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2018 E.Hanna Ave, Tampa, FL 33610
Aqmontana@gmail.com
813-751-9901
APRIL MONTANA
OBJECTIVE I am a multi-talented professional with extensive experience and a proven and consistent
track record for building strong collaborative relationships and advancing business objectives.
Goal-oriented analyst with valuable knowledge and experience in securities and money
management seeking a position with a dynamic company where my skills and experience can
be utilized to their fullest potential.
SKILLS &
ABILITIES
 In-depth payroll processing and auditing experience
 Proficient in HRP Pyramid & PEO/Human Resources
 Database management
 Account reconciliation
 Skilled in various software applications such as-ADP, SQL
QuickBooks, Pro SAP, Oracle, SQR, and metrics reporting
 Expert in all Microsoft suites, including V-Lookups, and
Pivot Tables
 Database Management & Data Analysis
 Tax law understanding
 Training and development
 Over 10 years of Financial services, and risk management industry experience
 Extensive experience in diverse roles including: Account Management,
Compliance (BSA, Finra, OFAC, & AML) Accounts Payable, Payroll/HR Specialist,
Corporate Actions & Reorg, B2B Operations Specialist & Sales
 Risk Management & Client Support,
 Securities & Global Positioning
EXPERIENCE METASYS TECHNOLOGUES, BRANDON, FL
04/2016-05/2016
HR-Master Data Specialist
•Responsible for providing consistent, high quality customer care and service excellence to its
customer base of 70,000+ Coca-Cola North America Associates. Served as a subject matter
expert (including payroll, benefits, etc.), assisting other HR Advisors in resolving complex,
unusual or difficult cases.
KFORCE-JP MORGAN CHASE, TAMPA, FL
01/2016-03/2016
Compliance Analyst
•Acquired data comparison skills in determining if account holders were
known or suspected to be a politically exposed
person or ‘PEP' per company standards and money launderers, terrorists or
drug dealers.
DEPOSITORY TRUST & CLEARING CORPORATION, TAMPA, FL
03/2014-10/2015
Corporate Actions Analyst
•Accountable for reviewing and analyzing corporate action events to ensure
they are in compliance with anti-money
Page 2
laundering procedures.
• Daily event capture of new mandatory corporate action events in the market.
• Validate corporate action event information, inclusiveof key dates and rates.
• Reconciliation of books and records, and allocation of payment to holders.
• Processing of physical certificates, inclusive with working with the transfer
agencies to complete the processing
Global Operations-Client Services
• Assisted with implementing and monitoring appropriate data management controls across
the Compliance Department,
including: policies, procedures, training, governance and reporting.
• Supported efforts to comply with applicable regulatory requirements as they relate to all
businesses and functional areas across DTCC and its subsidiaries globally.
•Designed developed and implemented user acceptance testing cases and plans.
• Processed user registration requests and manages the technical Onboarding and activation
that enables approved customers to interact with DTCC electronically.
UNITED RENTALS, INC., TAMPA, FL
05/2012-02/2014
Strategic Account Manager
• Forge relationships with clients and assist customer product functionality. Responsible for
monitoring and maintaining assigned accounts. Acted as primary liaison to external client
finance and accounting teams.
•Assisted in collection of difficult, larger national, other high profiled commercial accounts
such as Teco Energy, Progressive, Aspen Biomass, etc.
•Producing accurate financial reports to specific deadlines; Monitoring and interpreting Client
related cash receipts and disbursements;
•Developing financial management mechanisms that minimize financial risk;
•Conducting reviews and evaluations on marketing budgets and T&E expense for cost-
reduction opportunities; managing a company's financial accounting, monitoring and reporting
systems.
ADVENT FINANCIAL SERVICES, TAMPA, FL
05/2011-04/2012
Operations & Support Agent II
•Operated within operations, service, and sales center handling inbound and outbound calls
from Tax Preparers, (ERO's), Service Bureaus, Software Partners, and Taxpayers (Clients) to
facilitate the delivery of affordable financial
services solutions to low- and moderate-income consumers.
HILLSBOROUGH COMMUNITY COLLEGE, TAMPA, FL
08/2008-05/2010
HR Specialist
 Act as the payroll subject matter expert for assigned client base.
 Accurately and timely, process all aspects of multi-state payrolls for assigned client base.
 Mentor clients on payroll related best practices.
 Maintain employee and client master file data.
 Analyzed benefits programs as a part of overall employee compensation packages.
 Generated reviewed and analyzed payroll reports and payroll account reconciliations
 Performed all payroll related status changes such as; new hires transfer
payroll/personnel changes separation and LOA
 Studied plans and made recommendations for changes in benefits offered.
Page 3
COCA COLA ENTERPRISES, BRANDON, FL
10/2006-12/2008
Accounts Payable Analyst
•Reconcile monthly vendor General Ledger accounts like AP Trade, SAP, GR,
and IR.
•Prepare payment checks and obtain authorizations.
•Batch, code and prepare and issue invoices and bills according the guidelines.
•Reconcile invoices, bills and verify balances to general ledger.
•Established and maintain strong business reputation with vendors.
EDUCATION UNIVERSITY OF SOUTH FLORIDA, TAMPA, FL
B.A. Communications Anticipated Graduation- Fall 2016
HILLSBOROUGH COMMUNITY COLLEGE, TAMPA, FL, COMMUNICATIONS
A.A Education May 2010
LEADERSHIP  Evaluated industries for needed skill sets.
 Assessed employees and designed training to address problem areas.
 Completed post-training assessments and submitted evaluative reports
to business clients.
