Brian Carlton, CEP

Experience

• 

  JPMorgan Chase

  Apr 2006 - Oct 2007

  Financial Control Specialist

  • Provided balance sheet analysis and substantiation for all accounts• Responsible for daily P&L analysis & reporting, including reconciling MO Predict to the GL• Identified, investigated, and resolved system cash exceptions and position breaks• Performed all necessary functions related to the month end close• Hosted daily wash account call to liaise with Middle Office and various Settlements teams for cash break resolution• Represented Financial Control at the Fixed Income & Exotics Monthly Accounting & Control meetings• Booked quarterly long-term debt reclasses in compliance with FAS 155 and FAS 157 Show less

• 

  Comcast

  Oct 2007 - Jan 2018

  • Prepare and input journal entries related to monthly, quarterly, and annual close process• Coordinate and process all payments for health insurance claims, administrative fees, and premiums• Point of contact for all health insurance vendor inquires directed to Corporate Accounting• Create monthly IBNP analysis to determine our real healthcare liability• Maintain monthly and quarterly rollforwards for all employee benefit accounts including FAS 106 and FAS 112• Determine and book monthly Option, Restricted Stock, and ESPP expense Show less

  • Senior Accountant

    May 2010 - Jan 2018

  • Accountant - Financial Operations

    Oct 2007 - May 2010
• 

  H&R Block

  Dec 2010 - Jan 2022

  • Tax Analyst

    Dec 2020 - Jan 2022

  • Tax Specialist

    Dec 2010 - Dec 2020
• 

  DuPont

  Jan 2018 - Aug 2021

  Senior Corporate Accountant
• 

  Toll Brothers

  Aug 2021 - now

  • Assistant Accounting Director

    Sept 2023 - now

  • Accounting Manager & Equity Plan Administrator

    Aug 2021 - Jun 2024
• 

  H&R Block

  Jan 2023 - now

  Senior Tax Analyst