Thomas A. Johnson Jr., Mba

Thomas A. Johnson Jr., Mba Email and Phone Number

Skilled Accounting and Finance professional with more than 10 years of proven success. @
Thomas A. Johnson Jr., Mba's Location
Kansas City, Kansas, United States, United States
Thomas A. Johnson Jr., Mba's Contact Details

Thomas A. Johnson Jr., Mba work email

Thomas A. Johnson Jr., Mba personal email

About Thomas A. Johnson Jr., Mba

My name is Thomas A. Johnson Jr I hold an MBA with a concentration in Accounting. Also, I hold a B.A. in Accounting, Business Administration with an emphasis in Finance and a minor in Economics. I am a results-oriented Accounting and Finance leader with a strong determination to achieve goals, and exceed objectives for success. Throughout my professional career I have successfully reconciled monthly accounting reports, disburse financial information to all levels of management; composed procedures for client service routines to standardize operations and conformity at all levels. I have prepared and managed monthly and annual budgets for operations with up to $20M in annual funds. Also, I am skilled in ethical tax planning and preparation of individual and business tax returns. I have successfully worked closely with Portfolio Managers and Traders to assist and support investment decisions and strategies. I am excited to interface with professionals that share a similar passion and zest for their craft, as I do.Skills and ExpertiseFraud Awareness, Risk Management, Customer Relationship Management, Customer Service, Electronic Fund Transfers, Office Management, Operations Support, Cost Reduction, Regulatory Compliance, Team Leadership, Tax Law, Financial Analysis, Policies and Procedures, Profit and Loss Accountability, Quality Assurance, Data Management, Budgeting and Accounting, Marketing Strategy, Start-Ups, Valuation Modeling and Strategic Planning.

