AUDITOR

RICHARD M. KLEIN CPA, MBA

**********@*****.***

**** ******** *****, ** ***** T: 951-***-****

PROFESSIONAL SUMMARY:

A dynamic accountant with more than 5 years of successful, progressive experience in all phases of auditing, financial planning & analysis, general accounting, taxation and systems development. I have resourceful problem solving capabilities for creating formative solutions to complex problems. I exercise diplomacy and tactfulness with regards to both internal and external communication and I effectively motivate others in the achievement of both individual and organizational goals.

EDUCATION:

University of California, Santa Barbara - 2000

Bachelor of Arts in Business/Economics with an Accounting Concentration (GPA: 3.67)

California State Polytechnic University, Pomona - 2002

Masters in Business Administration with an Emphasis in Finance (GPA: 3.85)

PROFESSIONAL EXPERIENCE:

Edwards, Roberts, Farrell & Co. Woodland Hills, CA 2002 - Current

Senior Bookkeeping Associate - Audit

Certified public accountants and consultants which service the business needs of public corporations, entrepreneurial firms and individuals.

• Responsible for maintaining numerous clients books including:

o Preparation of Financial Statements

o Processing of A/P, A/R, and invoicing

o Maintenance of General ledger and all sub-accounts.

o Processing of bi-weekly payroll

• Preparation of federal, state and local tax returns.

• Responsible for Corporate Financial Analysis and Review of numerous clients to ensure the most accurate results are being reported by management.

• Responsible for maintenance and establishment of client relationships.

• Performed assessments of the internal control environment and presented recommendations for improvement.

• Planned, coordinated and supervised client improvement agendas simultaneously for publicly traded, privately held companies, financial institutions and individuals.

• Performed complex analysis of all aspects of business operations and financial results.

• Extensive knowledge of GAAP, GAAS and accounting disclosures

• Gained a significant amount of consulting, internal audit, and review experience.

SYSTEM SKILLS:

Excel, Access, MS Word, WordPerfect, MS Project, Profitstar, PowerPoint, ACL, MAS90, PeopleSoft, Visio, MSA, FPS Gold, Lacerte, Oracle, SAP, BNA, Lawson, Go Systems, Pro Systems, Computax, Fast Tax, Pro Tax, Vertex, Information Expert, Smartware, Quick-Books, Fasbac, Fourgen, and Focus.

HONORS AND AWARDS:

Lifetime member of Beta Alpha Psi (Educational Honors Society)

Deans List Scholar at U.C.S.B. & California Polytechnic Universities

C-TEC Certified in the preparation of Federal and State Income Taxes

Successfully passed all four parts of the CPA examination

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