Anthony Passmore Email & Phone Number

Atlanta, Georgia, US

• Leverages prior experiences to help develop and recommend solutions
• Execute required tasks related to the delivery of the OTC tower
• Work coordinately with other teams providing or receiving information as needed
• Work with project teams and business partners to complete project goals
• Helps prioritize assignments and ensure quality and accuracy of work
• Seek further knowledge on key developments and trends within finance

London, GB

• Prepare analysis of financial performance by comparing and analyzing actual results with budgets and forecasts
• Performs analysis to review actual margin vs projected budgeted margin
• Advise team on proper revenue recognition method and how to add rate cards
• Create financial models to assist engagement teams in preparing for client meetings/negotiations
• Explain downstream effects of changes within scope of work for engagements
• Contribute to continuous improvement by sharing knowledge and leveraging leading practices

Atlanta, GA, US

• Manage 5 medium to large Coca-Cola accounts, while working with 60+ bottlers
• Perform financial forecasting, reporting and operational metrics tracking
• Build and develop effective relationships with Coke customers and 60+ bottlers
• Develops recommendations and alternatives to account processes and procedures
• Work closely with the accounting team to ensure accurate financial reporting
• Identify and drive process improvements for product delivery, invoicing & payment and accounting

US

• Stock Plans Team (Equity Compensation)
• Assist Stock Plans clients with various asset ranges ($100+)
• Provide detailed analysis, research, and responses to customers and associate inquiries
• Deepen business relationship with various companies
• Coordinate projects to improve customer experience, processes and procedures
• Generate sales leads for customer with $25,000+ in investable assets with E*TRADE Senior Financial Services Representative/(Tax/Retirement/Cost Basis)

Charlotte, NC, US

• Worked accounts that were pending charge-off (post 150 day)
• Developed solutions to help colleagues mitigate losses and company bottom line
• Verified settlements ranging to help clients gain control of financial future
• Suggested customers set up automatic payments to ensure timely delivery of payments
• Retained clients through negotiated effort and support from other departments
• Monitored collectors progress and generated reports to improve efficiency

Ba, Business Management

B.B.A, Business Administration/Management