Accounting Clerk ~ Financial Advisor - Accounting Bookkeeping Resume S
Accounting Clerk ~ Financial Advisor - Accounting Bookkeeping Resume S
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Accounting Clerk ~ Financial Advisor Resume


Desired Industry: Accounting/Bookkeeping SpiderID: 58687
Desired Job Location: Santa Maria, California Date Posted: 3/18/2012
Type of Position: Full-Time Permanent Availability Date: Immediately
Desired Wage: 40000
U.S. Work Authorization: Yes
Job Level: Experienced with over 2 years experience Willing to Travel:
Highest Degree Attained: Bachelors Willing to Relocate: No


Objective:
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.


Experience:
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:
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


Affiliations:
-----


Skills:
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


Additional Information:
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


Reference:
Available upon request.


Candidate Contact Information:
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