Summary
Overview
Work History
Education
Skills
Timeline
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TARUN KUMAR

South Amboy,NJ

Summary

Currently an accounting student at the Rutgers Business School in Newark NJ, as well as a former Account Representative (Morgan Stanley) and prior financial manager (U.S. Army). Possessing outstanding problem-solving, account management, book keeping, and multitasking abilities. Bringing years of hands-on experience generating revenue by developing market potential through lead generation and forecasting. Accomplished in successfully handling and resolving various customer issues and achieving organizational and team goals.

Overview

6
6
years of professional experience

Work History

Server

Texas Roadhouse
08.2022 - Current
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Cultivated warm relationships with regular customers.
  • Maintained clean and organized dining areas to uphold restaurant hygiene standards.

Customer Account Representative

Morgan Stanley
03.2022 - 08.2022
  • Managed and analyzed the financial information of over 100 clients as well as refined investment objectives and identified investment product solutions
  • Identified and resolved the financial issues of over 100 accounts
  • Audited financial accounts of 100 plus core portfolios clients as well as maintained and updated reports accurately

Financial Management Technician

Unites States Army
01.2018 - 01.2021
  • Facilitated funds and evaluated financial reports for military personnel from all the branches of the military
  • Budgeted, disbursed, and accounted for government funds as well as reviewed data for future projected company growth; prepared financial forecasts as part of a financial research team of 3
  • Reviewed contracts and invoices; made sure all financial matters were met
  • Duty daily was to guarantee pay-related documents were complete and accurate and verify daily cash balances of public funds

Education

Bachelor of Science - Accounting

RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY Rutgers Business School
Newark, NJ
01.2025

Associates of Arts - Business Studies

MIDDLESEX COLLEGE
Edison, New Jersey

Diploma - Finance

United States Army Financial Management School
Fort Jackson, SC

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Piscataway Magnet School
Piscataway, NJ

Skills

  • Book keeping
  • Financial Analysis
  • Financial Planning
  • Analyzing Data
  • Risk Management
  • Examining contracts and invoices
  • Receive and understand reports
  • Microsoft Word, PowerPoint, and excel
  • Strong written and oral communication
  • Organization and attention to detail
  • Analytical and problem solving skills
  • Mathematical and deductive reasoning

Timeline

Server

Texas Roadhouse
08.2022 - Current

Customer Account Representative

Morgan Stanley
03.2022 - 08.2022

Financial Management Technician

Unites States Army
01.2018 - 01.2021

Bachelor of Science - Accounting

RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY Rutgers Business School

Associates of Arts - Business Studies

MIDDLESEX COLLEGE

Diploma - Finance

United States Army Financial Management School

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Piscataway Magnet School
TARUN KUMAR