Courtney Goodwin
Phoenix,AZ
Summary
Highly organized, motivated and goal-driven finance professional with over seven years of treasury experience seeking a long term relationship with an established company to utilize strong analytical, inter-personal and excellent communication skills. Emphasis on banking analysis and transactions, financial reporting, forecasting and investment strategies.
Overview
15
15
years of professional experience
Work History
Retirement Sales Consultant
Vanguard
Scottsdale, AZ
01.2018 - Current
Brokerage Operations
Vanguard
Scottsdale, AZ
12.2016 - 12.2019
- Identified profitable business leads and built pipeline of prospective customers
Global Treasury Analyst
Trax Technologies Inc.
Scottsdale, AZ
03.2014 - 07.2016
- Managed cash forecast of $25 MM annual revenues for privately held software firm. [Company]
- Analyzed financial patterns including revenue projections based on client demand and operational expenses year over year and made accurate predictions
- Analyzed financial information related to payroll, lease capital projects, operating expenses, professional service contracts to examine budget needs
- Administered accounts payable, conducted general ledger and bank reconciliations
- Administered global standard payroll needs and adhoc requests analyzing foriegn exchange currency needs under tight deadlines
Treasury Analyst
Swift Transportation
Scottsdale, AZ
12.2009 - 03.2014
- Managed cash forecasting of 4 billion in revenue reported weekly to Chief Financial Officer
- Performed internal and external audits on [Company] and accounts
- Analyzed financial patterns over [Timeframe] and made accurate predictions
- Handled cash flow, debit and interest schedules and bank accounts
- Communicated with bank members and auditors to ensure accuracy and timeliness of financial reports
- Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts
- Administered accounts payable, conducted general ledger and bank reconciliations and prepared monthly sales and used tax returns
Education
Bachelor of Journalism - undefined
Arizona State University
Tempe, AZPost baccalaureate of Accountancy - Accounting
Arizona State University, West Campus
Skills
- Compliance, banking laws and regulations
- GAAP knowledge and reporting
- Accurate forecasting
- Debt compliance and reporting
- Self-directed mindset
- Ledger and balance sheet competency
- Investor relations
- Detail-oriented
- Extensive knowledge of SEC regulations
- Analytical
- Accounting systems and software
- Stocks and bonds
- Strong interpersonal skills
Timeline
Retirement Sales Consultant
Vanguard
01.2018 - Current
Brokerage Operations
Vanguard
12.2016 - 12.2019
Global Treasury Analyst
Trax Technologies Inc.
03.2014 - 07.2016
Treasury Analyst
Swift Transportation
12.2009 - 03.2014
Bachelor of Journalism - undefined
Arizona State University
Post baccalaureate of Accountancy - Accounting
Arizona State University, West Campus
Similar Profiles
Akua Amos-AbanyieAkua Amos-Abanyie
Security Automation Manager at VanguardSecurity Automation Manager at Vanguard
Megan HansenMegan Hansen
Account Maintenance Specialist at VanguardAccount Maintenance Specialist at Vanguard
Devyn RunningDevyn Running
Advisor Support Representative at VanguardAdvisor Support Representative at Vanguard
Eric S. BrownEric S. Brown
Sales Trainer, Specialist at VanguardSales Trainer, Specialist at Vanguard
Roman TreppaRoman Treppa
Owner/Operator at Roman Treppa ProductionsOwner/Operator at Roman Treppa Productions