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Customer Service Financial

Dallas, TX
October 31, 2018

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Genevieve D. Lukoff

**** **** **** ****** *****

Dallas, TX 75248



•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.

Staff Accountant

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

Entered invoices

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

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