Manager Director
Resume:
Jason Jones
New Tazewell, TN *****
*.********@*****.***
Skills Advanced Microsoft Excel (V-Lookup, H-Lookup,
PivotTables)
Microsoft Access
Microsoft Word
Smartsheet
SAP
Peachtree Accounting/ Sage 50
netFORUM by Avectra
Citrix by M3
Magnet Mail
Vovici
Survey Monkey
Budget and forecasting analysis
Process Mapping
The Institute of Internal Auditors (IIA)
5/2012-
7/2013
Department Financial Business Analyst
Employment Reporting of department financial statistics
for purpose of growth trending
Business Intelligence analysis through the
use of SharePoint and netFORUM administrator
IT Liaison
Liaison to Membership Department Director and
Vice President of North American Operations
SQL Database Management/ Query building
Coordinate projects as assigned by Director
Work with Recruitment and Retention Managers
to identify potential areas for growth and
expansion
Work with Chapter Relations Team and Director
of North American Membership to determine
critical areas for automation
Assisted with updates to technical manuals
Assisted with 2012 Leadership Conference
logistics
Coordinated interdepartmental initiatives
with the use of Clarizen for Project
Management
Designed membership growth dashboard for
department Director and Vice President of
North American Operations
Provided Audit Group Leaders with statistic
and support as needed.
Prince Bush Investments, Winter Park, FL
Investment Trade Analyst (temp. contract)
8/2011-
12/2011
Realized Investment gain/loss analysis
Liaison to the firm's Chief Financial Officer
Stocks and bonds dividend recording
Securities market analysis and forecasting
1099 tax investment account reconciliation
Schedule K1- 1065 contributions
Microsoft Excel spreadsheet analysis: pivot
table, V/H lookups, Macros...
Financial Project management
Accounting/Bookkeeping
Proficient in Citrix/M3 software
Proficient in SAP: Business ONE software
SunTrust Bank, Orlando, FL
Financial Service Analyst II
01/2009
- 1/2010
Day to Day Stock Market analysis
Analyzes and recommend tactical and strategic
actions
1099 tax filling of client gains/ stock
option.
Assisted in preparing financial models to
predict future economic conditions.
Led monthly business and unit budget planning
meetings. Rookie Team leader for two
consecutive quarters, was involved in unit
budget preparation and review
Knowledgeable in retail banking products and
practices.
Presented monthly financial reports to
management and quarterly reports to national
headquarters.
Cross-sell data for banking services and
products to clientele.
Participate in community events to position
the bank as a leader within the territory.
07/2007
-
12/2008
Eagle Financial, Horsham, PA
Data Analyst (Internship)
Liaison to Financial Professionals, aided
individual clients and affluent individuals
with regard to investment needs.
Experience working with financial products.
1099 Tax reporting of capital gains in
portfolios.
Accounting/Bookkeeping.
Data Mining compiled using Cognos Software
Analyzed financial statements and trends to
determine needs of prospective customers.
United Parcel Service, Horsham, PA
Part Time Personnel
Analyzing and compiling logistical data of hub
facility processes. 10/2005
Team Lead -
Served as business officer in a logistic 07/2007
environment.
Skilled in using MS Excel pivot tables,
formulas and graphs.
Managed frontline in a supervisory role,
Management, accountability, leadership and
production. Consistently maintained proper
staging and logistic for UPS.
Analyzes and propose tactical and strategic
actions.
Education Bachelor of Arts in Finance 2009
Pennsylvania State University
Professional References
1. Darlene Nivaggi - 407-***-**** (********@****.***)
2. Deborah Poulalion - 407-***-****
(*******.*********@******.***)
3. Lori Gagnon - 407-***-**** (****.******@******.***)
Director of Governance
4. Maunda Land - Chapter Relations Manager - (517) 449-
4627
5. Chris Polke - Audit Executive Center Manager - (407)
937-1243
6. Arnaldo Diaz - Director of Book Publications - (407)
616-1994
7. Eugene O'Neill - VP of North American Operations - 407-
937-1150
8. Jackie Simister: 407-***-****
9. Burris Walker: 917-***-****
10. Piero Velasquez: 407-***-****
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