Finance/Management.

Alyssa C. Kiehn

Seattle, WA

425-***-**** / ************@*****.***

EDUCATION

San Diego State University, San Diego, CA, May 2019

Bachelor of Arts, Business Finance

•Relevant Coursework: Economics/Accounting/Finance/Investment/Portfolio Management classes

Mesa College, San Diego, CA, May 2017

Associates Degree

•Relevant Coursework: Economics/Accounting/Mathematic classes

WORK EXPERIENCE

Cashier/Client Associate Support, Seattle, WA Sep 2019 – Present

D.A Davidson & Co

•Lead office services team as Lead Cashier. Implemented correct check handling procedures.

•Deposit incoming checks from clients into the appropriate account.

•Handling correspondence and invoices for FA’s and their clients.

•Opening and maintaining client accounts.

•Assisted manager with client reviews for FA’s.

•Assuring checks including dividend payouts are mailed to clients.

•Expediting expense reports.

Accountant Clerk/Bookkeeper

Boosted Shades LLC, San Diego, CA Apr 2019 – Present

•Responsible for adding, organizing, and reconciling business transactions.

•Gather financial data and post on ledgers.

•Monitor expenditures. Consolidate and analyze financial statements and results.

•Track tax payments and compile information for tax filing.

•Reconcile department accounts and prepare reports to present to management.

•Completed reconciling and caught up books from 2017-2019.

•Assist accountant with any necessary tasks.

Assistant Manager

Panera Bread, San Diego, CA Sep 2014 – Sep 2019

•Food Cost Manager. Achieved goal of lowering food costs percentage by implementing new systems.

•Perform balancing of daily earnings, deposits and safe count audits.

•Write schedules for 30+ employees and develop daily assignments.

•Responsible for determining head count requirement for store and hiring new associates.

•Trained associates on company procedures and policies to ensure a safe and productive environment.

•Provided excellent customer relations and ensure that any customer complaints and concerns are handled to the customer’s satisfaction.

SKILLS, ACTIVITIES & INTERESTS

Skills: Experience with developing Research Reports, Excel, Word, Outlook proficiency

Languages: Fluent in English; Conversational Proficiency in Spanish

Certifications: Bloomberg Certified

Exams & Licenses: SIE, Series 7 in progress

Interests: Traveling; Sports

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