Experience

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  Accounting and tax advisory group llc

  Dec 2010 - May 2011

  Intern/tax preparer

  • Entered monthly journal entries to properly record accounting transactions, ensuring that journal entries have proper back up to substantiate their entry into G/L.• Calculated payments to regulatory authorities based on a review of contracts and regulations.• Reviewed financial statements for operating trends and results and prepared financial reports analyzing data for management review.

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  Appleby retirement consulting inc

  Jul 2011 - Aug 2012

  Staff accountant/financial services

  • Utilized financial models and analysis to prepare budgets and forecasts as directed; researched variance to budget and forecast through detailed financial metric analytics and explained findings. • Installed and deployed QuickBooks accounting systems, documented cost accounting methods, procedures and controls in ordinance with GAAP.• Participated with the preparation of month and year-end processes by reviewing actual vs. budget/forecast.• Prepared the month end close along with year-end financial statements.• Regular updating of the General Ledger.• Audited expense reports, invoices, and check requests to ensure compliance with company policies.• Assisted with preparation of corporate tax return for firm Show less

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  Aig advisor group

  Jul 2012 - Jul 2015

  Presidents club specialist

  • Acted as liaison between the Advisor Group, other AIG business units, and clients; lucidly communicating statuses of service-related issues while working them to resolution.• Assisted in training all new hires on company culture, operational processes, and industry regulations.• Processed account approval, establishment, and revision, to ensure compliance with both FINRA and firm regulations.• Review of total Assets Under Management of branch offices to determine strengths and weaknesses in terms of asset allocation for clients.• Review and processing of asset movement requests such as wire, ACH requests, and transfer requests along with spot-checking required paperwork for inconsistencies and errors.• Review of trading in client accounts to determine whether a legal and/or suitable trade was placed.• Disseminate information regarding updates to The Investment Company Act of 1940, FINRA and ERISA regulations.• Responsible for the updating of the companies financial advisor resource website, which contains information on firm procedures and industry information. Show less

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  Goldman sachs

  Jul 2015 - now

  • Vice President

    Jan 2019 - now

  • Associate

    Jan 2017 - Dec 2018

  • Analyst

    Jul 2015 - Dec 2016