Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Adam Strzelecki

Account manager
Phoenixville,PA

Summary

Detail-oriented finance professional with extensive experience in managing employer-client relationships and fostering business growth. Skilled in financial statement preparation, asset management, and budget oversight, driving strategic decisions that enhance client outcomes. Adept at assessing client needs through effective communication and collaboration while maintaining high service standards amidst evolving industry trends. Committed to continuous professional development and delivering exceptional service.

Overview

20
20
years of professional experience

Work History

Tax Preparation

Phoenix Tax Consultants
Phoenixville, PA
10.2024 - Current
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Assisted with tax preparation and filing, including sales tax and income tax returns.
  • Processed payroll and reviewed employee liability balances in support of HR objectives.
  • Searched computer databases, credit reports, public records and tax or legal filings to locate persons or compile information for investigations.

Hedge Fund Accountant

BNP Paribas
Chesterbrook, PA
03.2021 - 06.2024
  • Compiled large datasets into structured spreadsheets for optimized financial analysis based on GAAP guidelines.
  • Minimized internal accounting department backlogs by updating accounts and generating reports.
  • Monitored balance sheets and income statements to evaluate financial performance.
  • Oversaw daily management of investment portfolios through financial models and key performance indicators.
  • Collaborated with the asset management team to refine investment strategies, which led to a reduction in risk-adjusted volatility by 20%.
  • Forecasted financial deliverables to ensure accurate revenue and expense tracking.
  • Performed in-depth assessments of investment strategies resulting in revenue growth opportunities.

Senior Investment Analyst

BNY Mellon
King Of Prussia, PA
03.2016 - 03.2021
  • Ensured accuracy in financial reporting and asset allocation through teamwork with departmental heads.
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Interpreted data on price and yield future investment-risk trends, economic influences and other factors affecting investment programs.
  • Created comprehensive budget database for monitoring company profits and expenses.
  • Examined economic indicators to predict industry shifts and enhance decision-making in investments.
  • Structured financial packages based on capital needs of clients and current market conditions.
  • Engineered initiatives that enhanced customer profitability through tailored programs.

Portfolio Management – Supervisor

SEI Investments
Oaks, PA
09.2010 - 03.2016
  • Analyzed business performance data and forecasted business results for upper management.
  • Analyzed and verified accuracy of financial data according to GAAP compliance.
  • Increased data accuracy while cutting labor costs annually by $1.2 million.
  • Managed offshore operations in India, ensuring successful execution of investment strategies throughout organizational changes.
  • Facilitated financial audits with the managing director.
  • Collaborated with management on marketing strategies to increase sales and gross profit.
  • Assisted with recruitment, interviewing and onboarding new employees.

Staff Accountant

SEI Investments
Oaks, PA
08.2006 - 09.2010
  • Managed large amounts of financial data using balance sheets, profit and loss reports and online databases.
  • Executed ACH transfers by coordinating with custodians, ensuring accuracy of cash disbursements and financial guidelines.
  • Executed daily portfolio and asset management tasks for individual clients.
  • Executed trade processing, reconciled cash and assets, and priced securities based on broker confirmation.
  • Managed transactions through general ledger for account processing.
  • Compiled receipt records and organized deposit details.
  • Updated every new security setup leveraging Bloomberg terminal in conjunction with Moody's credit ratings.

Client Relationship Associate

Vanguard
King Of Prussia, PA
08.2005 - 08.2006
  • Educated clients on available retirement benefits to maximize savings.
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
  • Reviewed clients' retirement accounts and plans regularly to determine need for plan reassessment.
  • Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.

Education

BBA - Business Administration and History

Muhlenberg College
Allentown, PA
06-2004

Skills

  • Quantitative Analysis
  • Qualitative Analysis
  • Equity Valuation
  • Portfolio Management
  • Financial modeling
  • Tax preparation and filing
  • Bloomberg Terminal
  • Risk Assessment
  • Microsoft 365
  • Morningstar Direct
  • Thompson Reuters
  • SAP
  • Oracle
  • Tableau
  • NetSuite
  • QuickBooks

Accomplishments

  • SEI Star Performance Award in 2015 for excellence in innovation

Timeline

Tax Preparation

Phoenix Tax Consultants
10.2024 - Current

Hedge Fund Accountant

BNP Paribas
03.2021 - 06.2024

Senior Investment Analyst

BNY Mellon
03.2016 - 03.2021

Portfolio Management – Supervisor

SEI Investments
09.2010 - 03.2016

Staff Accountant

SEI Investments
08.2006 - 09.2010

Client Relationship Associate

Vanguard
08.2005 - 08.2006

BBA - Business Administration and History

Muhlenberg College

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