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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLEPottstown, PAPHONE NUMBER AVAILABLEWORK EXPERIENCE:ZMC Logistics 05/2023 - 07/2024CDL A DriverDrive and operate semi-truck with liquid and bulk tankersFollow instructions; locate and read location and road mapsPick up loads (CO, NY, NJ, DE, MD, WV), verify loads for accuracy, and deliver them as instructedCustomer Service (Feed-mills, farms, Treehouse locations, etc)Operate ELD, comply with DOT regulationsComplete and verify paperwork for accuracyEndorsements: Tanker, Hazmat, Doubles/TAvailable: TWIC cardABC (seazonal position) 07/2022 - 02/2023CDL A DriverDrive and operate trucks/boom crane (flat bed)Follow instructions; locate and read location and road mapsPick up goods and materials, verify loads for accuracy, and deliver them as instructedCustomer ServiceComplete and verify paperwork for accuracyThe Pennsylvania Compensation Rating Bureau (The PCRB) 2020 - 2022Field Representative/AuditorPerformed annual remote review of policyholders financial records such as payroll records, general ledgers, cash disbursement journals, tax records to determine the actual policies exposureAnalyzed policyholders business operations to determine correct classification to determine final exposures on auditable commercial lines policies (General Liability and Workers Comp)Scheduled and coordinated physical audits with third party for premium audit clientsML Horizon, LLC (I own the LLC)Independent Contractor 2017 - 2019Field RepresentativePerformed annual on-site review of policyholders financial records such as payroll records, general ledgers, cash disbursement journals, tax records to determine the actual policies exposureAnalyzed policyholders business operations to determine correct classification to determine final exposures on auditable commercial lines policies (General Liability and Workers Comp)Scheduled and coordinated physical audits with third party for premium audit clientsTransForce 2016 2017CLD A DriverDrive and operate trucks/boom craneFollow instructions; locate and read location and road mapsPick up goods and materials, verify loads for accuracy, and deliver them as instructedCustomer ServiceComplete and verify paperwork for accuracyQuality Carriers 2015 - 2016CDL A DriverDrive and operate trucks/tankerFollow instructions; locate and read location and road mapsPick up goods and materials, verify loads for accuracy, and deliver them as instructedCustomer ServiceComplete and verify paperwork for accuracySEI, Oaks, PA 2007 2014Fund Accounting - Senior Financial AnalystMaintained the accuracy and integrity of accounting system, settled trades, supported performance calculations and produced timely and accurate reports, including the recording of general ledger entries, expense accruals and investment activityReconciled various accounts, researched, corrected and explained any variancesCommunicated with various business groups, including accounting, operational due diligence, cash management, portfolio allocations, and client managementEnsured that all established daily processing procedures and controls were completed accurately and timely (prepared cash, positions, PNL, amortization income, owners equity reconciliations to all counterparty accounts for 2 assigned funds with 8 different portfolios on a daily basis)Prepared timely and accurate Net Assets Values, yields, distributionsServed as daily customer service operational contact for multiple internal and external clientsDeveloped interpersonal skills essential for servicing and communicating with multiple parties such as internal staff, external auditors, managementAcquired an advanced working knowledge of data analysis, Microsoft applications, especially Excel and WordPFPC, Valley Forge, PA 2006 2007Full-service mutual fund transfer agent and fund accounting providerFund Accounting- Financial AnalystConverted/merged new Alternative Investments onto the Geneva accounting systemPrepared, tested, reconciled, and processed upload functions for parallelsResearched and explained differences between InvestOne and current service provider, test InvestOne enhancementsBroadened analytical skills including ability to solve complex problemsSupport accounting in their daily function to ensure NAV and client deliverables are met on a timely and accurate mannerDeveloped strong business customer service communication skills including strong verbal, written, organizational, as well as time management skillsINTERNSHIP EXPERIENCEDeloitte & Touche LLP, Philadelphia, PA 2005 2005Auditing, Internship (6 months), Auditing and Regulatory Compliance Services:Tested various line items on the Balance Sheet and Income Statement.Broadened the understanding of planning, testing, and sampling methods of auditingPerformed reconciliations and comparisons with previous bank statements.Traced opening balances to prior year's working papers; compared the results of cash, security and stock counts with accounting records; compared internal data with external sources of information.Identified weaknesses of control, processes as well as provided evidential supportPerformed inventory analysis to ensure 100% accountability of all items in stockBlackrock, Inc, Wilmington, DE 2004 2004Internal Auditing (6 months), Compliance Department:Familiarized with the Standards of Professional Practice of Internal AuditingDiscerned clients investment guidelines and their coding into the compliance system, and monitored and reviewed compliance rule exceptions on a daily basis for assigned accountsParticipated in group internal auditing and special investigations, compliance with policies and rulesDeveloped familiarity with various Aladdin applications, trade flow process, and Blackrocks data environment, investigated and trouble-shot potential errors in existing compliance coding and helped design new system rules when needed.EDUCATION:Drexel University LeBow College of Business, Philadelphia, PA 2006Bachelor Degree in Business/AccountingDrexel University, MBA, Denver, CO 2008MBA in Business/Finance |
