Rose Murray Email & Phone Number

Columbus, Ohio Metropolitan Area

Maintain operating cash flow activities including both accounts receivable and payable. Manage monthly commission distribution process for all customers. Administer billing and cancellation notices via invoicing and collection practices. Investigate and resolve internal accounting discrepancies for historical reconciliation clean-up.Top priority is customer satisfaction assisting both internal and external clients with swift and accurate issue resolution.

Cleveland/Akron, Ohio Area

Daily responsibilities include collecting and analyzing portfolio data, reporting on the accounting information received by creating accurate, and timely quarterly investment performance reports. Conduct research on asset classes and manager data. Participate in regular collaboration with peers about reporting procedures and day-to-day occurrences. Head of Cleveland shipping for all client reports.In addition to the performance analyst duties above, I also conduct administrative duties such as, receiving confidential documents and keeping an organized filing system for efficiency purposes as well as taking and entering meeting notes and important client information. Intermediate understanding of PARis, Investment Metrics data analysis software, Microsoft office, and shared electronic filing manager.

Columbus, Ohio

Perform daily banking operations such as administering deposits, withdrawals, and account procedures. Daily Cash drawer auditing and bank balancing. Trained in clerical duties and customer satisfaction. Administer banking help with questions and concerns.

Columbus, Ohio

Managed business operations and supported senior staff by involvement in processes, procedures, and daily operations. Highly trained in customer service. Cash management and performed daily cash audits. Performed daily administration work and helped with the monthly book balancing process. Created business relationships with internal and external customers. Conducted accounts payable and receivable operations monthly.

Bachelor'S Degree, Financial Management, 3.6

Budgeted for real and fictional companies. education and practice in creating forecasted pro-forma financials. Knowledge of investments.

Certificate, Entrepreneurship/Entrepreneurial Studies

Acquired a certificate in Entrepreneurship. Worked toward Franklin University 3-1 Bachelor's Degree Program.