Andrew Golden
Charlotte,NC
Summary
A High Degree of professionalism and strong problem resolution capabilities with the ability to work in a fast-paced, multitasking financial operations environment, A result oriented worker with an enthusiastic attitude and an aptitude for learning.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Investor Relations Associate
Barings LLC
Charlotte, NC
10.2024 - 05.2025
- Building and maintaining connections with investors, analysts, and third part vendor.
- Creating and executing effective communication plans to showcase the company’s financial performance and growth potential.
- Supplying timely and accurate information about the company’s financial performance, strategies, and prospects to investors.
- Assessing financial data and market trends for potential opportunities and risks for the company.
- Representing the company at industry events to promote investment opportunities.
- Collaborating with finance to produce financial reports, and other materials for investors.
- Ensuring compliance with laws and regulations in all communications with the investors.
- Daily NIGO report-problem solving with third party vendor/advisor to bring back to IGO
- Ensuring that all funds are matched to wires per subscription agreement documents.
Accounts Payable Analyst
Barings LLC
Charlotte, NC
05.2019 - 10.2024
- Efficiently process vendor invoices and maintain-up to date system, improving productivity
- Coordinate approval processes of all accounts payable invoices
- Verified details of transactions, including funds and total account balances
- Setup US/UK vendor suppliers with procurement to ensure all bank accounts, addresses, w9 forms are submitted properly for processing.
- Developed monthly reporting to keep management informed when past due vendor invoices
- Reconciling accounts and ensuring timely and accurate payment to vendors and funds.
- Comparing purchase orders, prices, terms of payment and other charges
- Establishing and maintaining relationships with new and existing vendors(Customer Service)
- Verifying entries and comparing system reports to balances.
Document Imaging Supervisor
The Millenium Consulting Group
Charlotte, NC
08.2016 - 06.2019
- Maintained compliance with industry regulations and company policies related to document handling, privacy, and security measures.
- Fostered a culture of continuous improvement by soliciting feedback from team members and implementing necessary changes based on their input.
- Participated in corporate initiatives focused on sustainability by promoting paperless solutions and reducing waste.
- Conducted regular audits of scanned documents to maintain quality assurance standards and identify areas for improvement.
- Mentored new employees on departmental processes and protocols, fostering a supportive work environment that promoted professional growth.
- Coordinated efforts across departments to facilitate seamless integration of digitized documents into existing systems or databases.
- Reduced error rates in document scanning by providing comprehensive employee training on equipment usage and quality control procedures.
- Conducted periodic performance reviews for team members, identifying areas for development as well as recognizing exceptional accomplishments.
- Established metrics-driven goals for the team to enhance overall efficiency and ensure alignment with organizational objectives.
- Improved document processing efficiency by implementing advanced imaging technologies and streamlined workflows.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Managed supervisor itinerary and appointments and streamlined scheduling procedures.
Imaging, Asset Transfer Technical Specialist
The Millennium Group International LLC
Charlotte, NC
01.2008 - 01.2019
- Provide customer services on live checks (corporate, personal, mutual funds, direct transfers, and rollovers).
- Handled time-sensitive material. (Accounts Payable, Lockbox, Quarterly Statements, Microfiche, File Archiving)
- Managed accounts of 7 major corporate clients.
- Maintain logs and reporting documentation.
- Monitor scanning.
- High Quality experience in fraudulent documents(checks) of suspect transactions
- Report critical suspicious voided checks, checks and documentation with CIU team for proper viewing
- Was rated A+ for excellent service delivery from clients.
- Provide timely communication of business/client performance updates.
- Routinely implement process improvement based on client needs.
- Implementation Projects- Improvements on Processes with IT on different types of Equipment
- Monitor IT Queues through the Imaging Department. (Error Queues, Reprocess Queues, EXP AG Reject Queues, Unified Desktop, Unified Workflow, Mainframe)
- Follow all Imaging Services processes and policies to ensure the security of all customer data both physical and electronic.
- Train and audit the Imaging Services team to establish consistency and excellence.
- Process Asset Transfers Forms & Checks, Match and Mail Process, ensuring that personal identifiable information is not compromised to fraudulent activity
- Meet SLA standards and provide continuous support to clients during implementation
Education
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Central Piedmont Community College
High School - undefined
Z.B Vance High School
01.2006
Skills
- Lean Management
- Reporting
- Customer Service
- Detailed oriented
- Communication Skills
- Proficient in Microsoft Office Applications (Word, Excel, PowerPoint, Access, Outlook)
- Time Management
- Teamwork
- Knowledge of Accounting Principles
- Advance Skill in Problem Solving and paying attention to Detail
Certification
FMVA, FPWMP, FTIP, BIDA, CMSA, CBCA
Community Service
Yearly Annual Concord Parade Parking Coordinator, Crisis Ministry Tutoring, Empowered Love Ministries Interior Maintenance Services (12 Years), Lifespan Volunteer 5k Children and Adult Disabilities (10 years), Lifespan Volunteer Fashion Show Children & Adult Disabilities, Children Levine Hope Builders Volunteer 5k (4years), Women’s Shelter Clothing Donation Drive, Community Church Yard Sale/Donation (15 years), LLS Light the Night 5k Volunteer, Boys & Girls Club Volunteer/Tutoring, Empowered Back to School Supplies Drive Volunteer (Meck/Cabarrus County), YBLA Community Service Mentor
Timeline
Investor Relations Associate
Barings LLC
10.2024 - 05.2025
Accounts Payable Analyst
Barings LLC
05.2019 - 10.2024
Document Imaging Supervisor
The Millenium Consulting Group
08.2016 - 06.2019
Imaging, Asset Transfer Technical Specialist
The Millennium Group International LLC
01.2008 - 01.2019
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Central Piedmont Community College
High School - undefined
Z.B Vance High School