Kerry Freeman Jr. work email
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Kerry Freeman Jr. personal email
Hi! I’m Kerry Freeman and I’m currently searching for a position as a Senior Financial Analyst. For the past eight years, I’ve been successfully analyzing financial data, and clearly reporting results to senior management through a variety of mediums.My passion is data analysis, forecasting, and reporting, but I also enjoy leveraging tools such as Microsoft Excel to build custom solutions in support of sound financial management and decision-making. I love to tackle complex spreadsheet projects and build customized financial tools in the continual drive to streamline the process and build efficiencies in the system.My goal is to fill a role in a dynamic organization where I can leverage my analytical skills to support the financial well-being of the enterprise. Here are some examples of how I’ve put these skills to use:☑ Created dashboard budget schedule for construction projects, cutting overhead by $500/month.☑ Converted manual voucher process to a paperless platform, reducing cost by $3,000/month.☑ Designed custom P&L schedule, updated through query, reducing overhead by $1,200/month.If you know of an opportunity you think I'd be a fit for, please contact me at the email address or phone number below; additionally, I would be happy to forward a complete copy of my resume upon request. Please don’t hesitate to ask. Have a great day!✉ kerrykfreeman@gmail.com📞 214-704-8808
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Kyc Officer (Know Your Customer) ✪ Compliance Officer ✪ Relationship ManagerJpmorgan Chase & Co. Mar 2018 - Aug 2020Dallas-Fort Worth Metroplex✪ In this role, I investigated the accounts of commercial bank clients--making note of any suspicious activity or abnormal transactions✪ A vital part of the renewal cycle was the collection of critical information from various sources in the weeks leading up to the due date of the analysis of the client✪ I formed a collaborative relationship with the bankers (the owners of the relationships) to identify potential areas of concern in my analysis that warranted further investigationRole Highlights:📊 I was assigned a group of commercial bankers, whom I partnered with to complete the due diligence process based on hard deadlines to deliver top-notch analysis and superior customer service.📊 Through a natural attention to detail, as well as increasing my skills through experience, I became very skilled in knowing what to look for to identify potential fraud -
Director, Financial Services ✪ Financial Advisor ✪ Fund ManagementThe University Of Texas At Dallas Jul 2016 - Aug 2017Richardson, Tx✪ I managed a budget of $30M across about 30 cost centers, advising the VP of Administration on all funding and purchase decisions✪ I was the gatekeeper on all funding decisions for the Department of Administration; I then presented my counsel to the VP of Administration on these requests✪ I was in charge of creating the pro-forma financials for any new construction projects on campus✪ Advised VP of Administration regarding all budget allocation matters✪ Because the facilities department was under the Office of Administration, I was closely involved with the construction projects on campus and monitored the budgets and spending for these projects✪ I was often tasked with performing ad hoc analysis on budgetary and staffing-related mattersRole Highlights:📊 I designed and introduced a custom Excel tool to track budgets, projected and realized revenues, expenses, and encumbrances that could be updated in real-time using PeopleSoft (ERP), reducing monthly overhead by $1.2K📊 Once a year, we had to prepare a budget proposal for the executive board to approve; I was in charge of all the financial slides in the presentation after performing trend analysis to determine what we needed to request -
Senior Financial Accountant ✪ Construction AccountantThe University Of Texas At Dallas Aug 2013 - Jun 2016Richardson, Tx✪ I was in charge of the accounting for our Capital Improvement Program (construction plan), as well as preparation of all the pertinent construction financial schedules for the Annual Financial Report (AFR) at fiscal year-end ✪ I was in charge of analyzing and approving all construction vouchers, and making sure that AP processed them on time so we could get our vendors paid on timeRole Highlights:📊 I led a team to convert a manual construction voucher process to a paperless platform (workflow in PeopleSoft), cutting monthly overhead by $3,000📊 I teamed with a business analyst to create an automated dashboard construction report that stakeholders around the campus could just run in real time as needed
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Senior Accounting Analyst ✪ Endowment AccountingThe University Of Texas At Dallas Apr 2012 - Jul 2013Richardson, Tx✪ I managed all endowment and gift accounting, while auditing and uploading gift journals from the Office of Development to the general ledger✪ I was in charge of making sure that all relevant annual financial report schedules aligned with UT System financials by performing thorough quality checks and monthly reconciliation✪ I prepared all the financial schedules that went into the Annual Financial Report (AFR) at fiscal year-end, as well as quarterly reportsRole Highlights:📊 I collaborated with the Office of Development to create the ECOS report (Endowment Compliance Online System), a custom report for the Development's quality control testing, cutting the report preparation time to a tenth📊 I created an advanced Excel training document to guide the campus on account reconciliation📊 I created a fund balance training curriculum for accounting operations and treasury purposes 📊 I built a discounted cash flow model to monitor accounts receivable pledge balances—avoiding audit findings
Kerry Freeman Jr. Skills
Kerry Freeman Jr. Education Details
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Mathematics
Frequently Asked Questions about Kerry Freeman Jr.
What is Kerry Freeman Jr.'s role at the current company?
Kerry Freeman Jr.'s current role is Experienced Financial Analyst ✰ Spreadsheet Enthusiast ✰ Creative Problem Solver.
What is Kerry Freeman Jr.'s email address?
Kerry Freeman Jr.'s email address is ke****@****ase.com
What schools did Kerry Freeman Jr. attend?
Kerry Freeman Jr. attended The University Of Texas At Dallas, The University Of Texas At Dallas.
What skills is Kerry Freeman Jr. known for?
Kerry Freeman Jr. has skills like Financial Services, Market Research, Strategy, Management, Banking, Financial Analysis, Risk Management, Project Management, Business Analysis, Leadership, Competitive Analysis, Marketing.
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