Management Marketing
Resume:
BENJAMIN R. WINDSOR
Pittsburgh, PA 15228
*********@*****.***
OBJECTIVE
To obtain a challenging professional position that will allow me to use my
advanced degree, marketing knowledge and financial analysis experience to
contribute to the bottom line.
SUMMARY OF QUALIFICATIONS
Demonstrated expertise in working with internal and external clients to
accomplish mutual goals. Highly effective in visualizing the "big picture"
and creating innovative strategies for solution. Focused on improving
processes to increase efficiency and promote business development.
Excellent analytical and written skills. Extremely effective in an
environment that demands flexibility, varied and complex challenges, and
interaction with associates. Learn and apply information quickly and
accurately. Skilled at using Microsoft Office and industry specific
software programs.
EDUCATION
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (MBA) 2006
Relevant Coursework:
Marketing Management, Marketing Research, Consumer Behavior, Brand
Management, Marketing Strategy, Product Development/Management,
Entrepreneurship, Advertising, Services Marketing, International
Marketing,Business to Business Marketing, Strategic Management, Global
Macroeconomics, Investment Management, Economic Analysis, Financial
Accounting, Financial Management, Statistical Analysis.
Ohio Wesleyan University - Delaware, OH
Bachelor of Arts (BA - History) 1998
Dale Carnegie Course: Effective Communications & Human Relations
Breakthrough award, Crashing Through award & Certification 2008
PROFESSIONAL EXPERIENCE
Prinzo & Associates, CPAs - McMurray, PA
2008 - Present
Accountant
Responsible for annual accounting for small businesses and individuals. Job
duties include annual reconciliation of client accounts, processing and
filing individual and corporate tax returns, and monthly / quarterly
processing of payroll accounts for corporate clients.
Federated Investors, Inc.- Pittsburgh, Pa
2007 - 2008
Sr. Client Data Coordinator
Strategically managed corporate data across the enterprise, while ensuring
high levels of data availability.
Responsible for standardizing data naming, establishing consistent data
definitions, and monitoring overall data quality.
Contract Position.
Deutsche Asset Management - Boston, MA
2001 - 2004
Investment Accountant
Processed daily and monthly cash exceptions of managed accounts for high
net worth individuals and organizations, totaling assets in excess of $300
million. Performed month end close for all accounts and prepared various
financial statements and reports for both internal and external clients.
Identified and resolved all international and domestic cash and security
processing exceptions. Developed and maintained a positive working
relationship with custodian banks and portfolio managers, ensuring client
satisfaction and trade accuracy. Developed new operating procedures and
best practices for investment accountants.
Trained new associates in software interfacing, accounting techniques, and
company procedures.
New England Financial - Boston, MA
2000 - 2001
Investment Manager
Responsible for accounting and reconciliation of 2500+ IRA accounts on a
quarterly basis. Opened and maintained client accounts. Demonstrated a
pro-active approach to anticipating and resolving client issues.
Brown Brothers, Harriman & Co. - Boston, MA
1998 -
2000
Fund Accountant
Maintained complete accounting records for domestic and international
mutual funds. Processed security and cash transactions. Ensured accurate
and timely valuation of all assets within portfolios for NASDAQ. Responded
to and resolved client issues.
Contact this candidate