David Polkinghorn

Financial Advisor at Amuni Financial, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
St Petersburg, Florida, United States, US

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Bio

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jun 2015 - Present
    • Senior Accountant
      • Aug 2014 - Jun 2015

      Summary: •Processing all A/P, journal entries, and financial statements for 8 assigned restaurants •Streamlining current processes to improve productivity and efficiency •Monitoring all 24 restaurants’ bank accounts to ensure security of cash and researching any discrepancies found on a daily basis •Managing each restaurant’s natural gas and propane contracts, and analyzing those markets in order to minimize overhead costs Summary: •Processing all A/P, journal entries, and financial statements for 8 assigned restaurants •Streamlining current processes to improve productivity and efficiency •Monitoring all 24 restaurants’ bank accounts to ensure security of cash and researching any discrepancies found on a daily basis •Managing each restaurant’s natural gas and propane contracts, and analyzing those markets in order to minimize overhead costs

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Feb 2012 - Mar 2014

      Summary: • Providing investment advice to individuals based on their risk tolerance, time horizon, and financial goals and objectives • Prospecting for new clients through a combination of cold-calling, purchasing leads/lists, networking, and client/prospect events • Reviewing client investment portfolios on a regular basis and making changes when appropriate • Researching the financial markets on a daily basis in order to provide the best advice to clients given the current economic conditions Show less

    • Restaurants
    • 1 - 100 Employee
    • Accountant
      • Sep 2008 - Jan 2010

      Summary: • Preparation, review, and analysis of financial statements and general ledger for 8 different entities • Analyzing restaurant inventory reports for potential errors in data entry • Managing multiple large projects simultaneously • Forming strong relationships with store managers in order to easily resolve differences in financial reporting Summary: • Preparation, review, and analysis of financial statements and general ledger for 8 different entities • Analyzing restaurant inventory reports for potential errors in data entry • Managing multiple large projects simultaneously • Forming strong relationships with store managers in order to easily resolve differences in financial reporting

    • Accountant
      • Nov 2005 - Sep 2008

      Summary: • Preparation, review, and analysis of financial statements and general ledger • Maintaining a projection model to use as a forecasting tool of the company’s financial performance • Reporting financial information at monthly Executive Management Meetings using Dashboard and PowerPoint presentations • Preparing and submitting company’s sales and use tax return to the Florida Department of Revenue on a monthly basis Summary: • Preparation, review, and analysis of financial statements and general ledger • Maintaining a projection model to use as a forecasting tool of the company’s financial performance • Reporting financial information at monthly Executive Management Meetings using Dashboard and PowerPoint presentations • Preparing and submitting company’s sales and use tax return to the Florida Department of Revenue on a monthly basis

    • Accounts Payable/Receivable Manager
      • Sep 2003 - Nov 2005

      Summary: • Interviewing and hiring of office assistants • Assisting CFO with monthly closing process • Assisting CFO with special projects relating to account analysis • Reporting and tracking the cost of tooling projects through designated accounts and the work order system Summary: • Interviewing and hiring of office assistants • Assisting CFO with monthly closing process • Assisting CFO with special projects relating to account analysis • Reporting and tracking the cost of tooling projects through designated accounts and the work order system

Education

  • University of South Florida
    Bachelor of Science (B.S.), Finance and Economics
    2010 - 2011
  • St. Petersburg College
    Associate of Arts (AA), Accounting
    2000 - 2003

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