Career FocusAccomplished and results oriented Investment professional with strong leadership and interpersonal skills who adds energy and value to an organization s quest for excellence. Summary of SkillsInternet and Microsoft Office - MS Word, MS Power Point, MS Excel, Pivot Tables, Spreadsheets,Macros. Business Objects, Lombardi, Eagle Accounting System, PEGA, DRAS, Workbench.Account reconciliationsDetail-orientedVariance analysisDetail-orientedAnalyticalExpert in MS Office SuiteAccount reconciliation expertEffective time managementComplex problem solvingSuperior research skills Professional Experience09 2012to10 2015Investment AccountantAmerican Modern Insurance Group Birmingham,AL,Reconciled mutual fund accounts with the custody Identified and Resolved differences in Custody and Accounting Cash, Currency and Positions using Eagle, IAX, Business Objects, Lombardi and Workbench Reports Communicated and Collaborated with other areas in the firm, client, fund accountant, custodians that are impacted by the functions of the team Conducted weekly client meetings and act as liaison between Accounting and custody to resolve any outstanding items in cash, currency and positions.Completed special projects from the management as needed Trained, Oversee and assisted staff in offshore team (Pune, India) and acted as a liaison between Pune Office and US.Helped US team by performing tests on Pega Vs.Business Objects and Eagle during the Platform Migration Trained new staff and assist them as needed to meet the department goals.Ran daily reports for fund accountants using business objects and MS Database.Award Received a special achievement award at BNY Mellon Bank in Asset Servicing (Dec 2013) Award Received a special achievement award at BNY Mellon Bank in Asset Servcing (Dec 2014.10 2011to02 2012AML Compliance OfficerWedbush Morgan Securities New York,NY,Audited customer s bank accounts in the company s system Performed quality assurance reviews on customer information maintained on various bank systems Reconciled the quality assurance results on spreadsheets Performed background search on clients using tools such as world check and google search Finance Projects at UD Project 1 Group simulation project to develop the investment philosophy and strategy to drive a simulated investment of 1,000,000 using Stock-Track.Invested about 50 of our funds in moderate to high-risk investment in order to achieve capital appreciation Invested about 25 of our funds in low to moderate risk investment in order to preserve our capital.Invested 25 of our funds in derivatives and rest in index fund, cash and money market.Performed an analysis to determine the allocation of stocks by minimizing CV and graphed the daily returns for each stocks Performed regression analysis and analyzed the regression statistics on weekly returns.Performed an analysis on our group s portfolio with the market and with other groups.Case analysis on Price Momentum Strategy Used price momentum model analysis to test whether the price momentum model will work on US stock market as it did with the US Canadian stocks.Used the weighted annual returns and created the worst outlook portfolio and the best outlook portfolio Selected the top eight performing stocks for each quarter to create the best outlook portfolio and compared to the market to determine if the pricing momentum would hold up.Calculated the average return for each portfolio and rebalanced the portfolio and compared to the S P 500 for each quarter within the same time period.06 2008to02 2012Medical TechnologistUs Oncology, Inc. Palos Heights,IL,Clinical Microbiology Experience - Highlights include ordering, processing, plating and culturing patient s specimens Tests - Performing rapid tests such as Rapid flu, C.Diff quick check and many more Performing rapid and confirmatory tests to identify organism Reading Gram stain slides.Other - Performing daily maintenance and running quality control on instruments. EducationExpected in2011totoMaster of Business Administration FinanceUniversity of Delaware,Newark,DEGPA FinanceExpected in2008totoBachelor of Science Medical TechnologyUniversity of Delaware,Newark,DEGPA Medical TechnologyExpected intotoRelated course work in Business Financial Reporting and Analysis, Financial Management, Corporate Financial Policies, Investment Analysis and Portfolio Management, Corporate Governance, Financial Engineering and Risk Management (Derivatives). ,,GPA SkillsMS Office Database, Macros, V-look up, Pivot tables, OutlookCompany Platforms Business Objects, Workbench, Eagle, Pega, Lombardi, DRAS.  SEP  Job description - Accounting ManagerSenior Tax Accountant - In Office Only About usGarry A Jones and Associates is a Westlake Village business consulting and CPA firm seeking an experienced Professional. We are a well-established firm but always growing. Our staff provides comprehensive financial, accounting, and business solutions to a wide variety of clients. We serve our clients in multiple capacities including, but not limited to, CFO, controller, accounting manager, accounting department support, systems implementation, income tax representation, forensic matters, etc. We do not perform certified audits or reviews due to our proactive consulting approach.We believe mentoring, guidance, and positive interaction are vital parts of staff growth and development. Ours is an interesting, fast-paced, tech-savvy environment but one in which the workload is managed consequently, overtime is very moderate. QualificationsBachelor s Degree in Accounting, Business, or Finance requiredMinimum 5 years of tax and accounting experience requiredPrior experience with a Certified Public Accountant (CPA) a plusCPA license or in process a plusThrives in a fast-paced, deadline-oriented environmentComfortable in a paperless environmentTechnologically savvy with strong Microsoft computer skills, QuickBooks accounting software skills, and use of multiple screensPossesses Project Leader skillsDisplays excellent written and verbal communication skillsDemonstrates superior organizational, problem solving, and analytical skills, attention to detail and accuracyWorks well in a team environment, interacts with staff and clients comfortably and in a timely manner productive, self-starting, and independentPositive attitude a mustProfessional dress and demeanorDesire to learn and grow with the companyMust live within 15 miles of Westlake Village Job Duties Prepare and review individual and business Income tax returnsAssist with 1099s, property tax, payroll tax, sales taxPerform accounting closings and year end adjustments using procedural checklistsLead and manage tax and accounting projects and staffOther projects as assignedWe offer competitive compensation packages, including bonuses, health insurance, 401K plans, paid vacation, holidays, sick days, paid overtime, and opportunities for professional development. If you meet the qualifications listed above and are interested in joining our team as an Accounting ManagerSenior Tax Accountant, please submit your resume for consideration. Job Type Full-time Salary 40.00 - 50.00 per hour Benefits 401(k)Continuing education creditsHealth insuranceOpportunities for advancementPaid sick timePaid time offExperience level 5 yearsSchedule Monday to FridayAbility to commuterelocate - must live within 15 miles of Westlake Villag, CA Experience Tax and Accounting 5 years (Preferred)LicenseCertification CPA (Preferred)Work Location In person in office only

ATS compatibility score: 50.8 (Potential Fit)