Financial

G E O R G E E. D A V I S I I I

***-** ***** ****** *********, New York 11422 e: *****.*****@*****.*** c: 347-***-**** OBJECTIVE:

Seeking a Financial, Compliance, Research, Operations or Data Analytics position leveraging acquired work experience and academic knowledge. EDUCATION: CENTRALCONNECTICUTSTATEUNIVERSITY New Britain, CT Bachelor of Arts in Economics, July 2016

Minor: Finance

EXPERIENCE:

6/19- 7/20

8/17 – 6/19

9/16 – 3/17

Summer 2015

JPMORGAN CHASE & CO. – Financial/Data Ops. Specialist New York, NY Report to Managing Director of Corporate Responsibility/Risk & Controls

• Conduct due diligence on Board Service organizations using KYC/AML practices within Cybergrants to notify ACH submitters of expense status while relaying areas of improvement by means of Quantitative Research and Analysis & utilizing data profiling on SAP Concur transactions ledgering tax commodity code process.

• Employ Qualitative Research and Analysis methods to draft/update contracts/surveys to be used between JPM and its vendors/lobbyists

• Utilized Project Management skills on email and call campaigns

• Thoroughly manage multiple projects and campaigns in an agile environment to ensure that their finished in a timely matter to meet required deadlines.

• Provide Data Assurance on detail-oriented reports, policies and procedural documents to be used by team members within the organization to reflect changing requirements

• On-board/Off-board new hires in a professional and efficient manner

• Convey training status from systemic reports utilizing Excel tracking tools. D.F. KING & COMPANY – Financial Associate New York, NY Reported to Upper Management within the Mergers & Acquisitions Department

• Utilized SEC filings to create, maintain and provide data assurance on financial ownership reports from the provided source data of publicly traded companies.

• Prepare documents to allow clients to be well informed on proxy contest.

• Created profiles of institutional investors by researching and collecting relevant market data to provide to Upper Management.

• Utilized analytical, product management, consultative and communication skills to interpret reports to portfolio managers, stakeholders and board members TROUT GROUP, LLC - Financial Analyst Trainee New York, NY Assisted with the management of clients and contacts within the investment community.

• Interacted with all levels of management & established networking relationships.

• Prepared documents for client investor meetings and ad hoc reports as needed.

• Communicated with current/prospective clients.

• Demonstrated Project Management skills while utilizing Qualitative Research and Analysis to develop the Trout Group CRM financial product to sell as subscription-based service.

• Researched and performed extensive due diligence on companies/organizations seeking profitable ones to take on as clients NY STAFF SEARCH - Office Assistant Mineola, NY

Assisted with the management of the recruitment process for temporary and permanent jobs.

• Reviewed and screened resumes to ensure applicants were qualified for jobs.

• Prepared analysis of applicants’ qualifications and financial information on start-up companies.

• Performed general office tasks such as telephone coverage, filing and copying. LEADERSHIP: • Central Connecticut State University Division I Basketball Program (Student Athlete) – Committed 40+ hours per week.

• Kiwanis Club of Rosedale/Laurelton - Active Member responsible for key financial initiatives.

• CASONY (Active Member) – Tutor youths in Math and English, coach basketball and soccer, assist with special events.

• Coach & Player of GEDIII Elite Basketball Team,

• Co-Owner of No Work No Bag LLC

• Co-Owner of Major Trucking LLC & Major League Kings LLC SKILLS:

• Owner of GEDIII Elite LLC

• Proficient with Microsoft Excel, Microsoft Visio, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Outlook, CRM Software, Data Profiling, Source Data, SaaS, Ariba, GuideStar, Teaching, ACH, ScheduleNow, BlueJeans, Telepresence, Zoom, Cybergrants, SaaS, CU-Seeme, SAP Concur Solutions, Financial Products, Data Assurance, Budgeting, Time Management, Consulting, Smart Track, Project Management, Financial Product Management, FactSet, Bloomberg, Onboarding, Offboarding, Data Analysis, Teamwork, Quantitative Research and Analysis, Qualitative Research and Analysis, Problem Solving, Conflict Resolution, MVP Product, Effective Communication, Attention to detail, Leadership, Software Proficiency, Customer Service and working in an Agile environment

Contact this candidate