Spencer Perry Email & Phone Number

Florida, United States

Clearwater, Florida, United States

• Perform monthly accounting activities; month-end close and the preparation of month-end deliverables, calculate month-end and quarter-end accruals, perform and conduct various account analyses and reconciliations, research issues and provide ad hoc deliverables for internal and external audit.• Provide analytical support and review to management to include account analysis related to specific areas of the business. • Develop financial reports for analysis for management. • Develop and distribute standard and ad-hoc monthly reporting.• Respond to written and verbal ad-hoc information requests from internal customers and others as assigned.

Tampa, Florida, United States

• Produced monthly report packages of ETFs, Mutual Funds, and SMA’s fund performance, cash, holdings, and market value analysis• Evaluated daily performance for discrepancies and produced detailed explanations and backup for all funds• Prepared a monthly report tracking out of index municipal bonds for the fixed income portfolio managers• Reconciled and oversaw all portfolio activity for VanEck’s products including Equity, Fixed Income, and Derivative Strategy Funds• Contributed to a weekly rotation of shift duties to help the team optimize its workflow and efficiency • Conducted research using Bloomberg’s data software, custodian financials, and accounting records• Compiled and communicated time-sensitive information to aid internal decision makers• Researched discrepancies that might have occurred due to mismatched trade information, pricing issues, corporate actions, or system processing• Ensured quality and accuracy in financial entries, calculations, and reporting• Constructed cash forecasts for Emerging Market Debt mutual funds for portfolio management

Tampa, Florida, United States

Helping college and high school students with the following courses:• AP Statistics• Business Statistics• Statistical Methods 1• AP Microeconomics • Principles of Microeconomics

Clearwater, Florida, United States

Accounting and Finance: • Created credit memos and revised item codes to better align with company needs• Completed numerous varied QuickBooks tasks• Created new item codes to align to additional services offered• Calculated Foreign Exchange ConversionData Management: • Helped create a database of client contract data to be utilized by various departments• Prepared data for review by department Director

Clearwater, Florida, United States

Master Of Arts - Ma, Economics

Current course work: - Financial Economics - Mathematics for Economics - Econometrics - Micro and Macro Theory

Bachelors Of Science In Business Administration, Business/Managerial Economics

Primary focus in quantitative analysis with the following relevant courses: - Econometrics I & II - Game Theory & Economics - Consumer &.

Computer Technology/Computer Systems Technology

Activities and Societies: National Honors Society and Fellowship of Christian AthletesMagnet program - Center for Computer Technologies.