Senior Associate, Accounting Resume Sample
Christy Koepp
1498 Macejkovic Inlet,
San Francisco,
CA
+1 (555) 526 2822
Work Experience
Senior Associate, Accounting
07/2017
-
PRESENT
New York, NY
- Support the month-end close process for Direct Banking activities
- Ensure compliance with U.S. GAAP and internal accounting and control policies
- Foster open communication and collaboration within the team and critical business partners –
- Perform variance analysis, identifying key drivers and financial measures to ensure financial statements are accurate
- Perform accounting analysis on Direct Banking transactions and business initiatives
- Assist in the planning and support of marketing initiatives and projects
- Create and communicate accounting requirements for business initiatives
- Complete testing to ensure accounting requirements are properly and effectively implemented
Senior Associate, Accounting Services
01/2013
-
03/2017
Detroit, MI
- Perform accounting function for the newly established accounting unit, including journal entries posting and periodic validation of balance sheet accounts to supporting documents
- Record purchase invoices into accounting system, deal with vendor's and stakeholders queries related with invoices, and investigate any discrepancies between booked and paid invoices
- Reconcile suppliers and clearing accounts on a weekly basis, record entries into accounting system, provide general support to the senior team members, compile data for audit requests required during year-end and throughout the year, create, maintain and update standard operating procedures for daily/monthly tasks
- Performing accounting functions such as compiling, sorting, verifying and matching data (bills, invoices, bank statements, etc.)
- Working cross-functionally with teams across the organization
- Produce timely and accurate monthly financial statements. Provide variance analysis based on expense reviews and labor reports coordinated with the JLL team
- Assist in the creation of annual budgets and quarterly forecasts for the client group
- Participate in client and JLL internal meetings to review financial results
Senior Associate Accounting Specialist
08/2008
-
07/2012
New York, NY
- Prepare timely and accurate monthly property financial statements for a 8 to 10 property portfolio by deadlines established within Client Accounting Services and by external Client. Prepare additional schedules, which are required to support account balances or are specifically required by owners
- Prepare timely and accurate reporting by established deadlines
- Perform month-end and quarter-end close processes (i.e. general ledger review, cash management), ensuring all invoices, accruals, and accounting entries are complete and timely
- Assist in producing timely and accurate monthly financial statements including comprehensive variance analysis
- Ensure that all bank statements are reconciled timely on a monthly basis including follow-up on all outstanding checks
- Prepare additional schedules, which are required to support account balances
- Communicate and present monthly reviews of reconciliations and financial statement status
- Completion of special projects including audits and other functions as required by manager
- Continually enhance, improve and streamline the transactional management process
Education
Globe University / Minnesota School of Business
2002 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Demonstrate strong verbal and written communication, problem solving, and collaboration skills
- Strong analytical skills with a demonstrated ability to integrate information from different sources to solve problems and improve processes
- Experience in Accounting, or at least 2 years of experience in Audit or at least 2 years of experience in Finance
- Accounting experience, or at least 2 years of finance experience, or at least 2 years of audit experience
- Accounting experience, or 3+ years of finance experience, or 3+ years of audit experience
- Proficient in Excel, Excellent PowerPoint Presentation skills, and Visio/Access knowledge
- Advanced skills in Microsoft Excel and proficiency in other Microsoft Office packages
How to write Senior Associate, Accounting Resume
Senior Associate, Accounting role is responsible for accounting, microsoft, credit, finance, securities, training, integration, printing, compensation, payroll.
To write great resume for senior associate, accounting job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Senior Associate, Accounting Resume
The section contact information is important in your senior associate, accounting resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Senior Associate, Accounting Resume
The section work experience is an essential part of your senior associate, accounting resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous senior associate, accounting responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular senior associate, accounting position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Senior Associate, Accounting resume experience can include:
- Prepare and distribute monthly and annual financial reports – prepare journal entries (inclusive of accruals), financial statements, and reconciliations (cash/bank,etc.)
