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The sample below is for a Finance Specialist CV Resume Sample. This resume CV was written by a ResumeMyCareer professional CV resume writer, and demonstrates how a CV resume for an Executive Management CV Resume Sample should properly be created. Our Certified Professional CV Resume Writers can assist you in creating a professional document for the job or industry of your choice.

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Finance Specialist

SERVICE | LEADERSHIP | INTEGRITY

Multi-faceted, knowledgeable, and savvy Financial professional with extraordinary track record of assisting in tax law inquiries and payroll functions, budget management, development and implementation of staff learning documentation and training initiatives, eager to contribute advanced business acumen, accounting/finance services, tax industry knowledge, and technology savvy initiatives toward optimizing the goals of a world-class organization in a Financial or Account Services role.
Decisive and straightforward with transferable skills to develop presentations and documentation that address business needs, implement cutting-edge cost control improvements, and strategically drive support initiatives for clear and concise business operations. Solid capability to gain immediate trust and cooperation from others to positively impact business performance. Dedicated to maintaining a reputation built on quality, service, and uncompromising ethics.

CORE STRENGTHS

 Tax Advisory
 Customer Service
 Accounting/Financials
 Confidentiality
 Research
 Conflict Resolution
 Office Management
 Report Generation
 Insurance Industry

PROFESSIONAL EXPERIENCE
Individual Tax Advisory Specialist – Internal Revenue Service, Jackson, MS 2009 to Present
 Provide critical technical and procedural information and assistance to taxpayers, their representatives, and tax preparers and CPAs.
 Provide exemplary customer-centric service and support counseling taxpayers, accountants, and CPAs on specific tax law impact, tax inquiries, filing requirements, electronic services and payment options.
 Promote IRS mission and agency goals by educating tax payers on tax codes, liability, filing requirements, and issues pertaining to identity theft, Internet services and other government resources available.
 Provide conflict resolution initiatives while researching taxpayers’ accounts, computing tax liability, calculate penalty and interest assessments, and explain payment options and installment agreements, and protect taxpayer rights.
 Strategically access customer’s accounts to retrieve transcript of accounts, process requests for copies of tax returns, wage documents, and assist with federal tax deposit requests.

Parent Center Coordinator – Hinds County School District, Jackson, MS 2008 to 2009
 Provided assistance and enforced district rules and regulations for college work study students.
 Interviewed new hires, maintained personnel files and provided work schedules, payroll times, and work details.
 School Website developer and Reading Is Fundamental Coordinator.
 Provided key customer service initiatives; greeted public and provided assistance as needed, and designed, prepared and assembled various forms, folders, agenda, packets, brochures, fliers, and announcements that provided outreach materials to parents, students, and community leaders.

Office Manager – State Farm Insurance Company, Jackson, MS 2005 to 2008
 Provided detailed insurance information to families, individuals, groups and prospective clients and assisted in review of insurance and financial requirements.
 Sold life, property, casualty, health, automotive and various other insurance policies, and conducted interviews to seek out new clients.
 Successfully tracked office spending and budget controls, provided inventory management initiatives, and provided conflict resolution for associates complaints, grievances, questions and concerns.
 Provided sound financial advice to clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance and pension plans.

Teller – Regions Bank, Jackson, MS 2004 to 2005
 Provided stellar customer-centric service and support providing sales of Bank’s products and services.
 Performed standard teller services for retail and commercial deposits, and individual checking and savings accounts.

Administrative Assistant – Mississippi Division of Medicaid, Jackson, MS 1999 to 2000
 Managed all office administrative functions, mail, maintained supervisor’s calendar, scheduled appointments and prepared travel arrangements and vouchers.
 Administrative support for Board of Directors and committee members; transcribed minutes and notes, prepared agendas, assembled and distributed meeting packets.
 Assisted in preparation and promotion of recruitment activities, attended recruiting fairs, monitored applicants’ information, and conducted new hire orientation, oversaw paperwork and coordinated new hire training.

Insurance Processing Associate – Allstate Insurance Company, Jackson, MS 1996 to 1999
 Investigated, evaluated and settled claims, applying technical knowledge and human relations skills that provided accurate and prompt disposal of cases and contributed to reduced loss ratio.
 Provided key research initiatives regarding claims requiring litigation; interviewed claimants, doctors, medical specialists, and employers to gather additional information.
 Strategically examined claims investigated by insurance adjusters, and provided further research on questionable claims that determined payment authorization.
 Technology savvy, utilizing a variety of accounting, word-processing, graphic/presentation, and database software applications programs and continuously remain current with all new business and office technology.

EDUCATION / LICENSURE
Belhaven University, Jackson, MS
Bachelor’s Degree in Business Management

Certified Notary Public
Life Health & Accident Insurance License

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