Jarod Duncan Email & Phone Number

Dallas, Tx, Us

Frisco, Texas, United States

Accounting/Financial Analyst, Boyd, Shackelford, Barnett & Dixon LLC, Plano TX (Dec 2022 – Current) Export and post daily bank activity Maintain reconciliation model for bank activity on a monthly basis Developed a month-end closing schedule to improve efficiency and organization Create and maintain schedules for various GL accounts Perform end of month account reconciliations Create and maintain annual budget and revenue projections Create ad hoc reports requested by other departments and CFO Work closely with CFO to develop and implement annual financial plan

Dallas, Texas

-Assists with AP and AR account reconciliation/account research within the Cash Team on a case by case basis.-Create and maintain monthly reconciliation models for the GL Accounting Team.-Follow established procedures for processing receipts of payments and cash application for all customers and process payment remittances for cash received and follow up as needed.-Assists with the translation of data from legacy systems to SAP.-Oversees daily manual invoicing process for the Cash Team.

Westlake, Texas

-Primary escalation team for complex operational and research issues originating in retail branches-Built relationships across the branch network and end client's alike to ensure resolution of issues-Performed securities research-Generated ad hoc reports and letters-Assisted with the triaging of issues that would be submitted to the team's work queue

• Deepened client relationships by determining which products and solutions were suitable to meet financial goals• Developed and presented weekly performance reports to ensure team was exceeding expectations• Fielded incoming calls from Schwab clients and strived to provide first call resolution for service issues• Consistently met and exceeded service and development metrics

Dallas

Conducted Securities ResearchCompiled reports for existing and potential clientsAssisted with maintenance and organization of files and documentsPerformed other managerial and office assistant duties such as faxing, scanning, and telephone communications with clients

Dallas, Tx

Maintained fitness floor and equipment cleanlinessRestocked refreshment center items such as towels, water, juicesInteracted daily with regular gym attendeesProvided assistance to members on the gym floor

Responsible for all incoming calls received by the hotelFrequently scheduled taxi, dining and shipping/delivery services for guestsDocumented guest requests and responses to those requestsAssisted in training new employees