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Financial Service Associate Resume

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Pikesville, MD

SUMMARY:

  • Business Management with specialization in Accounting and Finance, Work and educational background experiences in Accounting and Finance; with advanced knowledge of Microsoft suites.
  • Strategic planner who is results oriented and open minded with Detail oriented thinking, motivated for new opportunities.
  • Civic - minded person seeking to work at an Organization that makes a difference in their community.

EXPERTISE:

Analyzing current business performances; Organizing and Analyzing financial statements; Budgeting; multilingual in English, Spanish and German

SKILLS:

Skills: Accounting, Finance, Customer Service, Bookkeeping

Software: Access, SAP, Microsoft Suites

Languages: Trilingual in English, Spanish and German

EXPERIENCE:

Confidential, Pikesville, MD

Financial Service Associate

Responsibilities:

  • Looking for new recruits
  • Connecting with potential new clients through cold-calling and referrals
  • Completing proper paperwork per product
  • Exceeding client expectations

Confidential, Washington, DC

Accounting and Tax Intern

Responsibilities:

  • Assisted with accounts receivable, payable and bank statement reconciliation
  • Assisted clients with tax documents
  • Assisted with state and local government tax entities
  • Assisted with various tax entities matters
  • Performed Balance sheet reconciliation
  • Performed Data Entry on Clients reported expenses on company’s spreadsheets
  • Assisted in company’s inventory related matters and financial decisions
  • Assisted Supervisor and Manager in Marketing related duties of the client’s business

Confidential

Accounting Intern

Responsibilities:

  • Performed bookkeeping by recording daily financial transactions and assisted with month-end financial reports
  • Learned about bank statement reconciliation, as well as accounts receivable and payable, understanding business functions
  • Filed and scanned documents and receipts
  • Proof checked receipts numbers and payables and entered data into Excel spreadsheet, meeting the deadlines
  • Acted as liaison for English and German speaking clients
  • Assisted with basic accounting functions
  • Provided customer service and assistance to hotel guests
  • Helped the maintenance department’s meeting their objects
  • Supervised (in absence of the manager) the kitchen operations
  • Performing the function of hotel manager during her absence
  • Assisted with bookkeeping functions for the organization
  • Checked receipts and entered data into Excel spreadsheet

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