Thomas A. Johnson Jr., Mba's Current Company Details
T Johnson Consluting

T Johnson Consluting

Skilled Accounting and Finance professional with more than 10 years of proven success.
Thomas A. Johnson Jr., Mba Work Experience Details
  • T Johnson Consluting
    Accounting Consultant
    T Johnson Consluting Jan 2018 - Present
    Kansas City, Missouri Area
    ComDevelop financial and valuation models to evaluate operating performance and efficiencyCreate and maintain general ledger and prepare reports on bank transactions, including letter of creditProvide trouble shooting support to diverse clients on accounting applicationsForecast expense accounts and assist in vendor contract renewals and invoicingpleted various Ad hoc projects for numerous small and start up ventures
  • Waddell & Reed
    Brokerage Account Analyst (Contract)
    Waddell & Reed Feb 2018 - May 2018
    Overland Park, Ks
    Processing and reviewing new account applications through use of electronic imaging and workflow systems Docupace and NetX360.Reviewing, approving and processing account maintenance requests including but not limited to registration, address, and beneficiary changesAssisting Advisors, field support staff and clients with questions regarding submission of account requestsLiaison between clearing firm(s) and advisor offices with regard to account requestsTroubleshooting in all areas of account activityAnalyze and review daily new account status and follow-upCreating online access for brokerage account clients for investment fundsCommunicate with the field to assist advisers in account related questions and troubleshootingOverseeing timely and accurate linking of client accounts & outside assets for investmentsOther duties as assignedTraining support for advisers, associates, assistants, and Field Leadership
  • Other
    Non Relevant Work Experience
    Other Sep 2013 - Feb 2018
    Kansas City, Area
    Worked various positions including:Quality Control Collect and review daily project reporting documents from Operations, and ensure they are accurate and complete, gather necessary information and transcribePrepared reports to document findings and recommendationsShipping & ReceivingAssist in counting of physical inventoryContinuous mental and visual attention checking shipments, maintaining records, storing and issuing items, performing other related duties
  • State Street
    Investment Management Opeartions Analyst (Contract)
    State Street Dec 2012 - Sep 2013
    Kansas City, Mo
    Setup and maintain databases and client files, process and confirm trades, research routine errors, failures, and inquiriesSupport client investment management operationsProcess trade settlement information within deadlines and comply with all requirementsReviews and validates all daily activity in an accurate and timely manner, and maintains all required controls to ensure overall accuracy
  • Ra Tax And Accounting
    Tax Preparer
    Ra Tax And Accounting Jan 2012 - May 2012
    Lenexa, Kansas
    Prepared individual and business tax returns. I met with customers for intake and exit interviews communicated with clients through out the tax preparation process.
  • The Tax Institute At H&R Block
    Tax Research Specialist (Contract)
    The Tax Institute At H&R Block Dec 2010 - Apr 2011
    Kansas City, Missouri
    Conducted taxation research, analyzed data, and responded to technical tax questions from field personnel and online tax guidance services. Provided both on-line and phone support to large volume of tax preparers.
  • Arizona State University
    Accounting Associate
    Arizona State University May 2008 - Dec 2009
    Tempe,Az
    Served as member of 12-person team that performed detailed accounting and financial functions. Conducted treasury procedures, administered cash flow management, recorded financial information, and generated customized reports as required. Managed budgets of up to $20M for operations of large departments. Prepared journal entries, monitored transactions, and generated monthly financial statements and balance sheets. Ensured compliance with GAAP and all other pertinent rules and regulations.
  • Roni Deutch Tax Center
    Tax Preparer
    Roni Deutch Tax Center Jan 2009 - Apr 2009
    Phoenix, Arizona Area
    Communicated with clients, acquired financial records and data, and prepared tax returns for individuals and business owners. Recorded pertinent financial information, prepared documents and attachments, and processed tax returns.
  • Jackson Hewitt
    Tax Preparer / Office Manager
    Jackson Hewitt Jan 2007 - Apr 2008
    Kansas City, Mo
    Managed tax office and prepared tax returns for individuals and business owners. Communicated with clients, gathered financial records and other data, and prepared/processed tax returns and documents. Created work schedules for office team, delegated assignments, and ensured a smooth, efficient operation during busy tax season. After tax season I worked on various projects and I took all appointments regarding tax issues.
  • State Street
    Fund Accountant Iii
    State Street Dec 2005 - Sep 2007
    Kansas City, Missouri
    Communicated with clients on accounts, calculated Net Asset Value per share assigned, and determined dividend and distribution rates, and timing of income and expense accrual. Recorded financial information and monitored general ledger and daily account activity. Reconciled cash and/or fund share transactions, addressed any discrepancies with transfer agents and custodian’s records, and maintained pertinent, accurate information. Created and generated financial statements or trust reports, Schedule D’s, and daily pricing and NAV reports. Administered monthly supporting schedules for all outstanding items, as well as other records for fund audits. Completed monthly accounting control reports reconciliation. Communicated information and disbursed financial reports for shareholder, director, and management reports in an accurate, timely fashion. Processed proof of account balances as required. Reviewed security pricing information for accuracy and completeness, as well as all fund activity for reasonableness and research exceptions.

Thomas A. Johnson Jr., Mba Skills

Tax Preparation Financial Analysis Financial Reporting Bookkeeping Problem Solving Process Improvement Due Diligence Gaap Compliance 10 Key Accounts Receivable Accounting Budgets Time Management Sales Customer Service Accounts Payable General Ledger Finance Microsoft Office Human Resources Tax Auditing Financial Statements Account Reconciliation Forecasting Quickbooks Access Outlook Inventory Management Journal Entries Microsoft Excel Cash Flow Employee Benefits Analysis Data Entry Microsoft Word Leadership Management Administration Training Sourcing Fixed Assets Budgeting

Thomas A. Johnson Jr., Mba Education Details

Frequently Asked Questions about Thomas A. Johnson Jr., Mba

What company does Thomas A. Johnson Jr., Mba work for?

Thomas A. Johnson Jr., Mba works for T Johnson Consluting

What is Thomas A. Johnson Jr., Mba's role at the current company?

Thomas A. Johnson Jr., Mba's current role is Skilled Accounting and Finance professional with more than 10 years of proven success..

What is Thomas A. Johnson Jr., Mba's email address?

Thomas A. Johnson Jr., Mba's email address is th****@****ail.com

What schools did Thomas A. Johnson Jr., Mba attend?

Thomas A. Johnson Jr., Mba attended Keller Graduate School Of Management Of Devry University, Park University.

What skills is Thomas A. Johnson Jr., Mba known for?

Thomas A. Johnson Jr., Mba has skills like Tax Preparation, Financial Analysis, Financial Reporting, Bookkeeping, Problem Solving, Process Improvement, Due Diligence, Gaap, Compliance, 10 Key, Accounts Receivable, Accounting.

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