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New York Life Insurance Company - Professional Financial Specialist Resume Example

Caleb Baker
Professional Summary

• Certified Public Accountant, Chartered Global Management Accountant, Entrepreneur, Finance & Investing, Technology Guru, Lifetime Student
• Objective: I would like to find a mid to upper level job in accounting, finance, or politics in the Washington DC area. 
• 4+ years' of relevant work experience with a manufacturing and distribution plant in Washington DC.Highlights:
• Financial statement analysis 
• Live Training Presentations
• Budget forecasting expertise 
• Account reconciliation expert 
• Experienced with VBA programming 
• Excellent attention to detail
• Certified Public Accountant (CPA) 
• Complete month and year end close 
• Excellent managerial techniques 
• Complex problem solving
• Passed all 4 CPA sections while working full time at MDVA
• Formally recognized for excellence achieved in worker's compensation cost savings due to my implemented changes that insurance company said were mimicking all over east coast
• LinkedIn successful campaign during buildup to farm bill passage to increase membership in Dairy Tech Society which resulted in more than 100% increase
Professional Financial Specialist* 01/2015 to Present
New York Life Insurance Company Vienna, VA
  • *In training to get Life & Health License then PFS Designation
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Staff Accountant 12/2014 to 01/2015
Maryland Hospital Association, Inc. Elkridge, MD
  • Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
  • Establish tables of accounts and assign entries to proper accounts.
•  Bank Reconciliations 
•  Investment Analysis and Reconciliations 
•  Month-end close 
•  A/R 
•   Accounting Software Used: Great Plains, MS Excel;
Owner 09/2013 to 11/2014
CPA Tax Shop Waldorf, MD
• Created and actively manage the website:, which includes monthly newsletter, client secure document uploading and downloading portal, as well as online payment availability. 
• Created LinkedIn, Google+, and Facebook business pages for CPA Tax Shop. 
• Working with a dairy industry startup company from Michigan: initial business plan and forecasted financial statements, product pricing strategy analyses considering costs per unit's calculations and competition pricing analysis, initial funding and schedule of CF analysis for start-up phase out to 3rd year of operations. 
• Certified QuickBooks ProAdvisor
Management Accountant / Risk Management 11/2008 to 02/2013
MD & VA Milk Producers Coop. Assn. Hyattsville, MD
• Responsibilities included all aspects of the accounting cycle including running month-end independently 
• Created and maintained various Access databases in formats non-tech savvy supervisors could use on a daily basis: Employee attendance disciplinary and incentive tracking; Sales trends by time, product line, etc., by exporting all the sales line items from our ERP software and importing them into the MS Access database (too many rows for Excel), creating queries and reports/graphs; Workers' compensation insurance, linked scanned documents by incident or employee such as doctor's notes, accident investigation reports, manager notes, and formal root-cause analysis; Maintenance parts inventory tracking and control; Engineer's plant equipment maintenance schedules, logs, and repair tracking (work orders/parts used by machine/labor used per job/machine) and notes. Generates maintenance reports that satisfy outside auditors demands while increasing the engineering department's accountability to management; Plant Safety, Health, Environmental, and Operational Issues/Recommendations database with time-stamped note adding ability • Annual Master Budget, 12-Month Rolling Budget, Annual and Projected 5-Year Capital Budgets 
• Participated in monthly financial and KPI conference calls with senior management and accounting from other plants in our company's fluid division. Used GoToMeeting to present our reports and view the other plant's reports on a projector while we all were on the conference call. Had to explain the "story" behind the numbers and explain any variances, whether good or bad. 
• Create and analyze Profit & Loss Statement, Balance Sheet, A/R, A/P, Payroll, Enterprise Resource Planning (ERP) Software, Cash Flow Statement, Written Procedures/Manuals, Promotion Analysis for when a product goes on sale.  
• Created and implemented several new accounting office policies that saved paper, time, and money 
• Completed and emailed completed monthly compliance reports for state and federal governments. Made regular changes to Excel models to reflect changes in laws/regulations/reporting requirements. 
• Create various Excel spreadsheets including costing products using what-if analysis and cost-volume-profit analysis to analyze our existing product line or to assist in decisions in whether to add potential new products or additional volume from a new customer 
• Monitored product shrink using variance and statistical analysis within an Excel spreadsheet model; a daily report used by Plant Manager to monitor and identify problems in the plant as they are happening 
• Complete most work assignments independently and with very little supervision 
• Created and analyzed weekly K.P.I. reports, combine weekly reports into a monthly report for a check figure against monthly regulatory reports, and email to plant supervisors and upper management
  • Review financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement.
Intern I 05/2007 to 08/2007
Financial Industry Regulatory Authority (FINRA) Rockville, MD
• Developed a set of charts that provided an alternative method for monitoring Member Regulation's Key Performance Indicators (KPIs). The charts went into a pilot roll out to managers in each of the 15 district offices 
• Independently researched and tested solutions to significant technical issues encountered during the development of the charts; presented recommendations to the team and implemented the solutions 
• Conducted a quantitative and qualitative analysis of time reporting data and drafted a proposal for mapping users to the STAR platform
BBA: Double-major: Accounting & Finance May 2008 Baylor University - Waco, TX Partial academic scholarship 4 years.
Delta Sigma Pi member and intramural chair (3 years).
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This is a real resume for a Professional Financial Specialist in Waldorf, Maryland with experience working for such companies as New York Life Insurance Company, Maryland Hospital Association, Inc. This is one of the hundreds of Professional Financial Specialist resumes available on our site for free. Use these resumes as templates to get help creating the best Professional Financial Specialist resume.

Previous Companies:

  • New York Life Insurance Company
  • Maryland Hospital Association
  • Inc

Previous Job Positions:

  • Professional Financial Specialist
  • Staff Accountant
  • Owner
  • Management Accountant
  • Risk Management


  • Baylor University

Level of Education:

  • BBA

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