Financial Analyst Accounts Payable

Jack A. Greenberg *** New St. Philadelphia, PA ****************@*****.*** (301) 466 – 6851

WORK EXPERIENCE

Biomeme, Inc. Philadelphia, PA

Financial Analyst Dec. 2021 – Current

●Revenue Analysis: Employs financial modeling and revenue forecasting to influence company decisions based on revenue and cost trends

●Accounting: Creates invoices, journal entries, and runs reconciliations in the chart of accounts

●Influence Company Processes: Facilitates in the transition of enterprise resource planning (ERP) systems from QuickBooks to NetSuite

●High Level of Responsibility: Works directly under the Chief Financial Officer (CFO) handling a wide range of activities including but not limited to payroll, budgets, and accounts payable

Archer IMS Berwyn, PA

Financial Operations Analyst July 2021 – Nov. 2021

●Back & Middle Office Support: Handled back and middle office operational functions for client companies

●Pricing & Research: Checked pricing and security information in Bloomberg Terminal and ICE and used the information to update securities in a proprietary live trading environment

SEI Investments Oaks, PA

Corporate Actions Analyst Mar. 2021 – June 2021

●Analysis & Research: Reviewed, analyzed, and entered client information and transactions into multiple systems. Performed research and analysis of root cause conditions.

●Risk Management: Ensured the associated procedures and controls around income processing were carried out according to policies to satisfy audits and minimize risk.

United States Liability Insurance (USLI) Wayne, PA

Risk Management & Insurance Co-op Intern Promoted to Employee Jan. 2019 – Nov. 2019

●Error tracking: Increased insurance policy accuracy and throughput applying analytical software tools

●Efficiency: Increased new and add-on policy sales and reduced sales risk by verifying prospect and client application information and correcting input errors

EDUCATION

Saint Joseph’s University Philadelphia, PA

Bachelor of Science in Business Administration Sep. 2016– May 2020

●Double Major in Finance; Risk Management and Insurance

●Cumulative GPA: 3.22

●Excelled in individual research projects on Financial Forecasting and Company Evaluation

●Experienced in Microsoft Excel, recording Macros and utilizing both Pivot Tables and VLOOKUP

●Co-op Work Program Participant

●Bloomberg BMC Certified, Proficient in FactSet, QuickBooks, and NetSuite

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