REFERENCES AVAILABLE UPON REQUEST

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Montana2016

  • 1. 2018 E.Hanna Ave, Tampa, FL 33610 Aqmontana@gmail.com 813-751-9901 APRIL MONTANA OBJECTIVE I am a multi-talented professional with extensive experience and a proven and consistent track record for building strong collaborative relationships and advancing business objectives. Goal-oriented analyst with valuable knowledge and experience in securities and money management seeking a position with a dynamic company where my skills and experience can be utilized to their fullest potential. SKILLS & ABILITIES  In-depth payroll processing and auditing experience  Proficient in HRP Pyramid & PEO/Human Resources  Database management  Account reconciliation  Skilled in various software applications such as-ADP, SQL QuickBooks, Pro SAP, Oracle, SQR, and metrics reporting  Expert in all Microsoft suites, including V-Lookups, and Pivot Tables  Database Management & Data Analysis  Tax law understanding  Training and development  Over 10 years of Financial services, and risk management industry experience  Extensive experience in diverse roles including: Account Management, Compliance (BSA, Finra, OFAC, & AML) Accounts Payable, Payroll/HR Specialist, Corporate Actions & Reorg, B2B Operations Specialist & Sales  Risk Management & Client Support,  Securities & Global Positioning EXPERIENCE METASYS TECHNOLOGUES, BRANDON, FL 04/2016-05/2016 HR-Master Data Specialist •Responsible for providing consistent, high quality customer care and service excellence to its customer base of 70,000+ Coca-Cola North America Associates. Served as a subject matter expert (including payroll, benefits, etc.), assisting other HR Advisors in resolving complex, unusual or difficult cases. KFORCE-JP MORGAN CHASE, TAMPA, FL 01/2016-03/2016 Compliance Analyst •Acquired data comparison skills in determining if account holders were known or suspected to be a politically exposed person or ‘PEP' per company standards and money launderers, terrorists or drug dealers. DEPOSITORY TRUST & CLEARING CORPORATION, TAMPA, FL 03/2014-10/2015 Corporate Actions Analyst •Accountable for reviewing and analyzing corporate action events to ensure they are in compliance with anti-money
  • 2. Page 2 laundering procedures. • Daily event capture of new mandatory corporate action events in the market. • Validate corporate action event information, inclusiveof key dates and rates. • Reconciliation of books and records, and allocation of payment to holders. • Processing of physical certificates, inclusive with working with the transfer agencies to complete the processing Global Operations-Client Services • Assisted with implementing and monitoring appropriate data management controls across the Compliance Department, including: policies, procedures, training, governance and reporting. • Supported efforts to comply with applicable regulatory requirements as they relate to all businesses and functional areas across DTCC and its subsidiaries globally. •Designed developed and implemented user acceptance testing cases and plans. • Processed user registration requests and manages the technical Onboarding and activation that enables approved customers to interact with DTCC electronically. UNITED RENTALS, INC., TAMPA, FL 05/2012-02/2014 Strategic Account Manager • Forge relationships with clients and assist customer product functionality. Responsible for monitoring and maintaining assigned accounts. Acted as primary liaison to external client finance and accounting teams. •Assisted in collection of difficult, larger national, other high profiled commercial accounts such as Teco Energy, Progressive, Aspen Biomass, etc. •Producing accurate financial reports to specific deadlines; Monitoring and interpreting Client related cash receipts and disbursements; •Developing financial management mechanisms that minimize financial risk; •Conducting reviews and evaluations on marketing budgets and T&E expense for cost- reduction opportunities; managing a company's financial accounting, monitoring and reporting systems. ADVENT FINANCIAL SERVICES, TAMPA, FL 05/2011-04/2012 Operations & Support Agent II •Operated within operations, service, and sales center handling inbound and outbound calls from Tax Preparers, (ERO's), Service Bureaus, Software Partners, and Taxpayers (Clients) to facilitate the delivery of affordable financial services solutions to low- and moderate-income consumers. HILLSBOROUGH COMMUNITY COLLEGE, TAMPA, FL 08/2008-05/2010 HR Specialist  Act as the payroll subject matter expert for assigned client base.  Accurately and timely, process all aspects of multi-state payrolls for assigned client base.  Mentor clients on payroll related best practices.  Maintain employee and client master file data.  Analyzed benefits programs as a part of overall employee compensation packages.  Generated reviewed and analyzed payroll reports and payroll account reconciliations  Performed all payroll related status changes such as; new hires transfer payroll/personnel changes separation and LOA  Studied plans and made recommendations for changes in benefits offered.
  • 3. Page 3 COCA COLA ENTERPRISES, BRANDON, FL 10/2006-12/2008 Accounts Payable Analyst •Reconcile monthly vendor General Ledger accounts like AP Trade, SAP, GR, and IR. •Prepare payment checks and obtain authorizations. •Batch, code and prepare and issue invoices and bills according the guidelines. •Reconcile invoices, bills and verify balances to general ledger. •Established and maintain strong business reputation with vendors. EDUCATION UNIVERSITY OF SOUTH FLORIDA, TAMPA, FL B.A. Communications Anticipated Graduation- Fall 2016 HILLSBOROUGH COMMUNITY COLLEGE, TAMPA, FL, COMMUNICATIONS A.A Education May 2010 LEADERSHIP  Evaluated industries for needed skill sets.  Assessed employees and designed training to address problem areas.  Completed post-training assessments and submitted evaluative reports to business clients. REFERENCES AVAILABLE UPON REQUEST