Megan Lee
3887 Alexandria Alley
Roseville, CA 95661
(916) 555-0675
Objective
Financial Institution Treasurer
Education
Capitol State University Sacramento, CA
Master of Business Administration
? Specialty in Finance.
? Maintained 3.5 grade point average.
Accomplishments
Policies and Procedures
? Planned and implemented new operating procedures, including transition to new computer system, to improve efficiency and reduce costs.
? Recommended financial policies and programs to senior management team and board of directors.
? Chaired committee that decided on extending lines of credit to commercial enterprises and other agencies.
Financial Analysis
? Approved agreements affecting capital transactions.
? Ensured that institution reserves met legal requirements.
? Analyzed financial and operating statements of institution.
Management
? Directed receipt and disbursement of funds and acquisition and sale of other assets.
? Directed safekeeping, control and accounting of assets and securities.
Employment
Mulligan Financial Corporation Roseville, CA
Financial Institution Treasurer April 1988 to Present
? Directed and coordinated programs, transactions and security measures.
? Established and monitored accounting control procedures.
? Managed staff of nine accountants, analysts and assistants.
Mulligan Financial Corporation Roseville, CA
Accountant June 1983 to March 1988
? Analyzed financial information detailing assets, liabilities and capital.
? Prepared balance sheet, profit and loss statements and other reports to summarize current and projected company financial position.
? Audited contracts and prepared reports to substantiate individual transactions prior to settlement.
References
Available upon request
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