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Customer Service Accounting

Haverhill, MA
November 12, 2018

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Ricardo L. DeMelo

Haverhill, MA 617-***-****


Financial service professional with a high level of integrity and over 10 years of experience. Strong analytical problem solving ability that contributes to the corporations’ over all financial wellbeing. Receptive to change and intellectually curious while in the pursuit of client solutions. An effective team participant with mindset that goals are achieved through collaboration and understanding.


STATE STREET CORPORATION, Boston, MA 2007 – Sept 2018

PUTNAM INVESTMENTS, Andover, MA 2006 – 2007

State Street took over Putman’s Mutual Fund Accounting Division in 2007

Mutual Fund Analyst

Successfully coordinated Putnam and State Street transfer and accounting systems during transfer to State Street maintaining accuracy until transition was complete.

Processed daily accounting entries on numerous mutual funds with net assets of >$1B.

Researched and resolved exceptions and inquiries related to daily accountant activities.

Maintained knowledge of a variety of in-house accounting systems and software.

Followed established accounting policies and procedures to ensure accuracy.

Provided assistance with coverage and training of new group members.

Prepared special reports and appraisals for Putnam mutual funds.

Cooperated with other organizational departments to resolve fund impacting issues.

Performed in a team atmosphere with various duties relating to end of night pricing.

COUNTRYWIDE BANK, Woburn, MA 2005 – 2006

Financial Service Representative

Provided detail information on Countrywide Bank’s business model.

Excelled in the production of sales to new and existing customers to exceed daily quotes.

Provided referrals to the financial service executive.

Effective team member providing training and assistance to other associates.

CITIZENS BANKS, Stoneham, MA 2003 – 2005

Branch Supervisor

Delivered high quality of customer service with extensive product knowledge.

Planned and organized sales activities to exceed branch goal.

Supervised and tracked customers’ accounts for potential new products.

Coached and supervised staff to improve performance in sales, while improving customer relations.

Maintained and enforced all bank procedures that would protect customers’ assets.


Bachelor of Science, Finance, Bridgewater State University

Courses taken: Accounting I & II, Managerial Accounting

Computer Skills

Microsoft Office, Microsoft Notes, Outlook, various State Street Accounting Software (E-Horizon, MCH)

Volunteer Activities

Participant and Fundraising Coordinator, RELAY FOR LIFE, American Cancer Society Charity

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