Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
Shea Homes
Supervised division’s monthly closing cycle. Developed and monitored production phase job budgets. Coordinated implementation of new accounting system at division level. Monitored county property tax assessments and dealt with county agencies to insure proper assessments.
Avg. Salary: $0 · Company Rank: Not Available
Chemical Bank
P/L responsibility for all team client-facing activities and financial products for middle market clients in the New york metropolitan area. Responsible for managing the middle market leverage finance portfolio.
Avg. Salary: $650,000 · Company Rank: Not Available
LPL Financial
Developed a reconciliation process to transition Carson Wealth Management’s (LPL Financials largest Advisory Branch) performance reporting system to LPL’s new Consolidated Client Reporting tool. Primary relationship contact for all reconciliation related issues for Carson Wealth Management’s Client Update Coordinator. Helped to train up a team of additional reconciliation specialists to help support Carson Wealth Management...
Avg. Salary: $65,000 · Company Rank: Not Available
LPL Financial
► Seamlessly took over reconciliation responsibilities for MWP & PWP platform, with AUM of 6 billion. ► Created a triage reconciliation process for days with system issues, in order to deliver reconciled accounts to the overlay trading team, with enough time to get all trading completed. ► Represented managed account operations in the Sept. 2011 Kaizen effort as an expert in the reconciliation process, and spoke on report o...
Avg. Salary: $65,000 · Company Rank: Not Available
LPL Financial
► Took over operations management of Optimum Market Portfolios platform at 1.5 billion Assets Under Management (As high as 3 billion). ► Successfully managed largest trading effort to date for the platform. There were 55,000 trades executed, totaling over $130 million. ► Managed and performed all trading/operations for the Optimum Market Portfolios platform from March 2006 to Oct 2006. ► Trained and supervised three OMP Op...
Avg. Salary: $65,000 · Company Rank: Not Available
LPL Financial
► Effective in developing rapport with LPL advisors while taking corrections calls, and resolving issues quickly and efficiently. ► Worked directly with Mutual fund companies across the industry, in processing L.O.I and R.O.A breakpoint trade corrections. ► In depth knowledge of Mutual Funds, Beta, Siebel, correcting trades. ► Trusted by management with quantitative skills and accuracy in processing all types of corrections.
Avg. Salary: $65,000 · Company Rank: Not Available
Energy Management Collaborative, LLC
-Implement energy savings solutions for retail, commercial, industrial, and health-care facilities. -Manage turnkey projects independently and aggressively; negotiate pricing with contractors to increase bottom line. -Manage projects for high profile clients throughout the United States.
Avg. Salary: $78,000 · Company Rank: Not Available
Stryker Orthopaedics
1. I oversee all facets of accounting and financial operations for the Mahwah Plant consisting of accounts generating more than $1.2B in annual revenue and $300M in costs of goods sold; 750 full-time and temporary employees; $130M in profit and loss (P&L); $125M in gross inventory; and $30M in annual capital expenditure (CAPEX). 2. I complete and analyze financial analysis to include discounted cash flows, ROI and make/bu...
Avg. Salary: $0 · Company Rank: Not Available
Lakeland Construction Finance, LLC
-Managed a personal portfolio in excess of $150 million in construction and land development loans with more than 100 clients. -Supervised and managed 4 lending officers and 10 administrative personnel at 6 locations throughout Minnesota and South Carolina. -Performed on-site inspection prior to loan approval and throughout construction. -Authored and implemented standard operating procedures, practices, and company policie...
Avg. Salary: $78,000 · Company Rank: Not Available
Builders Development & Finance, LLC
-Directed and managed office operation for 3 independent branches and 15 employees. -Interviewed, hired, dismissed, trained, managed, and evaluated 6 administrative personnel. -Assisted loan officers; ordered title work, prepared loan packages, administered loans, and attended closings. -Performed on-site inspections of land developments and homes under construction. -Performed accounting duties; reviewed accounting and rel...
Avg. Salary: $78,000 · Company Rank: Not Available
