Luna Rose

3231 Garland Road

Lakeville, MN 55044

Home: (612) 555-2285                                                                                                                                                                                                                                                                                                                      Work: (612) 555-4827

Objective: Senior Tax Auditor

Qualifications:

?    Recognized as top performer, handling more cases than any other tax auditor at our branch.

?    Excellent knowledge of financial reporting and tax-related software.

?    Demonstrated skill in handling hostile taxpayers effectively.

?    Demonstrated expertise in training new tax auditors.

?    Took postgraduate courses to increase skills in tax law and auditing.

Education: Apopka State College                                                                                                                                                                                                                                                                           Apopka, FL

Bachelor of Arts in Accounting

Graduated cum laude

Experience: Yarborough Auditing Incorporated                                                                                                                                                                                  Lakeville, MN

Tax Auditor May 1993 to Present

?    Reviewed financial records on material assets, income, surpluses, liabilities and expenditures to determine tax liability.

?    Verified net worth, reported financial status,  identified potential tax issues and analyzed issues to determine nature and scope of investigation required.

?    Prepared written explanation of findings to notify taxpayer of tax liability.

?    Advised taxpayer of appeal rights.

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Luna Rose

3455 Auburn Park

New York, NY 10019

(212) 555-2185

Objective: A position as senior financial planner in growing financial services firm.

Qualifications

Business Development

?    Responsible for 20% of firm's business.

?    Broadened firm's geographic market by 30%.

?    Excellent record of maintaining current clients and best record in firm for obtaining new clients.

Industry Knowledge

?    Maintained network of contacts in companies handling securities, mutual funds, pensions and real estate in order to stay abreast of changes in investment options.

?    Took postgraduate courses in tax, finance and investment strategy.

Computers

?    Demonstrated ability to learn new applications quickly.

?    Recommended and helped implement software packages for analyzing clients' financial and tax status and for generating written reports on best alternative financial strategies.

Communication and Training Skills

?    Demonstrated ability to build rapport with clients, senior management, coworkers and other professionals in the financial community.

?    Excellent skills in training new financial planners.

Employment

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Luna Rose

6110 Macinness Drive

Toms River, NJ  08753

908-555-4458

Synopsis: Over 10 years of progressive experience and responsibility with documented success in planning, scheduling, training development, quality assurance programs and financial and human resources management.

Objective: An entry-level position in financial planning services with opportunity for advancement to management.

Education: Clarence College of Business Lawrenceville, NJ

Bachelor of Business Administration in Finance 1986

Experience: Company Commander U.S. Army

Fort Dix, NJ 1991 to Present

?    Led weekly meetings of fifteen people, developing and implementing short-, mid- and long-term training plans.

?    Prepared and presented multi-media briefings to diverse audiences.

?    Supervised four commissioned officers and 133 personnel.

?    Counseled soldiers in professional, personal and educational matters.

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Luna Rose

694 Lexington Circle

San Antonio, TX 78240

(210) 555-8490

Objective: Credit and Collection Manager

Highlights

Record of rapid advancement.

Improved department collections rate by 12%.

Skilled in the use of software for credit and collections records and processing.

Demonstrated expertise in training, supervising and motivating workers.

Experience

Herbert and Maher Services                                                                                                                                                                                                                                                                                     San Antonio, TX

Credit and Collection Manager August 1992 to Present

?    Hired, trained and directed workers conducting credit investigations and collecting delinquent accounts.

?    Reviewed credit reports and rejected or approved credit applications.

?    Established policies for setting credit limits on customer accounts and for all aspects of the collection process.

?    Audited delinquent accounts considered to be uncollectable and submitted them to an outside collection agency.

?    Assigned responsibility for investigation of fraud cases and possible legal action.

?    Coordinated with others, including credit card companies, to exchange information.

Roberts Electronics Products                                                                                                                                                                                                                                                                                    Oceanside, CA

Collections Clerk/Collections Supervisor June 1985 to June 1992

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Luna Rose
1844 Foster City Gardens
Norwalk, CT 06851
(203) 555-6556

Objective: A position as bookkeeper with opportunities for advancement.

Highlights

Recommended changes in office systems that simplified the bookkeeping process.
Skilled in using accounting software.
Earned top performance ratings during past three years.
Excellent attention to detail.

Professional Goals

To complete the 30 units remaining to earn a Bachelor of Science in Accounting.
To earn my certification as a Public Accountant.
To obtain a position as an accountant with an established firm.

Experience

McKee and Ayers Services Norwalk, CT
Bookkeeper July 1992 to Present
? Verified details of business transactions recorded on sales slips, invoices, receipts, check stubs and computer printouts.
? Allocated and posted details of business transactions to subsidiary accounts in computer files and summarized details in general ledgers.
? Reconciled and balanced accounts.
? Compiled reports to show such statistics as cash receipts and expenditures, accounts payable and receivable and profit and loss.
? Input data from time cards into payroll software and generated payroll checks.
? Prepared tax reports and other records required by the government.
? Generated and mailed monthly statements to customers.

Stanton Paper Supplies Norwalk, CT
File Clerk June 1990 to June 1992
? Filed records in alphabetical and numerical order according to subject matter.
? Input data relevant to computer database into system.
? Placed cards, forms, microfiche and other material in storage areas.
? Located and delivered files upon request.
? Kept records of incoming and outgoing material and traced missing files.

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