EDUCATION:
University Massachusetts Lowell Lowell, MA
College of Business Management, GPA 3.7 Graduating June 2007
Concentration in Finance, Minor in Economics
EXPERIENCE:
Vollusia, Inc. Lowell, MA
Accountant June 2005 - Present
Executed feasibility and pricing analysis for Esperienza Connection
· Determined optimum bundling based on product specifications and show home sales process research
· Created cost estimations for direct and overhead expenses
· Determined optimum pricing based on cost estimations and marketing research
Responsible for Accounts Receivable, Accounts Payable, and Taxes
· Lowered required working capital through A/R and A/P strategy
· Handled reporting and payment of all state and federal taxes
Putnam Investments, Inc. Andover, MA
Transfer Agent/Software Assurance Oct. 2004 – Sept. 2005
Handled clients’ questions and concerns pertaining to their mutual fund performance
· Resolved customers’ fund concerns through skillful listening and dissemination of fund and market information
Processed clerical and transactional requests in real time
· Advised clients on outcomes of clerical changes to ensure client satisfaction
· Executed necessary clerical changes and mutual fund trades
Performed manual testing of Putnam’s Siebel software
· Responsible for discovering, analyzing and sufficiently reporting program issues
TECHNICAL SKILLS:
Proficiency in Microsoft Excel, Word, CRM, Small Business Accounting and QuickBooks
AWARDS:
2007 Outstanding Senior – UMass Lowell – Financial Executives International