IREK M.

SWIECKI
87 Millard Street
New Britain, CT 06051
(860)796-5807
is8fa0a4@westpost.net

PROFILE
======================================================
Enterprising, bilingual Finance/Accounting Professional with experience in taxat
ion, accounting, financial planning and analysis, commercial banking, project ma
nagement, and marketing. Currently pursuing CFA designation and SERIES 65 licens
ure.
* Well versed in taxation and accounting principles, financial products, ana
lysis, and business operations
* Team player who performs at high level of productivity in fast-paced, deadline
oriented environment
* Good communicator and excellent relationship builder with management, customer
s, staff and institutions
* Proficient in Microsoft Office (Word, Excel, Access, Power Point, Outlook, Vis
io) and Drake Tax Software
* Recognized for problem solving, analytical and interpersonal skills
* Experienced working in international environment, managing clients, projects a
nd small teams

OBJECTIVE
======================================================
To join a leading financial organization with opportunities for leadership learn
ing and growth in one or more of the following interests:

Financial Analysis Investment Advisory Risk Management

Credit Analysis Portfolio Management Financial Planning

Experience
======================================================
TAX ACCOUNTANT/ANALYST, December 2008-June 2010 New Britain, CT
J&J Financial Associates, LLC
* Prepared federal and state income tax returns for over 250 business and indivi
duals
* Prepared transaction tax (sales/use, business & occupation, gross receipts, an
d property tax)returns for monthly, quarterly and annual filings for 300 + small
businesses
* Assisted in financial planning and analysis
* Interpreted and complied with state, local and international statutes, regulat
ions, and legislation
* Prepared for, and assisted with, transaction and income tax audits
* Provided guidance based on research of transaction tax laws and regulations
* Prepared and filed business registration documents with federal, state and loc
al authorities
* Provided technical help and guidance to senior partners and office staff
* Generated Excel spreadsheets and P&L statements

ACCOUNTING ASSISTANT, December 2007-December 2008 New Britain, CT

J&J Financial Associates, LLC
* Managed payroll function for 120+ employees
* Helped improve collections function which increased company's Cash flow by 30%

* Managed accounts payable and accounts receivable

* Administered online banking functions
* Liaised with bankers, insurers and solicitors regarding financial transactions
* Scheduled appointments for 1500+ clients and maintained up-to-date confidentia
l files

MORTGAGE LOAN OFFICER, October 2005-December 2007 New Britain, CT

International Mortgage Company, LLC
* Developed relationships with Realtors, builders and borrowers to promote conti
nuous business
* Reviewed, processed, closed and administered over $4 million in loan proposals
* Interviewed applicants and requested specified information for loan applicatio
ns
* Analyzed applicant financial status, credit, and property evaluation to determ
ine feasibility of granting loan and submitted application to credit analyst for
verification and recommendation
* Ensured loan agreements are complete and accurate according to policy
* Analyzed potential loan markets to develop prospects for loans

PROJECT/ACCOUNT MANAGER, July 2005-September 2007 New Britain, CT

Weboticx, LLC
* Developed and maintained relationships with new and existing clients
* Managed Web development and interactive projects and acted as a liaison betwee
n clients and project teams
* Developed project plans, user interface, general architecture and navigation s
ystems for client Web sites
* Developed RFP responses, proposals and estimates
* Supervised development of traditional and online marketing campaigns and strat
egies.
* Created and monitored schedules, deliverables, internal and vendor resources t
o deliver projects on time and on budget
* Developed and/or edited client and in-house marketing and sales materials
* Contributed to technical innovation and overall business direction

ASSISTANT FINANCIAL ADVISOR, February 2004-April 2005 Southington, CT

Primerica Financial Services
* Worked with prospective and existing customers to assess financial needs
* Assisted financial planners with portfolio construction and financial plan pre
paration
* Helped advisors with development of strategies to attract and acquire new clie
nts
* Identified and recommended appropriate investment services to customers
* Generated and followed up on leads
* Ensured compliance with company and regulatory requirements and guidelines

Education
======================================================
BACHELOR OF SCIENCE IN FINANCE - CFA Specialization New Britain, CT
Central Connecticut State University - May 2009

ASSOCIATES OF SCIENCE IN GRAPHIC DESIGN Farmington, CT

Tunxis Community College - June 2003

Skills and Activities

======================================================
* Basic knowledge of financial modeling and Bloomberg Workstation
* Certified Bookkeeper and member of National Bookkeepers Association
* Member of National Associations of Tax Professionals
* Fluency in Polish language (written and spoken)
* Participated in tax forums lead by the IRS Commissioner, Doug Shulman in Washi
ngton, DC and Chicago
* Attended continuing education workshops conducted by national, state and local
organizations