analyst MG Stover & Co Broomfield, CO October 2013 – March 2014

● Took ownership of accounting for multiple client portfolios. Responsibilities included: o Maintained cash accounts, receivables, and accrued liabilities o Processed security transactions in a portfolio accounting system o Prepared and reviewed client portfolio performance reports

● Developed a working knowledge of accounting for investments and investment companies

● Learned about professional accounting services and delivery of client services through interactions with team members at all levels of the organization

EDUCATION

Bachelor of Science - Accounting May 2015 Leeds School of Business - University of Colorado, Boulder, GPA 3.5

● Vice President of Beta Alpha Psi, 2014-2015

SKILLS

● In depth knowledge of portfolio accounting systems and GAAP

● Outstanding in all Microsoft Office Suite products as well as Adobe Pro, In Design, Signavio and Salesforce

● Sufficient using advanced data analytics software such as Alteryx and Tableau WORK ABROAD

AuPair Steininger Family Vienna, Austria August 2011 –June 2012

● Worked with six- year-old Austrian child, provided daily general care along, English, assisted with school work; helped teenage daughter with advanced English studies

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