Assistant Manager, Risk Analyst, Bloomberg, SAP, Microsoft Office

Jurgen Bocaj *********@*****.***

*** ***** *** ****** ******* NJ 08021 tel: 856-***-****

EDUCATION: WIDENER UNIVERSITY, Double Major Student, Chester, PA

Bachelor of Science in Business Administration, Graduation: December 2019

Major: Finance and Accounting

Minor: Economics

GPA: 3.5

Credits: 150 (CPA Candidate)

Relevant Coursework: Fall 2018

Federal Income Tax

·Analyzed the structure of the federal and Social Security tax system.

·Recognized the filing requirements and proper filing status.

·Applied the rules for determining personal and dependency exemptions.

·Learned how to prepare different tax forms.

·Identified how sole proprietorships, partnerships, LLCs, S-Corps, and C-Corps are taxed.

EXPERIENCE: HEFFLER RADETICH & SAITTA LLP, Philadelphia, PA February 2020 - Present

Risk Analyst

·Review the claims of a lawsuit for suspicious activity or fraud.

·Review and approve claims based on documents provided by the clients.

·Contact the clients for information and when will the check be issued or reissued.

·Collaborate with colleagues and stay up-to-date with current laws and regulations.

·Identify stock fraud and investment fraud in different companies.

RGB LLC, Laurel Spring, NJ March 2016 - Present

Construction Assistant Project Manager

·Involve with legal processes of buying foreclosure houses and selling the renovated houses.

·Manage construction contractors to renovate the houses.

·Organize resources such as labor and materials to meet renovation deadlines.

ALEX BROWN, Philadelphia, PA Summer 2018

Intern, Assistant Portfolio Manager

·Assisted clients in managing and updating their portfolios

·Evaluated and researched stocks

·Knowledge of asset allocation techniques and implementation tools such as investment strategy and investment process.

GOOD DAY EATERY, Philadelphia, PA August 2011 – September 2013

Cashier and Administrator

·Managed and handled payments by cash, checks, credit cards, or automatic debits.

·Assisted customers by providing information and resolving their complains.

·Ensured that each customer received outstanding service by providing a friendly environment.

·Supervised others and provided on the job training.

SKILLS & LANGUAGES:

·Microsoft Word, Excel, PowerPoint

·Albanian – Native Proficiency

·Bloomberg Certification

U.S. citizen

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