Brian M. Carter

* **** Saint Augustine Court, Olney MD 20832 * 240-***-**** * ad2y2d@r.postjobfree.com *

EDUCATION

Bachelor Degree, Finance December 2012

Salisbury University, Franklin P. Perdue School of Business

Bachelor Degree, Management December 2012

Salisbury University, Franklin P. Perdue School of Business

EXPERIENCE

Marketwise Solutions June 2023 to Present

Sr Compensation Analyst

·Perform end-to-end variable compensation processing and reconciliation from data enrichment to commission/royalty payment.

·Create and utilize report analytics to ensure alignment with the company’s compensation philosophy.

·Facilitate compensation discussions with business leaders, employees & contractors.

·Develop and maintain strong relationships with Business Intelligence, Human Resources, Sales, Copywriting, Customer Service, Telesales, and leadership throughout all affiliates.

·Calculate and record variable compensation accruals & actuals.

·Assist in the administration of affiliates’ annual bonus plans.

·Maintain balance sheet reconciliations for compensation accounts and others.

·Provide necessary support for auditors.

·Assist in integrating GAAP procedures into monthly close processes.

·Analyze processes and procedures to assist the department in developing best practices, creating efficiencies, generating accurate data, and improving the control environment.

·Ad-Hoc reporting requests

Maxim Healthcare Services Aug 2015 to June 2023

Business Intelligence Analyst I

·Responsible for providing weekly financial reports for a 650 Million dollar a year company.

·Developed and maintained monitoring tools used to ensure financial integrity and compliance with bill rates, bill hours and other key metrics.

·Provided data analysis for our Business Development, Contracts, Finance, HR, Legal, Marketing, Payroll, and Proposals teams.

·Analyze Revenue and Cash Flow for a Multi-Billion dollar revenue a year company.

·Calculated company retention rates across all of our different branches and divisions.

·Trained new employees on our company’s financial reports and different software platforms that we use anywhere from our Interns to Controllers and VPs.

·Complete ad hoc requests through SQL, Power BI and any other stored data.

·Prepare weekly and quarterly scorecards.

Financial Analyst II

·Independently provided financial reporting for senior level finance leadership that assists them in business development.

·Reviewed, reconciled, and validate weekly profit summaries.

·Completed monthly accounting journal entries such as Revenue and COGS reallocations to their proper department.

·Collaborated and communicated with our branches and area leadership to inform them on their performance goals.

·Recommended strategies to improve performance goals.

·Prepared financial forecasting reports for upper management that assists them in their decision making.

·Led and educated incoming financial analysts on the company's different financial aspects.

·Approved and monitored our branch office’s purchase orders to make sure they arrived in a timely manner.

Wells Fargo Dec 2014 to Jul 2015

Securities and Collateral Analyst

·Verified servicer monthly remittances calculation and receipt.

·Calculated investor payments and resolving differences between financial models.

·Prepared and distributed reports detailing collateral and security activity.

·Researched and interpreted controlling contracts as issues arise with loan funding, collateral, investor or bond payments.

Morgan Stanley Mar 2013 to Dec 2014

Operations Analyst

·Received, reviewed, and reconciled payments for large fortune 500 companies.

·Worked in a fast-paced team setting.

·Processed payments for Commodities, Corporate Coverage, Exchange Traded Funds, Global Structured Products, Margin, Omni Wires, Special Payment Orders, and Syndicates.

·Handled a variety of different currencies and international exposure.

·Dealt with extremely large and time sensitive payments.

·Exposed to a variety of client confidentiality and proper procedure presentations.

SOFTWARE

·Proficiency in Microsoft computer applications: Excel, Power BI, PowerPoint, SQL, Tableau and Word.

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