Vous êtes sur la page 1sur 1


1601 NE Redbud Lane, Apt.101

Kansas City, Missouri 64116
Dynamic, results-oriented Accounting and Finance Professional with an outstandin
g background in daily, monthly and quarterly systems balancing controls. Proven
leader with ability to implement outstanding business initiatives to increase pr
oductivity and efficiency. Ability to research, analyze, and resolve financial d
iscrepancies in a timely manner while collaborating with various internal and e
xternal stakeholders. Background in internal and external audits, mutual fund ac
counts, and asset management. Information technology experience including databa
se and software management. Outstanding skills include communication, organizati
onal, and leadership.
Financial Management
Database Management
Financial Reporting
Fund Management
Client Relations
Loan Accruals
Verbal/Written Communication
State Street Kansas City, City, State (2007 to Present)
Insurance Services, Accounting Specialist-Senior Associate (May 2008-June 2010)
Utilize outstanding project management skills by reviewing the accuracy of daily
AUV calculations for multiple clients and correcting daily, weekly, and monthly
processing completed by mutual fund accountants. Provided outstanding client se
rvice to key clients including TIAA-Cref, Symetra, Securian/Minnesota Mutual, Me
t-Life, Principal, and Monarch. Resolve issues prior to escalation by building a
nd maintaining key relationships with clients, mutual fund complexes, and third
party vendors. Increase the overall productivity of the organization by providin
g support and training for mutual fund accountants. Promote and advance the effi
ciency of the organization by migrating software platforms. Collaborate with inf
ormation technology personnel and database programmers to correct and improve da
tabases and in-house software.
PIMCO Relationship, Mutual Fund Accountant (April 2007- May2008)
Applied outstanding financial management skills to the calculation of Net Asset
Value of up to four debt and derivative based mutual funds on a daily basis. Imp
roved group efficiency by setting up automatic loan payment accrual acceptance i
n State Street propriety. Spearheaded key projects including accounting for mult
iple types of derivative securities including CMBS and calculating and sending N
AVs to NASDAQ on a daily basis. Involved self in all aspects of asset management
including troubleshooting weekly asset reconciliation discrepancies and complet
ing monthly asset reconstructions.
University of Kansas School of Business, Lawrence, Kansas (2006)
Bachelor's Degree in Finance-Recipient of "Top Senior Award" for Finance