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Accounting Financial Analyst

Peoria, Arizona, United States
October 15, 2018

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CONTACT: ***** * **** **, ******, AZ *********. W: 623-***-****. M: 623-***-****.


To obtain a, full-time financial analyst or accounting related position in the Phoenix, Arizona or Salt Lake City, UT area.


Post–Baccalaureate Accounting program. Advanced financial and managerial accounting courses. Aug. 2001–Apr. 2002

Arizona State University–West Glendale, AZ

International Masters of Business Administration (Int’l MBA) Focus: Finance/Accounting. Dec. 2000

Thunderbird, The American Graduate School of International Management Glendale, AZ

Key courses: Multinational Corporate Finance, International Securities Investment–Securities, options, futures analysis. Managerial Decision Making & Accounting. Corporate Financial Reporting. Financial Accounting & External Reporting.

Bachelor of Science International Business Management Apr. 1991

Brigham Young University Provo, UT


Financial Analyst I – Commercial Underwriter Jul. 2008–Present

American Express TRS – Global Services Group Phoenix, AZ

• Manage Japan market by ensuring underwriting reviews (recommending card global limit) are completed within 5 business days for American Express OPEN business charge card accounts. Also underwrite USA standard cases using various American Express propriety data base systems to gather financial and other internal data to calculate appropriate card spend limits. Received highest production performance rating for being the top case producer in 2009 and 2010. From 2008 to 2010 was solely responsible to translate Japanese financial statements and underwrite the cases. Trained colleagues for Japan cases.

• Contribute to process improvement projects by joining committees and projects such as Process and Procedure Review team to revise, simplify, and update documents; join committees from time to time as needed.

• Completed OMEGA Performance Financial Accounting for Lenders series training and certification.

• Also underwrite Italy, Canada, Australia, UK, France, Austria, Germany, ICC, Canada, and Merchant cases.

International Accountant I Aug. 2007–Jul. 2008

American Express TRS – Card Financial Capture & Settlement Phoenix, AZ

• Responsible for processing and monitoring daily, monthly, and quarterly card accounting for Accounts receivable for Europe, Middle East, Africa, Japan Term Loan account, and USA Abandoned Property. Trained a back up for Europe A/R accounting.

• Reconciled monthly 53 A/R and A/P accounts in Europe requiring manual matching and researching of open items in large transaction volume databases’ activity reports.

• Reduced volume of suspended system entry files by monitoring, releasing, communicating, and assisting in file set-up changes for system files for three accounting teams and outside departments saving money, improving efficiency, and reducing risk.

• Performed SOX testing for EMEA Accounts Receivable accounts; conducted research for CFCS management, Finance Center East, and European market providing support for timely completion of various automatic and manual accounting processes.

• Completed 5-day Six Sigma (process improvement methodology) Green Belt training course in 2007; also completed a 2-day Six Sigma training course in 2005.

International Accountant II Aug. 2004–Aug. 2007

American Express TRS – Card Financial Capture & Settlement Phoenix, AZ

• Responsible for processing and monitoring daily, monthly, and quarterly card accounting for Latin America and Argentina. Reconciled monthly about 55 in LAIDC, 66 A/R and A/P accounts in Argentina.

• Improved control by updating and creating new Six Sigma format Desk Instructions for all my LAIDC financial processes.

Head Accountant Feb. 2004–Aug. 2004

Breinholt Contracting Co., Inc. Phoenix, AZ

• Prepared financial statements and all accounting reports, supervised accounts payable and administrative assistants.

• Calculated weekly payroll and certified payroll for 30+ employees; managed insurance; prepared sales tax reports.

Accounting Manager Jan. 2002–Sep. 2003

U.S. Pool Fence Company, Inc. Glendale, AZ

• Prepared financial statements and reconciled accounts on Quickbooks Pro, trained staff in process improvement.

• Designed cost accounting reports helping owners to implement business strategies and better control costs.

• Developed spreadsheets for monthly deferred revenue, depreciation schedules, A/R, sales tax, and ad hoc reports.


Skills: Walker GL, Monarch, Quickbooks Pro, MS Excel, Access, Word, PowerPoint, Windows 7 and 10, Extend, Level 1 (Highest) Japanese Language Proficiency Certificate with 7.5 years living experience in Japan.

Activities: Volunteer in Japan for The Church of Jesus Christ of Latter–day Saints, 1984–1986; taught English in Japan Jr high school for six years, reading, fitness, scuba, Maricopa County Certified Election Official and Deputy Registrar, Wrestling Coach or Official 2008-present.

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