Charles Nichols III
• Access Database
• Microsoft Office
• Excel Spreadsheet Apps
• Advent Axys
Southern New Hampshire University
Accounting Certificate, March 2017
Middlesex Community College
Courses: Business Mathematics, Accounting I,II, Math Connections, Computer Applications WORK EXPERIENCE
Nichols Asset Management, LLC: Accountant Assistant 6/2009 to present
• Daily reconciliation of 26 institutional custodial accounts worth $400-$500 million with Advent AXYS portfolio software and Excel Templates.
• Assisted with preparing monthly institutional client reports.
• Experienced with online Proxy Voting and client record keeping for compliance purposes.
• Implemented a database for institutional accounts with account key access to Depository Trust Confirm Archive.
• Run monthly proprietary quantitative models in Microsoft ACCESS DB & S&P Capital IQ database for 3,000 companies.
Produce monthly quantitative reports as needed.
• Account Payables and & general report preparation in QuickBooks.
• Attend annual shareholders meeting.
Sun Training Center, Concord, MA 2016-present
Creating brochures and fliers. Provide advice on building and maintaining company website. Set up Excel spreadsheets estimating costs and discounts. Saint Bernard Rescue, Sudbury, MA 2008-2016
Assisted owner with taking care of dogs by exercising and feeding them. ACCOMPLISHMENTS
Fourth Degree Black Belt in Tae Kwon Do-2018