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Marcus West is a Senior Financial Analyst | Woodies Wash Shack at TECO Energy. He possess expertise in accounting, fund accounting, mutual funds, cash management, account reconciliation and 13 more skills.
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Senior Business Planning AnalystTeco Energy Oct 2024 - PresentTampa, Fl, Us
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Senior Financial AnalystWoodie'S Wash Shack Dec 2023 - Dec 2024Tampa, Florida, Us -
Investment Sales - AnalystFranklin Street Jan 2023 - Dec 2023Tampa, Florida, Us -
Retail Investment Sales - AnalystFranklin Street Aug 2020 - Apr 2023Tampa, Florida, Us
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Senior Property AccountantFranklin Street Oct 2018 - Aug 2020Tampa, Florida, Us
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Financial Accounting AnalystGreystar Jan 2018 - Jul 2018Charleston, South Carolina, Us -
Property AccountantGreystar Jan 2015 - Dec 2017Charleston, South Carolina, Us- Comply and analyze financial information in preparation for entry into various financial statements and accounting reports, and make appropriate journal entries for recording in the general ledger.- Analyze and review accounting and financial resources for property acquisitions, dispositions, closings etc.- Communicate with on-site property managers to assist in completing pre-close and close activities.- Perform bank reconciliations and wire transfers for deposits, make mortgage payments, and distributions.- Maintain and coordinate accounting control procedures by analyzing revenue and expenditure trends.
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Fund AccountantState Street Jun 2011 - Dec 2014Boston, Massachusetts, Us-Worked closely with fund group to produce daily NAV calculations.-Booked cash receipts, disbursements and daily reconciliation of cash balances to vendor system.-Worked closely with mutual fund counterpart, providing loan related valuation reports to be incorporated into the final NAV calculation.-Research and verify all interest variances and ensure all securities are set-up correctly, particular new buy/sells utilizing Bloomberg terminal for back-up. Also, processed income adjustments to our funds if there was any variance between Bloomberg and what we accrue daily making sure we reconcile income for current to prior day. -
Financial Planner InternNew York Life Insurance Company Sep 2010 - Apr 2011New York, New York, Us-Organized and Reviewed the client database for accuracy.-Processed new business applications for life insurance.-Assisted in cased development which was formulated based on clients needs and plan options.-Participated in preparation of client presentation materials to display results.
Marcus West Skills
Marcus West Education Details
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Providence CollegeAccounting And Business/Management -
Lincoln Sudbury H.S.
Frequently Asked Questions about Marcus West
What company does Marcus West work for?
Marcus West works for Teco Energy
What is Marcus West's role at the current company?
Marcus West's current role is Senior Financial Analyst | Woodies Wash Shack.
What is Marcus West's email address?
Marcus West's email address is mw****@****tar.com
What is Marcus West's direct phone number?
Marcus West's direct phone number is +184372*****
What schools did Marcus West attend?
Marcus West attended Providence College, Lincoln Sudbury H.s..
What skills is Marcus West known for?
Marcus West has skills like Accounting, Fund Accounting, Mutual Funds, Cash Management, Account Reconciliation, Financial Reporting, Financial Statements, Financial Analysis, Asset Management, Real Estate, Investment Properties, Rentals.
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