147-52 Delaware Ave., 2nd Fl • Flushing, NY 11355 • 646-610-2382 •
EXPERIENCE Goldstein Financial Management, Inc. New York, NY
- Managed monthly bank statements of over 10 clients – reconcile securities and cash utilizing MS Excel and Quicken to prepare for next year tax return
- Formulated and recorded monthly and quarter end domestic payroll taxes using Quickbook software for clients residing in higher tax brackets
- Reconciled 1099 tax statements in a timely fashion in order to assist accountants meet dead lines
- Produced an estimate figure for the clients 2006 tax return by practicing appropriate implementation of client data using GoSystemTax I as a result extending clientsĄŻ tax returns
- Monitored market activities to keep abreast possible issues that may affect clientsĄŻ security holdings to maintain accurate records
- Analyzed corporate actions in regards to impacts of stock splits, mergers and divestitures on cost basis and market value of clients' equity holdings improving management accounting
- Compute capital interest and return of debt instruments matured or prematurely sold minimizing possible accounting error
- Communicated with security brokers maintaining positive relationships resulting in improved fiduciary practice
Kim Kim & Co., CPAs P.C New York, NY
Intern, May 2006 – August 2006
- Reconciled clientsĄŻ bank statements using Quicken software and mailed monthly payroll tax information to clients improving customer services
- Utilized educational background in management accounting in maintaining over 20 client accounts resolving discrepancies through correspondence
- Served as a liaison among the head accountants, clients and banking institutions ensuring proper structure
- Addressed clientsĄŻ inquiries regarding payroll taxes in a timely manner with the aid of the CPA Practice Data Repository (RBase) software
Health and Science Library Buffalo, NY
Library Book Clerk, 9/2004-4/2005
- Labeled and catalogued new incoming books and magazines to aid students in locating library materials
- Assisted students in budgeting for library usage by processing accounts payable and creating and renewing accounts
EDUCATION University at Buffalo, The State University of New York
Bachelor of Science in Business Administration, December 2006
Concentration in Financial Analysis
Relevant Coursework: Statistics, Financial Derivatives, Financial Reporting and Analysis, Applied
COMPUTER Microsoft Office Suite (Word, PowerPoint, Excel), Quicken, Quickbook, Adobe Photo Shop,
SKILLS Basic HTML, CPA Practice Data Repository
LANGUAGE Fluency in Korean
ACTIVITIES Member, Korean Student Association, SUNY at Buffalo
Mentor, School of Management Freshmen Mentorship, 2003-2004
