Accounting Clerk ~ Financial Advisor
Resume:
CASSANDRA ANTHONY
*** ***** *****, ***** *****, California 93454
********@*****.***
ACCOUNTING CLERK ~ FINANCIAL ADVISOR
QUALIFICATIONS PROFILE
Dynamic, hardworking, and customer-driven professional, offering broad-based experience in accounting and finance, management, financial counseling and planning, and business administration. Highly enthusiastic to proactively apply all accounting and administrative background in the financial services setting. Demonstrate ability to effectively prioritize and manage a broad range of responsibilities. Articulate and personable communicator, with well-defined writing skills and powerful communication, problem solving, and negotiation aptitude. Committed to the highest level of professionalism and excellence.
AREAS OF EXPERTISE
Financial Services and Operations
Project Management
Strategic Planning and Analysis
Financial Accounting
Regulatory Compliance and Standards
Customer Service and Relations
General Management and Supervision
Rapid Conflict Resolution
Technical and Software Acumen
Team Building and Leadership
PROFESSIONAL EXPERIENCE
H&R Block - Lompoc, CA
TAX ASSOCIATE Dec 2011–Present
Assume full accountability in performing general office duties and clerical tasks which include maintenance of filing and records systems. Track and retrieve customer financial data. Handle the preparation of clients’ personal and small business income tax returns; answer and settle customer inquiries and complaints; and proficiently process instant refund payments and issue key receipts.
Ogden Wealth Management - Santa Maria, CA
REGISTERED ADMINISTRATIVE ASSOCIATE Apr 2007–Aug 2011
Built and maintained client bases, updating current client plans and recruiting new clients on an ongoing basis. Liaised with clients periodically in identifying changes in their financial status. Devised debt liquidation plans, including payoff priorities and timelines. Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other relevant information in order to create a financial plan. Monitored financial market trends, ensuring effectiveness of plans and identification of necessary updates. Researched and examined available investment opportunities to determine financial plans’ suitability.
Highlights:
- Successfully master-planned and implemented the shared “G” drive, making all files and necessary documents more organized and easier to find.
- Created a client portfolio review system, making it possible for clients to save money as well as for advisor and company to avoid losing profits.
- Expertly rendered financial planning recommendations in opening new accounts, transferring assets to the firm from old institution, liquidating old assets, and purchasing new investments per discussion and authorization from client.
- Worked on the office manual to have consistent procedures and filing processes for the company.
- Recommended strategies which can be used by clients to meet and exceed financial goals and objectives, including specific recommendations in cash management, insurance coverage, and investment planning.
- Maintained direct involvement with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers to have a wide-range understanding of clients' financial goals and situations.
Russco Business Furniture Solutions - Santa Maria, CA
ACCOUNTING/ADMINISTRATION SUPPORT TO CONTROLLER Sep 2005–Feb 2007
Accomplished and submitted tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents. Oversaw Accounts Payable and Receivable; posted to and balanced accounts; prepared invoices; and applied discounts, bank deposits, and collections. Provided bookkeeping services as well as purchase orders and expense reports preparation. Calculated deductions for income and social security taxes. Assessed figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. Expertly operated computers programmed with accounting software to record, store, and evaluate information. Coded documents in adherence with company procedures.
Highlights:
- Substantially reduced the amount of past due accounts receivables and collected on accounts written off as uncollectable.
- Utilized specialized accounting software in performing debit, credit, and total accounts on computer spreadsheets and databases.
- Computed, prepared, and issued bills, invoices, account statements, and other financial statements according to established procedures.
- Solely monitored strict compliance with federal, state, and company policies, procedures, and regulations.
- Provided financial calculations, including amounts due, interest charges, balances, discounts, equity, and principal.
- Resolved and reported discrepancies found in records.
- Reconciled bank transaction records, prepared trial balances, maintained inventory of records, and monitored status of loans and accounts to ensure payments were updated.
New Image Discount Store - Santa Maria, CA
CLOTHING AND GENERAL MERCHANDISE DEPARTMENT MANAGER Jan 2003–Sep 2005
Spearheaded and coordinated workers ‘activities in clothing and general merchandise department of retail store. Delegated duties to workers and scheduled break periods, work hours, and vacations. Suggested additions and deletions of merchandise sold in the department. Initiated the preparation of sales and inventory reports. Master-planned department layout, merchandise, and advertising displays.
Highlights:
- Rapidly delivered significant increase in sales profits throughout the department through utilizing advertising, product placement, and display tactics; and directing coordination with customers and employees.
- Successfully and accurately balanced multiple cash drawers and prepared daily bank deposits.
- Handled customer complaints, evaluated returned merchandise, and resolved problems to restore and promote good public relations.
- Progressively trained workers on store policies, department procedures, and job duties.
EDUCATION
BACHELOR OF ARTS IN ACCOUNTING: In Progress (Expected Date of Completion: Oct 2012)
Ashford University, Online
GPA: 4.0 | Dean’s List | Member, Alpha Sigma Lambda
ASSOCIATE OF APPLIED SCIENCE IN BUSINESS ADMINISTRATION AND ACCOUNTING: 2007
Kaplan University, Online
CREDENTIALS
Registered Tax Preparer License
California Life and Variable Contracts License
Series 7 – General Securities Certificate
Series 66 – Uniform Combined State Law Certificate
ACTIVITIES
Member/Participant, Leadership Santa Maria Valley Program, SMV Chamber of Commerce: In Progress
Volunteer, Project Coordinator, and Assistant Den Leader, Cub Scout Day Camp: 2003–2008
TECHNICAL ACUMEN
Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
Adobe Acrobat | QuickBooks
Typing, Data Entry, and Internet Research Applications
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