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It Analyst Resume

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Baltimore, MarylanD

PROFESSIONAL EXPERIENCE:

Confidential, Baltimore, Maryland

IT Analyst

Responsibilities:

  • Responsible for end user help desk support
  • Analyze and manage in house automated time and billing to produce client monthly bills.
  • Setup new clients in financial statements database.
  • Perform integrity test on financial statements.
  • Monitored back up verification.
  • Monitored and verified incremental file backup
  • Managed day to day cash receipts, cash disbursements, payroll, month end adjustments, and prepare prior month end adjustments
  • Prepare financial statements balance sheet & schedules, income statement and cash flow analysis for various clients.
  • Completed and analyzed fixed assets schedules.
  • Managed and maintained corporate client database.
  • Create and disabled new end user accounts on network system, windows 2003.

Confidential, Baltimore, Maryland

Managed Account Administrator Liaison

Responsibilities:

  • Responsible for all areas of the new account process, which includes inputting and updating client specific information for a variety of investments products
  • Acted as a liaison with Financial Advisors on operational issues; collecting, analyzing, disseminating or resolving Financial Advisors questions and inquiries
  • Coordinating quarterly client reporting and validated new fee - based accounts
  • Was chosen to be the head of a task force to help develop and improve the department
  • Working with Financial Advisors to develop customized client reporting
  • Corresponded with various departments on account resolution
  • Other duties included processing refunds, cost basis updates, and Adhoc projects assigned

Confidential, Parkville, MD

Financial Service Representative

Responsibilities:

  • Sell Suntrust products and services by proficiently executing prescribed sales activities.
  • Cross sell to current clients, sell multiple products and services to prospects
  • Focus on building relationships with clients and taking advantage of opportunities to acquire additional profitable clients
  • Provide administrative support to branch manager
  • Demonstrate customer service skills, to include effective communication skills

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