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  Brief Description Who is Monarch Tractor? At Monarch, we are working with farmers around the world to reduce carbon emissions one tractor at a time. Our team is passionate about making a positive environmental impact in the untapped market of agtech through innovation and emerging technology. The global implementation of our digital platforms will elevate green energy solutions that will power the future of farm ecosystems and kickstart the next generation of sustainable farming. What does the job entail? Perform month end close duties, including preparing journal entries, preparing account reconciliations, and reviewing revenue transactionsMaintain and reconcile all AR and revenue related accounts (trade AR, unbilled AR, AR reserves, revenue and deferred revenue) and prepare monthly flux analysisReview sales, license and grant agreements to ensure proper revenue recognition in accordance with US GAAPAssist in the development of accounting policies and operations for new accounting initiatives and business processesMaintain revenue policy, research and prepare technical accounting memos as requiredDevelop relationships within the Finance team to understand the accounting and financial reporting processes and how they integrate with FP A.Coordinate with external auditors and technical accounting firms on various projects.Preparation of quarterly and year-end audit and tax schedules as required. What kind of person are we looking for? We are looking for a dynamic Sr. Revenue Accountant who will be key in the setup and development of our accounting processes across the company. This is a critical role for the company as we continue to grow the company and scale the offering of our products and services. You will build best-in-class processes and systems from the ground up and deliver high quality financial reports. This is an opportunity to join a talented and fun team that will support you at every stage of your growth. More Practical Skills Needed Bachelors degree in Accounting. CPA a plus.Strong Accounting background with 5 years of relevant experience.Prior experience in audit or with technical accounting topics, including ASC 606.Experience using Netsuite general ledger and CRM a plus.Ability to work independently in a fast-paced environment, prioritize appropriately and handle multiple tasks and projects simultaneously.Excellent analytical, organizational and communication skills. What do we offer? Competitive Salary Equity Catered Lunch Snacks at HQ Electronics Allowance Health, Dental, Vision, Insurance Benefits This is not a remote position. The ideal candidate is excited about working in-person with peers in Livermore. We bounce ideas off of each other and strive to achieve maximum collaboration. We want someone whos excited to be part of the collaborative culture and contribute to that energy. Diversity Monarch Tractor is an equal opportunity employer and makes employment decisions based on merit. Monarch Tractor policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful. What Personal Information We Collect? Professional, employment-related, or schooling information. Current or past job history, performance evaluations, and educational background, including grades and transcripts. How We Use Your Information? For professional, internal analysis, or employment-related purposes, including job applications.

ATS compatibility score: 59.8 (Potential Fit)