Carl Gilbert Jr

** ***** **** ***, **** ***

East Orange, New Jersey 07018

585-***-****

acql8p@r.postjobfree.com

E

nterprising, hard-working and technically skilled account management specialist known for accuracy, attention to detail and timeliness in managing financial functions for diverse-industry employers. Financial career spans 13 years of experience in banking and retail and has included accountability for the account management of several high level hedge funds and investment firms including multi-currency deals. Looking to also obtain a training position that utilizes my experience as a job readiness instructor as well as my experience with instructional design.

Key Skills

Instructor

Account Management

Cash Management

Sales Representative

Instructional Design

Portfolio Management

Client Services

Recruitment

Reconciliations

Administrator

Work Experience

Educational Data Solutions Inc. / Workforce1 New York, NY

Recruiter / Community Outreach Partner / Instructor 04/2012 - Present

Establish and maintain relationships with hiring managers to stay abreast of current and future hiring and business needs.

Develop account and engagement plans.

Collaborate with internal and external teams to ensure smooth transitions.

Interview over 100 applicants per month to obtain information on work history, training, education, and job skills.

Perform searches for qualified candidates according to relevant job criteria, using computer databases, networking, Internet

Recruiting resources, cold calls media, recruiting firms, and employee referrals.

Review and evaluate applicant qualifications or eligibility for specified licensing, according to established guidelines and

designated licensing codes.

Recruit applicants for open positions, arranging job fairs with college campus representatives.

Advise management on organizing, preparing, and implementing recruiting and retention programs.

Project yearly recruitment expenditures for budgetary consideration and control.

Address civic and social groups and attend conferences to disseminate information concerning possible job openings and career opportunities.

Offer specific training programs to help jobseekers maintain or improve job skills.

Creating and coordination of special events for local communities and organizations

SEI Investments Oaks, PA

Operations Controls and Risk Management Reconciliations Specialist (Contract) 08/2011 - 12/2011

Comply with federal, state, and company policies, procedures, and regulations.

Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.

Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.

Prepare reports and distribute to clients

Confer with clients on daily basis to discuss daily spreadsheets and particulars of individual accounts

BNY Mellon New York, NY

Relationship Manager / CDO Analyst 05/2007 - 11/2009

Handled the day to day administration of the accounts, the negotiation of new appointments, the coordination of services for assigned clients, the monitoring of contractual obligations for these accounts and active participation in retentive marketing efforts for securing additional business opportunities with clients, law firms, investment bankers and other industry professionals

Created and presented marketing materials to clients

Analyzed and created reports for multi-currency CLOs

Performed loan servicing on assigned multi-currency portfolios and corrected any position discrepancy between internal databases, the agent, and portfolio manger

Communicated with clients daily regarding trades and cash movements

Ensured timely and accurate settlement of trades and P & I payments

Proactively managed portfolios by understanding client and deal documents and relating them to the portfolio's status in order to mitigate risk

Handled the processing, distribution, accuracy verification and maintenance of invoices, interfacing extensively with a nationwide network of vendors and suppliers.

Macy's New York, NY

Purchasing / Budget Analyst Manager 05/2006 - 05/2007

Negotiated competitive rates with vendors

Communicated clearly, concisely and courteously, orally and in writing, and maintained effective business relationships with other employees, vendors, and the public.

Created reports to control product inventories

Responsible for all material and equipment needs for the Macy’s East Division – new store projects including managing purchasing, controlling inventory, overseeing operation of the North East Region Distribution Center.

Responsible for budget analysis and control of purchasing general ledger accounts

Supported existing metrics showing several key statistics which were used to increase productivity and save money

Provided comprehensive analysis on plans variances from historical data and also developed and maintained tools needed to track and forecast production expenses

Developed and implemented expense allocation methodology to operating divisions

Created and maintained supply expense control reports

Monitored the budget implementation and determined/recommended reallocation of funds when necessary

Long Island Commercial Bank Islandia, NY

Operations Manager 06/2003 - 01/2007

Created excel spreadsheets for Senior Management depicting various bank activities and operations as well as producing daily reports and statistics

Reconciled and balanced financial entries for ATM terminals as well as updated General Ledger and member accounts while troubleshooting, and assisting with the system file maintenance and backup procedures

Cooperated with bank personnel in returning checks, drawing on insufficient and uncollected funds as well as placing stop payment orders

Researched and achieved resolutions to customer issues by leveraging extensive knowledge of the Bank’s multiple banking systems

Processed bank checks in a timely manner and transferred daily Inclearings, Clearing House and FRB files to Federal Reserve

Handled payment processing, check processing, ACH and lockbox payments

Technology Summary

MS Office (Word, Excel, PowerPoint) l SAP l Oracle l AS/400l Bloombergl Windows (all)

Education

Baruch College New York, NY

Executive Master of Science

Finance

Long Island University - CW Post Brookville, NY

Bachelor of Arts

Economics

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