Junior Software Engineer

• Jun 2023 - Present

Cash Receipts & Treasury Analyst

• Dec 2018 - Apr 2022

● Wrote an Excel formula with 10+ nested functions/calculations to determine allowable billing amount ● Reconciled 5 cash accounts monthly to find and correct erroneous/missing entries ● Revised standard operating procedures for 4 monthly recurring payment processes reducing the number of steps by half and saving approximately 2 hours of labor per process ● Assumed increased workload of 1½ other full-time positions with improved accuracy while reducing timeframes ● Wrote an Excel formula with 10+ nested functions/calculations to determine allowable billing amount ● Reconciled 5 cash accounts monthly to find and correct erroneous/missing entries ● Revised standard operating procedures for 4 monthly recurring payment processes reducing the number of steps by half and saving approximately 2 hours of labor per process ● Assumed increased workload of 1½ other full-time positions with improved accuracy while reducing timeframes

Operations Manager

• Aug 2008 - Feb 2018

● Reconciled the firm's operating bank account daily to correct transaction discrepancies ● Liquidated clients' options contracts to mitigate margin requirements upon expiration ● Prevented fraud by utilizing data reports and liaising with our AML/Fraud team and 3rd parties ● Promoted 3 times over 6 years with 4 consecutive years receiving stock grants from a Key Contributor Award ● Reconciled the firm's operating bank account daily to correct transaction discrepancies ● Liquidated clients' options contracts to mitigate margin requirements upon expiration ● Prevented fraud by utilizing data reports and liaising with our AML/Fraud team and 3rd parties ● Promoted 3 times over 6 years with 4 consecutive years receiving stock grants from a Key Contributor Award

Finance Associate

• Sep 2007 - Jan 2008

● Recorded journal entries to allocate payables and receivables documents ● Reconciled accounts payables for up to 2 years of old, missing, and/or unpaid invoices ● Authorized pending orders by approving credit limits up to 6 figures ● Provided customer service via phone and email to resolve client and supplier queries ● Recorded journal entries to allocate payables and receivables documents ● Reconciled accounts payables for up to 2 years of old, missing, and/or unpaid invoices ● Authorized pending orders by approving credit limits up to 6 figures ● Provided customer service via phone and email to resolve client and supplier queries

Credit/Collections Intern

• May 2006 - Aug 2006

● Consolidated records to substantiate approximately $750,000 of unpaid invoices ● Presented weekly reports to inform executive officers of progress with collections ● Maintained close relationship with clients via phone and e-mail to promote timely payments ● Studied new programs and software to investigate problems collecting/allocating cash ● Consolidated records to substantiate approximately $750,000 of unpaid invoices ● Presented weekly reports to inform executive officers of progress with collections ● Maintained close relationship with clients via phone and e-mail to promote timely payments ● Studied new programs and software to investigate problems collecting/allocating cash