ACCOUNTING MANAGER Resume
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Resume:
ACCOUNTING MANAGER
Financial Analysis
Wealth Management
Client Relations / Cost Controls
Tax Planning / GAAP
Forecasting & Budgeting
Financial Statements
Risk Management
Retirement Plans / Startups
Combining my education and financial
expertise, I ensure corporate
stability by keeping a healthy
balance sheet, increasing revenue,
market share and profitability. I
consistently enhanced the bottom-line
by preparing and analyzing
forecasting models, providing
accurate reports and evaluating
credit risks for individuals and
small businesses.
By developing financial reports,
controlling expenses, and managing
employee/facility performance, I have
provided cost-effective, consistent
and high quality accounting support
that is responsive to corporate
objectives. Key strengths:
- Directing financial and operational
strategies to increase profitability
- Developing efficient internal
processes/procedures to ensure fiscal
controls
- Utilizing broad base of experience
in financial services to boost
revenue
- Planning and directing staff
development and policy administration
I earned an MS in Accounting and
Financial Management from the Keller
Graduate School of Management, and a
BA in Communications with a minor in
Finance from Clark Atlanta
University. I hold Investment Series
, , , , Series / licenses
for Life Accident, Health Insurance
and Annuities, and I am in the
process of taking my CPA exams.
CAREER SUMMARY
Branch Manager, Suntrust Bank,
to present. Directed all functions
within the branch for one of the
largest financial holding companies.
Prepared/analyzed financial
statements for branch, maintaining %
cash variance of $M in assets.
Reconciled client assets and mentored
team of , ensuring sales growth and
customer retention.
Adjunct Professor, Kaplan/Devry
University and Keller Graduate
School, to present. Teaches
undergraduate and graduate-level
courses in Accounting, Corporate/Real
Estate Finance, and Financial
Management.
Investment Manager, TIAA CREF,
to . Developed consultative sales
strategies to build $M Book of
Business for this pre/post retirement
financial services company. Prepared
projected financial cash flow, net
worth statements and retirement
plans, guiding wealth management
clients on trust/income distribution.
Branch Manager, Wachovia Bank,
to . Promoted from Financial
Manager to oversee branch operations
for one of North America’s largest
financial service firms. Prepared net
worth statements, advised on
investment tax issues, and analyzed
financial statements to determine
credit worthiness. Managed nine/$M
budget.
Investment Manager, Charles Schwab,
to . Promoted from
Investment Consultant for this
leading provider of investment
services. Prepared financial
statements/plans for high net worth
clients, building book of investable
assets of $M. Managed team of six.
Earlier: Branch Manager/Relationship
Manager, Bank of America.
Personal: During my free time, I
enjoy traveling, singing, playing
tennis and kickball. I also belong to
the American Institute of CPAs
(AICPA) and the Georgia Society of
CPAs (GSCPA).
