DARRIUS TURLEY
adihsq@r.postjobfree.com linkedin.com/in/darrius-turley-goss
ACCOUNTANT
Multifaceted Accounting professional with acquired finance experience in executing stock trades, client relations, tax preparation, and internal audit. Demonstrated experience leveraging Generally Accepted Accounting Principles (GAAP). Leverages effective analytical, organizational, communication, and interpersonal skills to partner with teams to provide value-driven solutions that exceed stakeholder expectations.
KEY AREAS OF EXPERTISE
• Financial Accounting • Tax Preparation • Data Analysis
• Financial Reporting • Financial Analysis • MS Office Suite
• Internal Audit • Financial Services • Systems Analysis
• GAAP • Regulatory Compliance • Customer Service
EXPERIENCE
Raymond James Financial, Inc., Southfield, MI July 2019 – September 2020
Accounts Payable Auditor,
Interpret and analyze financial information and prepares reports for management. Review and prepare daily files for upload to payment processing accounting system.
•Audit expense reports and payment requests for compliance with company policy and IRS, SEC, FINRA regulations.
•Analyze general ledger accounts to identify unusual or irregular transactions, resulting in accurate accounting.
•Conduct research and compiles information in response to internal/external auditor inquiries; to be reviewed by supervisor before forwarding to auditor.
•Review and research payment discrepancies for internal and external suppliers.
Branch Services Advisor, February 2016 – 2019
Executes financial services support to over 50-60 clients per day and provide support regarding account discrepancies, compliance issues, trades, and document support.
•Calculate trade related costs in collaboration with financial advisors to ensure that customers are fully informed of transactional fees.
•Serve as an ad-hoc Financial Advisor during their absence to complete financial trades valued up to $1M.
•Collaborate with Compliance, Sales Management, and Client Services departments to monitor branch and financial advisor status.
•Liaise between clients and Legal Department to explain clients’ legal concerns, such as divorce, and provide recommend courses of action.
DARRIUS TURLEY, B.S. adihsq@r.postjobfree.com Page Two
Jackson Hewitt Tax Service Inc., Detroit, MI December 2019 –July 2020
Tax Preparer
•Completed an intensive training course on tax preparation and IRS guidelines, resulting in a certification to complete and file taxes.
•Collaborated with the Site Supervisor to confirm and review all tax returns for accuracy prior to submission.
•Maintained clients’ sensitive information including social security numbers, income documents
Morgan Stanley Wealth Management, Columbus, OH June 2012 – February 2016
New Account/Mutual Fund Specialist
Managed a pipeline of inbound calls to assist 100 clients per day with questions and processes surrounding their mutual fund accounts, trading, commissions & trails, etc.
•Served as a subject matter expert (SME) to answer clients’ questions regarding 529 products and services, a mutual fund used to pay for college expenses, (i.e. How much money can be withdrawn, tax repercussions, etc.)
•Educated clients on completing stock trades as well as transaction and holding fees.
•Completed various background and identity verifications to mitigate financial fraud utilizing software programs such as Lexus Nexus.
EDUCATION
Master of Science, Accounting, Anticipated Graduation: January 2021
Wayne State University (WSU), Mike Illitch School of Business, Detroit, MI
Bachelor of Science, Business Administration with Accounting Concentration
Wayne State University (WSU), Detroit, MI
Bachelor of Arts, Political Science with Business Management Minor
Central State University, Wilberforce, OH
LICENSES
FINRA, Series 7 and 63