SENIOR ANALYST / ACCOUNTANT Data Warehousing. Data Analysis. Statistical Modeling Senior Analyst / Accountant with over 10 years experience in a Fortune 500 company. Skilled in MIS Reporting providing methodologies, processes, architectures and technologies that transform raw data in support of regulatory compliance and business performance. Work closely with business units to identify processes that help meet goals. Strong background in Business Intelligence tools and program implementation including data warehousing, predictive data analysis, statistical modeling. Gain confidence and credibility through quality of work, personal demeanor, and effective oral and written communication. Timely and accurate delivery of information to external compliance and regulatory bodies Deep knowledge/ experience providing predictive and statistical data analytics. Monitor the data to ensure there is no outside intervention in the roll out of corporate business intelligence program, reduces risk and guarantee accuracy. Identify and implement quality controls on critical business metrics, ensuring highest degree of confidence in its reporting to internal as well as external entities. Producing Daily Net Asset Valuation (NAV) accurately and consistently for client Accomplishment Statement: Retained an at risk $250B client by converting portfolio from yellow to green within a year; process included engaging client in portfolio analysis, implemented strategies which successfully achieved client satisfaction. As a result the client was retained and increased revenue for the bank through additional services.
Excel, Word, Enterprise, Newton, Sungard Invest One Products and Peachtree
Senior Analyst / Senior Accountant January 2000 to January 2014J.P. MORGAN CHASE － Dallas, Texas
Oversee processing, accounting, and customized reporting to the client to ensure accurate and timely delivery.
Ensured accuracy by performing analysis on NAV percent change vs.
index/market to validate accuracy of daily/weekly/monthly NAV.
Guarantee that deliverables are managed timely, by effectively communicating with management regarding escalating potential late accounts.
Provide an ETA on inquiries, and follows through with response time to ensure that the client's expectations are met.
Proactively shared knowledge with other departments on the team or floor to increase productivity and increase knowledge base.
Ensured that projects are prioritized to achieve deadlines and work with senior managers to resolve all issues preventing goals and objectives from being met.
Selected to analyze daily NAV delivery, monthly and annual financial statement for assigned client base by applying effective value planning and time management.
Utilize effective problem solving skills by investigating and resolving accounting and security transactions that break validation tolerances to guarantee timeliness and accurate financial statement delivery to the client.
Carefully analyze data to ensure HUB's guidelines were implemented accurately as it applies to determine through the review and approval of processes performed by functional HUBs and escalate to management events that need remediation.
Salu firstname.lastname@example.org Page 2 Establish working relationships with internal/ external service providers and assigned client internal resources.
Assistant Treasurer January 2000 to January 2002
Managed/ lead a production Accounting team for a large Defined Benefit Plan ensuring client deliverables are met Result: Exceeded expectation, increased efficiency while decreasing operating cost, bringing in project under budget.
Based on solid knowledge of staff through training and ad-hoc mentoring, allocated account distribution to promote productivity and professional success.
Reviewed transaction processing and oversaw valuation process following company policies in documentation.
Assessed operational process efficiencies, determine client and company needs, recommend / implement improvements Monitored and maintained a secure process for obtaining valuations for all private investments and OTC derivatives.
Controller/ General manager January 1985 to January 2000THRIFTCO OF MISSISSIPPI INC － Mississippi
Domestic Non-Profit Corporation, serving community as co-op in provide goods to assist the community areas as well as providing job training and other community developments.
Established 501(C)(3) non-profit organization.
Initiated reorganization of the Association, resulting in expansion in areas of services based on the new business structure.
Managed all business functions involving the day-to-day operation of the organization Converted and developed financial reporting from manual reporting to automated financial reporting and capabilities enabling the company to meet on time reporting both for internal and external reporting.
Provided financial documents to support development of long-term goals by the directors Administered and oversaw financial and staffing directives and developed employee policy and training programs.
Graduate : Accounting and ManagementJACKSON STATE UNIVERSITY － MississippiAccounting and Management
Bachelor of Science : AccountingNATIONAL COLLEGE OF BUSINESS － Rapid City, South DakotaAccounting
A.S : AccountingNORTHWESTERN BUSINESS COLLEGE － Chicago, IllinoisAccounting
Accounting, ad, budget, C, client, delivery, derivatives, documentation, financial, financial reporting, functional, HUB, HUBs, investments, market, mentoring, Excel, Word, Enterprise, Peachtree, policies, problem solving skills, processes, Profit, reporting, staffing, time management, training programs, transaction processing, validation, valuation
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Companies Worked For:
J.P. MORGAN CHASE
THRIFTCO OF MISSISSIPPI INC
JACKSON STATE UNIVERSITY
NATIONAL COLLEGE OF BUSINESS
NORTHWESTERN BUSINESS COLLEGE
Job Titles Held:
Senior Analyst / Senior Accountant
Controller/ General manager
Graduate : Accounting and Management Bachelor of Science : Accounting A.S : Accounting
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