Nancy Delgado – Experienced financial and accounting professional based in Richmond.Worked with many leading companies Handled financial reporting and accounting for them

1. Nancy Delgado Has Handled Financial
Reporting and Accounting for Leading
Companies

2. Nancy Delgado – Experienced financial and accounting professional based
in Richmond.
•Worked with many leading companies
•Handled financial reporting and accounting for them

3. Processes handled by Nancy Delgado include –
• Calculating and Processing Interim and Quarterly Billing
• Monthly Management Reports
• Account Receivables and Account Payables Management
• Revenue Reconciliation and Preparation of Advisor Revenue Reports
• Assist with preparation of annual budget

4. All about her qualification
• Bachelors of Science degree from New York University, Stern School of
Business
• Major in Finance and International Business
• Thereafter, Nancy completed Paralegal Studies Certification from New
York University, School of Continuing Education.

5. Responsibilities of Nancy Delgado as a Paralegal
• Prepared and assisted with a variety of tax-exempt bond calculation
• Maintained the financial transaction database related to the 10-year rule compliance and
refunding bonds’ genealogy for 32-year rule analysis

6. Currently working at Cherry Bekaert Wealth Management LLC
•Working as Operations/Division Administrator
•Working as Operations/Division Administrator
Operation duties include –
•Setup Client Households on CRM
•Setup Client Portals on Advisor View
•Setup IAS Households and IAS Portfolios
•Setup and Maintain Outside Advisory Accounts in By All Accounts
•Setup and Maintain Accounts with Treasury Direct
Division Administrator duties include –
•Renewal of business licenses for branches of the Firm
•Timesheets/Payroll
•Division Supplies Management
•IT Systems Division Management