ANDREW D. KINCAID
Glenside,PA
Summary
Highly skilled and self-motivated professional with over 7 years of experience in the financial industry. Dedicated to continuous learning and possessing meticulous attention to detail. Proficient in financial analysis, budgeting, and reporting, utilizing analytical abilities to maintain accurate financial records and ensure compliance with regulatory standards. Demonstrated expertise in financial management and administration, optimizing workflows and ensuring regulatory compliance. Recognized for collaborative team efforts and adaptability in dynamic environments, with a strong focus on accuracy and efficiency.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Administrator
Resources for Human Development, RHD
05.2023 - 01.2025
- Audited consumer accounts for accuracy and to keep in compliance with the Social Security Administration
- Research cost effective measures to ensure the program is using their money wisely
- Developed a financial team to better keep in uniformity with the company and government guidelines
- Computed invoices to ensure the company is in good standings with the vendors
- Balanced different general ledgers to ensure accuracy to projected growth
- Addressed concerns about policy and aided the other admins in ensuring the guidelines are followed
- Developed a guide for assisting other admins when completing and balancing petty cash
- Maintained a professional relationships with vendors and managers
- Created and enforced rent policies in accordance to Pennsylvania Room and Board contracts
- Led cross-functional teams to drive financial initiatives and enhance organizational performance.
- Optimized resource allocation for achieving departmental goals.
Senior Universal Banker
Provident Bank
01.2021 - 02.2023
- Coordinated meetings with prospective clients and upper management
- Generated over $135 Million Dollars in total deposits and consumer/commercial loans
- Guided coworkers through complex and novel problems
- Modernized and re-launched 'Bank at Work' program to generate business relationships
- Learned and enforced different compliance regulations and keep the branch in compliance
- Assisted the new branch manager in getting acclimated
- Conducted regular audits of teller transactions to maintain compliance with federal regulations and minimize instances of fraud or error.
- Streamlined loan application processes by implementing digital tools, expediting turnaround times for approvals and disbursements.
Universal Banker
QNB Bank
05.2018 - 01.2021
- Generated loan sales amounting $1.5 million
- Assumed duties of Assistant Branch manager including employee scheduling
- Spearheaded the creation of different procedures and training manuals
- Developed and implemented strategies to reduce risk and increase profitability
- Representative of the Federal Cash Order group
- Provided customer support with personal/business accounts, investments, insurances, and personal finances
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Teller
Univest Bank
01.2017 - 05.2018
- Performed daily security clearances and ATM maintenance
- Provided Customer Care regarding accounts, investment and personal finances
- Achieved 530K in profit in new accounts, investments and 250K in loans
- Guided and assisted team-members in various capacities
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Education
Master of Arts - Economics
Indiana University of Pennsylvania
Indiana, PA06-2017
Skills
- Data Analysis with Excel
- Visual Communication Skills
- Proficient in Word
- Data Access Management
- Operational Insight
- Client Engagement
- Strategic Relationship Development
- Discrepancy investigations
- Financial process improvement
- Financial strategy development
- Bank reconciliation
Affiliations
- Freemason
- Shriner
- National Notary Association
Certification
Licensed Notary-March 1st 2027
NMLS- 1796874
Principle of Banking Certification
Consumer Lending Certification
Medallion Certification
Sigma Delta White Belt Certification
Timeline
Financial Administrator
Resources for Human Development, RHD
05.2023 - 01.2025
Senior Universal Banker
Provident Bank
01.2021 - 02.2023
Universal Banker
QNB Bank
05.2018 - 01.2021
Teller
Univest Bank
01.2017 - 05.2018
Licensed Notary-March 1st 2027
NMLS- 1796874
Principle of Banking Certification
Consumer Lending Certification
Medallion Certification
Sigma Delta White Belt Certification
Master of Arts - Economics
Indiana University of Pennsylvania
Similar Profiles
Milagros SanchezMilagros Sanchez
Resource Coordinator/Case Manager Coordinator at Resources for Human Development, RHDResource Coordinator/Case Manager Coordinator at Resources for Human Development, RHD
TINA PLUMER, MATINA PLUMER, MA
Clinical Manager at Resources For Human Development, RHDClinical Manager at Resources For Human Development, RHD
Emily NeumannEmily Neumann
Certified Peer Recovery Specialist at Resources for Human Development, RHDCertified Peer Recovery Specialist at Resources for Human Development, RHD