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Yolanda Gilbert is a seasoned accounting professional with 20+ years of experience in corporate finance, accounting, and financial analysis. She has expertise in account reconciliation, auditing, and cash management, with a strong background in Microsoft Office and Excel. Yolanda has held various roles, including Office Manager, Accounts Receivable Rep, and Securities Operations Associate/Trader, and has worked with companies such as EAST COAST STAINLESS, INC., H. D. Smith, Inc., and Mellon Securities.

Experience

    • Office Manager
      • Jan 2016 - Present
      • Newark, DE

    • Accounts Receivable Rep.
      • 2011 - 2014

    • Accounts - Credit and Collections Representative
      • Mar 2006 - Mar 2011

      Setting policy & procedure for cost per copy departmentLiaison between CBS-Northeast and Lease CompanyChargeback, Return Good Authorization (RGA), InstallationInter-territorial order approvals order approvalsMaintain Lease ATBAge Trial BalanceMonth-end ATB over thirty reportsDaily RGA / Installation reportsReconciliation of Lease DealsCredits / CollectionsCash application

    • Securities Operations Associate/Trader
      • May 1996 - Feb 2006

      Order entry and Order execution for 200 listed & OTC equitiesReconcilement of trade breaks for all firm accounts which clear through Bear SternsLimit order maintenance & executions Manage corporate buyback program Oversee private corporate accounts Coordinate trade settlement with clearing agentsReview of accounts and trades accuracyProvide fund control information by collecting, analyzing, and summarizing dataProcess monthly self auditsMaintain customer confidence by keeping information confidentialProvide shareholders with relevant information regarding their accountsAssist institutions and brokers with financial data on stock splits, pending mergers and acquisitionsInput and transfer stocks and bondsAssist with daily production in Reorganization Department

Education

  • 2017 - 2019
    Colorado Technical University
    Bachelor of Business Administration - BBA, Business Administration and Management, General
  • 2017 - 2019
    Colorado Technical University
    Bachelor of Business Administration - BBA, Business Administration and Management, General
  • 2008 - 2009
    Kaplan University
    Business Management/Accounting
  • 2005 - 2006
    Dover Business College
    Diploma, Computerized Accounting

Suggested Services

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Industry Focus. “Accounting”

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