INVESTMENT ACCOUNTANT Career Focus Accomplished results oriented Investment professional strong leadership interpersonal skills adds energy value organization's quest excellence. Summary Skills Internet Microsoft Office MS Word, MS Power Point, MS Excel, Pivot Tables, Spreadsheets, Macros. Business Objects, Lombardi, Eagle Accounting System, PEGA, DRAS, Workbench. Account reconciliations Detail-oriented Variance analysis Detail-oriented Analytical Expert MS Office Suite Account reconciliation expert Effective time management Complex problem solving Superior research skills Accomplishments Multiple awards performance.Formally recognized excellence achieved financial analysis, budgeting forecasting.Increased efficiency discrepancy investigations [Number]% designing accurate cash-forecasting system. Professional Experience Company Name City State Investment Accountant 10/2012 11/2015 Reconciled mutual fund accounts custody Identified Resolved differences Custody Accounting Cash, Currency Positions using Eagle, IAX, Business Objects, Lombardi Workbench Reports Communicated Collaborated areas firm, client, fund accountant, custodians impacted functions team Conducted weekly client meetings act liaison Accounting custody resolve outstanding items cash, currency positions. Completed special projects management needed Trained, Oversee assisted staff offshore team (Pune, India) acted liaison Pune Office US. Helped US team performing tests Pega Vs. Business Objects Eagle Platform Migration Trained new staff assist needed meet department goals. Ran daily reports fund accountants using business objects MS Database. Award: Received special achievement award BNY Mellon Bank Asset Servicing (Dec 2013) Award: Received special achievement award BNY Mellon Bank Asset Servcing (Dec 2014. Company Name City State AML Compliance Officer 11/2011 03/2012 Audited customer's bank accounts company's system Performed quality assurance reviews customer information maintained various bank systems Reconciled quality assurance results spreadsheets Performed background search clients using tools world check google search Finance Projects UD Project 1: Group simulation project develop investment philosophy strategy drive simulated investment $1,000,000 using Stock-Track. Invested 50% funds moderate high-risk investment order achieve capital appreciation; Invested 25% funds low moderate risk investment order preserve capital. Invested 25% funds derivatives rest index fund, cash money market. Performed analysis determine allocation stocks minimizing CV graphed daily returns stocks Performed regression analysis analyzed regression statistics weekly returns. Performed analysis group's portfolio market groups. Case analysis Price Momentum Strategy Used price momentum model analysis test whether price momentum model work US stock market US Canadian stocks. Used weighted annual returns created worst outlook portfolio best outlook portfolio Selected top eight performing stocks quarter create best outlook portfolio compared market determine pricing momentum would hold up. Calculated average return portfolio rebalanced portfolio compared S&P 500 quarter within time period. Company Name City State Medical Technologist 07/2008 03/2012 Clinical Microbiology Experience Highlights include ordering, processing, plating culturing patient's specimens Tests Performing rapid tests Rapid flu, C.Diff quick check many more; Performing rapid confirmatory tests identify organism; Reading Gram stain slides. Other Performing daily maintenance running quality control instruments. Education Master Business Administration Finance 2011 University Delaware City State USA Finance Bachelor Science Medical Technology 2008 University Delaware City State USA Medical Technology Related course work Business: Financial Reporting Analysis, Financial Management, Corporate Financial Policies, Investment Analysis Portfolio Management, Corporate Governance, Financial Engineering Risk Management (Derivatives). Languages English, Marathi, Hindi, Gujarati Personal Information Excellent multitasking, analytical thinking, time management, negotiation, communication, organization leadership skills Additional Information Excellent multitasking, analytical thinking, time management, negotiation, communication, organization leadership skills Skills MS Office: Database, Macros, V-look up, Pivot tables, Outlook Company Platforms: Business Objects, Workbench, Eagle, Pega, Lombardi, DRAS.