Financial Analyst Accounting
Resume:
William D. Glover
adhv7q@r.postjobfree.com
SUMMARY
Detail-oriented Graduate student currently pursuing a Dual Masters’ in Public Health Administration and Project Management with an expected graduation of the Spring 2022. Motivated professional with years of experience in the accounting and finance realm seeking an INTERNSHIP / APPRENTICESHIP to observe daily business operations or compliance processes in a healthcare setting. EDUCATION
Dual Masters’ Degrees, Everglades University – Tampa, Florida Currently enrolled
• MPH – Public Health Administration
• MBA – Business Administration concentrating in Project Management Bachelor of Arts in Mass Communication: Jacksonville University – Jacksonville, Florida
• Concentration in Public Relations and Public Speaking
• Communications Honor Society – Lambda Pi Eta
WORK EXPERIENCE
Raymond James Financial – Saint Petersburg, Florida February 2018 - March 2020 Cost Basis Associate, Tax Department
• Effectively communicated with Financial Advisors on systems navigation to run tax analysis
• Ensured accuracy of reporting of information on client portal
• Edited brokerage system of shareholdings for new clients Equinix – Tampa, Florida August 2017 - November 2017 Seasonal Contractor – Financial Analyst, Americas Financial Planning & Analysis
• Performed audit reconciliation for three years of quarterly project related to billable services
• Provided variance report for $6M quarterly various revenue streams
• Facilitated deeper dive into discrepancy analysis between sales and accounting systems Cunningham Lindsey, Inc. – Tampa, Florida February 2012 - July 2017 Financial Analyst / Loss Funding Trust Escrow Accounting, Global Treasury
• Monitored the liquidity of 43 international bank trust / escrow accounts – cash forecasting
• Managed daily reconciliation and banking maintenance for hundreds of transactions
• Served as a point person for external auditors as (CL) was a privately held company Cunningham Linsey, Inc. – Tampa, Florida February 2012 - July 2017 Team Lead Accounts Receivable, Client Services
• Ran and compiled reports for universal resource upon management review
• Served as point person for global intercompany billing and served as an integral part of establishing global standard operating procedure manual for branches
• Created and implemented Final Demand Stages for accounts receivables in North America
• Maintained the EDI for cash applications
Select Family of Staffing Companies – Tampa Florida September 2010 - February 2012 Corporate Account Representative, Department of Credit and Collections
• Processed credit applications for account creation and data entry SKILLS
• Treasury– AML, KYC, OFAC, D&B, FBAR, 1099, ZBA, BR, IAA, FX trades, Check 21, Income and Tax allocation, MICR check issuance set up, fees, EFT, Positive pay
• Accounting – Escheatment, Recoveries, SOX, Hierarchy controls, GAAP, GL allocation, P&L, DSO, Term Retrospect, Hierarchy controls, Revenue stream, cash forecasting, accruals vs actuals, check remittance, WIP, system mapping, Tax allocation for Security Brokerage
• Project Management – KPI, SLA, Project roll out / Milestones, Team communication, SOP, Final Demand stages, EDI feed, Centralizing Mergers & Acquisitions
Contact this candidate