Investment Accounting Coordinator Resume Template

Investment Accounting Coordinators prepare investment information by verifying and correcting transactions, reports, and financial statements. They are responsible for the timely invoicing of fees, record and workflow maintenance as well as review conformity relating to outstanding receivables and journal entries.  They are also concerned with updating quarterly estimates; monitoring department expenses and submitting monthly balance sheet certifications.  Investment accounting coordinators reconcile billing system records and ensure all activities are in compliance with company policies and procedures.

Investment Accounting Resume Template

Clint Roberts

West hemming St. 22

Chicago, Illinois 09887

Phone: (012)456-7659


To gain the position of an Investment Accountant wherein my skills and knowledge in the field will contribute towards the growth of the organization.

Summary of Qualifications:

  • Ability to lead and mange projects and team
  • Quick learner with effective coordinating skills
  • Detail oriented with focus on delivering results on time
  • Strong documentation, organizational, time management , communication and interpersonal skills
  • Understanding of risks and controls
  • Ability to determine issues, track to resolution and escalate when necessary

Career Experiences:

2005-to present: Accounting Coordinator:  Illinois Institute, Chicago

  • Collecting and posting payment to attending and non-attending students in the institute.
  • Accomplishing and implementing payment contracts
  • Monitoring of attendees’ cash flow
  • Invoicing student attendees population
  • Collection of past due and due accounts
  • Reconciling student accounts for preparation of releasing student stipends
  • Interacting with other departments in ensuring student accounts are properly handled regardless of attendance and grades
  • Responsible in interacting with the financial aid department in maintaining and improvement of cash flow

2002-2005: Accounts Receivable Coordinator:  Apples Lending Co., Illinois, Chicago

  • Provides credit information as per policies of the organization
  • Responsible for posting, reporting, and auditing cash receipts
  • Acts as a liaison with the Broker firm and sales professionals
  • Prepares monthly billings
  • Extends credit days and reviewing the terms and conditions of payment
  • Responsible to compile, analyze and present a variety of reports
  • Handled Timely completion of customer credit ratings and account reconciliations.


1998-2002 Bachelor of Science in Accounting, University of Illinois, Chicago

Professional references would be furnished upon request

Category: Accounting Resume Templates

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