- Advanced software skills (Microsoft office suite, including Word, Excel, PowerPoint, and experience with ERP system)
- Excellent communication (verbal/written) and organizational skills required
- Maintain sensitivity in communicating effectively and respectfully with all members of SMG, the Hospitals, and Corp
- Experience working and communicating within multi-national corporations and SEC registrants desired
- Accounts payable, receivable or billing experience performed in a high volume, fast-paced, processing environment
Education on a Senior Associate, Accounting Resume
Make sure to make education a priority on your senior associate, accounting resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your senior associate, accounting experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Senior Associate, Accounting Resume
When listing skills on your senior associate, accounting resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical senior associate, accounting skills:
- Work successfully under pressure, and effectively prioritize and manage time and workload
- Work successfully under pressure, effectively prioritize and manage time to meet client needs
- Work well independently and effectively in a team environment
- Previous experience researching, analyzing and resolving accounting/ billing-related issues
- Experience working on projects using an Agile framework, preferably Scrum
- Experience working in banking or a financial institution
List of Typical Experience For a Senior Associate, Accounting Resume
1
Experience For Senior Associate, Accounting Services Resume
- Assist to ensure timely and accurate monthly, quarterly, and year-end close and consolidation processes
- Participate in month end close, including preparation of journal entries, Maintenance of general ledger accounts, preparation of account reconciliations
- Compile, sort, and verify documents to support accounting functions
- Ensure accurate and complete processing of requirements timely
- Support training of process related to the Business with other team members
- Analyze existing manual reconciliation processes and procedures, develop an implementation strategy, and convert to the Frontier ReconPlus application
- Manage tasks on concurrent projects, meeting deliverables and deadlines
- Document project processes; assist reconcilers, team leads, and managers with writing desk procedures for new reconciliations/processes
- Apply integrative thinking in complex situations, identify issues and propose solutions
2
Experience For Senior Associate Accounting Resume
- Provide coaching and mentorship to staff accountant(s)
- Assist in all audits client and corporate
- Assist with the calculation of fees (i.e. Management) as needed
- Adhere to the financial calendar for internal and external deliverables
- Assist with the preparation of ad hoc projects and presentations as required
3
Experience For Senior Associate Accounting Specialist Resume
- Maintain S-Ox compliance and coordinate responses to requests made by both internal and external auditors
- Analyze the Region’s financial results
- Prepare and post journal entries, reports and account reconciliations
- Maintain detailed financial documentation and systems to preserve financial history and meet government regulations and legislation
- Calculations and billing adjustment forms for semi-annual Real Estate Tax Escalations for rental tenants, condo owners, annual Porter’s Wage Escalations and Annual Operating Escalations
- Respond to all condo owners’ questions (additional service, electricity, and/or real estate tax charges)
- Review system requirements to ensure that all business requirements are met
- Design procedures for, perform, and document user acceptance test (UAT) cases
- Represent the scrum team, Shared Product Controllers, and Global Finance in project meetings
4
Experience For Senior Associate, Accounting Resume
- Perform ad hoc requests
- Assist in maintaining an accurate pipeline by reviewing incoming revenue and meeting with operations to obtain new opportunity details and update/input specific information
- Act as liaison with business partners for accounting matters related to non-performing loans including charge-off & REO related activities. Work with Project teams, Line of Business & Risk Management to drive new initiatives impacting the loan default and recoveries
- Develop and enhance analytics for default loan metrics including business drivers and variance to forecast
- Assist in the development of the Annual Operating Plan for the client
- Maintain Documentation of multiple Logic used in Loss Recovery Automation (LRA) processes to record financial statement results
- Ensure monthly journal entries and reconciliations are appropriately performed and recorded in general ledger
- Oversee work performed by offshore team members in support of Charge Off and REO activities
5
Experience For Senior Associate, Accounting Services Resume
- Participate in various cross functional Financial Services and Controllers Group initiatives
- Review and update budget assumptions through monthly variance analysis and quarterly forecasts
- Work closely with facility management team to track actual expenditure against the budget
- Assist with the preparation of ad hoc analyses and presentations as required
- Willingness to support process improvement initiatives
- Core monthly responsibilities include preparation and review for the global accounting close, including: foreign currency rate review, recording consolidating journal entries/eliminations, accounting for global stock-based compensation programs, examining intercompany-based account activity, and performing other analytical monthly reviews
- Prepare and review quarterly (10-Q) and annual (10-K) financial statement filings with the Securities and Exchange Commission (SEC), including supporting work papers for internal and external audit review; leverage the Workiva Wdesk tool
- Support Global Accounting Policy team on technical accounting matters arising from the business units and service lines across all segments of JLL, broad technical accounting initiatives, including new guidance adoption (ASC 606 – revenue recognition and ASC 842 – lease accounting), and accounting policy reviews
