|Desired Industry: Accounting/Bookkeeping
|Desired Job Location: Miami, Florida
||Date Posted: 3/11/2013
|Type of Position: Full-Time Permanent
||Availability Date: 2 Weeks
|Desired Wage: 60,000-80,000
||U.S. Work Authorization: Yes
|Job Level: Management (Manager, Director)
||Willing to Travel: Yes, More Than 75%
|Highest Degree Attained: Bachelors
||Willing to Relocate: Yes
Deadline driven, results-oriented finance professional with
over six years of experience in account analysis and
reconciliation. Consistent history of utilizing advanced
technical skills to drive process improvements while increasing
efficiency and timeliness of daily activities. Considered a
valuable member of the team, consistently asked by company
leaders to provide input and advisement on special projects
and operational activities. Renowned as a diligent leader,
effectively training and motivating teams to get the job done
in a timely manner with the highest level of accuracy. Track
record of identifying issues and discrepancies utilizing
meticulous attention to detail.
INVESTACORP, INC., Miami, FL 2011 to Present
Commissions Manager/Senior Accountant
Transferred from sister company, Triad Advisors, Inc. to
manage the commission process for Investacorp and Triad
Advisors, which includes weekly processing for 1100 brokers.
Oversee performance and training for team of six employees.
Assist accounting department with reconciling month-end,
audit and special reports, including 1099.
* Played pivotal role in company’s 18-month long conversion to
Investalink, commission management system, accelerating the
last four months to meet the second quarter roll-out.
* Recruited to serve in an advisory role on upcoming
conversion of second sister company, providing input on
beneficial components and evaluating the current system.
* Recently appointed to manage customer relations for Triad;
increased responsibility includes servicing brokers and
overseeing three employees assigned to Triad’s Norcross
and Miami locations.
* Proved instrumental in SOX and regulatory compliance as
the sole go-to person for performing data analysis using
* Eliminated potential for significant fines by reconciling
over 800 1099s; manually completed changes/corrections on
200 1099s to successfully meet deadline.
* Recognized for identifying issues and making sound
recommendations on the best approach for resolution.
TRIAD ADVISORS, INC., Norcross, GA 2006 to 2010
Assistant Commissions Manager/Staff Accountant
Managed semi-monthly commission payments for 450 advisors
associated with an independent broker-dealer, averaging $2
million per month. Reconciled trade commissions and processed
daily trades through exception processing software. Maintained
client files relating to compensation, including: contract
changes, banking information and expenses. Performed ad-hoc
analysis of commissions and financial data cross-departmentally
and for intercompany affiliates.
* Utilized advanced knowledge of Excel to create production
reports analyzing the GDC and designing improved
reconciliation processes for accounting department.
* Collaborated with the Controller to improve processing
efficiencies and data reporting by creating Excel templates
for daily and weekly reconciliations of commissions.
* Played key role in successfully converting Triad Advisors
and three sister companies to Fetter (a web-based commission
management system) and transitioning from Great Plains to
* Developed new processes and procedures for recording cash
deposits and payables in new accounting software. Provided
hands-on training to three staff members.
* Effectively maintained client relationships by researching
requests, liaising between client and investment companies,
and developing PowerPoint tutorials for commission process
* Proved instrumental in developing procedures for SOX
compliance; prepared responses to audit and statutory
* Designed and generated Excel reports for upper management
analytics of client gross dealer concession, serving as a
key tool in determining production levels.
GEORGIA INSTITUTE OF TECHNOLOGY, Atlanta
Bachelor of Science in Management, 2009
Bachelor of Science in Chemistry, 2006
<> Regulatory Compliance
<> Data Collection and Analysis
<> Ad-Hoc Reporting
<> MS Word, Excel and PowerPoint
<> SOX Compliance
<> 1099 and Month-End Reconciliations
<> System Conversions
<> Securities and Other Financial Products
<> Spreadsheet and Database Management
<> Series 99 License
<> Series 27 – Work in Progress
<> Problem Solving
Candidate Contact Information:
|JobSpider.com has chosen not to make contact information available on this page.
Click "Contact Candidate" to send this candidate a response.