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yyyyyy x. yyyyyy

6601 west plano parkway #0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx • abc@xyz.com

 

career objective

 

results-driven and solutions-focused team player desiring a challenging and rewarding accounting role within a dynamic and successfully progressive organization where previous professional experience can merge toward the active achievement of exciting new business opportunities for continual operational growth.

 

profile

 

ø  offer over 13 years of experience within systems administration, financial support, and accounts representative roles, including expertise in accounts receivable / payable, strategic analysis, and client relations capacities.

ø  expert in the prioritization, management, and completion of multiple assignments within fast-paced, high-pressure situations in order to meet set deadlines while maintaining a consistently commendable work ethic.

ø  demonstrate the ability to implement and evolve strategic corporate visions through an exceptional combination of financial prowess, technical discipline, essential troubleshooting, and proven business acumen.

ø  actively communicate a company s vision, value, and goals in order to profitably ensure both a consistently successful operational performance and a continually satisfied and loyal customer base.

 

professional experience

 

portfolio system administrator, william blair and company, llc, chicago, il                                  2005 c 2008

ø  successfully coordinate updates within advent axys accounting software for all reconciliation, tax cost adjustments, corporate actions, and other maintenance activities, along with performing daily reviews of system processes to incorporate various transactions and critical security data and resolve exceptions.

ø  create effective training programs for accounting and administrative personnel, including developing, implementing, and maintaining high-quality standards to provide consistency within financial operations.

ø  successfully delegated financial advisor tasks to allow individualized work-related confidence, while ensuring the completion of all business goals and proactively responding to various inquiries and special requests.

ø  analyzed key business statements regarding accounts reconciliation positioning to ensure a seamless organizational process, as well as resolving all issues regarding the utilization of an advent accounting system.

 

security technician, northern trust bank, chicago, il                                                                   2004 c 2005

ø  optimally spearheaded high-volume, multimillion-dollar transactions on a daily basis, including verifying all essential broker-based transmissions within a dtc confirmation system and extensively utilizing all facets of the charles river municipal bond trades execution.

ø  accurately and resourcefully investigate all cash and position breaks within an ssr eagle accounting system.

ø  demonstrated exceptional interpersonal relationship-building techniques by providing key liaison activities between the organization and clients to maintain high-quality service levels and achieve superior business retention.

 

client services / trading assistant, westwood investment group, dallas, tx                                2000 c 2004

ø  proactively affirmed and transmitted broker- and custodian-based confirmations within dtc, advent axys, and omega accounting and settlement systems, along with manually reconciling and managing cash accounts as required, and allocating all necessary equity orders utilizing moxy trading systems.

 

~ additional key experience ~

 

cashier / new accounts representative, salomon smith barney, inc., little rock, ar                     1998 c 2000

dtc clearing agent clerk, stephens, inc., little rock, ar                                                               1995 c 1998

 

~ additional professional roles held prior to 1995 ~

 

education and computer skills

 

bachelor of arts in business administration / accounting (in progress) kaplan university / university of phoenix

introduction to brokerage operations certificate                                               new york institute of finance

 

microsoft windows xp professional / microsoft office (word, excel, outlook)

advent axys / adp / moxy trade / cars / broker and bank interface / bloomberg services

yyyyyy x. yyyyyy

6601 west plano parkway #0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx • abc@xyz.com

 

 

 

 

 

 

 

date

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently seeking a challenging and rewarding accounting role within a dynamic and successfully progressive organization, and am submitting my resume for your review.

 

i offer 13 years of experience within systems administration, financial support, and accounts representative roles, including expertise in accounts receivable / payable, strategic analysis, and client relations capacities.  during this time, i have achieved substantial success by demonstrating the ability to implement and evolve strategic corporate visions through an exceptional combination of financial prowess, technical discipline, essential troubleshooting, and proven business acumen.

 

you will find me to be results-driven and solutions-focused team player who is dedicated to supporting your organization s set goals and objectives by providing expertise in the prioritization, management, and completion of multiple assignments within fast-paced, high-pressure situations in order to meet set deadlines, along with consistently ensuring that the highest levels of operational and client satisfaction are achieved at all times.  for these reasons, i am certain that i will prove to be an incredible asset to your professional team.

 

i look forward to hearing from you in order to discuss an available opportunity for which i am qualified.  i may be reached as indicated, and thank you in advance for your time and consideration.

 

sincerely,

 

 

 

yyyyyy x. yyyyyy

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