Dana Newberry
Lutz,FL
Summary
Dynamic financial professional with extensive experience at Citigroup Inc., excelling in financial analysis and policy development. Proven track record in streamlining securities processing and enhancing regulatory compliance. Skilled in Microsoft Excel and adept at fostering collaborative relationships, driving efficiency, and delivering impactful results in fast-paced environments. Goal-driven analyst polished in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success. Several years of experience in industry.
Overview
20
20
years of professional experience
Work History
Securities & Derivatives Associate Analyst
Citigroup Inc
Tampa, FL
02.2023 - Current
- Assist in the clearance, settlement and investigation of client securities and derivatives transactions. Support implementation of securities processing improvement. Assist with identifying policy gaps and formulating policies that streamline related work processes. Review and analyze hedge fund activities, procedures , reconcile cash/holdings and securities pricing.
Financial Analyst
SGA
Tampa, FL
01.2022 - 09.2022
- Contact Employee at Citigroup Assist in the clearance, settlement and investigation of client securities and derivatives transactions. Support implementation of securities processing improvement. Assist with identifying policy gaps and formulating policies that streamline related work processes. Review and analyze hedge fund activities, procedures , reconcile cash/holdings and securities pricing.
Data Analyst / Staff Accountant
Efxfinancialservices
Tampa, FL
08.2020 - 01.2022
- Developed Microsoft Excel VBA and SQL coding to import all transactions from ATM Processing Networks to CSV for Settlement, Surcharge, Interchange and Chargebacks. Investigated and resolved complex dispute claims within prescribed time limit. Allocated, posted, and reconciled all ATM transactions with banking transactions. Handled payroll on a Biweekly basis. Prepared journal entries (cash entries, accrual entries, IC entries).
Accountant
Robert Half
Tampa, FL
03.2019 - 08.2020
- Prepared company tax returns, Monthly/Quarterly reconciliations, including month-end close, Review financial documents to identify inaccuracies, Analyze financial data and trace discrepancies, Prepared journal entries (cash entries, accrual entries, IC entries, MTM/CTA entries), Prepared account reconciliations of balance sheet accounts, Answered accounting and financial questions through research and data interpretation, Prepared documentation for auditors, other users.
Assistant to the Chief Financial Officer
Diversified Drilling
Zephyrhills, FL
03.2017 - 03.2019
- Documented all financial transactions and activities daily, preparing balance sheet, profit and loss statement and other reports. Verified, allocated, posted, and reconciled banking transactions. Handled payroll on a weekly basis and maintained HR related files. Prepared financial statements and produced budgets according to schedule. Developed and documented business processes and accounting policies to maintain and strengthen internal controls.
Assistant Chief Financial Officer
Institute for Foreign Policy
Boston, MA
08.2014 - 07.2016
- Assisted in accounts payable/receivable, cash receipts, disbursements, finance charges, billings, invoicing, purchase orders and preparation of daily bank deposits. Answered high volume of incoming calls and in-person inquiries from clients and colleagues; treated each person with respect and provided information and referrals.
Accounting Manager
Sojourner Drilling
Abilene, Texas
08.2005 - 06.2008
- Managed accounts payable/receivable and expense control procedures including bank and account reconciliation, cash receipts, disbursements, finance charges, billings, invoicing, purchase orders and preparation of daily bank deposits. Established and maintained HR related employee files reflecting salary increases, deductions, garnishments, benefits, and payroll exemptions exercising a high level of confidentiality.
Education
Master of Science - Accounting
Western Governors University
Salt Lake City, UT01-2026
Bachelor of Science - Accounting
Western Governors University
Salt Lake City, UT02-2022
Skills
- Financial analysis
- Data visualization
- Microsoft Excel
- Regulatory compliance
- Policy development
- Accounting principles
Timeline
Securities & Derivatives Associate Analyst
Citigroup Inc
02.2023 - Current
Financial Analyst
SGA
01.2022 - 09.2022
Data Analyst / Staff Accountant
Efxfinancialservices
08.2020 - 01.2022
Accountant
Robert Half
03.2019 - 08.2020
Assistant to the Chief Financial Officer
Diversified Drilling
03.2017 - 03.2019
Assistant Chief Financial Officer
Institute for Foreign Policy
08.2014 - 07.2016
Accounting Manager
Sojourner Drilling
08.2005 - 06.2008
Master of Science - Accounting
Western Governors University
Bachelor of Science - Accounting
Western Governors University
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