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Online Resumes with "CPAs"



Personal Financial Advisor - 20 Years of Experience - Near 94523

Actively pursuing a role as a financial consultant for established firm, providing support with plan design, product selection, investment portfolio design and life insurance reviews. Objective is to build my own book of business over time while acting as a resource to other financial planners or CPAs and their clients.

Tags for this Online Resume: San Francisco, Walnut Creek, life insurance, investments, annuities, mutual funds, Morningstar, excel

Administrative Assistant/Sales/Law

JEANNETTE K. SHERMAN 15010 West Angel Basin Way Surprise, Arizona 85374 (623) 594-9955 – Home (623) 238-2991 – Cell E-mail: tallblond_4@yahoo.com EXPERIENCE: Temporary Assignments – 10/29/07 to present (until permanent employment is found) Administrative Assistant, Receptionist, Dictaphone, some Bankruptcy Legal experience, Data Entry into QuickBooks, Cobblestone, Goldmine, Tax Return Assembly, Call Cente...

Ideal Companies: Law firms, public accounting firms, manufacturing

Senior Sales & Marketing Manager - 16 years Experience - Houston

My career aspirations are to be able to make $100,000 or more per year in Healthcare Marketing in order to make a difference in people's lives and health. At different times, I have been involved in marketing medical devices that are state-of-the-art as a Manufacturer's Representative to doctors and marketing the doctors' clinics. I am a marketing and public relations specialist in the greater Houston, Texas area. For over ...

Tags for this Online Resume: Marketing Manager, Marketing Communications, Business Development, Sales and Marketing, Public Relations, Advertising, social media, marketing manager

Featured Profile

Executive Assistant - 10 Years of Experience - Near 28216

SUMMARY * Seasoned professional with experience supporting senior level executives * Excellent interpersonal, organizational, and communication skills * Ability to work under tight deadlines with minimal supervision * Self motivated and pro-active with proven leadership skills * Tactful and possess secure management of confidential information * Strong multi tasking skills with high attention to detail

Ideal Companies: Finance, Education, Healthcare

Tags for this Online Resume: Executive Assistant, Acquisitions, Bank Reconciliation, Credit Cards, Office Manager, Quickbooks, Microsoft PowerPoint, Scheduling, Administrative Assistant, Event Planning, Finance, Charlotte

Vice President - 11 Years of Experience - Near 78613

SKILLS SUMMARY * Management: Deliver comprehensive wealth management and fiduciary administration by staffing, training and leading highly successful Trust, Estate and Operations teams in the administration, distribution and termination of trust and estate accounts within a fluid, dynamic and complex model. * Financial Services: Excellent track record leading Austin teams to score #1 nationally identifying new sales opportu...

Tags for this Online Resume: Customer Service, Distribution, Fraud, Fraud Prevention, Policies and Procedures, Referrals, Legal, Accounting, ACH, Audit, Trust Management, Tax, Operations Management, Estate Management, Writing and Editing

Chief Financial Officer

PROFILE Experienced Senior business leader in multiple professional disciplines and environments, with extensive experience in corporate and governmental, accounting, auditing, finance, new systems implementation, change management, process improvement, project management, and university teaching. Results oriented strategic and operational manager. Ability to succeed where others have been unsuccessful in implementing new s...

Tags for this Online Resume: Oracle, Oracle Financials, Financials, Legacy, Management, Procurement, Project Management, Project Manager, Utility Industry, Accounts Payable

Federal Government

SUMMARY Trusted, accountable Logistics Management Expert with 20+ years of extensive diverse experience meeting strict deadlines under pressure. Strong ability to build and direct unified teams, develop and train key staff. Skilled in collaborating with external customers as well as members of the organization to achieve objectives. Instrumental in streamlining and improving processes, enhancing productivity, and implementi...

Tags for this Online Resume: Logistics, Business Development, Human Resources, Integrate, Policies and Procedures, Training, Inventory, Management, Procurement, Property Management

Marketing - 9 Years of Experience

Summary: * 9 years digital marketing and advertising experience managing and directing campaigns on a high level in leadership role * Results-based, digital marketing director with deep experience developing campaigns from scratch or improving existing campaigns, buying digital media and consistently slashing costs, lowering CPAs, and decreasing ad fraud while increasing targeted traffic and driving increased revenue throug...

Tags for this Online Resume: Marketing Management, digital marketing, Management, Business Development, Buying, Networking, ROI, Video, Advertising, Call Center, Facebook expertise, Click Funnels expertise

Chief Financial Officer

Summary 45 + years experience as a: CFO Controller Treasury, Banking and Cash Manager HR & Benefits Manager Finance Manager Commercial Risk Manager Project Manager and, M&A Manager. A highly adaptable leader, an outstanding trainer and mentor, and a superior problem solver. November 2014 to April 2017: CFO and Controller for Jokari/US, Inc., Carrollton, Texas Company Overview: Jokari is a direct importer of household produc...

Tags for this Online Resume: Chief Financial Officer, Controller, CPA, Finance, Compliance Reporting, HR and Benefits, Customer Service, Trainer and Mentor

Sales Manager - 9 Years of Experience - Near 01864

Summary: Proven executive, general manager and entrepreneur with a high degree of business acumen. Strategic thinker who can plan and implement sales, marketing, and business initiatives to support corporate objectives with expertise in developing successful teams. Experience ranges from start-ups and small businesses to multi-million dollar companies in the financial services and medical device industries. Financial Servic...

Tags for this Online Resume: Sales, Services, Distribution, Marketing Management, Medical, Networking, Pricing, Sales Training, Series 6, Start-ups

Accountant - 20 Years of Experience - Near 10030

Fulltime, Part time, and per diem auditing/accounting job. SALARY REQUESTED: $15 - $25 per hour. I am well versed for all kind of situations in a business, dealing with auditing, accounting, and bookkeeping having 35 years’ experience with CPAs in City of New York. I run Fund EZ, Yardi, BJMurray, Shelby, Go Audit System, Quick Books, Peach Tree, Excel, and Word proficiently. I have done, Workmen Compensation, disabilit...

Tags for this Online Resume: Associate Customer Service, Audit, Budgeting, C Programming Language, Certified Public Accountant, Day Care Center, Financial, General Ledger, Human Resources, HYGIENE, accounting, accountant, controller, excel, gaap, audit

Accountant - 20 Years of Experience - Near 55124

Summary I am experienced in all areas of health care financial management. My major area of expertise is cost accounting which began when I was employed by McGladrey & Pullen, CPAs for the purpose of developing a cost system to be licensed to McGladrey clients. I served as CFO in hospitals in the Air Force, Illinois, and mid-west states gave me experience and knowledge of all aspects of hospital management.

Tags for this Online Resume: Consulting, Health Care Industry, Project Management, Project Manager, System design, Management, Financial, Financial Management, Accounting, Cost Accounting, accounting, accountant