Carson Jelley-Cushman Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Greater Boston Area

Gloucester Massachusetts

• Assisted in the preparation of the Sarbanes-Oxley Audit− Compiled numerous financial documents to create 25 samples− Organized and outlined specific details to show consistencies throughout documents• Helped prepare and organize forecasts for the upcoming year− Used a trade promotion management system to organize and plan promotions for 2019− Calculated and input volume for specific customers and promotions− Entered promotion terms, periods, rates, and contracts for each promotion for each customer− Troubleshooting and fixing discrepancies between plans and trade promotion management system values• Accountable for payment of customers invoices− Took control of verifying invoices and requests from a group of smaller customers− Validating invoices and deductions− Paying customer and recording payment in the trade promotion management system

North Adams Massachusetts

• Created reports for firm use:− Updated changes in models and maintained up to date performance figures− Generated stress tests for model portfolios − Produced portfolio reports for prospective and current clients using Morningstar− Compiled daily performance of portfolios− Input new client holdings into Morningstar and helped rebalance to the models• Office Relations:− Assisted in the development of presentations to clients and prospective clients by creating write-ups and reports to identify areas of improvement in portfolios− Maintained and updated various information regarding investments and presented to Investment committee- Answered a 100+ question list about the financial sector and wealth management firms through research and communication with the employees

Greater New York City Area

• Finance and Accounting:- Created excel models for monitoring departmental budgets and expenses and tracking prime broker cash balances- Assisted with monthly expense allocation and accounts payable process• Business Administration:- Researched and implemented an emergency alert system- Wrote bios for all employees and created a system for maintenance of organizational chart and statistics- Communicated with all third-party vendors regarding the recent office address change• Operations:- Researched and monitored news events, corporate actions and stock information via Bloomberg Terminal• Hedge Fund Learning:- Conducted research about hedge fund industry and participated in various industry-specific third-party educational events- Learned about hedge fund specific concepts and calculations such as Gross Market Value, Profit & Loss, Sharpe Ratio, Volatility, Net Asset Value, Draw-downs and Correlations and demonstrated understanding through creating an excel model with sample statistics