SummaryIndividual with strong interpersonal and communication skills, leadership experience, and a dedicated work ethic seeks employment with a company allowing for expansion of accounting skills, development of business acumen and continued professional education. Desire the opportunity to contribute to a company s success resulting in continued career growth and progression. Experience05 2015toPresentStaff AccountantRoss Stores, Inc Camden,NJ,Prepare support to be reviewed by the Accounting Manager to issue monthly cash basis financial statements for The United Food and Commercial Workers Industry Pension Fund.Complete monthly cash basis reconciliations which includes four bank reconciliations, an investment reconciliation for over 50 investment funds and pension and contribution reconciliation.Assist the Accounting Manager to complete annual audit tasks and to prepare accrual basis financial statements.Prepare monthly annual journal entries for review by the Accounting Manager.Communicate with the custodial bank, auditors, investment consultants, attorneys weekly.Approve invoices on a weekly basis and submit for payment to the Accounting Clerk and distribute investment directive letters to the custodial bank daily.Compile information for the auditors to complete Form 5500 and reconcile information for Corporate Accounting to prepare annual Forms 1099-M and 1099-R.Responsible.07 2013to05 2015Staff AccountantRoss Stores, Inc Cameron,TX,Responsible as in charge on approximately 10 audits which included audit procedures, preparation of financial statements and completion of related annual tax forms.Prepared annual tax forms such as Form 5500, Form 990 and Form LM-2 including compilation and validation of data for clients with 80M plus in net assets.Planned financial audits through understanding company and client objectives, structure, policies, processes, internal controls and external regulations for local and regional unions, union training funds, not-for-profits and employee benefit plans.Performed tests of pension contributions and distributions, insurance claims, and cash disbursements.Communicated audit progress and findings to audit manager and client through status meetings, highlighted unresolved issues through review of work papers and summary information.Maintained ongoing relationship with clients post audit completion.01 1to08 2012InternState Of Colorado ,,Assisted senior accountants in completion of annual audits and preparation of working papers for local and regional unions, not-for-profits and employee benefit plans.Verified data relating to the client s minutes, testing of controls and account balances related to receipts and expenses.Aided in compiling information for the completion of Form LM-2.Completed extensive excel worksheets and amortization tables after verifying data. Education and TrainingExpected intotoBachelor of Arts Accounting Human Services ManagementIllinois Wesleyan University,Bloomington,ILGPA Graduated Summa Cum LaudeAccounting Human Services Management SkillsReceived CPA certification from ILBOEExpanded knowledge of Sage50 Accounting Software, Great Plaines Accounting Software, Microsoft Excel Office, Engagement CS Creative SolutionsGeneral knowledge of QuickBooks SkillsAccounting, Accounting Manager, Accounting Software, accrual, bank reconciliations, Corporate Accounting, CPA, client, clients, validation of data, financial audits, financial statements, preparation of financial statements, Forms, funds, insurance, letters, meetings, Microsoft Excel, excel, Office, policies, processes, progress, QuickBooks, Sage, tables, tax  SEP  Job Title Enterprise Business AnalystDepartment Program Management OfficeLocation Cleveland, OH and Pittsburgh, PA Summary of the Position The role of a Business Analyst (BA) is a valuable member of TriState Capitals Program Management Office (PMO). As an internal partner to bank stakeholders the BA support business case development, facilitates objectives definition, defines currentfuture state needs, and delivers actionable requirements. The BA defines and leads acceptance criteria and testing. Ultimately the BA is responsible for successful project origination, definition of business aligned fit-to-purpose requirements and delivery of transformative projects within the bank. TriState Capital relies on BAs to craft and deliver projects with business value in partnership with internal and external clients and other members of the PMO. Primary Functions of the Position Partner with stakeholder teams across bank business units (i.e., operations, sales, finance, risk, AMLcompliance, etc.) to develop necessary analysis and documentation in a collaborative way, communicating effectively and efficiently with production, managerial, and executive teams Evaluate, analyze, and communicate systems requirements on a continuing basis, and maintain systems processes, including the delivery of status to appropriate parties Author and update internal and external documentation, and formally initiate and deliver requirements and documentation Develop meaningful and lasting relationships with partners for optimized process development and systems integration Support questions and concerns from managers and executives with research, execution, and recommendations. Support reporting and analysis efforts within business units Support 3-5 concurrent projects, facilitating analysis and validation activities through the lifecycle Measure project performance using appropriate tools and techniques Work with team members to perform risk management assessment to minimize project risks Establishes and maintains relationships with vendors Develops and maintains templates within the banks project management system Education and Experience Requirements Bachelors Degree or equivalent 3-5 years business analysis experience Banking or related financial services preferred Strong quantitative and analytical skills Industry recognized certifications preferred Essential Skills and Abilities Proven capabilities with business analysis tools, including Journey maps Process models User stories Requirement documentation Affinity diagram Traceability matrix Excellent client facing and internal communication skills Excellent written and verbal communication skills Solid organizational skills and attention to detail TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. TriState Capital Bank is an Equal Opportunity Employer.

ATS compatibility: No Fit (score: 28.7)