Sales Management
Resume:
D ARA HO
** ** **** ******, #** ● Jackson Heights NY 11372
Phone: 917-***-****/718-***-**** ● E-mail: *******@*****.***
As a highly-skilled graduate student with strong background finance, accounting, banking, retails and
reporting environments in various industries, I bring the confidence and experience I know can produce the
level of outstanding results your organization demands. I’m writing in hopes of joining your team and
believe my talents can be of significant value.
I have consistently delivered better-than-expected results and bring:
Solid professional skills in insurance, financial products and services, retails, general ledger, accounts
•
payable and accounts receivable for multiple corporations
Ability to engage cross-functional teams in developing the framework for effective business objectives
•
including my knowledge to help expand the high wealth growth customer bases of the financial
markets
Strong enterprise technologies and systems expertise with my exceptional ability of interpersonal
•
relationship skills at all level to increase profit margin, to produce financial and statistical reports, as
well as prepare for year end and cost reports
I believe my exemplary performance and honed skills will deliver the same level of outstanding performance
to your organization and would appreciate the opportunity to meet with you to further develop this mutually
beneficial opportunity.
Thank you for your time. I look forward to meeting with you soon. I can be contacted at your convenience at
Sincerely,
Dara Ho
Enclosure: Resume
D ARA HO
35 45 82nd Street, #53 ● Jackson Heights NY 11372
Phone: 917-***-****/718-***-**** ● E-mail: *******@*****.***
EXE CUTIVE SUMMARY
• Extensive experience in Accounting, Financial, Business Administration and leadership skills
• Passionate about apply my well-rounded skills set derived from diverse professional experiences
• Attain Master of Accounting and Financial Management
• Outstanding interpersonal, motivational and presentation skills
PROFESSIONAL SKILLS
• Proficient in QuickBooks, Microsoft Office Accounting and Excel and PowerPoint,
• Dynamic, analytical and forward-thinking financial Services Professional with a strong understanding of financial
markets
• Demonstrates broad based responsibilities in client relations and data management
• Interface with Senior Management for monthly trading reports
• Professional expertise as a sales agent; received much recognition in financial products and services sales, and in
insurance, retail, and consumer products. Used my financial knowledge to help expand the high wealth growth
customer bases of the organization. Helped to ensure optimum customer satisfaction with my multi-language skills
for the existing customers and to get new referrals.
• Strong use of structured thinking and analytical skills. Strong academic record in Marketing, Project Management,
Leadership & Organization Behavior and Legal, Political & Ethical Dimensions of Business with a strong
understanding of Financial Services Professional Industries.
• High team orientation, high initiative and drive to prove ability to work with senior levels in a fast-moving, client
driven environment
• Confident at building a network and comfortable working collaboratively at building relationships with internal &
external constituencies to help shape a point-of-view
• Exceptional interpersonal relationship skills with clients and ability to work with individuals at all levels within the
organization
• Strong work ethic and demonstrated ability to handle pressure with excellent professional skills
E D U C AT I O N
DeVry University-Keller Graduate School of Management New York, NY
Master of Business Administration with Concentration in Finance
Graduation Date: October, 2012
GPA: 3.85/4.00
City University of New York - York College New York, NY
Bachelor of Science degree in Accounting, 2002
CPA candidate
CORE COMPETENCIES
• Possess a deep knowledge and understanding of financial industry
• Effectively managed customers’ expectations
• Data Validation/Reporting/Internal Control
• Daily entries/Profit & Loss/Income Statement
• Maintained and reviewed reconciliation reports
• Ability to control budget expenses and Compile Financial Statements
• Implemented daily report to monitor sales and expenses, simplifying verification of cash flow
• Generated daily reports of sales results and performed monthly sales review
• Advanced skills in Microsoft Word, Excel and PowerPoint, fast typing speed
• Hold Security Licenses Series 6 & 63, Life and Health Insurance- expired (Renew), Series 11
• Fluent in English & Chinese (Mandarin & Cantonese) and Spanish
PROFESSIONAL EXPERIENCE
New York Mart Group Inc Oct 2014-
April 2015
Accounting
• Carry the responsibility for accounting records with QuickBooks Pro, Paychex, Payroll Compliance, G/L, A/P, A/R,
assuring and overseeing taxes efficiently to meet the federal & state deadlines
• Assist with processing invoices, allocation of intercompany expenses & monthly reconciliation
• Maintain Vendors Relationship, Inventory development and modification and output operations
• Managing finances, accounts payable, accounts receivable, costing, general Ledger, P/L and F/S
• Process payroll in a timely manner & in charge full set books records of monthly over million dollars sales
• Plan and control budget and expenditure
•
Firstrade Security Corp.
Jan 2012–
Financial Representative-Call Centre
Aug2014
• Answer all inquires of Stocks, Mutual Funds, Bonds, Fixed Income Funds investment and assist my English,
Mandarin, Cantonese and Spanish speaking clients to trade.
• Extensive contact with clients worldwide for trading
• Prepare daily trend analysis and cash reports such as options, margin, dividend reinvestment reports
Citigroup-Citibank N.A., New York, NY 1999-2010
Personal Banker/Financial Analysis/Financial Associate
• Supervised 15-18 staff providing support, maintaining business operations, enabling transactions and sales referrals
to Credit and Mortgage specialists and to Investment Brokers for Stocks, Mutual Funds, Treasuries, and Municipal
Bonds etc., so as to increase client base and expand opportunities with existing clients; identified and acted on
referrals typically in relation to all levels of the organization
• Assisted in recruiting activities and training new hires to provide thorough leadership to the operation and service
line to develop and maintain productive working relationships
• Supporting sales initiatives such as Lunar New Year and Chinese Festivals Promotions. Received much recognition
and awards for creating and managing good independent relationships with clients
Dan’s Supreme Inc., New York, NY 1992 - 1999
Bookkeeping, Cashier
• Implemented a daily transactions and operations report to monitor sales and expenses, simplifying verification of
cash flow and providing accountability
• Maintained internal control procedures for implementation by management
• Maintained daily reports, ledgers and computer records on business operations
• Compiled financial statements sales tax reports, and prepared tax returns for the corporation
• Established audit objectives and scope of work; established the engagement budget, and took responsibility for the
overall execution of the audit procedures and final report delivery
Contact this candidate