Management Manager
Resume:
JAde Burleigh
Turtle Creek, PA *5145
Home: 412-***-****
Cell: 412-***-****
objective
Seeking an intermediate position that will utilize
and expand my leadership, analytical and
organizational skills in the world of finance.
Willing to take on new challenges in order to
enhance my experience and overall performance for
my career and the corporation.
Qualifications
Possess a proven track record in leadership skills
taking on complex projects, managing staff, and
communicating analysis to high -level management.
Proficient in rectifying technical issues
concerning financial systems with the proper
technology personnel. Experienced in presenting
accurate financial reports, completing monthly,
quarterly and yearly reports, and multitask through
various duties. Ability to make decisive decisions
and meet strict deadlines with consistency during
periodic stressful time frames.
Experience
2008-Present BNY Mellon (Private Wealth)
Senior Accounting Analyst
Manage the daily mortgage process. Review and
monitor the mortgage daily systemic entries
regarding principal, interest payable, and escrows
posted to the General Ledger by a mortgage
servicer. Off shored reconciliations to Pune,
India, playing a role in training and reviewing
completed reconciliations.
Held a lead role assisting the controller in
completing a mortgage general ledger conversion
project that required testing, relaying feedback
and giving suggestions to technical support and
management.
Assist in development of new or revised procedures
to have more efficient internal controls based on
GAAP rules.
Prepare and complete monthly and quarterly mortgage
regulatory reports (Jumbo Mortgage Quarterly Trend,
OMSR, Charge-Offs and Recoveries).
Advise and create adjusting journal entries.
Perform any additional analysis for special
projects when arise.
Assist senior financial analysts and upper
management with special projects providing
accounting analysis supporting internal and
external financial reporting.
Perform wire requests.
Work Directly under Controller (CPA) (CAO)
Experienced in audit preparation for internal and
external audits (GAAP and Sarbanes Oxley)
2005-2008 Mellon Financial Markets Pittsburgh, PA
Associate Financial Analyst
Collects, researches, analyze statistical and
financial data to assist in strategic financial
planning and reporting (products included Money
Market, Municipals, Bank Qualified, Mortgage
Back-ed Securities, and Corporate securities).
Participate in the coordination, analysis, and
preparation of monthly forecasts for assigned
units, management reports
Assist in the preparation / analysis of strategic
and operating plans to ensure the development of
financial objectives for the department and
Corporation.
Assist in the development of new or revised
policies procedures, and reports that provides
effective financial planning, accounting, and
reporting of financial information.
Prepare financial statements and reports. (Daily,
and Monthly)
Monitor traders' and sales' daily trade activity,
ensuring daily trades are being completed within
the rules and regulations of the MSRB, NASD.
Experience in completing mandatory annual reports
for SEC reporting (ex: Annual Service Survey for
Department of Commerce)
Experience in reconciling and creating post-close
entries for the General Ledger at month - end (A/R,
A/P, Auction rates, Debt Capital, revenue accounts,
underwritings)
Perform Proofing and Aging for u/w, auction rates
and accrued interest receivables.
Worked directly under Manager (CPA), Controller,
CFO, and CEO.
2002-2005 Mellon Financial Corporation Pittsburgh,
PA
Senior Corporate Actions
A Lead investigator probing for Inaccuracies in
Mellon's cash management system reports.
Research accounts' securities transaction reports
for errors that prevent the transactions to
reconcile properly.
Analyze and recapitulate the reports in order to
create a written summary including a revised report
for management and technical support.
Work the as the lead in testing and relaying
feedback for upcoming databases with technical
staff and management.
Trained new staff on day-to-day processes including
policies and procedures within a time sensitive
department.
Managed and balanced general ledger reconciliation
reports independently.
2000-2002 Mellon Financial Corporation Pittsburgh,
PA
Corporate Actions Specialist
Thoroughly reviewed Notice of Pendencies and
Disclosure Statements.
Analyzed and filed large class actions litigations
and bankruptcy cases (World Com, Bristol Myers,
Elan)
Distributed rewarded securities to clients'
accounts (cash, common stock, warrants, and bonds).
Served as a primary contact investigating and
responding to a large volume of inquiries from
client service officers, and outside clients
regarding bankruptcy and litigation inquiries.
Education
1995-1999 Duquesne University Pittsburgh, PA
B.A., Liberal Arts
2003-2006 Duquesne University Pittsburgh, PA
Advanced Accounting Certification
Interests
Family, traveling, sports, reading and exercising.
Going back to complete the MS in Accountancy with
University of Phoenix.
Computer Skills
Windows XP, Oracle, PeopleSoft, Bloomberg, Adhoc jobs, Lotus 8.0,
Microsoft Office '07, Cash Register, Proficient in excel, Cartesis.
fax (123-***-**** . e-mail **@*********.***
12345 Main Street . any city, State or Province 12345-6789 . Phone
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