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Customer Service Financial Analyst

Denver, Colorado, United States
November 07, 2018

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Bachelor of Science in Biology and Accounting Metropolitan State College of Denver

summa cum laude: May 1998 Overall GPA: 3.81/4.0

Passed Autumn 1998 Uniform CPA Exam


Pinnacle at City Park South -Denver, Colorado

Overnight Lobby Attendant: (March 2014 – March 2016)

Primary responsibilities are those of a concierge for a 268-unit luxury high-rise condominium complex. As the only employee on property, after lobby traffic slows in the early morning, I forward calls to the phone I carry while I perform maintenance and housekeeping duties, patrol the garage and grounds, and do special projects for management. Special projects have included preparing worksheets on Excel for the corporate accountants, the establishment and maintenance of a homeowner and renter database, posting updates to the Pinnacle website, assisting the general manager put together a facility management training course, etcetera.

Colburn Hotel and Apartments -Denver, Colorado

Night Auditor: (August 2010 – May 2012)

Customer service, monitor building access and key control on the overnight shift

Answered phones Kept lobby and driveway clean and secure

Responded to emergency situations Patrolled floors and parking lots

Self Employed Independent Contractor -- Denver, Colorado

Courier: (January 2002 – October 2008)

Delivery driver in the metropolitan Denver area Pulled orders from the warehouse Operated forklifts and pallet jacks

Colorado PERA (Public Employees’ Retirement Association) -Denver, Colorado

Investment Accountant (March 2000 – December 2001)

Journal entries recording monthly activity for several equity, fixed income and venture capital portfolios

Ensured the accuracy of reporting the correct cost basis and market valuations of portfolios

Assisted in preparing the monthly financial reporting of the $28 billion investment fund

Assisted in various special projects for management and trustees

Various Temporary and Contract Positions (May 1998 – July 2000)

Staff Accountant: Small CPA firms (Eighteen months)

Prepared individual, partnership and corporate tax returns

Small business write-ups, valuations and preparing payroll documentation for ADP

Junior Financial Analyst: Rock Bottom Restaurants, Inc. – Louisville, Colorado (Five months)

Weekly and monthly reports of total sales, comparison sales, productivity, NOI, etc.

Special projects to assist the decision makers in this company facing a major transition

Staff Accountant: Antarctic Support Associates – Englewood, Colorado (Five months)

General Ledger – Accruals, adjusting journal entries and month end closings

Reports to parent companies – Including monthly 401(k) audit on 1,200+ employees

A/P review -- verified consistency, accurate coding, completeness, and arithmetic accuracy of documents

Account reconciliations, researched budget variances and other special projects

Enumerator: U. S. Department of Commerce (Eight months)

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