Jeff Thomas Email & Phone Number

Assistant Controller at AR Global Investments, LLC

Newton

Greater Boston Area

Completed SOX control testwork complying with Securities and Exchange Commission (SEC)Gain an awareness of the Ernst & Young Global Audit Methodology (EY GAM)Prepare working papers using appropriate firm documentation Perform and document common substantive audit proceduresCreate documentation within the workpapers that clearly articulates the full nature, timing and extent of the procedures performed, findings identified and conclusions reached. Execute process walkthroughs to effectively identify the controls that management had implemented to address potential misstatements.Select and test sufficient controls to address the risk of material misstatement on audit engagements.

Boston

Audit-related tasks performed for KPMG LLP clients Completed SOX control testwork complying with Securities and Exchange Commission (SEC)Ensured the integrity and transparency of financial information, while identifying the key business issues affecting those resultsIdentified for our clients the operational risk factors that matter to them most, and responding with a process-focused approachHelped our clients identify opportunities to manage business risks and focus on moving forward competitivelyAccurately enter confidential information into excel worksheets using KPMG eAudit computerized system

Dudley,Ma

Responsible for monitoring and managing Nichols College’s $80,000 investment portfolioDeveloped a well-diversified and profitable investment portfolio and invest primarily in equity(Stocks, ETF’s, Mutual Funds)Proactively review portfolio to inform Associate VP for Finance and Controller of NicholsCollege of daily discoveriesComplete in-depth research to uncover potential stock market opportunities Analyze and compare companies’ financial statements and present our findingsCreate financial models in Microsoft Excel in order to meet the criteria of portfolioForm a criteria template to be use when analyzing stocks Teach 15 club members the fundamentals of researching and analyzing the stock market

Audit-related tasks performed for a variety of clientsAssisting to ensure the integrity and transparency of financial information, while identifying the key business issues affecting those resultsAssisting in identifying for our clients the operational risk factors that matter to them most, and responding with a process-focused approachHelping our clients identify opportunities to manage business risks and focus on moving forward competitively

Actively oversaw and maintained 4,000 W.B Mason client's account.(Stamford Branch)Maintained all related accounting procedures and functions.Collected $150,890 in the month of June in accounts receivables. (Older than 60 days.) Utilized accounting computerized system to maintain records. (Dynamics AX)Developed and maintain business relations with customers.