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Joanna Charles

Financial Assistant 2 at Mitsubishi Corporation (Americas)
Intro Book
Seasoned finance professional with 15+ years of experience in financial assistance, credit, and loan management.
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Location
New York, New York, United States, US
Languages
  • English -
Skills
  • Finance
  • Microsoft Office
  • Customer Service
  • Microsoft Excel
  • Credit
  • Show all
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Bio

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Joanna Charles is a seasoned finance professional with 15+ years of experience in financial assistance, credit, and loan management. She has expertise in financial analysis, team collaboration, and process optimization. With a Bachelor's Degree from Baruch College, she has worked with prominent companies such as Mitsubishi Corporation (Americas), Prudential Equity Group, and BNY Mellon.

Experience

  • Mitsubishi Corporation (Americas)
    • New York, NY
    • Financial Assistant 2
      • May 2009 - Present
      • New York, NY

      Process disbursements and transfer slips. Prepares loan agreements and loan confirmations for Subsidiaries and Affiliates of MIC. Monthly reconciliation of all transactions for month end close, using data inputted from SAP and FIS Integrity Control Pooling account cash flow by gathering information and anticipating future cash. Calculate and record internal interest rate for MIC/MCA. Respond to internal and external audit requests.

  • Prudential Equity Group.
    • New York, NY
    • Senior Trade Support Associate
      • Jul 2006 - Aug 2007
      • New York, NY

      Reconciled position breaks for domestic equities. Monitored and reported on error accounts. Researched non reconciled account transactions. Updated and filed NYSE 121 report. Processed institutional and phoned orders. Updated and reconciled P&L summary.

  • BNY Mellon
    • New York, NY
    • Control Clerk
      • Nov 2001 - May 2006
      • New York, NY

      Reconciled reserve accounts, including DWAC and REORG. Processed Securities. Composed monthly confirmation and annual audit letters. Set up Reserves for regulatory agencies and corporations .

  • The Sara Brandston Group
    • New York, NY
    • Office Assistant
      • Feb 1997 - Aug 2001
      • New York, NY

      Monitored Telephones, scheduled appointments and travel plans. Data entry. Maintained client files, ordered office supplies, collated tax returns

Education

  • 1998 - 2001
    Baruch College
    Bachelor’s Degree, Computer/Information Technology Administration and Management

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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