Target Job Title & Profile
Highly motivated and enthusiastic CPA Senior Accountant
Seeking to share my skills and experience, and progress my career.
My experience in various areas includes, but is not limited to: capital and operating budgets, financial analysis/planning, financial statements and reporting, accounting policies and procedure, taxes, cash flow, auditing, and business process improvements.
Seeking a long-term opportunity within the business community, where my professional experience, education, and abilities would be advantageous to the growth of my employer and myself.
Employment History
JAN 2004 - PRESENT
Senior Consultant - Financial Sevices - PricewaterhouseCoopersSydney, NSW, Australia
- Team manager of a cost of servicing analysis project for a Specialty Products Group unit of a Mortgage Bank. The objective of this project was to appropriately determine the functions and operations that are needed to support the Home Equity Loans servicing in the future and then draw a comparison and give the client recommendation between the costs associated with the following two options: remain with the current service providers (outsourced) or move to “in-house” the servicing of the unit.
- Participated as a team member for the implementation of internal control assessment for a quasi-government financial institution. Developed a new accounting policy to address the correction and adjustments process of financial statements.
- Assisted the global external reporting unit of one top financial institution with the quarterly earnings release and the investor relation file while company’s segment was being spun-off.
Participated with the CFO and COO of the largest originator and servicer of reverse mortgages with their 2005-2009 strategic financial plan. - Sarbanes Oxley team member for a mortgage securitizations financial institution. This project included the identification and documentations of touchpoints and the identification and reconciliation of critical hand-offs of client’s processes, sub-process, and applications.
- Performed the analytics and reviewed of the quarterly financial reporting package for a financial organization. This included guarantee assets (GA) including buy up, guarantee obligation (GO), participation certificates residual, the gain/loss on sale of PC’s, and FAS 140/FIN45 income statement.
- Documentation, analysis and validation of accounting policy for numerous processes related to SFAS 140 and SFAS 115.
- Assisted the mortgage sourcing, operating and funding department of a financial institution with a new business application analysis. Analyzed new products that may have an operational risk assessment and advised management the impact to the corporate accounting policies.
JAN 2000 - DEC 2003
Senior Financial Analyst- Real Estate Financial Management Division - eLoan.com.auSydney, NSW, Australia
- Performed accounting and analysis for real estate portfolio investments –Commercial & Residential- and served as a liaison between contracted property management firms and real estate investments to insure the accurate and timely submission of operating reports.
- Produced and reconciled various reports to meet GAAP and statutory requirements, including FAS 144 – Impairment Analysis, FAS 115 – Market Valuations, and FIN46.
- Assigned portfolio of properties’ specific duties included month/quarter end close, income projections, variance analyses, unique transactions, recording of partial and full sale of
investments, investments acquisition setup, maintain the book value roll-forward, and validation of assets additions with depreciation reforecast. - Assisted the external reporting group with the quarterly yield analyses and provide variances explanations in excess of $200K.
- Coordinated/participated in special projects including capital reconciliation for real estate joint ventures, consolidation of real estate joint venture, analytical review of real estate operations, and emerging accounting issues like Sarbanes-Oxley Act.
- Team leader of the implementation of a customer service survey and team member on special projects such MAGIC knowledgebase update, PeopleSoft upgrade and retool of the quarterly reports.
JAN 1995 - DEC 1999
Accountant - Gregory PartnersSydney, NSW, Australia
- Prepare, review and analyse financial statements
- Write and present reports
- Measure all financial operations including financial statements, expenses and requests
- Meet with clients on a regular basis to discuss processes, accounts and financial statements
- Manage and train staff for various accounting tasks
- Deal with all technical client issues
- Investigate and reconcile discrepancies when they occur
- Comply with policies, procedures and standards at all times
- Managed the accounts of our largest international clients
- Nominated for Australia’s CA Candidate of the Year Award
- Team leader for the implementation of a customer service survey
Professional Memberships
National Institute of Accountants
