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Click here or scroll down to respond to this candidateCandidate's Name
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PHONE NUMBER AVAILABLEEMAIL AVAILABLEAccounting/Finance ProfessionalDetail-oriented, energetic Accounting/Financial professional. 10+ years experience in finance, accounting and taxes with an emphasis on administration, analyzing, reconciling and interpreting tax data from Corporate, Small Business, Individual taxpayers. Proficient in administration/analysis of financial data/records and the processing of payroll, tax returns, ap/ar, and financial investment strategies.CORE COMPETENCIESTax analysisFinancial analysisAccounting expertiseFinancial MarketsBanking industryPROFESSIONAL EXPERIENCEOfficer, Operations Senior Analyst Bank of AmericaCharlotte NC October 2017 - PresentDesign, Maintain, Prepare, & Review Reconciliation Processes for Global Securities Operations trade flowsCross Train and Backup assigned functions within the processEscalate issues to management/risk as necessarySubstantiate and attest to subledger and general ledger balancesParticipate in tactical and strategic initiatives related to assigned Reconciliation process flowsProcess subscriptions and redemptions requests from client base and settle all transactions when necessaryGathers, analyzes, develops financial, economic and other data to provide and drive planning processes and initiativesFinancial Analyst Mountain LTD - Liberty MutualCharlotte NC September 2016 October 2017 Under guidance prepares standardized and ad hoc reports and/or journal entries in a timely, accurate and efficient manner. Presents findings to Supervisor. Under guidance supports financial and operational planning, projections and budgeting processes, including data management (i.e. gathering and input of data), analysis and reporting. Identifies and works to help resolve issues as they arise.Responsible for executing financial controls. Follows risk management and quality compliance processes to include quality control compliance (i.e. OFAC, attestation). Follows safeguards to protect company assets and ensure compliance with Corporate and Company procedures. Actively participates in department and/or cross-functional projects of low scope. Identifies, develops and maintains efficient, cost effective, processes, controls and data management.Tax Consultant Self EmployedChampaign IL Oct 2015 - August 2016Provide income tax planning, advice, and preparation for business and individual clients.Provide additional business planning advice as necessaryCFO/Financial Manager Bell Lines LLC, Charlotte NC May 2015 Sep 2015Establish companys daily cash position, ensuring sufficient funding of disbursement accountsPrepare and manage the daily and monthly cash forecast, analyze, understand and improve variancesMaintain integrity of accounts payable database in terms of vendor master files and historical payment dataProvide fleet administration to include Payroll, Tax management, Inventory management and Logistics.Review costs, prices, expenses and revenues and makes recommendations to senior management; delivering commentary and demonstrating proficient use of repeatable processes while ensuring deadlines areRevenue Officer Dept of the Treasury/IRS, Charlotte NC February 2010 March 2015Conducted research and analysis of finances/taxes for Corp, Small Business and IndividualsMet face-to face with taxpayers and representatives to resolve tax issuesThorough knowledge of tax code and tax lawTeam oriented, Strong analytical and problem-solving skillsWorked with Federal, State, and local agencies in collecting delinquent taxes.Broker/Financial Planner GenSpring, Wachovia Sec, Bank of America, Charlotte NC 2002-2010Maintain knowledge of Derivatives, Fixed Income Products, OTC market, Hedge Funds, Funds of funds, alternative investment strategies, and options.Possessed strong verbal and written communication skills with the ability to work with a wide range of business partners. Capability to prioritize and work under pressure in a fast-paced environmentAs a General Securities Principal, maintained general securities business to include understanding of risk principles and procedures, as well as regulations.Worked extensively with financial reports.Pharmacy Specialist/Manager, Denver Health Medical Center, Denver CO 1994-2002Managed a specialty pharmacy within the Public Health system providing inpatient and outpatient services to HIV/AIDS patients. Managed day to day operations, including inventory, billing, and finances.Managed several programs simultaneously which utilized procurement of high cost and AIDS specific medications, saving more than $800,000 annually in costsPharmacy Technician, Washington Hospital Center and Caremark Homecare 1992-1994Provided support services for inpatient and homecare pharmacy.United States Air Force Pharmacy, United States Air Force Academy, CO 1988-1992EDUCATIONBachelor of Science in FinanceMetropolitan State University of Denver Denver, CO 2002TECHNICAL SKILLSProficient in Microsoft Office suite: Excel, Word, Power Point, Outlook, Access.In house tax software for IRS. Quickbooks, PeopleSoft and Peachtree accounting software. |
