Eric Montenegro is seeking a leadership position in financial or accounting services. He has over 15 years of experience in corporate actions reconciliation at Charles Schwab, including as a Senior Specialist from 2011 to present. He holds a B.S. in Economics from Arizona State University and Series 7, 63, and 9 certifications.
Dear Sir,
This letter is to introduce myself as a potential candidate for a position in the department of Audit/Finance in your esteemed organization. I have on my credit a degree of M. Com (Accounting) from University of Peshawar, have qualified CA Inter from the Institute of Chartered Accountants of Pakistan and have also qualified CPA from the Institute of Certified Public Accountant of Pakistan. For practical experience, I have exposure and professional work experience at Dawar Group as a Finance Manager, at Joint Efforts For Relief Guidance & Awareness as Regional Finance Manager, at Oscar Furniture Company LLC (LIFCO Group) as a Chief Accountant and at Business solution Consultant as a Senior Auditor. My work experience, coupled with a track record of academic qualifications have enabled me to present myself as a potential candidate for the position that can fulfill my need for professional development and provide me an opportunity for career growth.
Having worked for above nine years in various capacities as a senior member of different organizations, equipped me with good experience & exposure about different areas of Accounting, Auditing and dealing with financial institutions.
I am creative, confident and a self-motivated person possessing team participation skills. I enjoy working in teams and have effective interpersonal and communication skills. Having worked with close deadlines, I also possess the required stress tolerance and deadline meeting attitude. On the basis of my qualification, professional experience and aforementioned traits, I consider myself as a potential member of your organization.
The attached CV further explains my skills and experience and I would welcome the opportunity to discuss with you personally as to how my qualifications may suit your organization’s needs.
Regards,
Muhammad Shoaib
Results driven finance manager with a successful history in financial reporting & analysis, strategic planning, budgeting, accounting and auditing. Experienced in building and developing productive relationships with customers, suppliers, and team members. An accomplished, influential and collaborative finance professional with manufacturing and warehousing experience, strong communication skills, and exceptional abilities in problem solving and process improvement. Recognized for business acumen, integrity, work ethic and ability to develop employees into key contributors.
Dear Sir,
This letter is to introduce myself as a potential candidate for a position in the department of Audit/Finance in your esteemed organization. I have on my credit a degree of M. Com (Accounting) from University of Peshawar, have qualified CA Inter from the Institute of Chartered Accountants of Pakistan and have also qualified CPA from the Institute of Certified Public Accountant of Pakistan. For practical experience, I have exposure and professional work experience at Dawar Group as a Finance Manager, at Joint Efforts For Relief Guidance & Awareness as Regional Finance Manager, at Oscar Furniture Company LLC (LIFCO Group) as a Chief Accountant and at Business solution Consultant as a Senior Auditor. My work experience, coupled with a track record of academic qualifications have enabled me to present myself as a potential candidate for the position that can fulfill my need for professional development and provide me an opportunity for career growth.
Having worked for above nine years in various capacities as a senior member of different organizations, equipped me with good experience & exposure about different areas of Accounting, Auditing and dealing with financial institutions.
I am creative, confident and a self-motivated person possessing team participation skills. I enjoy working in teams and have effective interpersonal and communication skills. Having worked with close deadlines, I also possess the required stress tolerance and deadline meeting attitude. On the basis of my qualification, professional experience and aforementioned traits, I consider myself as a potential member of your organization.
The attached CV further explains my skills and experience and I would welcome the opportunity to discuss with you personally as to how my qualifications may suit your organization’s needs.
Regards,
Muhammad Shoaib
Results driven finance manager with a successful history in financial reporting & analysis, strategic planning, budgeting, accounting and auditing. Experienced in building and developing productive relationships with customers, suppliers, and team members. An accomplished, influential and collaborative finance professional with manufacturing and warehousing experience, strong communication skills, and exceptional abilities in problem solving and process improvement. Recognized for business acumen, integrity, work ethic and ability to develop employees into key contributors.
Epidemiology./Biostatistics class on lung cancer screening including description of lung cancer, natural history and treatment, lung cancer statistics, lung cancer risk factors, NLST results, NLST follow-on, criteria for a good screening test, USPSTF and CMS lung cancer screening guidelines, and challenges to screening
Motivated, results-driven, multi-faceted individual with 5+ years’ experience in Finance and business seeking a position within finance/financial services. Able to develop and manage strategic business practices and initiatives. Experienced in working closely with both domestic and international clients; executive level management. An innovative individual with the ability to prioritize tasks and make quick decisions. Positive and upbeat attitude. Gets along very well with co-workers and management. Thoroughly enjoys a challenge and committed to a long-term career.
1. 1348 E Don Carlos
Tempe, AZ 85281
(480)363-4497
eric.montenegro95@gmail.com
EricMontenegro
Objective Seeking a position in the financial/accounting services industry to
apply years of knowledge, experience, and licenses towards a
leadership position. Skilled in problem solving, multitasking, and
effective communication. Detail and goal oriented to achieve results.
Education 2001 – June 2006 Arizona State University Tempe, AZ
B.S. Economics
Certifications
Series 7, 63, 9
Experience May 2007 -- Present Charles Schwab Corporate Actions
Corporate Actions Reconciliation Sr. Specialist
2011 – Present
Responsibilities and Achievements:
Reconcile all firm clearance, suspense, general ledgers and
inventory accounts for the Dividends Department.
Created training modules based upon the functions and
responsibilities of the team and present in the stated weekly
meetings.
Organize training workshops for both local and offsite individuals
Organize 1 on 1 coaching to improve performance of members who
are lagging behind stated objectives.
Instrumental in helping the Recon team reduce open items by
approximately 80% 2 years in a row.
Extensive knowledge using PeopleSoft to conduct weekly and
monthly general ledger reconciliations.
2. Corporate Actions Reconciliation Sr. Specialist
2009 - 2011
Prepare month-end reconciliation Focus Reports for officer
certification and submission to Regulatory Reporting. Ensure
accuracy of data and timely delivery of reports.
Interact closely with internal and external business partners including
other broker-dealer companies, depositories and custodians, and
transfer agents.
Respond to client inquiries in a timely and professional manner.
Prepare and gather data for weekly and monthly Dividends metric
statistics for management reporting.
Operations Specialist 2007 -
2009
Process mandatory corporate actions. Payments include
reorganizations and fixed income redemptions.
Review and research bond payments though exception reports
Reconcile Voluntary, Mandatory, and Bond inventory accounts; in
addition, reconcile non marketable account, worthless securities
account and class action account.
Prepare and gather data for weekly and monthly Mandatory
Reorganization metric statistics for management reporting.
November 2006 — May 2007 Adecco Agency/Charles Schwab
Temp Agent--Operations Specialist
Administer accurate deposits into various customer accounts.