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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLEEMAIL AVAILABLEPhone: PHONE NUMBER AVAILABLEEDUCATIONHampton University Graduated Street Address
Hampton, VirginiaBachelor of Science in Finance and BankingRelevant Coursework: Investments, Case Studies: Contemporary Problems in Finance, Business Finance, Managerial Finance, Financial Institutions, Seminar in Banking, Basic Accounting, Intermediate Accounting, Macroeconomics, Microeconomics, Banking and Monetary PolicyEXPERIENCEGeneral Dynamics Mission Systems July 2023 June 2024Charleroi, PAData Coordinator (Contractor Remote)Obtaining ISO certifications from potential and current part suppliers via internet search or communication with company representatives via email or phoneObtaining the contact information of ownership, sales, and quality assurance management via internet research or communication with the companyResearching companies to determine their small business status as well any MBE, WOSB, or VBE certificationsApplied the proper quality codes to 1000s of part numbers based on the analysis of part drawing notes or per instructionAstrics November 2020 July 2023Coraopolis, PAOwner AnalystBookkeeping, account creation, and data entry into ExcelProducing data visualization through Power BISetting up data for the automatic generation of financial reports and analysisReference (invoices, receipts, etc.) archivalConduction of video meetings with clientData conversionFederated Hermes Oct 2022 February 2023Canonsburg, PASenior Client Data Coordinator (Contractor)Processed daily transaction and asset resolutions in MARS ProductionMoved and merged offices/reps in MARSAssisted in research/entry offices and reps for client conversionAnsys Inc. Aug 2019 April 2021Canonsburg, PennsylvaniaBusiness Intelligence Data Analyst (Contactor)Conducting research on thousands of companies for the customers NAIC code and industry classificationResearching company parents and subsidiariesManaging large excel databases using vlookups, pivot tables, other formulas and functionsRunning reports on annual contract values and new customers weekly via OracleWeekly reconciliation of the annual contract values between customers already researched and those unresearched in order to determine which customers are of highest priority for industry classification and company parent researchNY Bergen Realty LLC Oct 2017 Nov 2018Brooklyn, New YorkAssistant Property ManagerManaged property viewings and gave tours of apartments to prospective tenantsReviewed and executed lease contracts for incoming tenantsPerformed accounting procedures including paper and electronic bookkeeping, recording of rent collections, accounts payable, accounts receivable, bank reconciliations, general ledger recording, and payrollAssisted in the preparation of financial reports for government and financial institutionsManaged property maintenance which included the creation and monitoring of maintenance tickets, reviewing requests for apartment fixture upgrades, and on-site verificationReplied to tenant concerns via phone, email, and in personBank of New York Mellon Pershing Oct 2016 Sept. 2017Pittsburgh, PennsylvaniaAnalyst Global Custody and Trade Settlement (Contractor)Researched and reconciled differences between the actual market and its reflection on customer accountsResearched reasons for trade failures and unverified trades then worked with investment managers to resolve or escalated the issue to other departments within the bank when necessaryResearched and removed duplicate trades as well as corrected trade input errorsInitiated single and various sized block trades as instructed by investment managersWorked with corporate actions to discuss changes to items such as CUSIP numbers or ticker symbolsUsed Docusign for transaction approvals when necessaryProvided customer service to investment managersAssisted in various projects such as training, system testing, and tax lot adjustmentsSafeguarded and maintained sensitive client informationBank of New York Mellon July 2015 March 2016Pittsburgh, PennsylvaniaAssistant Project Manager (Contractor)Worked with middle market account managers as well as the head project manager on a major custody platform conversion projectPrepared introductory guides and notification letters concerning the effects of the project on investment managers and institutional clientsCorresponded with other departments such as accounting and client administrators to discuss and implement project updates and instructional changes such as alterations to account numbers, wiring instructions, or client teamsManaged the database of account management to client communications concerning past due feesGateway Healthcare March 2015 May 2015Pittsburgh, PennsylvaniaCashier / Staff Accountant (Contractor)Cash management of incoming refund and member premium payments using Microsoft Excel and ensuring that those payments are assigned to the correct general ledger accountsAssisted in month end activities such as journal entries, bank reconciliation, and looking up invoices, checks, and any other documentation used as evidence for journal entriesAssisted in data entry and maintenance on various excel worksheets, adjusting formulas or creating formulas to make sure that references link correctly as new accounts are added or other changes occurDirect Energy May 2012 Jan 2015Pittsburgh, PennsylvaniaPricing AnalystProvided pricing, contract, and data support for sales personnel located in the Mid-Atlantic, Northeast, and Mid-West regionsWorked with Front Office members along with other DE departments in order to solve various issues and deal with internal/external concernsStrategized on the best practices to provide pricing quickly and accurately as new procedures and products are implemented.Gained working knowledge of database systems such as Hedge, SalesLogix, ERM, Conduit Market Portal. Data Access Portal, and SSRS ReportsDeveloped knowledge of the overall energy business including the dynamics of energy generation, the various pricing components, and the role and function of the regulatory bodiesPentagon Real Estate Management Inc. June 2007 March 2012Brooklyn, New YorkAssistant Property Manager/Administrative AssistantPerformed general real estate office procedures such as filing, cash management, and data entrySuccessfully implemented strategy for marketing to new potential tenants through the internet by creating a website and online classifieds resulting in an increase of rental application requestsAssist in the preparation of Over-due rent package for Legal to take to court.Communicate with the tenants and coordinate the maintenance staff to efficiently address their concernsMD Global Partners, LLC June 2011 February 2012New York, New YorkInvestment Bank and Broker/DealerFinancial Analyst InternResponsible for building multiple client decks and pitch books comprised of in-depth company analytics and valuations as well as industry specific and competitor overviewsAnalyzed financial statements, data, and press releases in order to find potential candidates for mergers, acquisitions, IPOs, PIPEs, Structured Debt Offerings, and Debt RestructuringCreated and maintained debt summary and trading statistics books to determine debt terms, trading volume, and the effect of leverage on distressed corporations, as well as uncover new opportunities for the purchase of outstanding convertible debenturesPrepared documents and letters as well as filled applications such as broker dealer questionnaires for delivery to clients, associates, potential clients, fund managers, and government officesAttended business meetings/conference calls with partners and clients in which I took the opportunity to give input when necessary or ask questionsSKILLS, CERTIFICATIONS, AND AWARDSSkills:Excellent written and verbal communication skillsUnderstanding of financial reporting and equity analysisProficient with Customer Relationship Management (CRM) software such as SalesLogixAdvanced Skill level in Microsoft Excel, Word, and PowerPointProficient in use of S&P Capital IQAble to quickly learn and adapt when using new or unfamiliar systemsDocusignFlexibleMultitaskingSQLPower BIVisual BasicAwards: Direct Energy 2013 Top Performance Award |
