Thomas A. Johnson Jr., Mba work email
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Thomas A. Johnson Jr., Mba personal email
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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.
T Johnson Consluting
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Accounting ConsultantT Johnson Consluting Jan 2018 - PresentKansas City, Missouri AreaComDevelop 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
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Brokerage Account Analyst (Contract)Waddell & Reed Feb 2018 - May 2018Overland Park, KsProcessing 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 -
Non Relevant Work ExperienceOther Sep 2013 - Feb 2018Kansas City, AreaWorked 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
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Investment Management Opeartions Analyst (Contract)State Street Dec 2012 - Sep 2013Kansas City, MoSetup 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 -
Tax PreparerRa Tax And Accounting Jan 2012 - May 2012Lenexa, KansasPrepared individual and business tax returns. I met with customers for intake and exit interviews communicated with clients through out the tax preparation process.
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Tax Research Specialist (Contract)The Tax Institute At H&R Block Dec 2010 - Apr 2011Kansas City, MissouriConducted 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. -
Accounting AssociateArizona State University May 2008 - Dec 2009Tempe,AzServed 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. -
Tax PreparerRoni Deutch Tax Center Jan 2009 - Apr 2009Phoenix, Arizona AreaCommunicated 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. -
Tax Preparer / Office ManagerJackson Hewitt Jan 2007 - Apr 2008Kansas City, MoManaged 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. -
Fund Accountant IiiState Street Dec 2005 - Sep 2007Kansas City, MissouriCommunicated 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
Thomas A. Johnson Jr., Mba Education Details
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Business Administration -
Accounting & Business Admin.- Finance
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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