Christopher Alford

adv3h3@r.postjobfree.com

adv3h3@r.postjobfree.com

Phone: 878-***-****

EDUCATION

Hampton University Graduated 2010

Hampton, Virginia

Bachelor of Science in Finance

Relevant Coursework: Investments, Case Studies: Contemporary Problems in Finance, Business Finance, Managerial Finance, Financial Institutions, Seminar in Banking, Basic Accounting, Intermediate Accounting, Macroeconomics, Microeconomics, Banking and Monetary Policy

EXPERIENCE

Astrics Nov 2020 – Present

Pittsburgh, Pennsylvania

Owner, Analyst

Bookkeeping, account creation, and data entry into Excel

Producing data visualization through Power BI for use on any device including phone, computer, or tablet

Setting up data for the automatic generation of financial reports and analysis

Reference (invoices, receipts, etc.) archival

Conduction of video meetings with client

Data conversion

Federated Hermes Oct 2022 – Feb 2023

Warrendale, Pennsylvania

Senior Data Analyst (Contractor)

Using problem solving skills in order to resolve the assignment of transactions and assets to various investment advisors via MARS data system

Assisting in miscellaneous projects to improve system functionality and data in MARS

Inputting new firm, office, and rep aliases requested receive via email

Ansys Inc. Aug 2019 – April 2021

Canonsburg, Pennsylvania

Business Intelligence Data Analyst (Contactor)

Conducting research on thousands of companies for the customer’s NAIC code and industry classification

Researching company parents and subsidiaries

Managing large excel databases using vlookups, pivot tables, other formulas and functions

Running reports on annual contract values and new customers weekly via Oracle

Weekly reconciliation of the annual contract values between customers already researched and those unresearched in order to determine which customers are of highest priority for industry classification and company parent research

NY Bergen Realty LLC Oct 2017 – Nov 2018

Brooklyn, New York

Assistant Property Manager

Managed property viewings and gave tours of apartments to prospective tenants

Reviewed and executed lease contracts for incoming tenants

Performed accounting procedures including paper and electronic bookkeeping, recording of rent collections, accounts payable, accounts receivable, bank reconciliations, general ledger recording, and payroll

Assisted in the preparation of financial reports for government and financial institutions

Managed property maintenance which included the creation and monitoring of maintenance tickets, reviewing requests for apartment fixture upgrades, and on-site verification

Replied to tenant concerns via phone, email, and in person

Bank of New York Mellon Pershing Oct 2016 – Sept. 2017

Pittsburgh, Pennsylvania

Analyst – Global Custody and Trade Settlement (Contractor)

Researched and reconciled differences between the actual market and its reflection on customer accounts

Researched reasons for trade failures and unverified trades then worked with investment managers to resolve or escalated the issue to other departments within the bank when necessary

Researched and removed duplicate trades as well as corrected trade input errors

Initiated single and various sized block trades as instructed by investment managers

Worked with corporate actions to discuss changes to items such as CUSIP numbers or ticker symbols

Provided customer service to investment managers

Assisted in various projects such as training, system testing, and tax lot adjustments

Safeguarded and maintained sensitive client information

Bank of New York Mellon July 2015 – March 2016

Pittsburgh, Pennsylvania

Assistant Project Manager (Contractor)

Worked with middle market account managers as well as the head project manager on a major custody platform conversion project

Prepared introductory guides and notification letters concerning the effects of the project on investment managers and institutional clients

Corresponded with other departments such as accounting and client administrators to discuss and implement project updates and instructional changes such as alterations to account numbers, wiring instructions, or client teams

Managed the database of account management to client communications concerning past due fees

Gateway Healthcare March 2015 – May 2015

Pittsburgh, Pennsylvania

Cashier / Staff Accountant (Contractor)

Cash management of incoming refund and member premium payments using Microsoft Excel and ensuring that those payments are assigned to the correct general ledger accounts

Assisted in month end activities such as journal entries, bank reconciliation, and looking up invoices, checks, and any other documentation used as evidence for journal entries

Assisted in data entry and maintenance on various excel worksheets, adjusting formulas or creating formulas to make sure that references link correctly as new accounts are added or other changes occur

Direct Energy May 2012 – Jan 2015

Pittsburgh, Pennsylvania

Pricing Analyst

Provided pricing, contract, and data support for sales personnel located in the Mid-Atlantic, Northeast, and Mid-West regions

Worked with Front Office members along with other DE departments in order to solve various issues and deal with internal/external concerns

Strategized on the best practices to provide pricing quickly and accurately as new procedures and products are implemented.

Gained working knowledge of database systems such as Hedge, SalesLogix, ERM, Conduit Market Portal. Data Access Portal, and SSRS Reports

Developed knowledge of the overall energy business including the dynamics of energy generation, the various pricing components, and the role and function of the regulatory bodies

Pentagon Real Estate Management Inc. June 2007 – March 2012

Brooklyn, New York

Assistant Property Manager/Administrative Assistant

Performed general real estate office procedures such as filing, cash management, and data entry

Successfully implemented strategy for marketing to new potential tenants through the internet by creating a website and online classifieds resulting in an increase of rental application requests

Assist in the preparation of Over-due rent package for Legal to take to court.

Communicate with the tenants and coordinate the maintenance staff to efficiently address their concerns

MD Global Partners, LLC June 2011 – February 2012

New York, New York

Investment Bank and Broker/Dealer

Financial Analyst Intern

Responsible for building multiple client decks and pitch books comprised of in-depth company analytics and valuations as well as industry specific and competitor overviews

Analyzed financial statements, data, and press releases in order to find potential candidates for mergers, acquisitions, IPOs, PIPEs, Structured Debt Offerings, and Debt Restructuring

Created and maintained debt summary and trading statistics books to determine debt terms, trading volume, and the effect of leverage on distressed corporations, as well as uncover new opportunities for the purchase of outstanding convertible debentures

Prepared documents and letters as well as filled applications such as broker dealer questionnaires for delivery to clients, associates, potential clients, fund managers, and government offices

Attended business meetings/conference calls with partners and clients in which I took the opportunity to give input when necessary or ask questions

SKILLS, CERTIFICATIONS, AND AWARDS

Skills:

Excellent written and verbal communication skills

Understanding of financial reporting and equity analysis

Proficient with Customer Relationship Management (CRM) software such as SalesLogix

Expert Skill level in Microsoft Excel, Word, and PowerPoint

Proficient in use of S&P Capital IQ

Able to quickly learn and adapt when using new or unfamiliar systems

Flexible and willing to multi-task, taking on more responsibilities as needed

SQL

Power BI

PA Licensed Real Estate Salesperson

Awards: Direct Energy 2013 Top Performance Award

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