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Finance Modeling, Customer Service, Finance Analyst

Location:
West Valley City, UT
Posted:
February 21, 2023

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Resume:

Samantha Edwards

advg8r@r.postjobfree.com 801-***-**** https://www.linkedin.com/in/edwards-samantha/

EDUCATION

DAVID ECCLES SCHOOL OF BUSINESS, UNIVERSITY OF UTAH Salt Lake City, UT Master of Science in Finance May 2022

DAVID ECCLES SCHOOL OF BUSINESS, UNIVERSITY OF UTAH Salt Lake City, UT Bachelors in Marketing May 2021

EXPERIENCE

GOLDMAN SACHS Salt Lake City, UT

Global Markets Risk Analyst - Folio, Prime Clearing, Prime Brokerage September/2022 – January/2023

● Performed comprehensive, in-depth research on Folio, PC, & PB. Assessing the department's regulation risk.

● Folio - Ran weekly meetings monitoring the onboarding of new clients from acquisitions.

● PC & PB - Weekly meetings monitoring the teams work levels and assessing their quarterly targets.

● Folio, PC, & PB - Creating weekly reports bringing attention to any volume risk each department had. E*TRADE Sandy, UT

Financial Operations Analyst, New Accounts May/2021 – March/2022

● Processed and updated Roth, 401K, trust, beneficiary, and foreign accounts.

● Opened new accounts and verified if they were fraudulent or high-risk.

● Use Eboss, Equifax, TLO, ADP Broadridge, and ChannelE to process and update new and old accounts. STREIFF MARKETING Farmington, UT

Navigation Amazon’s Seller Central, Vendor Central, and SEO on products. May/2020 – August/2020 Content Marketing Intern

● Created SEO for ads on Amazon resulting in higher traffic volume.

● Troubleshooting with Amazon to optimize a client's ad listing.

● Used Excel to organize, update and run reports for the client catalog. Resulting in an increase in discovery and higher sales.

H&R BLOCK INC. Murray, UT

Tax Professional January/2019 – April/2019

● Interview clients advising them about their tax preparation process.

● Consulting clients by providing future tax planning to clients.

● Analyzing tax laws for clients resulting in maximized return. STANDARD RESTAURANT SUPPLY Salt Lake City, UT

Supplies restaurant equipment to customers 2018 – 2019 Human Resource Recruiter (01/2019–08/2019)

● Screened 100s of applicants to fill jobs at 8 different locations nationwide.

● Designed and updated job descriptions for better SEO.

● Sent job offers and answered queries about compensation and benefits. Marketing Planner (01/2018–12/2018)

● Researched company product trends and included it in ads.

● Designed and implemented market research to identify segments.

● Developed marketing material.

Salt Lake City, UT

A-1 DISPOSAL January/2010 – July/2015

Bookkeeping

● Account Receivable – Collected payments, posted payments and sent bills to customers.

● Accounts Payable – Process invoices, and POs, applied payments and sent out checks.

● Payroll – Entered and processed timesheet and new hire paperwork.

● Customer Service – Troubleshooting problems and resolving customer issues. Interests – My core values are honesty, integrity, and diligence. My mission is to set higher standards and inspire everyone around me. I continually strive to improve professionally and personally by reading/listening to books. I have two years of computer engineering under my belt. I enjoy staying fit by running races and playing sports.



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