Jordan Martin
Senior Accountant at Davis, Brown & Company PLLC- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Certified QuickBooks ProAdvisor
IntuitAug, 2022- Nov, 2024
Experience
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Davis, Brown & Company PLLC
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United States
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Accounting
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1 - 100 Employee
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Senior Accountant
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Jun 2021 - Present
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Staff Accountant
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Aug 2018 - Jun 2021
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Tennessee Department of Treasury
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United States
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Government Administration
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1 - 100 Employee
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Service Counselor II - ORP Transfer & Rollover Specialist
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Jun 2018 - Jul 2018
In addition to the duties of the Service Counselor II position, I also assisted members of Optional Retirement Plans with transferring into the TN Consolidated Retirement System (TCRS).Kept members updated on payments received and deadlines associated with the transfer process.
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Service Counselor II - Member Services
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Aug 2017 - Jun 2018
Calculated retirement benefits for members of the TN Consolidated Retirement System.Provided customer service for members.
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Bloomberg
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United States
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Financial Services
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700 & Above Employee
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Bloomberg Trading Challenge
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Feb 2017 - Apr 2017
This was the first Bloomberg Trading Challenge. It is an international investment competition that provides students with access to a Bloomberg Terminal with the winning team having the highest return on investment at the end of eight weeks. Teams are to use the Bloomberg terminal to select and monitor stocks. This was the first Bloomberg Trading Challenge. It is an international investment competition that provides students with access to a Bloomberg Terminal with the winning team having the highest return on investment at the end of eight weeks. Teams are to use the Bloomberg terminal to select and monitor stocks.
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Tennessee Valley Authority
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United States
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Utilities
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700 & Above Employee
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TVA Investment Challenge
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Jan 2017 - Apr 2017
Through a finance course offered at Austin Peay State University, my class and I maintained a portfolio of stocks for TVA. Throughout the semester each student was to follow certain stocks within the portfolio and report back to the class on the performance of those stocks. In addition, the class is responsible for presenting buy, hold, and sell decisions to the entire class at the end of the semester so as to improve the overall portfolio for future classes. Through a finance course offered at Austin Peay State University, my class and I maintained a portfolio of stocks for TVA. Throughout the semester each student was to follow certain stocks within the portfolio and report back to the class on the performance of those stocks. In addition, the class is responsible for presenting buy, hold, and sell decisions to the entire class at the end of the semester so as to improve the overall portfolio for future classes.
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Wilson Bank & Trust
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United States
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Banking
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100 - 200 Employee
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Customer Service Representative
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Jun 2016 - Aug 2016
· Balanced teller drawer at end of shift · Organized and maintained transaction receipts· Handled customer deposits, withdrawals, loan payments, etc. · Created cashier’s checks · Balanced teller drawer at end of shift · Organized and maintained transaction receipts· Handled customer deposits, withdrawals, loan payments, etc. · Created cashier’s checks
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Education
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Austin Peay State University
Bachelor’s Degree, Business Administration - Finance -
Volunteer State Community College
Associate’s Degree, Business Administration