Lisa West work email
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Lisa West personal email
I graduated with honors from Central Michigan University in May 2021 obtaining a major in finance and a minor in information systems. I currently work for Meritor in their ELDP program as a financial analyst. As a financial analyst, I prepare journal entries, report on budgets, and fully close the books for month-end quarter-end activities. I am a dedicated, ambitious person that strives to learn and gain knowledge to apply to my future endeavors.
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Senior AssociateCerity PartnersTampa, Fl, Us
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Investment Operations AnalystCerity Partners Jun 2022 - PresentNew York, Ny, Us
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Eldp Financial AnalystMeritor Jun 2021 - Jun 2022Troy, Michigan, Us• Developed and maintain full-year volume forecast and manage the annual AOP process• Performed month-end, quarter-end, and year-end closing requirements• Participated in SOX testing for internal/external auditing requirements• Supported special projects utilizing ad hoc to complete the request• Utilized HFM to create a new template to report out on all NA Truck budgets -
Operations Summer AnalystRbc Capital Markets Jun 2020 - Aug 2020Toronto, Ontario, Ca•Shadowed GELP trading and OTC trade support team members •Created step by step procedures for pulling FRTB market fees and collateral accounts to aid in training future analyst •Contacted team members daily to update the OCR quarterly reports and post them to the business -
InternshipFragomen May 2019 - Aug 2019New York, Ny, Us• Created and applied billing adjustments from multiple, in-house proprietary systems• Researched and handled inquiries (internal and external) regarding past due balances• Voided over 8,000 H1b checks in Elite to reconcile the balance• Identified over $70,000 in the unallocated balance• Reconciled $3M in potential refunds and identified duplicate entries resulting in $2M in savings for company -
College InternOakland County, Michigan Government Feb 2017 - Aug 2018Pontiac, Michigan, Us• Updated all Oakland County computers to Windows 10• Tested computers for the vulnerabilities to protect them from viruses• Organized data and documented all daily changes using Excel• Updated financial spreadsheets for statistical analysis
Lisa West Education Details
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Central Michigan UniversityAccounting And Finance -
Central Michigan UniversityFinance
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Central Michigan UniversityFinance And Business/Management
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Mott Community College
Frequently Asked Questions about Lisa West
What company does Lisa West work for?
Lisa West works for Cerity Partners
What is Lisa West's role at the current company?
Lisa West's current role is Senior Associate.
What is Lisa West's email address?
Lisa West's email address is li****@****tor.com
What schools did Lisa West attend?
Lisa West attended Central Michigan University, Central Michigan University, Central Michigan University, Mott Community College.
Who are Lisa West's colleagues?
Lisa West's colleagues are Joseph Salpietro, Maggie Benites, Anthony Basalla, Blake Johnson, Brian Casey, Cfp®, George Hubbard, Dave Davis.
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