Financial investing analyst
SEI Investments
مجموع سنوات الخبرة :5 years, 3 أشهر
• Researching and analyzing financial information relating to specific companies.
• Writing reports with regards to clients and their service history.
• Coordinating and consolidating of annual business plans.
• Coordinating meetings between Analysts and clients.
• Providing phone coverage by screening calls, responding to enquiries. Providing analytical perspectives to important strategic decisions.
• Conducting financial reviews of business issues.
• Creating reports to help business teams across the region manage their spending.
• Making presentations and recommendations as to which funds should be included in portfolios.
A/R accountant
• carried out month-end close responsibilities
• prepared financial statements and reports
• presented variance analysis and explanations
• prepared balance sheet reconciliations
• compiled tax information for tax department
• assisted with special projects as assigned
• prepared, printed and mailed statements
• followed up and allocated payments
• performed daily reconciliations
• resolved accounts receivable issues with customers
• obtained credit information on customers
• monitored credit limits
• assisted with month-end closing
• prepare accurate monthly billing adjustments
• investigate and resolve billing and account discrepancies
• manage and resolve customer inquiries
• compile data and prepare monthly reports and statements
• research and analyze accounts
• generate weekly aging reports
• determine payment schedules with customers
• contact delinquent customers to secure payment
• Maintained official transcript for every individual student.
• Organized and assisted in transmission of special education files.
• Evaluated and authenticated every record of school students.
• Coordinated with parents and provided required information for student academic records.
• Maintained quality of information and ensured compliance to timeframe.
• Developed permanent student record files on systems.
• Managed storage of student cumulative records to ensure safety.
• Established appropriate student graduation standards as per requirements.
Mt zion âme student achievement scholarship - $4k