Financial Analyst Resume Pennington, NJ - Hire IT People

TECHNICAL SKILLS:

Proficient utilization of MS Office 2013 (Excel, Word, Access, Outlook and PowerPoint)
Ability to multi - task, assist others, work as a member of a team or independently.
Strong written and verbal communication skills.
Flexible, adaptable, supportive and drive an ever-changing environment.

PROFESSIONAL EXPERIENCE:

Confidential, Pennington, NJ

Financial Analyst

Responsibilities:

Validation of 1099 Tax Income statements utilizing spreadsheets from outside vendors.
Provides effective and operations support to the Tax Reporting Managers.
Support monthly processing, testing and production of Year End 1099 tax statements.
Reconcile customers Year End statements, cost basis against all monthly sales / trades.
Audit customer statements.

Confidential

Operations Manager

Responsibilities:

Managed the daily operations in line with the core objectives of the organization.
Coordinated between the sales, marketing, accounts, services and parts department.
Prepared general accounts reconciliation for all departments and monitor preparation of tax returns.
Monitored the budget of different departments and implement strict budget controls.
Solved issues that may arise throughout the day from customers, contractors, suppliers and employees.
Delegated duties to the right employees to ensure effectiveness and efficiency of the organization.
Prepared and presented progress report to the Board of Directors on a quarterly basis.
Supervised Marketing and Sales team efforts to continually build the company’s consumer knowledge base.
Worked and built strong relationships with our supply vendors to ensure parts quality, delivery, pricing and sourcing objectives are achieved.
A change agent for the dealership. Supported and drove an ever changing and growing environment.
Hired, trained and disciplined subordinates. Recommended overtime, discharged, upgraded and promoted employees.

Confidential, New York, N.Y

Tax Consultant, Temporary assignment

Responsibilities:

Assisted the Tax Reporting Manager in preparing tax reporting statements.
Responded to branch’s requests on the taxability of different securities.
Reconciled customers Year End statements with information on the Form 1099 and Form 1042 - S.
Responded to questions relating to customers W8 and W9 Forms.
Processed and updated customers account information with their W8 and W9 Forms.

Confidential, New York, N.Y.

Tax Consultant

Responsibilities:

Confidential, Staten Island, N.Y.

Manager

Responsibilities:

Recommended and advised prospective customers on different products based on their request.
Acted as Manufacturer’s Representative for different products.
Made presentation of products to prospective customers.
Negotiated price between the seller and customers for profit.
Followed up with customers to complete sales and delivery.
Processed shipping and Export documentation with the U.S. Customs.

Confidential, New York, N.Y.

Tax Consultant, Temporary assignment

Responsibilities:

Audited and initiated corrective actions on tax reporting statements.
Reviewed, processed and reconciled 1042 - S Tax Reporting statements.
Responded to tax related inquiries and help the Tax Departments’ Manager with different projects.

Confidential, Somerset, N.J.

Senior Trading Desk Specialist

Responsibilities:

Ensured the accuracy of security transactions processed through the web site.
Processed trades in equities, fixed income, CD’s, options, mutual fund and derivative products.
Assisted customers with questions relating to trades in different securities.
Allocated, reviewed and input IPO shares for different accounts.
Monitored and evaluated trades for manual review and release reject or approval.

Confidential, Somerset, N.J.

Registered Associate

Responsibilities:

Exercised Non-Qualified and Incentive Stock Options.
Exercised trades in equities, mutual funds and money market instruments.
Responded to customers telephone request on account information, trade and dispute.
Processed trades in Employee Stock Purchase Plan.
Trained and supervised new employees on different plans.