John Peterson

781-***-****

advgph@r.postjobfree.com

Objective

I am a quick learner who is eager to utilize my financial and customer service skills in a company that provides opportunities for growth and fosters a positive culture. Skills

• Proficient in navigating and operating software including Microsoft Office: Excel, Access, Word, PowerPoint, Wrike, Quickbooks, Coupa, Ariba, Salesforce

• Employs strong attention to detail

• Ability to multitask and prioritize goals in a busy working environment

• Quickly able to learn and adapt to newly assigned tasks Education

Manning School of Business, University of Massachusetts, Lowell MA Master of Science in Finance, dual degrees: Finance; International Business May 2020 Bachelor of Science, Business Administration: May 2018 Experience

Financial Services Associate, TD Bank, Belmont, MA (September 2022 – January 2023)

• Received my Massachusetts Life Insurance License and took related training courses to sell the various annuity and life insurance products offered. Made appointments with clients to discuss account openings, rollovers, various sales such as credit cards, purchasing of Certificates of Deposits, merchant Services and other business products offered. Opened and closed store. Handled various customer account maintenance (Fraud, Digital Banking issues, etc) Accounts Payable & Accounts Receivable Associate, CISCRP, Boston, MA (Nov 2020 – Sept 2022)

• Processed Invoices/Bills in QuickBooks Accounting System, submitted bills through Coupa & Ariba platforms, managed Adobe Sign for all invoices across departments, ran electronic check run, worked close with project managers through Wrike Software, provided Profit/Loss reports for Study’s upon request, conducted monthly credit card reconciliations, worked with auditors to retrieve invoices/verify bank deposits, managed Masterfile of all pass-through charges for each of the various studies, handled all in office management duties such as shipping equipment

(Laptops, monitors, keyboards), mail & paper checks, submitted ticket requests with both the building property manager and our IT as needed.

Staff Accountant, RFX Inc, Quincy, MA (March 2020 – July 2020)

• Vouchered/payed invoices/bill, cut checks, recorded all bank transactions (ACH/Direct Deposits) both accounts payables and accounts receivables, scanned into the bank/imaged into McLeod

(our accounting system)/recorded/posted all physical checks into McLeod, input all commission payed out into McLeod, recorded credit card transactions/vouchered check, created/uploaded journal entries for intercompany transactions, processing checks and ACH receivables for acquired company Pioneer Transfer on their accounting software LoadBroke, ran subsidiary check to see for misused GL codes in the accounting system/activated GL codes, created vendor files for new customers. (Company struggled during the pandemic and re-organized, resulting in lay-off.)

Retail Associate, Cravings Ice Cream Store, Wakefield, MA (2012 - 2019)