John T. Rose
617 Hillcrest Lane
Bellflower, CA 90706
(949) 945-8709
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ACCOUNTANT
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Over 10-years
experience with prominent CPA firms since graduation. Recognized by
management and clients for the ability to spot and solve problems.
Demonstrated ability to retain current clients and generate new business.
Willing to use expertise and education to help peers and clients. Strong
attention to detail with the ability to juggle multiple tasks and deadlines.
Committed to excellence in customer service and intense desire to help
employers thrive and grow.
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Professional strengths include:
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Technology summary: Quicken, QuickBooks, Accel,
Excel, MS Office, and internet applications.
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EXPERIENCE
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PDS PARTNERS, CPA
Accountants, Bellflower, CA
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2001-Present
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Assistant Accountant
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Provided sound
business strategy to several businesses needing greater internal financial
controls. Also prepared a wide range of financial statements such as
reconciliations, tax returns, budgets, and monthly and daily ledgers.
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Improved company's
customer service by implementing a customer service training program. Offered
clients training courses on software and accounting procedures. Produced
accurate and understandable financial documentation for several large
businesses.
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Praised by clients,
company management, and staff for the ability to complete assigned tasks with
accuracy and efficiency ahead of schedule.
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Accomplishments:
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· Motivated team by
sharing all research, expertise and knowledge with teammates needing help
with calculations and spreadsheet automation.
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· Helped clients
transition from manual processing to automate computerized processing.
Lowered IRS penalties because of increased accuracy and efficiency. Trained
clients in the proper use and installation of software accounting programs.
Improved accuracy of client's accounts by over 12%.
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· Trained clients in
avoiding IRS penalties through greater accuracy and correct deductions. Received
praise of several clients when penalties decreased by 95%.
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LIONEL AND SONS,
LLC., Austin, TX
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2000
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Assistant Accountant
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Produced annual
budget, reconciled statements, prepared monthly profit and loss statement and
balance sheet. Oversaw cash flow for 35 nationwide accounts.
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Given increasingly
significant responsibility. Took initiative and surpassed expectations for
what was expected of a temporary hire.
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Conducted month-end
transactions, reconciled bank statements, credit card statements, and daily
sales. Controlled the asset statements, calculated and recorded monthly
statements, and produced recurring and non-recurring monthly account entries.
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Accomplishments:
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· Recognized as the
"go-to guy" for any troubleshooting and problem solving issues.
Regularly sought out by staff to identify errors and rectify problems with
accounts receivable.
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· Designed and
initiated a new spreadsheet program that decreased the time needed for
reconciliations by over 90%.
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· Utilized advanced
accounting software features to aid the financial controller in improving
efficiency and effectiveness.
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· Praised for accurate
and on-time completion of monthly financial statements.
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PAPER SUPPLIER,
Austin, TX
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1999–2000
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Bookkeeper
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Managed financial
bookwork including all bank reconciliations, cash flow statements, and
projected budgets. Produced quarterly BAS statements that complied with
taxation legislation.
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Provided financial
counsel to business owner, citing the financial and market advantages of
expanding product distribution into general retail outlets. Owner embraced
idea and entered into negotiations with Coles Myer and a product manufacturer
in Germany. Assigned by owner to cost project, and evaluate prices and
discounts to forecast potential profit outcomes.
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KEITH W. RICHARDS,
LLC., Certified Accountants, Austin, TX
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1997–1999
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Junior Accountant
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Worked closely with
clients to resolve and prepare quarterly tax returns and IRS compliance.
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Consistently trusted
with increasingly important responsibilities for major clients in the
manufacturing and service industries. Prepared annual audits for over 50
important clients. Analyzed changes in accounting legislation and
practices on behalf of management and clients.
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Recognized at annual
company meeting for working through holidays and other busy periods.
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Accomplishments
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· Saved client from
expensive and time-consuming IRS audit, by resolving previously unidentified
error in quarterly return when preparing year-end financial summary.
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· Located faulty
information on client’s previous year’s tax return that would have cost
client over $100,000. Prepared amended tax return for the previous year,
solving any future problems with the IRS.
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· Recognized by client
for research that identified over $50,000 in previously unidentified tax
rebates.
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· Cited by supervisor
as Auditor of the Quarter for professionalism and accuracy of tax returns
filed.
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· Spotted problem with
software installation that caused lost time and date. Resolved problem and
recognized by management for efforts.
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Christensen, King
and Associates, Houston, TX
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1993-1997
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Accounts Trainee
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Prepared daily,
weekly and monthly reconciliations, cash flow statements, quarterly tax
returns, and payroll; conducted end-of-year analysis, and handled daily
banking tasks. Worked at customer service desk and as cashier when needed.
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EDUCATION |
CREDENTIALS
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CPA Program
Enrolled
Bachelor of Business
(Accounting)
Rice University (1993)
Business (Associates)
Columbia Basin
Community College (1989)
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วันศุกร์ที่ 9 กันยายน พ.ศ. 2554
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