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Roderick Thomas Jr, MBA, SSGB

Roderick Thomas Jr, MBA, SSGB

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location of Roderick Thomas Jr, MBA, SSGBPelham, New York, United States

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  • Timeline

  • About me

    Implementation and Onboarding Manager at Apex

  • Education

    • Boston College, Carroll School of Management

      -
      Bachelor of Science Finance and Human Resource Management

      Classes fulfilled : Financial Statement Analysis, Basic Finance, Corporate Finance, Computers for Management

    • New York University,School of Continuing and Professional Studies New

      -
      Certificate Forensic Accounting

      Classes Fulfilled: Fraudulent Financial Reporting, Introduction to Corporate Taxation, Litigation ConsultingAnd Forensic Accounting, Advanced Financial Statement Analysis, Introduction to Forensic Accounting

    • Wagner College

      2010 - 2012
      MBA Finance

  • Experience

    • 4Boston

      Sept 2002 - May 2007
      Student Member

      Participated in community service and "Help the Homeless" programs * Recipient of an Academic Advisor to be acquainted with as a mentor and a reliable friend

    • NAACP- Boston College

      Aug 2003 - May 2005
      Treasurer

      * Created the Annual budget for the organization* Managed all the financial activity involving the organization

    • New York City Office of the Comptroller

      Jun 2006 - Aug 2006
      Accounting Summer Intern

      Pension Accounts for the New York City Police Department, Fire Department, and Teachers Retirement System* Statement of Cash Flows, Net Income, Reconciliation of Cash Balances, Compararive Summaries* Combining Financial Information for the Fiscal Years of 2004, 2005, and 2006* Analysis of Statement of Activities *Implemented fundamental analysis and worked with fellow interns to develop a mock stock portfolio Leadership Activities

    • Avalon Partners

      Jun 2007 - Sept 2007
      Junior Stock Broker

      Cold Calling to Europe and other foreign countries to try and generate business for the company- Cold Calling in the United States as well to generate our Domestic Clientele - Research on the Stock Market to give suggestions to potental new clients to the business-Reason for Leaving: Not challenging Enough for someone of my capabilities

    • The Bank of New York Mellon Corporation

      Nov 2007 - Mar 2013
      Fund Accountant

      -Broad Knowledge of GNMA, RICS, REITS, and UIT Fixed Portfolios-Reconciliation Monthly of all the accounts that have been assigned to me by my employer-Research on our Bloomberg Database to check corporate actions, name changes, rate changes, etc.- Financial Reporting for our Annual Statements given to our investors from First Trust Portfolios- Steady contact with Deloitte for our Grantor and Tax Reporting- Private Equity Audits monthly and Terminations monthly -Ad-hoc preliminary review (where appropriate) of accounts files, distribution information, proof reports and other associated calculations and information-the preparation and delivery of statutory and regulatory financial reporting requirements for client's collective investment vehicles including the calculation of distribution rates and taxation amounts. Show less

    • RBS

      Apr 2013 - Aug 2016
      Analyst, Operations

      Proficiently ensured all syndicate accounting flows are in agreement with securitization activity and reconciled to product control.Successfully monitored and coordinated with Funding and Finance Teams to confirm company balances and prepare inter-company wires as needed.Analyzed all broker activity between month end invoices and firm accruals; identify and resolve all differences.Assisted in developing or updating standard operating procedures for all business operational activities.Effectively Maintained accurate and clear documentation for operational procedures and activities.Proactive ability to evaluate division performance and recommend new strategies for performance improvements. Show less

    • BNP Paribas

      Aug 2016 - Apr 2018
      Consultant

      Reviewed of negotiated rates with NYMEX, COMEX, DME, ICE US, ICE Europe, etc.Responsible for marketing access data billing liaison with the CME.Proactive ability to assist the financial production team that supports the general ledger.Successfully helped lead team meetings with the project manager.Proficiently managed all complex concepts and ensure the transition of same in everyday processes and assist senior to adopt new ideas.Effectively performed all required filling as per requirement and evaluate all audits and answer all inquiries. Show less

    • Axiom Path

      Apr 2018 - Oct 2018
      Connectivity Consultant

    • Deutsche Bank

      Mar 2019 - Nov 2019
      Senior Operations Support Specialist II- Derivatives

    • BNP Paribas

      Dec 2019 - Sept 2020
      Prime Brokerage Specialist

    • Bank of America

      Nov 2020 - Jun 2021
      Implementation Project Manager

    • Citi

      Oct 2021 - Apr 2022
      Project Manager- Intelligence & Analysis

    • Apex Fintech Solutions

      May 2022 - now
      Implementation Project Manager

  • Licenses & Certifications