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CALEB J

Accountant - 1 Years of Experience - Near 11021

Occupation:

Accountant

Education Level:

Bachelor

Will Relocate:

YES

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Federal Credit Union Binghamton, NY Finance Dept. Accounts Payable Clerk May 2018 - August 2018 * Performed daily balancing of A/P general ledger accounts, researching and reconciling excepted balances * Calculated changes in accrued and deferred expense accounts and updated balances to reflect accurate expenses * Processed 2500 approval to pay forms which cleared weeks of backlogged invoices and improved team productivity * Built an index of A/P approval to pay forms, digitizing forms for better file maintenance, easier access, and uniformity Binghamton University, School of Management Binghamton, NY Financial Management Teaching Assistant August 2018 - December 2018 * Supervised two discussion sessions every week, fielding questions about lecture, homework, and textbook reading * Wrote problem sets for students to reinforce fundamental financial concepts * Provided individualized attention to students struggling with course practicum and comprehension Binghamton University Investment Fund Binghamton, NY Analyst, Healthcare Sector August 2018 - Present * Built DCF models in Excel to establish price targets for stock holdings and potential purchases of the student-run portfolio * Monitored Medtronic, HealthEquity, and UHS holdings' price, projections, and relevant news on a weekly basis * Pitched Johnson and Johnson and HealthEquity as potential holdings using comparable analysis and FCF price setting

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