TOUSSAINT LYNN

**** ****** ** **** **** Atlanta GA 30341 • adu543@r.postjobfree.com • 404-***-****

SUMMARY

A hybrid analyst working on multiple projects to improve efficiency, productivity and profitability

through automation and process improvement. Currently working in some capacity on System

Architecture, UAT, recruiting/screening and financial reporting,

EDUCATION

FAYETTEVILLE STATE UNIVERSITY, Fayetteville, NC Dec. 2004

Bachelor of Science, Banking and Finance.

Course Work: Commercial Banking, Investments, Accounting 1, Accounting 2, Economics, Strategic

Management, Calculus,

Business Management, Management Information Systems, International Trade and Finance, Money

Banking and Monetary, business and Economic Forecast

SKILLS

Operating Systems: Azure, MS-DOS, and Mac-OS, AWS, GCP, Mckesson

Skills: Tableau, Powerbi, Microsoft Word, Excel, Access, Office, PowerPoint, GIT, Cognos,

EXPERIENCE

2021- Present Principal Financial Group, Remote

Financial Analyst III

Prepare, analyze, research, review, and communicate all financial reporting. Use technical skills to do financial research, calculations, and forecasts.

Communicate findings and/or presenting results to team, management and/or business partners

Help supervise data projects ad give insight to younger Financial Analyst on the team

Recommend and implement process improvements with excel and power bi, implement data analytics for recurring business questions and challenges

Work closely with IT and data science team to forecast and project industry trends with life insurance and annuities.

Help research with accounting team for month end and quarter end.

Provide peer reviews and assist in training

2016 – Feb 2021 Infosys McCamish, Atlanta GA

Team Lead/Accounting and Finance

•Business Intelligence report creation and user testing.

•Onshore and offshore screening for technical and financial services candidates.

•Serving as the Sr Member or the Financial Services Group and recruiting/on-boarding/mentor

ship of new talent.

•Auditing daily portfolio Balances and providing all communications to clients.

•Handle all unit reconciliations and all trade adjustments for variable annuity clients

•Final auditor of all price corrections for all clients, ensure they are processed with the correct

documentation for auditing purposes

•Manager of 14 team members handle all times sheets, PTO, and year end reviews.

Jan 2007 – Dec 2015 McCamish Systems, Atlanta, GA

Team Lead/Financial Control Specialist

•Audits and automation of the daily reconciliations and adjustments.

•Ensured all prices were processed correctly in overnight batch

•Handled all unit reconciliations and all trade adjustments for variable annuity clients

•Handled price corrections for all clients and ensured they are processed with the correct

•documentation for auditing purposes

•Worked with fund managers and BPO clients to process all trades accurately and on time

•Handled daily recons for retirement service clients and ensured out of balances are all accounted

•for and properly traded

•Handled all bank reconciliations as well sending all EFT wires and check disbursements

•Assisted in training new staff members and official trainer of UVT (Unit Value Trading) system

•Handled all month end and quarter end reporting such as G/L and distribution reports

•Filed all SEC reports and year end reports, such as schedule D and performance reporting

Nov 2005 – Dec 2006 Investors Bank & Trust, Boston, MA

Reporting and Compliance Senior Specialist

•Prepared and reviewed daily compliance, and maintained updated matrices

•Regulated compliance by researching and communicating requirements; obtained approvals

•Analyzed testing of the mutual fund's compliance in accordance with IRS and SEC requirements

•and drafted client correspondence related to compliance matters

•Prepared and analyzed the mutual fund's expense budget and financial statements in accordance

•with SEC and GAAP requirements

•Prepared expense invoices and made sure all expenses are paid on time and accurately

•Responsible for financial reporting, Wholesaler Reports, Quarterly Fund Facts, NSAR,

•distributions, 1099’s, and Board Books

•Responsible for meeting critical deadlines while maintaining accuracy and quality

Jan. 2005 – Nov 2005 State Street Bank, Boston, MA

Fund Accountant

•Prepared timely and accurate Net Assets Value yields and distributions

•Received and processed all trade information accurately to facilitate the timely settlement of all

•security transactions

•Responsible for procedures for accounting records such as securities positions, corporate

•actions, and related journal entries

•Prepared expense reports for fund administration staff, managers, and fund auditors

•Researched and corrected any variances in fund portfolios for the purpose of ensuring proper

•accounting treatment and compliance with SEC, tax, and prospectus restrictions and limitations

•Prepared monthly proof packages and investor capital account statements for clients

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