Experience

Emerson Reid

• United States
• Insurance
• 100 - 200 Employee

• Technical / Financial Analyst

  • Jul 2016 - Present

   Perform duties in extremely fast paced environment and prioritize them to meet deadlines, and hit monthly goals  Responsible for processing over$500,000 per month in commission statements from various insurance carriers for payment to internal & external brokers using the COMET platform  Extensive use of excel to perform daily duties; generate mid end-of-month reports using Excel queries, V-look ups and Pivot tables. Then create new queries for custom reports requested by clients  Handle internal & external audits on a monthly and quarterly basis, gather the info requested by auditors to resolve issues in a timely manner  Work on special projects and take charge of them to get completed on a timely basis  Run multiple tests for quality control purposes to assure brokers are getting paid correct amounts Show less



RapidRatings

• United States
• Software Development
• 100 - 200 Employee

• Financial Analyst

  • Jun 2015 - Jun 2016

   Worked closely with clients around both domestic and international to analyze their financial statements  Trained on various types of foreign financial formats, and capable of re-producing reporting and analyzing them.  Rated various companies in different sectors by acquiring, researching and analyzing financial data of the companies using a proprietary model  Ran the reports after inputting the financials in the data portal to generate ratings  Expected to do my own due diligence and assess if a company’s rating was accurate when a big swing occurred year-over-year Show less



Church Pension Group

• United States
• Financial Services
• 300 - 400 Employee

• Data Analyst

  • Feb 2015 - May 2015

  - Interpret data, analyze results using statistical techniques and provide ongoing reports - Acquire data from primary or secondary data sources and maintain databases/data systems - Identify, analyze, and interpret trends or patterns in complex data sets - Filter and “clean” data, and review computer reports, printouts, and performance indicators to locate and correct code problems - Work closely with management to prioritize business and information needs - Locate and define new process improvement opportunities Show less



Bloomberg

• United States
• Financial Services
• 700 & Above Employee

• Municipal Data Analyst

  • Jan 2014 - Nov 2014

  Responsible for researching and analyzing information from MSRB, EMMA filings, issuer reports, industry reports, rating agency reports, and other sources as a member of a team on a Municipal Bond project I have learned how to navigate the Bloomberg Terminal, a unique tool for financial research Analyze municipal documents for updates on the Bloomberg terminal Worked efficiently in a busy office environment to accomplish production goals that had been set Responsible for maintaining over 45,000 municipal securities on the Bloomberg terminal Show less



Kamal Enterprises

• Linden, NJ

• Jr. Accountant

  • 2009 - 2014

  Prepared and review journal entries to the general ledger Assist reconciled and preparer the general ledger for the month-end and yearend closing Record and Verify cash receipt and payments to general ledger Researched and resolved items in a timely manner Prepared and review journal entries to the general ledger Assist reconciled and preparer the general ledger for the month-end and yearend closing Record and Verify cash receipt and payments to general ledger Researched and resolved items in a timely manner



Internal Revenue Service

• United States
• Government Administration
• 700 & Above Employee

• Tax Preparation Assistant

  • 2012 - 2012

  Prepare Form 1040 for taxpayers Review, analysis, and ensure accuracy of taxpayer’s data Interact with IRS agent to reflect proper reporting on the form Provide advice to the taxpayer Prepare Form 1040 for taxpayers Review, analysis, and ensure accuracy of taxpayer’s data Interact with IRS agent to reflect proper reporting on the form Provide advice to the taxpayer