Breaking it Down: Sample Accountant Bio

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As a professional accountant, there will be times when you’ll need a bio, say for a company team directory. In these cases, you’ll want to use dense words and choose your words wisely. You’ll want to say all the vital information in the most concise way. We break this down in our sample accountant bio.

You’ll notice we’ve been provided a lot of information about Helen Ortiz. If, by some freak of nature, the first paragraph is all that’s left after the rain gets the hard copy of this bio, you will still have enough information to get a sense of Helen Ortiz. 

Names of individuals and institutions have been changed to protect their privacy.

Going the extra mile comes second nature to Helen Ortiz, the founder and CEO of Leap Bookkeeping. In her most recent role as the accounting manager with Colger Distributing, she supervised day-to-day accounting tasks, from invoice processing and distribution to communicating with external vendors and reporting financial statements to senior-level executives. Helen’s attention to detail and problem-solving ability has provided her with much success since she started in the industry over 15 years ago. 

The first paragraph is an up-to-date account of what Helen’s been up to and how well she’s doing. Those reading the bio would love to know how she got her start in this wonderful accounting world. The second paragraph of this sample accountant bio will answer the question.

A native of Puerto Rico, Helen moved to Arizona in 2006, where she began working with food services distributor Gatelane Distribution as the fixed assets accountant. She quickly worked her way up and eventually became the senior accountant, working with 70 units across the company and maintaining inter-company processes. Helen received her bachelor’s degree in finance from the University of Puerto Rico. 

The third and final paragraph in this sample accountant bio lets us know who Helen is as a person. Is she the type of person we would have as a friend? What are her values? We already know she works hard and is motivated, but what makes her special? All these questions will be answered in the final paragraph; the entire person is introduced in this well-written short sample accountant bio. The most important takeaway is to choose dense words for your bio.

Helen enjoys giving back and has worked with the community organization The Torch, leading motivational workshops for teens in Puerto Rico. She also has a soft spot for dogs and provides canine boarding services for families going out of town. In her free time, Helen enjoys soap and candle making. She resides in Chandler, Arizona. 

When the bio is well written, the reader will feel like they know the person they read about – and that’s our goal. Are you interested in having your bio professionally written? Call our office at 818.488.1543 or email us at is inspiration and brainchild of Endrea Kosven, founder and CEO of EDK and Company. With over 15 years as a PR and marketing professional in Los Angeles, she helps her clients succeed in their professional branding and marketing efforts.

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