Job description:
job title: mutual funds accountantlocation: milwaukee, wi 53202duration: 12 months contract job description: 3 days in office, 2 days remote in a week ability to work independently as well as with a team, good organizational skills (we receive 300+ daily emails), degree in accountingfinanceexperience with excel, microsoft teamsbachelor's degree in accounting or finance, or equivalent work experience works as part of a team responsible to maintain the general ledger and records of mutual funds of varying complexity and producing end of day net asset value calculation.prepares daily general ledger accounting, prime brokerbank cash reconciliations, advisorportfolio management processing, corporate action application, expense accrualpayment postings, daily net asset value and mill rate determinations, portfolio pricing analysisvalidations, timely internalexternal information distributions, portfolio reconciliations, etc.partners with various internalexternal administrators, transfer agencies and prime brokerscustodian relationships collaborating on compliance, audit and financials, while ensuring all fund accounting functions are in compliance with sec regulations and gaap principles.

Resume:
<<experience data, research & marketing consultant, 01/2019- 01/2019pfizer– , membership surveys and managing crm databases for non-profit organization.helping businesses with branding, communications, web design, and seo.programming websites and analytics for independent businesses.creating new methodologies for qualitative research and innovation/prototype testing.reason for leaving: temporary self-employment.sr. manager, 03/2018- 12/2018verizon media (former oath)– ,member and customer insights.built up new customer insights function, modeling it after industry best practices and own corporate experience.set up voice of customer (voc) & customer experience dashboards for ecommerce, which included net promoter score (nps) and error rates.contracted and onboarded online feedback platform vendor, qualtrics, and managed session-recording partner, sessioncam.identified weak points in the sales conversion online journey, including membership signup, shopping, payments.tools used: session cam and google analytics.led competitive research in several categories: tires, appliances, and electronics.provided guidelines for improved search experience at bjs.com.developed strategies for improved channel marketing, based on cost and conversion rates per category.reason for leaving: family health matter continued on next page.strategic marketing consultant, 12/2013- 03/2017cleveland research company– , , and brand health in $800+ million business unit.standardized voice of customer (voc) effort yielding $10m in enterprise value.set up and led customer experience (cx) measurement program globally, based on nps methodology and leveraging qualtrics.led action planning sessions resulting in improved research roi.designed collaborative international research program to inform global product development strategy, helping integrate efforts and drive efficiencies.championed research on new segments including consumers and small businesses.adapted classic voc methods for new agile product development frameworks. effort that outlined path toward rebranding.identified evolving technology platform trends for risk and fraud products, reducing risk in multimillion-dollar investments.helped streamline new product pipeline, leading to improved resource allocation.led research to inform m&a, resulting in more balanced decision making and better enterprise value.tested central u.s.business model in international markets and helped create a blueprint for market-specific adjustments.reason for leaving: business reorganization.consumer insights manager, 08/2013- 12/2013disney parks & resorts–city,state,chinainvestigated consumer travel-planning behavior in chinese market.managed international disney brands online communities and panels.identified opportunities for education al programs creating $13 million in yearly revenue.helped improve travel website through ux research and consumer decision making analysis.consulted on design of gift shop and dining experience s valued at $180 million per year.reason for leaving: department reorganization.consumer research consultant, 01/2002- 07/2013utilis research & consulting–city,state,led 130+ consumer studies on attitudes, product adoption, advertising impact, and brand awareness for major national brands.described consumer preferences for companies in several industries, including pharmaceuticals, retail, payments, mobile, and entertainment.won contracts with major u.s.brands and brand partners like hall & partners, harris interactive, ipsos, and mckinsey.built and promoted business from the ground up.developed and delivered presentations to audiences of 100+ individuals.reason for leaving: professional growth. education master of business administration (mba):,expected in-university of florida-gainesville,flgpa:status-doctor of philosophy (phd):,expected in-yale university-new haven,ctgpa:status-bachelor of arts (ba):psychology,expected in-university of puerto rico-san juan,prgpa:status- summarycustomer insights / innovation, product & customer experience research insights professional helping organizations identify new customer segments, develop new ideas, test new products, and improve customer experience. corporate background in marketing, innovation, and product development. within-industry experience: ecommerce, information services, information technology, and retail. highlightsanalyticscustomer interviewsfocus group moderationmeeting facilitationuxsurvey researchskills: sasspssrqualtrics/vocalizegoogle analyticssessioncam/tealeafms access/excel/word/powerpoint/publisherwordpress/cpaneltableausqlstreamline, managing, sasadvertising, marketing, spanishagile, market, spssblueprint, meeting facilitation, access, strategychinese, excel, surveyscom, powerpoint, tableaucompetitive research, publisher, web designcontracts, word, websiteconversion, modeling, websitescrm, enterprisedatabases, new product developmentdecision making, nextdesigning, pageecommerce, portugueseeducation al programs, presentationselectronics, product developmentenglish, profitfocus, programmingfrench, qualitative researchgoogle analytics, recordingux, researchinnovation, retailinvestments, sales skills analyticsccustomer interviewsffocus group moderationmmeeting facilitationuuxssurvey researchskills: sassspssrrqqualtrics/vocalizeggoogle analyticsssessioncam/tealeafmms access/excel/word/powerpoint/publisherwwordpress/cpanelttableaussql,streamline, advertising, agile, blueprint, branding, chinese, com, competitive research, contracts, conversion, crm, databases, decision making, designing, ecommerce, education al programs, electronics, english, focus, french, , innovation, investments, managing, marketing, market, access, excel, powerpoint, publisher, word, modeling, enterprise, new product development, next, page, portuguese, presentations, product development, profit, programming, qualitative research, recording, research, retail, sales, sas, spanish, spss, sql, strategy, surveys, tableau, web design, website, websites.