Carson Jelley-Cushman Email & Phone Number

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.
• 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.

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.
• 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.

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.
• 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.