Accounting/Bookeeping Resume

Desired Industry: Accounting/Bookkeeping	SpiderID: 370
Desired Job Location: Brea, California	Date Posted: 11/15/2003
Type of Position: Full-Time Permanent	Availability Date: Beginning of Jan. 2004
Desired Wage: Open
	U.S. Work Authorization: Yes
Job Level: Experienced with over 2 years experience	Willing to Travel: Yes, Less Than 25%
Highest Degree Attained: Bachelors	Willing to Relocate: Undecided

Objective:
Seeking a challenging position in a dynamic organization utilizing project management, solid analytical and interpersonal skills.

Experience:
CNC Engineering, City of Industry, CA
Accounting and Administrative Coordinator, November 2000 – Present
· Responsible for project based accounting and financial reports involving the City of Industry.
· Lead efforts to transition company operations into a web based environment enabling a reports process created form database objects and records.
· Compile monthly transactions and identify financial trends in part of yearly reporting.
· Create and update company budgets on projected costs involving civil and state based projects.
· Input to accounts payable, code invoices to general ledger, and research vendor invoices.

Morgan Stanley Dean Witter, Brea, CA
Senior Financial Advisor Consultant Assistant, August 1999 – October 2000
· Participated in quality assurance tasks to improve accuracy and increase productivity.
· Interacted with brokers and investment consultants to market existing and prospective clients.
· Assisted financial advisors with business development, forecasting, and revenue goals for accomplishment.
· Evaluated the value of current investor portfolios in accordance to market fluctuations.
· Analyzed historical performances requiring in-depth view of task performance as key indicators to future value of stock bonds, and mutual funds.

Barbizon Agency San Diego, CA
Accountant, June 1996 – July 1999
· Documented controls and policies for company projects with outside business partners.
· Reviewed and recommended operating procedures and internal control policies to senior management.
· Prepared annual department budget model and reviewed quarterly budget variances.
· Calculated invoices, generated various accounting reports and reconciled quarterly ledger.
· Reconciled the general ledger and updated accounts receivable and accounts payable.

Education:
B.S., Business Administration (Honors), California State Polytechnic University, Pomona

Skills:
Lotus Notes Suite 9.0, ACT 2000, MS Windows and Office 2000 (Access, Power Point, Excel, Outlook), Business Plan Pro 4.0, Correll Suite 8.0, Peachtree Accounting, Quicken Books, File Maker Pro 5.5, Dean Witter Financial Management System.

Additional Information:
Life Agent, Notary Public

Candidate Contact Information:

Name: Geraldine Han
Street:	Phone: 626-851-4750
City: West Covina	Fax:
State: California
Zip: 91790
Web Site: