ETSUJI EDWARD OIZUMI, MBA

***** *** **** *** #*

Tustin CA 92780

714-***-****

adxg84@r.postjobfree.com

Executive Summary:

Etsuji was educated in Japan and US, specializing Finance and Accounting, and holding two master’s degrees. He has experience as a Property Manager, Budget-accounting Manager, Tax Professional and Financial Advisor. Worked at Property Management Company to maintain property in good condition; ran the business accounting, staffing, budgeting, and maintenance. Served as manager to organize a project for more than decade, enhanced business profitability by inventory control, selection of proper vendors, and comprehensive budgeting. Bilingual in Japanese and English. US citizen.

EDUCATION: Master of Science in Corporate Finance, Bentley University, Waltham, MA 2002

Master of Business Administration, Indiana University of Pennsylvania, PA 1993

Bachelor of Science in Economics, Soka University, Tokyo, Japan 1987

LICENCES: CTEC Tax Prepare (PTIN P01662747), Securities Series 6, 7, 63, 66. CA Insurance Lic #0H10140,

Areas of Expertise: Personal Finance, Accounting, Tax Preparation, Property Management.

EXPERIENCE:

HR Block, Santa Ana CA 12/2022-4/2023

Individual Tax Return Professional

More than 70 returns filed electrically, using Block Works.

Keep the files in order and organize them for filing status and accounting purposes.

Support accounting functions and bookkeeping in the company.

ADVANTAGE TAX & WEALTH (AVANTAX INVESTMENTS), Anaheim CA

Retirement Plan Advisor 10/2021-Present

Offered comprehensive Financial Planning. Managed more than $2 million assets.

Filed individual taxpayers and small business owners’ returns.

As a Fiduciary advisor, analyzed the client’s financial current status and established long-term relationships to maximize investment opportunities and minimize financial risk.

BENTLEY COMPANY, Tustin CA 1/2014-3/2022

Independent Contractor, Facilities Manager

Held large estate responsibility for maintenance, capex construction projects, operating budgets with oversight for security and other contracted personnel.

Managed accounting functions for different entities including accounts payable and payroll, ensuring the integrity and accuracy of internal control.

Supervise more than 20 workers daily to increase productivity and minimize cost to achieve the company’s goals. Communicated budgeting/billing/invoicing to upper management.

MASSEY CONSTRUCTION INC, Santa Monica CA 12/2002-12/2013

Project Manager/Company representative in Orange County

Carried out construction projects and proposed optimal jobs based on budget and competitive bids.

Managed hiring process based on company merit and equal opportunity.

Translated Japanese documents into English and coordinated with Japanese Construction Companies.

Completed 2 million construction projects and renovations to High-end Estate on budget and time.

NEW YORK MUTUAL TRADING COMPANY, INC., Chestnut Hill, MA 01/96-11/00

Sales Branch Manager - importer/distributor of Japanese specialty foods and kitchenware.

Personally generated over $1 million in sales from existing and newly acquired customers.

Analyzed cash flow statement based on the invoices and kept the client’s good credit.

Built new branch-sales operation in Massachusetts and expanded the business twice as much.

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