Resume Templates: Insurance Accounting Assistant


Bor Ha
123 Madeup Ave,Null Street, CA Cell: 123-456-7890 Email:

Professional Summary

Recent Master of Finance graduate with advanced financial modeling and accounting skills. An expert in Excel with strong analytical abilities and keen attention to detail. A quick learner with a strong desire to continue to improve financial proficiency. Friendly and easygoing with an excellent work ethic.

Core Qualifications
Financial Modeling Balance Sheet Control Analysis of Financial Data Energy Derivatives and Trading GAAP General Ledger Microsoft Excel, Word, PowerPoint Confidentiality Communication Skills Work Well Under Pressure

Master of Science : Finance , 2014 University of Houston, C. T. Bauer College of Business Houston, TX Coursework included: Financial Accounting, Managerial Analysis, Statistical Methods for Business, Managerial Finance, Financial Markets, Business Modeling, Options, Energy Trading, Corporate Finance, Valuation, Financial Statement Analysis, Energy Derivatives, Capital Markets, and Portfolio Theory and Practice. Bachelor of Science : Economics, 2011 Hebei University Hebei, China

Accounting Assistant March 2011 to February 2012 China Continent Property & Casualty Insurance Company Ltd. Shanghai, China Performed administrative duties including client account management, performance of client options. Assisted with accounting procedures such as monthly closings, month and year end reports, and building spreadsheets to calculate commissions for insurance agents. Collaborated with subsidiaries to adjust commission charges on client accounts based on CIRC regulations and rules. Negotiated with other departments to determine appropriate commission payouts. Organized internal events. Intern July 2010 to September 2010 China Pacific Life Insurance Company Hebei, China Prepared sales and marketing materials including PowerPoint presentations. Created educational material for training of social insurance practitioners. Communicated with clients on service improvement. Intern July 2009 to September 2009 Commercial Bank of Qinhuangdao Hebei, China Processed applications for small and medium-sized businesses for enterprise loans including qualification processes and associated paperwork. Explained financial products, promotions, and services to customers.