Alex Gripp Email & Phone Number

Minneapolis, Minnesota, United States

NMLS #2474471

Minneapolis, Minnesota, United States

Minneapolis, Mn

Working as Senior Financial Analyst, I supported the leader expense reporting process for global asset management. I provided hands-on support to senior management in expense planning and forecasting by developing financial models. I conducted variance analysis of expenses and ascertained the reasons for deviations from budget for supporting finance team and global business partners. I ensured accurate execution of the monthly accrual process with accounting and vendor management.It is worth noting that I spearheaded the management of a project to create a datastore of all general ledger and plan data, helping global teams in using a single source of truth using a constant foreign exchange rate.Following are the highlights of the value I brought to Ameriprise Financial Services, Inc:☛ I rejuvenated executive summary report for asset management leadership to demonstrate expense plan.☛ I played an instrumental role in streamlining G&A expense reporting system by collaborating with technology and other business partners.

Minneapolis, Mn

In this capacity, I facilitated upper management in strategic decision-making process by analyzing and reporting monthly financials for Ameriprise Certificate Company, including income statement and balance sheet variance analysis. I regularly attended monthly meetings to share performance with senior management and demonstrate analysis.It is worth noting that I ensured on-time execution of statutory audit by collaborating with external auditors and preparing relevant supporting work papers and details in an accurate manner.Following are the highlights of the value I brought to Ameriprise Financial Services, Inc.:☛ I automated three monthly reports into one downloadable report, saving company resources and costs.☛ I complied with regulations and statutory requirements, while formulating reports and surveys externally filed with SEC, BEA, and U.S. Census Bureau.☛ I maintained up-to-date knowledge of peer companies and SEC comment letters to avoid any compliance or reporting issue.

Chicago, Il

In this capacity, I produced quarterly reports for executive management, including obtaining and reviewing underlying support. I prepared and reviewed XBRL tagging, taxonomy, and migration. I filed annual 10-K and quarterly 10-Qs.It is worth noting that I contributed efforts towards the preparation of quarterly and annual regulatory filings with the Securities Exchange Commission using Wdesk reporting platform.Following are the highlights of the value I brought to Equity Lifestyle Properties, Inc.:☛ I provided accurate and correct documents and details to the external auditors during annual and interim engagements, earning maximum satisfaction of auditors.☛ I performed month-end closing procedures, including preparation of journal entries and account reconciliations.

Chicago, Il

In this capacity, I prepared and presented balance sheet, income statement, and budget vs. actual variance analysis for senior management to support decision-making process. I followed accounting rules and standards for financial reporting to adhere to GAAP compliance. I accounted for unrecorded expenditures for the month by adjusting accrual entries. I analyzed and maintained balance sheet account reconciliations. I reconciled bank accounts for each property on a regular basis to remove errors and discrepancies. I responded to the inquiries and requests of regional and property managers.

Chicago, Il

- Prepared financial statements for 5 nursing homes and 3 partnerships- Created and posted journal entries to the general ledger- Analyzed and maintained balance sheet account reconciliations- Reconciled bank accounts for each home and partnership

Chicago, Il

- Prepared federal and state income tax returns for clients- Composed and managed correspondence between attorneys and clients- Investigated, compiled, and collected assets for clients and trusts- Assisted attorneys in preparing legal documents for estate planning and trust administration

Chicago, Il

- Assisted and advised students in assigned building- Responded to emergency situations and mediated policy violations- Planned and implemented educational and social programs that promoted student success- Collaborated with staff members to develop a safe and educational community

Oak Brook, Il

- Completed control testing and substantive procedures on deposit and loan accounts- Composed two client assist letters for future engagements- Communicated directly with clients to request deliverables and build client relationships- Coordinated day of service for interns in Oak Brook and Chicago offices at Montrose Park