General Accountant

MIKE WARD

***** ******** ***** **. ****, TX *****

770-***-**** • *********@*****.***

EDUCATION

University of Houston, C.T. Bauer College of Business, Houston, TX

Certificate of Accountancy

CPA Eligible 12/2013

GPA 3.7

University of Arizona, Eller College of Business, Tucson,AZ

Bachelor of Business Administration in Finance

12/2003

International Business Certificate Minor: Spanish,

Major GPA 3.5; Overall GPA 3.1

WORK EXPERIENCE

RAYMOND JAMES FINANCIAL – HOUSTON, TX

11/10 – 3/11

Compliance Assistant

•Investigated and updated company’s tracking of online presence for 1500 employees

•Communicated findings with VP of Compliance

•Performed social media searches to ensure Financial Advisor Compliance

FM SANTOS CONSULTING, LLC - Atlanta, GA 09/04 – 12/07

Owner/Accountant

•Recorded general journal entries

•Maintained accuracy of the general ledger

•Reconciled bank statements with the company’s cash account

•Verified and paid all incoming vendor invoices with QuickBooks

•Analyzed budget variances from operations

•Managed and projected cash positions for $1m yearly revenues

•Assembled the company’s financial statements

•Prepared yearly business taxes in TurboTax

•Forecasted business and property profitability through MS Excel

BANK OF AMERICA - Atlanta, GA 3/04 – 11/05

Personal Banker

•Worked with peers to achieve both individual and team goals

•Utilized analytical skills for rapid and quality problem resolution

•Sold financial products and services to individual and business customers

•Established and deepened relationships with a bilingual bank clientele

MERRILL LYNCH - Westerville, OH 5/02 – 8/02

Financial Intern

•Solicited new investment accounts from to clients with net worth greater than $500,000

•Engaged in strategic investment discussions with investment representative

• Collaborated with others to optimize successful sales techniques

SKILLS

•Strong MS Excel

•Sage Peachtree 2011

•MS Word

•Intermediate MS QuickBooks

•MS SharePoint

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