Data Entry Analyst

Sherlin Dugar

973-***-****; adu3ek@r.postjobfree.com

OBJECTIVE

Seeking a full-time position in the financial industry, utilizing my strong analytical and statistical skills.

PROFESSIONAL PROFILE

Detail-oriented, efficient and well organized with extensive experience as a Financial Analyst.

I possess strong analytical skills; analyzing all tax issues inquiries of 1099, 1042s W8, W9, K-1 & audit foreign account documentations for certification. I analyze all work papers to ensure accuracy and analyze all accounting and tax information and ensure compliance with all regulations. I use quantitative methods to analyze financial statements on the equity level to determine Index-level spikes. I have an excellent written and verbal communication skills. Excellent computer skill (Using Excel- Pivot Table, V-Lookup, Data entry, graphing, trend line presentation, Data aggregation, data cleansing and data presentation).

EDUCATION

Bachelor’s Accounting, 2015, Berkeley College NJ

CPA Candidate

PROFESSIONAL EXPERIENCE

Operations Analyst: E*TRADE LLC Jersey City, NJ December 2018 - Present

Processing daily TEFRA, NRA & Retirement tax withholding ACH payment and reconciliation (State & Federal).

Processes remittance information from checks, drafts, and wire transfers for invoices provided and ACH transactions.

Respond to all tax issues inquiries of 1099, 1042s W8, W9, K-1, 945, 740.

Analyze all work papers to ensure accuracy in account recertification and ensure compliance with all regulations.

Providing guidance based on research of transaction tax laws and regulations.

Maintaining cost basis information related to client Gain/Lost activity and corporate action.

Completes external audit by analyzing and scheduling general ledger accounts and providing information for auditors.

Operations Analyst: Morgan Stanley, New York NY. December 2017– May 2018

Assist with the preparation of responses to various tax audits

Assist with responses to notices regarding federal and state tax issue

Analyze all work papers to ensure accuracy and analyze all accounting and tax information and ensure compliance with all regulations.

Respond to all tax issues inquiries of 1099, 1042s W8, W9, K-1.

Daily TEFRA, NRA & Retirement tax withholding payment and reconciliation.

Maintaining cost basis information related to client Gain/Lost activity and corporate action.

Operations Analyst: Merrill Lynch Wealth Management, Pennington, NJ October 2016- Jan 2017

Consolidated Tax statements for GWIM & ML bank and trust, FSB clients, Retirement Reporting (Form 1099, Rand 5498) (Using Go System, EXCEL- Pivot Table, V-Lookup, Data entry, graphing, trend line presentation, Data aggregation, data cleansing and data presentation)

Maintaining cost basis information related to client Gain/Lost activity and corporate action.

Daily TEFRA, NRA & Retirement tax withholding payment and reconciliation.

Data validation and consolidated/supplemental tax statement production.

Year round support for the resolution of internal and external tax reporting inquiries.

Accounting Clerk, Synchrony Bank (Using FIS Banking System & FISERV) Bridgewater NJ January 2016- Sept 2016

Input type vouchers, invoices, checks, account statements, reports, and other records.

Processing daily TEFRA, NRA & Retirement tax withholding ACH payment and reconciliation.

Assesses compliance by examining, analyzing, and verifying financial accounts, cash accounts, records, reports, operating practices, documentation. (Using EXCEL- Pivot Table, V-Lookup, Data entry, graphing, trend line presentation, Data aggregation, data cleansing and data presentation)

Record business transactions and key daily worksheets to the general ledger system.

Prepare bank deposits, general ledger postings and statements

Prepares batch check runs, wire transfers, and ACH transactions.

Inform management and compile reports summaries on activity areas

Research Data Analyst, Bloomberg LP, Skillman NJ May 2015- December 2015

Use Quantitative methods to analyze financial statements on the equity level to determine Index-level spikes.

Research and Aggregate Index provider methodology in order to provide transparency to client.

Interpret data, analyze results using statistical techniques (Excel) and provide ongoing reports.

Acquire data from primary or secondary data sources and maintain databases/data systems.

Work closely with management to prioritize business and information needs.

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