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Currently an Assistant Manager for Rite Aid, where my financial and management experience are being utilized. My success in this position validates my ability to learn quickly and adapt to the challenges of an ever changing work landscape.Previously assisted in the Preparation of annual statutory financial statements.Prepared and analyzed financial reports of Institutional Pension Clients.Enhanced workflow procedures to improve efficiency of all financial reports.Documented and trained accounting unit members on procedures and preparation of clients rates of returns.Previously held NASD Series 6 License, which requires FINRA reinstatement.Specialties: Effective in creating a productive and positive work environment due to a strong work ethic and reliability.
Rite Aid
View- Website:
- riteaideg.com/about-us.html
- Employees:
- 12
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Assistant ManagerRite AidHaverhill, Ma, Us -
Assistant ManagerRite Aid Jun 2011 - PresentCurrently managing and mentoring a team of 15 associates in all aspects of Pharmacy retail operations. Performing sales. labor and payroll reports. Maintaining strict P&L controls. Merchandising and replenishement of product. Controlling shrink and increasing sales as a result of superior customer satisfaction. -
Pen Par UnderwriterJohn Hancock Life Insurance Company (U.S.A.) May 2009 - Dec 2009Reviewed Institutional Pension Client's contracts to ascertain compliance to the terms of their agreement. Responded to client requests and inquiries. Requested funds from clients and processed wire transfers. -
Financial AnalystJohn Hancock Life Insurance Company (U.S.A.) May 1989 - Apr 2009Results driven Finance Professional with excellent research and analytical skills.Expertise in working with and supporting numerous buisness units, with an emphasis on customer retention and satisfaction.Established outstanding relationships with service providers and Institutional pension clients.Risk assessments based on market conditions and varying yield analyses to mitigate short and long term risk exposure. -
Separate Account Investment AnalystJohn Hancock 1983 - 1989Calculated dollar and time weighted rates of returns of clients in the John Hancock Separate Account. Worked with buisiness units to automate client financial reports.
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Mortgage & Real Estate AccountantJohn Hancock 1980 - 1983Assisted in the preparation of financial reports for mortgage and real estate holdings.
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Assistant Manager NightsBurger King Corporation 1972 - 1983Managed and mentored a crew of 15 employees in all aspects of production. Performed sales, labor and payroll reports. Maintained strict quality controls resulting in increased sales as a result of superior customer satisfaction.
James Terry Skills
James Terry Education Details
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Business Administration, Finance -
Everett High
Frequently Asked Questions about James Terry
What company does James Terry work for?
James Terry works for Rite Aid
What is James Terry's role at the current company?
James Terry's current role is Assistant Manager.
What is James Terry's email address?
James Terry's email address is jv****@****zon.net
What is James Terry's direct phone number?
James Terry's direct phone number is +171722*****
What schools did James Terry attend?
James Terry attended Bunker Hill Cc, Everett High.
What are some of James Terry's interests?
James Terry has interest in Professional Networking, New Technology, Beach Vacations, Corporate Financial Reporting, Former Runner Of 30 Marathons Pr 3, Traveling, Charity Fundraising, Project Managing, 35 Twin Cities, Socializing.
What skills is James Terry known for?
James Terry has skills like Insurance, Risk Management, Analysis, Financial Statements, Series 7, Restaurant Management, Retail Management, Management, Finance, Payroll, Accounting, Investments.
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