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Management Accounting

Location:
Bronx County, NY
Posted:
May 17, 2018

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Resume:

Charley Dominguez

**** ********* ****** *****, *** York 10469

646-***-****

ac5hm9@r.postjobfree.com

EDUCATION

Syracuse University- Martin J. Whitman School of Management Bachelor of Science in Finance/Managerial Accounting Expected: Dec. 2019 GPA: 3.0 / 4.0 Relevant Coursework: Business Calculus, Corporate Finance, Cost Analysis & Control, Financial Accounting, Financial Management, Global Business, Information Technology, Macroeconomics, Managerial Accounting Honors/Awards: National Honor Society

EXPERIENCE

Bank of America Merrill Lynch New York, New York

Global Wealth & Investment Management Summer Intern June 5, 2017–August 11, 2017

• Supported a team of Financial Advisors who manage $300 million in client assets via an array of functions

• Responsible for tracking and keeping the team up-to-date on client portfolio holdings, economic trends, market news and quarterly reports

• Partnered with a group of interns in a wealth management case study to build a portfolio for a prospective client utilizing the wealth management tools available and structured-approaches such as financial planning/goals-based wealth management

• Created macro excel reports with market data of client securities

• Ensured that all client portfolios had proper documentation compliant with industry rules & regulations Syracuse University- Student Association 59th Legislative Session Syracuse, New York Finance Board Member January 2016 –Present

• Manage and allocate over $3.7 million dollars in student fee funds to over 300 registered student organizations on campus as well as collaboratively improving funding for underrepresented organizations

• Participate in voting sessions for over 300 budget proposals presented by various registered student organizations on campus every semester

• Train registered student organizations on how to better prepare budgets prior to the review of the finance board

Bank of America- Elevate Diversity Forum New York, New York Selected Participant May 9-10, 2016

• Networked with senior leaders and industry experts in addition to attending workshops to gain insight into the many career paths the firm has to offer from an array of different corporate finance functions

• Participated in a group case study where we analyzed, identified, and ranked three potential market placements to position a company office utilizing each market’s financial performances, economical, governmental, and educational contexts

Whitman School of Management- Whitman Student Government Syracuse, New York Finance Committee April 2016–Present

• Create and maintain initiatives to improve student involvement and academics for the Whitman community

• Meet with club presidents and financial officers to discuss and manage their yearly budgets

• Discuss effective smart budgeting options with club presidents and club fiscal agents SKILLS & INTERESTS

• Languages: Fluent in Spanish and English

• Skills: Bloomberg Terminals Certified, Proficient in Microsoft Excel (Certified), PowerPoint, Word

• Interests: Annual participant in NYC Aids & Autism Walk, National Association of Black Accountants Member, SU Investment Club, D.R.E.AM. Invest-In-Success Program, Phi Beta Sigma Fraternity Inc.



Contact this candidate