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Finance & Accounting

Baltimore, MD, 21215
September 05, 2008

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OBJECTIVE: Seeking a part-time or a telecommuting position that will utilize my skills in the area of finance, accounting and insurance.


* Over 20 years of progressive growth and experience in the financial industry.

* College and professional level training in wide range of accounting practices.

* Equally effective working in self-managed projects and as a team member.

* Commitment to professional growth and development in financial services.


Investments & Finance

Currently working as an independent agent in the area of insurance and investments. Provide financial products: life, health, supplemental and retirement products for clients. Processed transactions including mix changes, contributions loan repayments, withdrawals, enrollments, payouts, exchanges, maintenance, and statements. Responsible for accurate and timely reconciliation of incoming plan assets. Completed plan level tax reconciliation process. Prepared annual government reporting requirements and completed plan level trust certification. Prepared plan and participant correspondence. Communicated with clients on pertinent issues. Performed plan level and participant level adjustments.

Accounting & Bookkeeping

Reconciled monthly ledgers for all professional schools of the University of MD @ Baltimore. Audited billing records for student s to verify payment obligations for graduation requirements.

Referred delinquent accounts to State Central Collection Unit. Computerized in-put of journal vouchers for returned checks and collection payments received. Billing responsibilities for 12 company-owned and franchised retail stores. Passed credit and completed daily cash settlements on unprocessed deposits for Equitable Bank. Prepared personal income taxes .

Office Administration & Customer Service

Successfully filled in for and completed various duties of accounting manager. Created efficient spreadsheet and bookkeeping system to monitor cash flow for employee committee events. Oversaw all facets of record keeping for a financial processing center. Supervised a team of tellers and promoted a productive environment. Prepared monthly reports on corporate accounts to middle and senior management at Equitable Bank. Trained employees in accounting and bookkeeping practices. Assist taxpayers with account inquiries. Responsible for making adjustments on taxpayer’s account; also responsible for setting up monthly installment agreement on balance due accounts. Perform account research to assist taxpayer in resolving exam, balance due, and refund issues.

Data Processing

Processed tuition remissions, health and insurance waivers, and returned checks for student accounts for University of Maryland @ Baltimore. Entered and retrieved computerized data for cash and credit card payments for retailer. Utilized the Currency Verification Counting & Sorting System (CVCS) to process over $300,000 in currency night; and prepared cash settlements at the end of work shift for Federal Reserve Bank.



6/00- Present Insurance and Retirement Consultant Self-Employed- MD

01/08-04/08 Seasonal Tax Preparer Jackson Hewitt-MD

10/02- 01/06 Seasonal Customer Service Representative Internal Revenue- MD

4/97 - 6/00 Retirement Plan Representative T. Rowe Price - MD

12/95 - 4/97 Account Clerk II University of MD - MD

3/93 - 12/95 Office Clerk Elegant Images- MD

9/92 - 12/92 Accounting Clerk Segall Majestic- MD

9/89 - 9/90 Data/Currency Processor Federal Reserve Bank-MD

7/87 - 9/89 Currency Processor Equitable Bank- MD

7/86 - 7/87 Assistant Manager Money Service Center- MD


Computer Science, Towson State University- 1985

Accounting & Bookkeeping, Catonsville Community College- 1991

(Course work included payroll, billing, and various aspects of accounting/bookkeeping)

Adjustments Training; Trust, Tax Ledger, and 5500 Training; ICI Mutual Fund CBT Coursework; Transactions Training; Basic Concepts in Finance Coursework; and Wall Street Journal Guide to Understanding Money and Market Coursework- T. Rowe Price - 1997, 1998

Jackson Hewitt Income Tax School-2007


Proficient in Microsoft Excel 7.0, MS Word, MS Works, WordPerfect 6.0, Lotus 1-2-3, Dbase III

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