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Michael Chang

Senior Certified Public Accountant (CPA)

✉️ michael.cpa@example.com 📞 +1 (555) 013-8947 📍 Houston, TX

Summary

Rigorous and analytical Senior Accountant with 6+ years of comprehensive corporate finance experience. Expert in financial audits, tax planning, regulatory compliance, and cost-reduction analysis across diverse multi-entity operations.

Work Experience

Apex Corporate Partners

Senior Accountant

Managed end-to-end tax filing and audit preparation for 15+ multi-million dollar corporations, ensuring 100% regulatory compliance. Reconciled monthly cost ledgers and cost variances, identifying over $120,000 in monthly processing and duplicate invoicing leaks. Automated ledger Excel worksheets utilizing macros, accelerating period close reporting from 9 days down to 4 days.

Global Accountant Partners

Accountant

Spearheaded core operations and delivered exceptional value to enterprise clients. Optimized internal processes, increasing overall efficiency by over 20%. Collaborated directly with senior stakeholders to align strategy with technical execution.

Dynamic Solutions LLC

Associate Accountant

Assisted in the daily management of departmental objectives and analytics reporting. Maintained a 98% client satisfaction rating across all assigned accounts. Developed foundational skills in industry-standard software and methodologies.

Education

University of Texas

Master of Science in Accounting & Finance

Core Skills

Financial Audits Tax Compliance Corporate Reconciliations GAAP Principles Cost Accounting Excel VBA General Ledger SEC Reporting QuickBooks Pro Internal Controls US GAAP & IFRS Month-End Close General Ledger Reconciliation Financial Reporting Accounts Payable (AP) & Receivable (AR) SOX Compliance NetSuite ERP SAP QuickBooks Online Advanced Excel (VBA, Power Query, Pivot Tables) Financial Modeling Budgeting & Forecasting Variance Analysis Tax Preparation Audit Preparation Fixed Asset Management Payroll Processing Cash Flow Management

Featured Projects

Process Optimization Initiative

Technologies: Agile, Process Mapping, Data Analytics

Led a cross-functional team of 5 to redesign the core delivery pipeline, resulting in a $50k annual cost savings.

Certifications & Credentials

Certified Public Accountant (CPA)

2020-08

Texas State Board of Public Accountancy

References

Sarah Jenkins / Managing Director at Global Partners
Finance & Analytics minimal

Accountant

Rigorous and analytical Senior Accountant with 6+ years of comprehensive corporate finance experience. Expert in financial audits, tax planning, regulatory compliance, and cost-reduction analysis across diverse multi-entity operations.

🔑 28 Skills 💼 3 Jobs
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David Lawson

Senior Property Claims Adjuster

✉️ david.claims@example.com 📞 +1 (555) 018-5522 📍 Houston, TX

Summary

Meticulous Insurance Adjuster with 7+ years assessing complex property and casualty claims. Expert in Xactimate software, negotiating settlements, and detecting fraudulent liability submissions.

Work Experience

StateWide Mutual

Senior Claims Adjuster

Investigated and settled over 400 residential property damage claims annually, authorizing payouts up to $250,000. Utilized Xactimate to generate highly accurate damage repair estimates, saving the firm 15% in overpaid claims. Conducted field interviews and collaborated with structural engineers to assess catastrophic weather damage.

Global Insurance Partners

Insurance Adjuster

Spearheaded core operations and delivered exceptional value to enterprise clients. Optimized internal processes, increasing overall efficiency by over 20%. Collaborated directly with senior stakeholders to align strategy with technical execution.

Dynamic Solutions LLC

Associate Insurance

Assisted in the daily management of departmental objectives and analytics reporting. Maintained a 98% client satisfaction rating across all assigned accounts. Developed foundational skills in industry-standard software and methodologies.

Education

University of Houston

Bachelor of Business Administration in Risk Management

Core Skills

Claims Investigation Xactimate Estimating Fraud Detection Settlement Negotiation Liability Analysis Xactimate 28 / X1 Estimating Symbility Appraisals Guidewire ClaimCenter SIU Fraud Referrals HO-3 / HO-5 Policy Exclusions Catastrophe (CAT) Deployments Structural Damage Sketching Auto Physical Appraisals Settlement & Claim Negotiations Active Adjuster Licenses (NPN) Hover & Matterport Inspections Deposition Factual Witness Litigation File Packaging Liability Apportionment Claims Cycle Time Reduction Subrogation Recovery Commercial Liability Adjusting Scope of Loss Auditing Direct Carrier Guidelines

Featured Projects

Process Optimization Initiative

Technologies: Agile, Process Mapping, Data Analytics

Led a cross-functional team of 5 to redesign the core delivery pipeline, resulting in a $50k annual cost savings.

Certifications & Credentials

Advanced Insurance Certification

2020-03

National Board of Professionals

Finance & Analytics minimal

Insurance Adjuster

Meticulous Insurance Adjuster with 7+ years assessing complex property and casualty claims. Expert in Xactimate software, negotiating settlements, and detecting fraudulent liability submissions.

🔑 24 Skills 💼 3 Jobs
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