Genevieve D. Lukoff
Dallas, TX 75248
SUMMARY OF SKILLS
•Great understanding of financial modeling and operational planning, financial forecasting, and analyzing current and past trends.
• Intermediate knowledge of accounting and financial software like; Sales Force, QuickBooks, Excel, Word, Access, PowerPoint, Sage, SAP, Oracle, and Microsoft Dynamics.
•Analyzing financial information to produce forecasts of business, industry, and economic conditions in order to make informed investment decisions.
•Excellent communication and people skills with strong commitment to customer service.
•Results driven, enthusiastic with demonstrated ability to work under stress.
•Strong knowledge base on Generally Accepted Accounting Principles (GAAP), coupled with excellent administrative acumen.
•Bloomberg Market Concepts certification; 2018. Gained proficiency through Bloomberg’s e-learning program focused on 70+ Bloomberg terminal functions and an intro to financial markets. Modules included: economics, currencies, fixed income, and equities.
Texas Woman’s University December 2018
Bachelors Business Administration in Finance Denton, TX
Institutional Financial Services Intern 06/2017-08/2018
Attended various TIAA’s training seminars on TIAA investments, equities, emotional intelligence, and customer service.
Was sent to the headquarters in New York for finance and investment seminars with Roger Ferguson the CEO, marketing leadership team, and executive portfolio managers that presented on the panel while I was there. The company also sent me to Denver, Boston, and Charlotte to their regional offices for meetings and events.
Shadowed financial consultants, regional sales directors, wealth managers, traders, marketing consultants, portfolio managers, the TIAA Executive Marketing Team, the Marketing RFP Team, consultant relation directors, relationship managers, and sales consultants.
Involved in complex projects and completed challenging assignments in the corporate finance department in the summer of 2017 and the marketing department in the summer of 2018.
In the summer of 2018 I was involved in presenting to the Executive Marketing Leadership team on where to market to millennials in the next five years, I also edited and revised metric spreadsheets for the Marketing RFP team, formatted RFP’s, and revised disclosure scorecards for the marketing webinars.
Robert Half International Inc.
08/ 2016-06/ 2017
Prepared asset, liability, and capital account entries by analyzing account information.
Documented financial transactions by entering account information.
Recommended to CFO financial actions by analyzing accounting options.
Summarizing current financial status by collecting information, preparing balance sheet, profit and loss statement and other financial reporting as well.
Reconciling bank statements and financial discrepancies by collecting and analyzing account information.
The RJ Byrd Group LLC
Accounts Payable Specialist
Processed high volume vendor invoices (850+) weekly
Reviewed all invoices and expense reports for appropriate documentation, accuracy and approval prior to processing.
Received journal entry edit list and posted batch to start check run payment selection
Assisted with vendor inquiries and researched discrepancies and unpaid invoices to resolution
Received vendor statements and reconciled accounts, requested outstanding invoices to begin implementing payment process
Ensured GL coding is accurate for expense reports, utilities, and vendor invoices
Texas Woman’s University
Financial Aid Counselor Assistant
Anticipated customers’ choices and preferences and worked accordingly to provide the best solution
Budgeted students financial aid
Processed 250 student’s payables weekly
Customer service with students and vendors
Great understanding of data entry and budgeting student’s financial aid
Excellent communication and people skills with strong commitment to customer service
Scanned, copied, filed, stamped, and sorted financial documents
Entered financial data entry
ENACTUS- Business Organization for Students at Texas Woman’s University 2014-2018
ATID- Officer (Jewish youth group in DFW.) 2015-2018
IMA Chapter- IMA member since 2014 and IMA officer in the IMA chapter at TWU. 2014-2018
Ladenburg Institute of Women & Finance 2018-Present