Ankit Panchal

th

*** * ** *****, ** 847-***-****

Chicago, IL 60616 acc8gi@r.postjobfree.com

Career Objective: Continued professional growth and challenge within the finance field where experience and

education will be assets.

Education:

Northern Illinois University, DeKalb, IL

Bachelor of Science in Finance Dec 2012

Technical Summary:

Business Software: Oracle, SharePoint, Aspin 2012 (cash application), MySQL, QuickBooks

Office Software: Excel (Advanced: macros, v-lookups, pivot tables), Access, Project, MS Office Suite

Leadership & Work Experience:

Stock Dividend Specialist, Computershare Investor Services, Chicago, IL Jul 2013 – Oct 2013

Processed domestic and international cash dividends, stock dividends, stock splits, dividend

reinvestment, special dividends, employee stock purchase plan, closed-end funds.

Reconciled and resolved any discrepancies between the number of outstanding shares with DTC

and clients to create the funding letter upon the clients’ declaration of dividend.

Ensured payments of the EFT/ACHs, checks and wire transfers on timely manner to registered

shareholders and DTC.

Worked directly with relationship manager as well as corporate actions on entire dividend process.

Collaborated with IT and management to improve the internal process through creating the macros

for in-house software on repetitive procedures.

AR/Billing Specialist, Associated Global Systems, Elk Grove Village, IL May 2013 – Jul 2013

Reconciled daily bank accounts and meet the end of month deadline regarding the overall

receivable accounts for corporate management and U.S. branches.

Posted cash from lockbox checks, credit cards, ACH and international wire transfer payments into

corporate database and finalized balanced reports for processing.

Managed reimbursements, bad debts, and collections.

Analyzed and reviewed the aging receivable accounts.

Served as primary backup to National Operations Accounting Manager while assisting in operations

and accounting tasks.

Performed various keypunching and GL entries.

Worked regularly with IT department to improve the billing and accounting process.

IT Customer Support, Northern Illinois University, DeKalb, IL Jan 2012 – Dec 2012

Recorded and reported the hardware/software failure and issues on the lab assessment report.

Monitored compliance with lab policies and guidelines.

Provided assistance to students and faculties with computer user problems.

Maintained lab equipment and inventory levels for lab supplies.

Responsible for quality control: troubleshot/tested lab equipment (i.e. computers, printers, etc.)

Student Officer: Treasurer, Kishwaukee Business Club, Malta, IL Jun 2010 – Dec 2010

Prepared a budget report for fund-raising, speaker events, and a trip to Chicago Board of Trade.

Prepared bank reconciliation statements on monthly basis.

Maintained spreadsheet for break-even analysis with cost and sale prices of fund-raising products.

Recorded the income and expenditures on P&L statements with appropriate documents.

Maintained professional relationship with organization’s members and its sponsors.

Administrative Intern, Electronic Interconnect, Elk Grove Village, IL Aug 2007 – Jul 2008

Audited the daily cash inflow and reported the revenue balance to the partner of firm.

Conducted new POs entries on database while assisting with administrative and salespersons tasks.

Prepared a financial model spreadsheet forecasting monthly cash inflow for year 2008.

Created and implemented a web application to collect feedback from clients with help of the IT

department resulting in higher clients’ satisfaction and suitable quote pricing.

Organized, filed and followed up the purchase orders.

Related Courses:

Treasury & Credit Management Banking – Financial Institution & Markets

Analysis of Derivative Securities Financial Accounting

International Finance Strategic Management

Investment Corporate Finance

Related Skills & Experience from Coursework:

Preparing and analyzing operating budget and budget variances

Cash management, bank relationship management, EFT Initiation and processing, a ccount analysis,

bank reconciliation, cost-justification analysis, cash receipts and disbursements.

Processed dividends for Fortune 500 and DOW 30 corporations.

Extended knowledge of FinRA, DTC, GlobeTax, ADR, Euroclear, ClearStream.

Treasury management, foreign exchange, hedging, trading, foreign currencies, d erivatives

Analyze financial information to produce forecasts of business, industry, and economic conditions

GAAP & Sarbanes-Oxley, Dodd-Frank compliance

Excellent writing and verbal communications strongly motivated, strongly analytical and problem

solving skills with the ability to make well thought of decisions.

Activities:

Association of Financial Professionals (AFP) Jan 2012 – Present

Financial Management Association (FMA) Aug 2011 – Dec 2012

Kishwaukee Business Club Jun 2010 – Dec 2010

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