Accounting Professional

Katja L. Stern **** Woodvalley Drive **************@*****.***

Houston, TX 77096 949-***-****

Accounting and finance professional with 2 years’ experience in both private wealth management and public finance. Possess strong problem-solving and critical thinking skills, with the ability to quickly adapt to new systems and surroundings. Bilingual (English/Spanish) and have excellent team work ethic. Education

University of California, San Diego, La Jolla, CA June 2018

Bachelor of Arts in Economics, Honors with Highest Distinction. Minor in Accounting

Courses include: Data Analytics, Monetary Economics, Advanced Accounting, and Financial Forecasting Relevant Experience

Accounting Associate–Investment Placement Group July 2018 – June 2020

Job duties at IPG spanned various areas, including accounts payable, accounts receivable, cash management, general ledger and financial reporting.

Assisted VP Finance with GL configuration and the implementation of the accounting software.

Implemented several process enhancements that increased efficiency of transactions and improved cash flow.

Responsible for documenting and keeping current the internal control and expense policies.

Responsible for inputting key activity data into management dashboards. Student Worker–County of San Diego Treasurer-Tax Collector’s Office: Accounting Jan 2018 – July 2018

Manage the escheatment databases for public organizations and for the deceased.

Accounts reconciliation.

Student Worker–County of San Diego Treasurer-Tax Collector’s Office: Investments Jun 2016 – Dec 2017

Main responsibilities included analyzing market trends, evaluating major events’ impact on markets, compiling performance reports and presenting to Executive Management on odd market behaviors.

Analyze and research how political shocks affect short-term yields on bonds and fixed-income securities to determine County’s $8 billion portfolio would be affected.

Contacted schools in San Diego County to collect their cash flows from bond sales and recorded them. David Project Fellow–University of California, San Diego Sept 2015 – March 2017

The David Project is a non-profit foundation with the primary goal of building relationships with various cultural groups nationwide.

Key assignments included organizing events that foster connections between student cultural interest groups.

Engaged students from diverse backgrounds for a multi-campus educational activity to pro-actively improve dialogue and collaboration.

Other

Sport Facilities Advisory Board Representative – University of California, San Diego April 2016 – May 2018

Represented the Student Council of Eleanor Roosevelt on the Sports Facilities Advisory board.

Collaborated with members of an advisory board from all over the campus to manage how funds and programs were being implemented at recreation facilities, including RIMAC Arena. Alpha Epsilon Phi Culture Chair - University of California, San Diego Sept 2014 –Sept 2015

Organized several international culture events, fundraisers, and sisterhoods.

Engaged other organizations to join efforts to improve life on campus. Other Skills and Interests

Proficiency in various computer programs, including Word, Excel, PowerPoint, Stata, Sage 50 and Bloomberg.