Finance Resume

                                                    MONROE D. DOWLING III, MBA, MPMP, BA, CONSULTANT
                                                                         614-915-2117, monroeiii@gmail.com

                                                                                          FINANCE RESUME

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Highlights of Professional Qualifications

Demonstrated progressively challenging high caliber auditing skills from performing pro forma audits to acting as Auditor in Charge
As Internal Auditor at Ohio University, developed audit plans, templates for guidelines, reviewed internal controls and financials, prepared audit
reports, supervised junior auditors, benchmarked processes in educational departments based on college standards, audit guidance from the Institute
of Internal Auditors and other state-wide regulations, IRS tax research, etc. Created processes for change
Exercised attention to fine detail in an audit of Ohio University’s Bursar’s Office and reviewed financial controls with junior auditors under the
direction of the Director of the Audit Office
Edited a high quality report which submitted recommendations for improvement in areas based on applied research and analysis
Honed skills to a high level employing

Class training Attended audit training conference by the Association of College and University Auditors - classes included review of
workpaper preparation, internal controls, fraud and more
Guidance from the audit office director
Ongoing research with the collection of office audit books and guidance
On the job training

Achieved major accomplishments for the office which included

Added value by submitting a successfully funded competitive proposal for university funds for audit control software
Crafted a superior training and guidance tool by writing, editing and revising the policies and procedures of the Internal Audit Office

While working as a Loan Servicing Analyst for Irving Burton Associates, performed pro forma audits of banks and savings and loans for a consulting
firm under contract to HUD
Advanced with success to the Internal Auditor position
Traveled nationwide in audit teams as a Loan Servicing Analyst and acted as Auditor in Charge on occasion after gaining experience

Professional Experience

2006 - 2010 Internal Sales and Service Representative , Nationwide Life Insurance Co., Dublin, OH

Answered complex questions regarding financial annuities
Performed relevant, timely research to resolve financial investment issues including withdrawals, payments, transfers, etc. spanning over half a dozen
computer databases, and online related systems within the Intranet
Communicated with brokers to generate sales leads; disseminate sales literature and maintain a vast database of knowledge regarding products and
new business requirements.

2005 Customer Service Representative, Calltech, Columbus, OH

Performed troubleshooting and account maintenance in a contract with Arch Wireless supporting pagers for business and consumer accounts.
Assessed billing issues and conducted technical support

2005 Customer Service Representative, Verizon Wireless, Columbus, OH

Resolved wireless communication issues for residential and business consumers in a fast-paced constantly changing technology market which has
expanded to include lightweight, portable cellular phones, digital photography, broadband Internet with wireless network PC cards, personal digital
assistants and gaming
Utilized skills gained from work at Calltech and on the job training at Verizon

2004 - 2005 Tier 2 Technical Support, Calltech, Columbus, OH

Troubleshooted technical Internet connection challenges for Verizon DSL home-based online services
Handled hardware connectivity problems, modem configurations, Microsoft Windows concerns, account setup and password resets
Walked customer’s through software installs, Internet downloads, E-mail configuration and computer maintenance questions
Utilized professional remote desktop software to view and correct customer PC settings

2002 Grant Writer, Lee & Associates, Dublin, OH

Wrote a variety of specialized grants for federal and state funding and for non-profits in the areas of social services, education, community
infrastructure, technology and other societal needs
Targeted funding requests to at risk populations throughout Ohio

2001 - 2002 Internal Auditor, Ohio University, Athens, OH

Led auditing assignments as auditor in charge
Supervised groups of internal auditors and the office administrative assistant; represented the department in administrative meetings
Coordinated the work of an office environment
Wrote and edited audit reports and provided instruction and guidance to junior auditors in the performance of audits and the writing of reports
Reviewed complex contracts for compliance with university, state, and federal requirements
Performed statistical survey analysis, budgeting and other administrative duties as required

1996 - 2001 Senior Account Specialist, Bank One, Columbus, OH

Trained, coached and mentored newly hired representatives
Provided team input to an employee work satisfaction committee
Answered questions related to complicated statistical customer service data in reports and in presentations for supervisors and managers
Traveled to corporate headquarters to submit quality monitoring proposals and wrote report for the manager of customer service on account
representative monitoring criteria
Performed regulatory research for Visa and MasterCard in the Chargeback Department

1994 - 1995 Program Officer, The Community Shelter Board, Columbus, OH

Led an extensive project to revise a strategic plan for the city’s homeless directives to The Department of Housing and Urban Development (HUD)
Worked directly with social service providers at local homeless shelters which housed a large population of at risk minorities and female heads of
households
Led and managed detailed statistical forecasting analyses and performed budgeting, database tracking and financial trend analysis
Delivered presentations before the organization’s board of directors and other local homeless organizations
Reviewed contracts with the homeless shelters
Attended City Council, Franklin County, Department of Housing and Urban Development and Mid Ohio Regional Planning Commission meetings

1989 - 1992 Loan Servicing Analyst, Irving Burton Associates, Falls Church, VA

Performed work for an 8A minority accounting firm under contract to the Department of Housing and Urban Development
Supervised audit teams on financial audits; reviewed employee’s audit papers and approved final submission of audits
Conducted 100 nationwide financial reviews of savings and loans, mortgage companies, and banks finding monetary discrepancies ranging from
$500 to $20,000 in sample portfolios ranging from 50 to 300 files

1987 - 1988 Research Assistant, Finance Assistant, Democratic National Committee, Wash., DC

Researched legislative and presidential candidates for the 1988 election
Performed data entry for financial donations to the party
Traveled to Atlanta for the democratic convention

Education

Franklin University Graduate School of Business, Columbus, Ohio, MBA, Business Administration, GPA, 3.83
Carnegie Mellon University, Pittsburgh, Pennsylvania, MS in Public Management and Public Policy
Pomona College, Claremont, California, BA, Government

Professional Awards/Distinctions

Achieved multiple "I Got Caught" Awards at Nationwide Financial for going above and beyond required duties
Invited to two luncheons at La Scala for receiving "I Got Caught" Awards
Passed the State of Ohio Civil Service Examination for Management Analyst (2005)
Delivered excellent customer experience proven by three customer letters of accomodation culminating in employee of the month award at Bank One
Received the Eagle Award for high quality work at Bank One
Valued by Who’s Who Among Rising Young Americans
Graduated with distinction at Franklin University
Awarded in a team setting the best first year project course at Carnegie Mellon University

Contact information for all services

Call 614-915-2117 for business writing, grant writing, computer work and other services except Odesk
Email monroeiii@gmail.com for writing, computer services and other professional assignments except Odesk
Contact for business-related writing and grant writing on Odesk only at the link above
Work performed by phone, remotely, or in person based on initial assessment and need (See navigation bars above for additional resumes)