6
Experience For Senior Associate Accounting Resume
- Lead XBRL tagging and review efforts related to SEC filings
- Drive quarterly global balance sheet analytics process, coordinating with regional leads
- Ensure adherence to Sarbanes-Oxley requirements while working with internal and external audit teams. Prepare supporting schedules and process flows as required
- Assist with other department projects and initiatives on an ad hoc basis
- Lead by example with continuous improvement, in part, through the identification and execution of process improvements, working with leaders across the global organization
7
Experience For Senior Associate Accounting Specialist Resume
- Seek an environment with ample career growth opportunities
- Self-motivated and eager to continuously learn
- Identify and Embrace opportunities for process improvement
- Analysis and elimination of profit in inventory on intercompany inventory transactions
- Analysis of physical versus financial transaction on intercompany inventory transfers
8
Experience For Senior Associate, Accounting Resume
- Lead monthly financial meetings with leadership
- Provide monthly revenue reporting by individual or group for local leadership including Individual vs. target, group vs. target, and deficit reporting with analysis
- Produce accurate monthly financial statements and provide variance analysis on information which could include supporting revenue schedules, labor reports, and expense review
- Lead in the creation of the annual plan and quarterly forecasts for the client group
- Review expense reports and accounts payable vouchers for accuracy and compliance with corporate guidelines
9
Experience For Senior Associate, Accounting Services Resume
- Owner of the month and quarter end income statement and balance sheet financial analysis for SMG's East, Central, and West divisions and reporting results out to senior management
- Serve as the liaison between FP&A and Accounting during budget season and month-end close
- Identify additional opportunities to embed financial analysis tools in to the existing close process to further enhance SMG's internal controls and processes
- Prepare and assist in the reporting and accumulation of information for the Company's month end close package sent to senior management
- Lead budget to actual variance analysis and drive issue resolution to close timely
- Significant contributor to the implementation of ASC 606, Revenue Recognition, and ASC 842, Leases implementation
10
Experience For Senior Associate Accounting Resume
- Assist in the integration of future acquisitions into SMG
- Maintains the values and philosophy of the mission statement of the company
- Provide significant contributions to month-end close with timely and accurate accounting/reporting relating to areas of responsibility, including allowance for loan losses and troubled debt restructurings
- Ensure timely and accurate GL account reconciliations to subledger balances related to allowance for loan losses, demonstrating thorough understanding of ledger accounts and reconciliations
- Support management in the development/implementation of procedures and system changes necessary to support new initiatives and/or accounting/regulatory requirements (including loss reserve guidance)
- Responsible for completion of quarterly audit work papers
- Adaptability – maintains effectiveness in varying environments, tasks and responsibilities, or with various types of people v Planning and Organizing – establish course of action to accomplish goals and evaluates results, develops schedules and task/people assignments, can orchestrate multiple activities at once to accomplish goals, uses resources effectively and efficiently
List of Typical Skills For a Senior Associate, Accounting Resume
1
Skills For Senior Associate, Accounting Services Resume
- Produce reporting/disclosure data for SEC/Regulatory/Consolidations teams and support other downstream reporting processes
- Experience with accounting
- Experience using project management software, preferably Version One
- Two - Six years of Accounting administration experience
- Experience reconciling funds and bank statements
- Experience performing journal entries
- Proven track record in meeting deadlines and deliverables
- Strong problem solving, research and analytical capabilities
2
Skills For Senior Associate Accounting Resume
- Strong fiscal acumen and processing orientation
- Financial planning & analysis experience desirable
- Experience with cash analysis
- Three to five years of finance administration experience
- Good command of English in both written and spoken
- Job related experience with emphasis in commercial real estate
3
Skills For Senior Associate Accounting Specialist Resume
- Experience with Yardi, MRI and Microsoft Office
- Strong attention to detail but can also see the “big picture”
- High quality-orientation and strong attention to detail
- Demonstrated ability to automate manual processes
- Experience with JD Edwards platforms or other real estate financial applications desired
4
Skills For Senior Associate, Accounting Resume
- Work independently, manage multiple priorities and projects, and meet deadlines
- Understanding of accounting fundamentals
- Processing for remote check printing and custodial print procedures
- Funding verification, RegAB reporting and compliance
- Outstanding check reporting/ maintenance
- Closing of General ledgers on a monthly basis
5
Skills For Senior Associate, Accounting Services Resume
- Identify and drive process efficiencies including tracking key metrics, identifying glitches, and making continuous improvements
- Convert line of business needs into business requirements for projects, including automation of data loading, matching, and journal entries where possible
- Be the lead for finance and accounting policy writing and training deployment to the appropriate finance staff
- Capacity and agility to work in a fast paced, constantly changing, deadline-driven environment while handling multiple projects/tasks
- Two to four years’ working in a manufacturing environment
