Phoenix, AZ [email protected]
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SUMMARY
Financial Professional with a demonstrated ability to improve organizational effectiveness by streamlining processes. Strong team player, and highly adaptable in dynamic business environment. Successful experience in a multi-cultural / International environment. Detail-oriented and accurate with ability to multitask in challenging situations. Proficient in a variety of software and research tools.
BUSINESS EXPERIENCE
Tax Professional, Sally Lattimer, CPA 2002
Prepare personal income tax returns for high-income clients. Knowledge of tax laws and forms including personal, small business, rental property, and partnerships.
� Proficient in Lacerte Tax Preparation software
Registered Representative, Charles Schwab and Co., Inc. 1999 - 2001
Execute trades for clients and serve as an account resource regarding balance, security, transaction and general market inquiries. Guide customers through a wide variety of financial products and services. Cross-training in new accounts operations, cashiering. NASD Series 7, 63 licenses.
� Earned �Fully Satisfied� rating in 90.91% of Customer Contact Surveys
� Coordinated Help and Advice training for team
� Four month assignment as Operations Specialist
Program Coordinator, Executive Education 1998 - 1999
Thunderbird, The American Graduate School of International Management
Managed, organized and coordinated advanced international business programs for corporate executives from companies around the world. Worked in team setting to complete responsibilities with the goal of providing the highest level of customer service and satisfaction.
� Designed and maintained Department web page on company intranet using HTML
� Successfully managed all logistics for up to five concurrently running programs
Technical Services Assistant, International Business Information Center 1995 - 1998
Thunderbird, The American Graduate School of International Management
Completed all Cataloging and Acquisitions for Center. Managed annual budget of $160,000. Supervised staff of up to five employees. Supervised research on all companies interviewing on campus.
� Proposed and implemented the combination of two full-time positions into one full-time and one part-time position, resulting in significant cost savings to the organization
� Reduced workflow turn around time from approximately four days to less than one day by designing new workflow system.
EDUCATIONAL PROFILE
Arizona State University West Phoenix, AZ
Post-Baccalaureate Certificate in Accountancy To be completed
December 2002
Thunderbird, The American Graduate School of International Management Glendale, AZ
Advanced Certificate of Study 1998
Northern Arizona University Flagstaff, AZ
Bachelor of Arts, International Studies 1993
H&R Block Phoenix, AZ
Basic Tax Preparation, Including Personal, Small Business taxes 2001
AWARDS AND AFFILIATIONS
Beta Alpha Psi � Iota Epsilon Chapter
A national scholastic and professional accounting, finance, and information systems fraternity
Phi Kappa Phi Honor Society � Arizona State University Chapter
Internal Audit Club
COMPUTER SKILLS
� Quickbooks
� Microsoft Access
� Excel
� Word
� Powerpoint
� Internet
� (LEXIS-) NEXIS
� Lacerte Tax Planning
� Microsoft Works