413 Timberlea Dr., Apt. 231, Rochester Hills, MI 48309
(517) 331-0915 CAREER OBJECTIVE Experienced Accountant and CFA Level II Candidate eager to contribute profession al and academic background as well as strong research, analysis, and financial r eporting skills toward launching a successful career in the financial services i ndustry PROFILE * Provide outstanding customer service through efficient research and resolutio n of potential issues; possess sharp analytical aptitude and problem-solving cap abilities * Demonstrated ability to assess existing procedures to streamline operations a nd pioneer innovative process improvements * Ensure compliance with corporate policies and procedures as well as governmen t laws and regulations regarding the handling of sensitive information * Dynamic organization, prioritization and time management skills; keen eye for detail and emphasis on accuracy * Sharp technical proficiencies including QuickBooks and all MS Office programs (Word, Excel, Access, PowerPoint, Outlook) with advanced functions in Excel ~ KEY ACHIEVEMENTS ~ * Recovered $6K in sales tax erroneously paid to Consumers Energy * Secured $13K by initiating and tracking a frame relay disconnect and credit f or nearly 8 months from AT&T * Successfully drafted and implemented new purchasing policy and guidelines for the procurement of injectables; worked closely with Nursing Department across f our sites to ensure smooth transition to new procedures * Selected to serve on the company-wide Medication Cost Reduction Committee; pr epared trend reports to aid in decision making process and assist in identifying areas for process improvements * Coordinated meetings with Medication Cost Reduction Committee and a pharmaceu tical benefits management company to reduce consumer consumption of state genera l fund dollars; reduced monthly prescription drug costs by more than 66% to unde r $20K PROFESSIONAL EXPERIENCE Training & Treatment Innovations, Oxford, MI 4/08 - P resent Staff Accountant * Perform a broad scope of financial management and accounting functions for th is non-profit mental health agency * Oversee A/P and A/R, process vendor invoices and customer payments, distribut e Michigan sales & use tax exemptions forms and 1099s, efficiently research and resolve any issues, and manage vendor relations * Direct all purchasing and inventory management efforts; conduct extensive res earch and negotiate with vendors to secure best value and quality, and track inv entory units from initial P.O. through consumption * Process payroll for up to 235 employees and submit Employer's Quarterly Feder al Tax (Form 941) ~ ADDITIONAL EXPERIENCE ~ Banquet Server, Kellogg Hotel & Conference Center, East Lansing, MI 2005 - 2 008 EDUCATION Eli Broad College of Business at Michigan State University, East Lansing, MI 2007 Bachelor of Arts in Finance - 3.4 GPA * Member, Finance Student Association * Member, Accounting Student Association ~ SELECT COURSEWORK ~ Advanced Business Finance ~ Computer Application Financial Modeling ~ Debt and M oney Markets ~ Options and Swaps ~ Financial Management ~ Financial Accounting ~ Managerial Accounting ~ Intermediate Accounting ~ Introduction to Investments ~ Macroeconomics ~ Microeconomics ~ Personal Finance ~ PROFESSIONAL DEVELOPMENT ~ Passed Level I Examination, CFA Program, CFA Institute * Candidate #6469428