Vivian S. Betouni, CPA, MBA
Hickory Hills,IL
Summary
Certified Public Accountant (CPA) with an MBA and two years of experience in public accounting, specializing in financial reporting, tax strategy, and regulatory compliance. Skilled in applying accounting principles to provide accurate financial insights and support strategic decision-making. Seeking a Controller role to utilize a results-oriented approach, technical expertise, and leadership skills to drive financial excellence and support organizational growth.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Tax Advisor
Fiducial Expertise
10.2022 - Current
- Prepared comprehensive federal and state income tax returns for individuals, businesses, and non-profits, ensuring compliance with tax regulations.
- Conducted in-depth research on complex tax issues, providing clear, actionable memos to partners and clients.
- Recorded, categorized, and summarized financial transactions in accordance with GAAP, maintaining accuracy and integrity.
- Produced detailed financial reports and analyses to support management and Board decision-making.
- Collaborated with auditors during examinations, ensuring smooth communication and resolving issues efficiently.
Private Client Banker
JP Morgan Chase Bank NA
06.2019 - 10.2022
- Developed a deep understanding of clients' financial goals and risk tolerance to deliver customized advice aligned with their long-term objectives.
- Collaborated with investment professionals to provide comprehensive guidance on asset allocation and portfolio management, ensuring optimal financial results.
- Stayed informed on industry trends, market changes, and regulatory updates to offer timely and relevant advice.
Inside Sales Advisor
Tesla, Inc.
06.2018 - 04.2019
- Identified customer requirements, provided tailored solutions, and skillfully addressed objections using consultative selling techniques.
- Boosted customer satisfaction by delivering personalized service, promptly resolving concerns, and ensuring a seamless sales experience.
- Consistently achieved or surpassed sales targets and quotas, driving revenue growth and contributing to the company’s overall success.
Business Development Specialist
Data Consultants Corp.
10.2016 - 06.2018
- Engaged with clients to assess needs, provide customized solutions, and successfully close deals, building long-term relationships.
- Created and executed strategic sales plans that drove revenue growth and enhanced company profitability.
- Secured high-value accounts by building strong relationships with key decision-makers and delivering tailored solutions.
Education
MBA - Business Administration
Aurora University
Aurora, IL05-2018
Bachelor of Arts - English
Governors State University
University Park, IL05-2016
Skills
- Financial statements
- Financial analysis
- Tax compliance
- Budgeting and Forecasting
- Tax-related research
- Tax return preparation
Certification
- Certified Public Accountant (CPA) - National Association of State Boards of Accountancy.
Timeline
Tax Advisor
Fiducial Expertise
10.2022 - Current
Private Client Banker
JP Morgan Chase Bank NA
06.2019 - 10.2022
Inside Sales Advisor
Tesla, Inc.
06.2018 - 04.2019
Business Development Specialist
Data Consultants Corp.
10.2016 - 06.2018
- Certified Public Accountant (CPA) - National Association of State Boards of Accountancy.
MBA - Business Administration
Aurora University
Bachelor of Arts - English
Governors State University
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