CPA Services Director Resume

CPA SERVICES LEADERSHIP: Detail-oriented and analytical Master of Business Administration with nearly nine years of experience in financial industry, including four years in accounting / auditing. Skilled at discovering cost-saving details and possess history in diverse accounting fields.

CPA Services Director, ABC INVESTMENT MANAGEMENT – Hartford, CT (20xx to 20xx)
Developed CPA financial advisor relationships, organized high net worth investor seminars, executed direct mail and telemarketing campaigns, and attended industry trade shows. Trained CPA financial advisors on the benefits of key financial services industry best practices.

CPA Services Director, BCD GLOBAL – Hartford, CT (20xx to 20xx)
Managed client relationships at up to 18 top-producing CPA firm financial advisory practices. Trained financial advisor principals on how to develop their practices using a consultative-based sales system and on how to leverage leading proprietary best practices to increase sales productivity and client retention.

CPA Services Director, CDE Developments – Hartford, CT (20xx to 20xx)
Maintained the general ledger for 12 entities utilizing Yardi software for this real estate development company. Analyzed and prepared monthly financial reports, including income statements, balance sheets, and cash flow statements, which were packaged and dispersed to investors. Booked commercial loans and lines of credit and made adjusting journal entries. Administered bank reconciliations, accounts receivable, accounts payable, and reconciled vendor statements. Paid property taxes and billed tenants based on square foot occupancy per tax parcel.

Chartered Financial Analyst (CFA) / Certified Public Accountant (CPA)

PROFESSIONAL LICENSES: FINRA SERIES 6, 7, 24, 63, & 66

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