Manager Vice President
Resume:
JEFFREY ROBINSON
Brooklyn, New York 11234
*********@*******.***
SUMMARY
A results-oriented financial services manager with extensive experience in regulatory/Sarbanes-Oxley
compliance testing and reporting, budget/expense variance reporting, reconciliation, accounts
payable, foreign exchange, money markets and accounting.
EXPERIENCE
Accountant 2007 – Present
STELLARSHOPPE, Brooklyn, New York
Online Ebay Store
Manage inventory tracking and maintenance.
Used Quickbooks accounting system for expense tracking and profit reporting.
Established break even point for dropship listings.
Determined COGS and performed monthly P&L calculations.
Sarbanes Oxley Auditor, 2006 – 2007
ROBERT HALF, New York, New York
Performed testing and reporting of critical functions for Sarbanes-Oxley compliance.
Confirmed MM deal details, system access security levels, and Bank reconciliation.
Vice President, Deposit Services, 2004-2006
INDEPENDENCE COMMUNITY BANK, Brooklyn, New York
Created and documented Sarbanes-Oxley testing procedures.
Coordinated and performed testing and reporting of critical functions for Sarbanes-Oxley compliance.
Performed system testing on checking and savings products for enhancements and new products.
Reviewed tasks and functions performed by branch operations and branch support.
Initiated changes to reduce daily processing time resulting in reduction of 2 FTE’s.
Prepared and analyzed monthly budget variances, unit costs and divisional goals reports.
Streamlined budget variance information gathering and reporting process.
IBJ WHITEHALL BANK & TRUST COMPANY, New York, New York 1986 - 2004
Vice President, Deposit Services, 1999-2004
Managed account set up, maintenance, system security access and associated staff.
Designated departmental compliance officer, ensuring adherence to federal regulations.
Monitored and reported on departmental budget versus expense variances.
Updated departmental policies and procedures manuals after implementing new products.
Directed six staff members and one officer to ensure compliance with daily and monthly deliverables.
Tested system for new “know your customer” policy (KYC) to include ongoing tracking and reporting.
Assistant Vice President, Treasury Support Services, 1996-1999
Ensured accurate and timely processing of foreign exchange and money market transactions.
Developed specifications for new foreign exchange system and evaluated vendor systems.
Performed systems and Y2K testing. Completed data conversion and implementation of new system.
Investigated open items and customer inquiries, increasing customer satisfaction.
JEFFREY ROBINSON, Page 2
Monitored transaction activity to ensure audit compliance, resulting in favorable reviews by internal audit.
Produced daily profit and loss and other ad hoc reports to monitor compliance to (FX) risk tolerance levels.
Reconciled Nostro account statements to reduce exposure to bank losses.
Assistant Vice President, Information Systems and Services, 1991-1996.
Ensured validity of multiple databases. Managed administrative staff. Tracked programmer hours for
25 programmers across numerous cost centers. Generated charge-back allocation reports.
Coordinated departmental database conversions, facilitating timely payment of invoices.
Assistant Treasurer, Deposit Services, 1986-1991.
Oversaw money market account operations department staff while ensuring validity of daily trade activity.
Coordinated conversion to new money market system. Served as on site consultant in Miami,
collaborating on seamless conversion to M&I data services system.
Junior Accountant, 1983-1986.
NATIONAL ASSOCIATION OF ACCOUNTANTS, Montvale, New Jersey,
Prepared monthly journal entries. Performed bank reconciliation. Monitored accounts payable and
receivable. Collaborated with manager for other accounting functions.
EDUCATION
B.S., Accounting, VILLANOVA UNIVERSITY, Villanova, Pennsylvania,
COMPUTER SKILLS
Microsoft Excel, Word, Access, dBase IV, M & I Data Services System, Spot Systems, Crystal Reports,
Fidelity
Contact this candidate