Manager Management
Resume:
Carl Gilbert Jr
East Orange, New Jersey 07018
****.*******.**@*****.***
E
nterprising, hard-working and technically skilled account management specialist known for accuracy, attention to detail and timeliness in managing financial functions for diverse-industry employers. Financial career spans 13 years of experience in banking and retail and has included accountability for the account management of several high level hedge funds and investment firms including multi-currency deals. Looking to also obtain a training position that utilizes my experience as a job readiness instructor as well as my experience with instructional design.
Key Skills
Instructor
Account Management
Cash Management
Sales Representative
Instructional Design
Portfolio Management
Client Services
Recruitment
Reconciliations
Administrator
Work Experience
Educational Data Solutions Inc. / Workforce1 New York, NY
Recruiter / Community Outreach Partner / Instructor 04/2012 - Present
Establish and maintain relationships with hiring managers to stay abreast of current and future hiring and business needs.
Develop account and engagement plans.
Collaborate with internal and external teams to ensure smooth transitions.
Interview over 100 applicants per month to obtain information on work history, training, education, and job skills.
Perform searches for qualified candidates according to relevant job criteria, using computer databases, networking, Internet
Recruiting resources, cold calls media, recruiting firms, and employee referrals.
Review and evaluate applicant qualifications or eligibility for specified licensing, according to established guidelines and
designated licensing codes.
Recruit applicants for open positions, arranging job fairs with college campus representatives.
Advise management on organizing, preparing, and implementing recruiting and retention programs.
Project yearly recruitment expenditures for budgetary consideration and control.
Address civic and social groups and attend conferences to disseminate information concerning possible job openings and career opportunities.
Offer specific training programs to help jobseekers maintain or improve job skills.
Creating and coordination of special events for local communities and organizations
SEI Investments Oaks, PA
Operations Controls and Risk Management Reconciliations Specialist (Contract) 08/2011 - 12/2011
Comply with federal, state, and company policies, procedures, and regulations.
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
Prepare reports and distribute to clients
Confer with clients on daily basis to discuss daily spreadsheets and particulars of individual accounts
BNY Mellon New York, NY
Relationship Manager / CDO Analyst 05/2007 - 11/2009
Handled the day to day administration of the accounts, the negotiation of new appointments, the coordination of services for assigned clients, the monitoring of contractual obligations for these accounts and active participation in retentive marketing efforts for securing additional business opportunities with clients, law firms, investment bankers and other industry professionals
Created and presented marketing materials to clients
Analyzed and created reports for multi-currency CLOs
Performed loan servicing on assigned multi-currency portfolios and corrected any position discrepancy between internal databases, the agent, and portfolio manger
Communicated with clients daily regarding trades and cash movements
Ensured timely and accurate settlement of trades and P & I payments
Proactively managed portfolios by understanding client and deal documents and relating them to the portfolio's status in order to mitigate risk
Handled the processing, distribution, accuracy verification and maintenance of invoices, interfacing extensively with a nationwide network of vendors and suppliers.
Macy's New York, NY
Purchasing / Budget Analyst Manager 05/2006 - 05/2007
Negotiated competitive rates with vendors
Communicated clearly, concisely and courteously, orally and in writing, and maintained effective business relationships with other employees, vendors, and the public.
Created reports to control product inventories
Responsible for all material and equipment needs for the Macy’s East Division – new store projects including managing purchasing, controlling inventory, overseeing operation of the North East Region Distribution Center.
Responsible for budget analysis and control of purchasing general ledger accounts
Supported existing metrics showing several key statistics which were used to increase productivity and save money
Provided comprehensive analysis on plans variances from historical data and also developed and maintained tools needed to track and forecast production expenses
Developed and implemented expense allocation methodology to operating divisions
Created and maintained supply expense control reports
Monitored the budget implementation and determined/recommended reallocation of funds when necessary
Long Island Commercial Bank Islandia, NY
Operations Manager 06/2003 - 01/2007
Created excel spreadsheets for Senior Management depicting various bank activities and operations as well as producing daily reports and statistics
Reconciled and balanced financial entries for ATM terminals as well as updated General Ledger and member accounts while troubleshooting, and assisting with the system file maintenance and backup procedures
Cooperated with bank personnel in returning checks, drawing on insufficient and uncollected funds as well as placing stop payment orders
Researched and achieved resolutions to customer issues by leveraging extensive knowledge of the Bank’s multiple banking systems
Processed bank checks in a timely manner and transferred daily Inclearings, Clearing House and FRB files to Federal Reserve
Handled payment processing, check processing, ACH and lockbox payments
Technology Summary
MS Office (Word, Excel, PowerPoint) l SAP l Oracle l AS/400l Bloombergl Windows (all)
Education
Baruch College New York, NY
Executive Master of Science
Finance
Long Island University - CW Post Brookville, NY
Bachelor of Arts
Economics
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