- Write training materials for new processes and conduct training in person and online for offsite and offshore team as needed
- Communicate accounting processes to non-accounting operational areas and Technology, and vice versa
- Perform month-end closing and financial reporting processes timely and accurately
6
Skills For Senior Associate Accounting Resume
- Prepare monthly and quarterly reporting for internal and external reporting as well as various ad-hoc analysis
- Daily balancing and posting for client activity
- Wire processing & ACH processing
- Self-starter that works well independently as well as in a team setting
- Possess or pursuing a CPA
- Sedentary work involves sitting most of the time
- Collaborative, positive work style; flexible to changing requirements
7
Skills For Senior Associate Accounting Specialist Resume
- Prepare all cost reports and costing audits performed by agencies such as DCAA, DCMA, etc
- Report to leadership on all projects where rates are required and are the mechanism for invoicing
- Perform month end close activities, including the preparation of accrual journal entries
- Ensure compliance with GAAP, JLL Internal Audit and Client Accounting Services internal review standards
- Possess or pursuing CPA
8
Skills For Senior Associate, Accounting Resume
- Preparation of 1099 Reporting and related transactions
- AP payment processing and reconciliation
- Participate and advise in the SMG monthly close process including fixed assets, revenue, AR, and other areas as needed
- Prepare and review journal entries, balance sheet reconciliations, and ad hoc financial reporting
- Assist the Director of Accounting with the preparation of interim and year-end audit work papers
- Time Spent on Task
- Learning on the Fly - learns quickly when facing new problems, open to change, quickly grasps the essence and underlying structure of anything, enjoys the challenge of unfamiliar tasks
- Experience with general ledger reconciliations
9
Skills For Senior Associate, Accounting Services Resume
- Experience with PeopleSoft Financial System or another large financial system such as Oracle or SAP
- Experience with Frontier ReconPlus or other automated reconciliation applications
- Drive for Results – can be counted on to exceed goals successfully, bottom line oriented, pushes self and other for results
- Self motivated, detail oriented,
- CPA certification or CGMA certification or CISA certification
- CPA required (or CPA in progress)
- Detail oriented with ability to think strategically and analytically
10
Skills For Senior Associate Accounting Resume
- Excellent oral and written communication skills and the ability to interact professionally with a diverse group; executives, managers, developers, project managers and subject matter experts
- Open minded to feedback and changes, fit with the company culture
- Produce reports on all hourly contracts, whether required to be cost compliant or not, and coordinate with leadership and timekeeping individuals to support timely hourly invoicing
- Act as single-point-of-contact between the on-account Finance team and JLL’s Lease Administration team on all lease accounting matters
- Prepare business unit’s quarterly reports and schedules, including detailed variance analysis against latest forecast and budget
Related to Senior Associate, Accounting Resume Samples
Accounting Senior Resume Sample
Work Experience
• Process Cash Recordings Transactions
• Process Balance Cash Transactions
• Mortgage Related Transactions
• Book Daily Journal Entries
• Prepare Wire Transactions
Professional Skills
• Strong management skills with a proven tra...
• Strong accounting skills and financial rep...
• Strong time management skills with a prove...
Associate, Accounting Resume Sample
Work Experience
• Provides basic accounting and finance support for an assigned business area or function
• Assists operating and functional management in understanding and controlling costs
• Assists in the Kohler Co. planning process
• Develops knowledge in business si...
Professional Skills
• Associates develop key contacts, confidenc...
• Good organizational skills; Organizational...
• Experience. Proficient computer skills. Go...
Specialist, Accounting Resume Sample
Work Experience
• Ensure the trade purchase and forwarder invoice to be recorded promptly within 1 day upon receipt purchase quantity
• Maintain a register and track goods in transit (GIT) by updating and posting GIT upon receipt the physical goods on the timely and accurate manner and vide versa
• ...
Professional Skills
• Strong MS Excel skills and experience work...
• Strong organizational skills with the abil...
• Strong qualitative problem solving skills
Global Accounts Resume Sample
Work Experience
• Monitor key performance metrics to measure the performance with global key accounts as well as intelligence to provide visibility and insight
• Manage the accounts payable department global activities; ensures all accounts payable processes are executed appropriately and in a timely manner for both...
Professional Skills
• Solid experience within media research and...
• Strong quantitative background with strong...
• Outstanding oral, written, and presentatio...
Account Manager / Client Manager Resume Sample
Work Experience
• Manage client changes to reports, flat files, custom templates, etc
• Manage communication to client about NPD upgrades and restatements and their impact to data and client deliverables
• Proactively provide client information about product hierarchy changes, the introduction...
Professional Skills
• Excellent planning, time management, colla...
• Strong written and verbal communication sk...
• Strong sales and client servicing skills
Temporary Accounting Resume Sample
Work Experience
• Completes office administration &/or clerical activities, including data entry in spreadsheets &/or databases
• The understanding and aptitude to work with accounting program and software
• Self-initiated, smart, outgoing and willing to learn
• ...
Professional Skills
• Excellent administrative skills including ...
• Excellent computer skills including profic...
• Proven ability to apply problem analysis a...