Operations Manager Resume Example Diamant Investment Corporation

OPERATIONS MANAGER

Career Focus

Over 18 years, of progressive and comprehensive experience as an innovative operations professional. Demonstrated ability to effectively plan, coordinate and meet deadlines of multiple projects. Noted for positive rapport with co-workers and clients. Detail oriented, with a proven ability to successfully contribute to company objectives.

Summary of Skills

Prepare and analyze Financial Statements
Review Broker statements for accuracy
Process Bluesheet requests
Payroll processing
Payroll tax reporting
Prepare and file firm's corporate tax returns
Prepare and distribute 1099-B and 1099-DIV/INT to clients
IT compliance, cash management, trade processing
Corporate/Municipal Bond processing in regards to industry regulations
Audit preparation
Reconciling clients portfolio's for accuracy with the Backoffice
Financial Statement preparation, Reporting / Documentation
Microsoft Office, Advent Axys, Peachtree Accounting Software.

FINRA Series 6 License
Analytical
Strategic planning
Procedure development
Cost reduction
Systems implementation
Business process re-engineering

Accomplishments

Re-redesigned corporate infrastructure to allow proprietary software to operate throughout the office.

Created a disaster recovery procedure to adhere to regulatory compliance

Helped reduce operating expenses by in sourcing IT initiatives and tax processes.

Streamlined interface between the back and front-office software.

Test company's processes to prepare for annual AML audit.

Updated payroll processes.

Professional Experience

Operations Manager
January 2003 to CurrentDiamant Investment Corporation － Greenwich, CT

Prepare month-end, Quarterly, and Year-End Client Statements.
Prepare Monthly, Quarterly, and Year-End financial reports.
Audit preparation for annual FINRA review.
Annual Internal audit preparation.
Daily and monthly bank reconciliation's Depository Trust Company monthly reconciliation of positions that are held in safekeeping Prepare bi-monthly payroll Prepare and file Quarterly payroll taxes Prepare and file corporate federal and state income tax.
Prepare substitute 1099's for clients.
Create and implement new back-up procedures for data recovery.
Developed Access query reports to be able to audit client records, inventory of securities, and transactions.
In charge of computer upgrades and maintenance.

Fund Accountant
January 1998 to January 2003Sungard Investment Systems Inc － Paramus, NJ

Perform month-end and year-end closing functions.
Prepare trail balances, daily and monthly financial and broker statements.
Assist external auditors with K-1 preparation.
Developed balance sheets, income statements, account statements and trial balance reports using Crystal reports.
Outline functional accounting specifications, prepared test plans, and arranged and participated in client build tests for web based accounting software.

Education

Bachelor of Science : AccountingRamapo College of New Jersey － Mahwah, NJAnisfield School of Business

Skills

accounting, disaster recovery, Financial statements, bank reconciliation, payroll, cash management, client correspondence, Documentation, functional, Internal audit, Microsoft Office, Peachtree Accounting Software, month-end reconciling, securities, payroll tax preparation, annual tax returns, Year-End closing.

Resume Overview

Companies Worked For:

Diamant Investment Corporation
Sungard Investment Systems Inc

School Attended

Ramapo College of New Jersey

Job Titles Held:

Operations Manager
Fund Accountant

Degrees

Bachelor of Science : Accounting

Operations Manager Resume Example

Resume Score: 85%

Resume Overview

Create a job alert for [job role title] at [location].

Similar Resumes