Summary
Overview
Work History
Education
Certification
Timeline
Hi, I’m

Cynthia Howe

1197 Weeping Willow Ct, Blacklick,OH
Cynthia Howe

Summary

Accountant: Engaging and detail-oriented accounting professional over thirteen years of progressive responsibility and the capacity to energize a team of professionals by creating a dynamic and innovative team culture.

Overview

30
years of professional experience
1
Certification

Work History

Primerica
Duluth, GA

Financial Advisor
01.2023 - Current

Job overview

  • Consulted with clients to assess and meet short- and long-term financial goal (40 hours/week)
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Provided ethical, objective and holistic financial planning advice to clients.
  • Promoted business to increase customer base and grow revenue.
  • Facilitated client meetings with comprehensive investment strategy planning.
  • Advised customers on financial investment options and capital expenditures.
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Analyzed wills, insurance policies and corporate contracts for potential financial risks and opportunities for improvement.
  • Provided recommendations for education funding, estate planning and insurance gap analysis.
  • Grew assets under management through referrals and new business opportunities.
  • Advised on investment portfolios with 401k, pension and tax-sheltered annuity products (40 hours/week)

Family Home Health Care
Tarrytown, NY

Healthcare Support Worker
10.2017 - 10.2020

Job overview

  • Establish strong foundation for success by maintaining records of patient care, condition, progress, and patient issues; report and discuss observations with supervisor or case manager
  • Selected Contributions:
  • Exercise sound judgment and discretion while helping patients move in and out of beds, baths, wheelchairs, and automobiles; assist with dressing and grooming
  • Deliver key contributions toward success by providing patients and families with emotional support and instruction in vital areas including infant care, healthy meal preparation, independent living, and adapting to disability or illness
  • Shape a positive, productive environment by entertaining, conversing with patients, and reading aloud to help patients remain mentally healthy and alert.

Arend Industries
St Catherine, Jamaica

Accountant
01.2010 - 08.2017

Job overview

  • Demonstrated insightful leadership and enhanced clarity of mission by coordinating activities of businesses and departments concerned with production, pricing, sales, and product distribution
  • Captured substantial gains in efficiency and productivity by managing staff; prepared work schedules and assigned essential responsibilities
  • Determined areas requiring cost reduction and program improvement by measuring productivity and goal achievement; reviewed financial statements, sales, activity reports, and other performance data
  • Maximized productivity and provided vital structure by establishing and implementing departmental policies, goals, objectives, and procedures
  • Created environment for sustained success by conferring organization officials, and staff members to ensure organizational integrity.
  • Provide assistance regarding the the operational accounting functions and the application of generally accepted accounting principles, policies and procedures.
  • Assists in establishing and monitoring internal controls to identify problem areas, determine ation required to improve operating program effectiveness.
  • Identify discrepancies and their sources, prescribe corrective action and develop training to prevent reoccurrence.
  • Ensure and maintain the integrity of financial and accounting information.
  • Create and Maintain client Relations.
  • Relationship Building and Management
  • Perform special audits, reports, and analysis to evaluate he financial health of accounting operations based on a balanced scorecard measurements or indicators.

Xennol Incorporated Ltd
Kingston, Jamaica

Accounting Director
06.1993 - 07.2009

Job overview

  • Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight (90 hours/week)
  • Handled accounting operations such as updating journal entries, pursuing collections and reconciling accounts.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Oversaw cash flow, controlled costs and financial matters.
  • Verified and posted account transactions to prepare checks and maintain accounting ledgers.
  • Produced accurate and compliant financial statements, reports, documentation and budget frameworks.
  • Developed and implemented departmental accounting policies, procedures and processes to establish and standardize accounting best practices.
  • Developed budgets, prepared forecasts and monitored financial deadlines.
  • Evaluated and approved billing invoices and expense reports to monitor and ensure cash flow and cost containment.
  • Reconciled and reviewed operations databases and accounting system records to calculate and determine accurate monthly revenues.
  • Delivered actionable recommendations to enhance strategic direction and day-to-day accounting operations.
  • Evaluated and approved contracts, proposals and purchase orders.
  • Planned, directed and monitored regulatory operations, tax reporting and audit compliance.
  • Directed over 10 accounting and payroll employees while preparing and reconciling tax returns and accounts.
  • Increased revenues by 300% by developing codes for accounting tasks including cost estimation and revenue generation.
  • Analyzed balance sheets for mistakes and inaccuracies.
  • Posted financial data in Excel spreadsheets and managed inventory.
  • Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
  • Collaborated with external partners to complete audits.
  • Delivered superior level of customer service to small business clients.
  • Coordinated project materials and schedules, facilitated communication and prepared reports.
  • Investigated and resolved billing issues to maximize cash flow and minimize liabilities.

Education

Western Governors University
Salt Lake City, UT

Master of Science from Education
12.2023

University Overview

Western Governors University Online
Duluth, GA

Bachelor of Science from Business Management
12.2021

University Overview

University of Technology
Kingston, Jamaica

Accounting Degree from Business Administration
06.1990

University Overview

Certification

Windows | C+ | Network+ | Microsoft Certified Professional (2010)

Licenses:

Life (2023)

Securities Industry Essentials (SIE) | Series 6 | Series 63 (2023)

Timeline

Financial Advisor
Primerica
01.2023 - Current
Healthcare Support Worker
Family Home Health Care
10.2017 - 10.2020
Accountant
Arend Industries
01.2010 - 08.2017
Accounting Director
Xennol Incorporated Ltd
06.1993 - 07.2009
Western Governors University
Master of Science from Education
Western Governors University Online
Bachelor of Science from Business Management
University of Technology
Accounting Degree from Business Administration

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Cynthia Howe