David Jesky
Data Analyst at FS-Elliott- Claim this Profile
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Bio
Credentials
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ACT 126 Certification
The Professional Standards and Practices Commission -
ACT 151 Certification
Pennsylvania -
ACT 33 Certification
Pennsylvania Department of Human Services -
Act 34 Certification
Pennsylvania State Police
Experience
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FS-Elliott
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United States
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Machinery Manufacturing
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200 - 300 Employee
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Data Analyst
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Oct 2021 - Present
Create tools to review data and provide analysis of that data to track business history and make decisions for future success
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Product Management
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Oct 2019 - Mar 2022
Perform cost analysis to ensure accurate customer estimates while maintaining highest margins.Excel / VBA application developer providing process improvements and risk mitigation.Creation of Excel based Smart Forms.Proficient with Epicor and DocuClass.
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BNY Mellon
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United States
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Financial Services
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700 & Above Employee
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Team Lead Reconciliation Team
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Jun 2017 - Oct 2018
Application developer and key contributor in the formation of Excel based automations which mitigate risk and improve productivity and efficiency in newly developed division.Analyzed existing processes and improved/enhanced for senior level managers.
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Supervisor Cost Basis Accounting Team
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Jan 2014 - Jun 2017
Analyzed client activity for proper 1099-B Cost Basis Reporting. Supervised assignments and training.Assisted in hiring candidates for required positions.
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Analyst Cost Basis Accounting Team
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Jul 2011 - Jan 2014
Reconciled accounting entries to ensure proper 1099-B, 1099-DIV, and 1099-INT reporting. Reviewed W9’s and client payments to generate 1099-MISC reporting. Processed accounting entries for in-kind asset transfers.
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Accounting Senior Supervisor
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Jun 2006 - Jul 2011
Inspired and empowered team to succeed. Reviewed, validated and approved team time cards. Performed internal audits to ensure established procedures were followed. Performed time/cost analysis to ensure proper client billing. Reconciled client account positions, accruals, and market value to investment manager statements.
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Accounting Supervisor
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Jun 2004 - Jun 2006
Motivated team in daily tasks, assignments and training. Analyzed activity for Alternative Investment Asset price calculations. Processed accurate and timely valuation of financial statements.
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Accounting Specialist
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Aug 1999 - Jun 2004
Processed client payments via check and wire transfer. Received wires crediting cash to corporate client accounts. Processed journal entries to ensure client statements reconciled to fund statements. Collected, analyzed and posted financial data to General Ledger. Reviewed and balanced Trust statements for Pension, Veba, Rabbi and 401(k) accounts.
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Education
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Saint Vincent College
BS, Accounting