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Objective To work in a position where I can apply my skills in accounting, finance, and financial analysis
Qualifications
• Microsoft Office, Excel, NetSuite, Quickbook, Gems, AS, Lotus Note, OutLook
• Experience in account receivables & payables, cash receipts, and bank reconciliation
• Experience in billings, invoicing, and reconciling accounts
• plus years experience in mortgage underwriting, risk analysis, and credit analysis
• Accounting Certificate from West Valley Occupational Center
• Thorough knowledge of financial analysis and accounting theories from college courses
• Successful completion of Accounting I&II, Cost Accounting, and Financial Accounting
Education
B.S., Finance – Woodbury University, Burbank CA, May (GPA .)
M.B.A., Business Administration – Woodbury University, Burbank CA, May (GPA .)
Experience & Skills
Accounting
• Able to set up balance sheets, income statements, and analyze assets and liabilities
• Capable of integrating financial theories with accounting methodologies in order make analysis
• Studied GAAP and business laws relevant to accounting and other business applications
Bookkeeping
• At Afinety Inc., make daily entry of payments, checks & cash receipt; apply credits; code and record vendors invoices; enter vendors’ credits; work with vendors to resolve billing inconsistency
• Responsible for monitoring A/R aging, track receivables, follow up with delinquencies; utilizing various methods to collect
• In charge of all billings and reconciling discrepancies; generate over case, project and monthly service invoices per month
• Handle all customer’s returns; issue credit memos and reconcile accounts’ balances
• Prepare account analysis and reports for review by Controller; assist with bank reconciliation and monthly closing
Underwriting & Risk Evaluation
• At Countrywide reviewed, evaluated and synthesized data to confirm loan viability and salability
• Analyzed a variety of complex variables such as financial statements, cash statements, appraisals, titles and credit report to assess loan quality
• Successfully identified and reported on trends in the Underwriting process
• Identified loan risk level, risk issues and potential fraud
Customer Service and Training
• At Countrywide, trained less experienced underwriters with underwriting process and procedures. Cross trained employees from relating departments.
• At EDD, State of California, developed job and educational opportunities for clients by collaborating with governmental, private and non-profit agencies. Conducted workshops and made presentations on career and education topics.
Work History
Oct -Present Accounting Associate ($K) Afinety Inc. – Los Angeles, CA
March - Sept QC Underwriter ($K) Countrywide Financial – West Hills, CA
Aug - March Insurance Tech ($/hr) Countrywide Financial – West Hills, CA
July - April Youth Employment Specialist ($/hr) EDD, State of California – Canoga Park, CA