Gregg Keniston
Asbury Park,NJ
Summary
Degreed Finance candidate with a B.A. in Business Administration; Experience with Salesforce, Bloomberg Terminal and Morningstar Direct; Experienced in developing marketing content, promotions, and digital advertising Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations.
Overview
6
6
years of professional experience
Work History
QA/QC Specialist (Remote)
HORNE LLP
10.2021 - Current
- Utilize Sales Force and Neighborly to manage intake of funding requests and execute a timely review of supporting documentation related to Emergency Relief Claims, to ensure transparency and accountability
- Inspected items and compared against standards to meet regulatory requirements.
- Meet daily/weekly production goals as set by the program and collaborate with team on updates
- Collaborate with team to recommend funding requests; effectively communicate issues and corrective actions to Eligibility Specialists
- Assist in preparation of real-time status reports on funding and contribute draft content for a public transparency website
- Understanding internal control framework to prevent fraud, waste, and abuse; also, Understand and assist in responding to state and federal oversight and monitoring activities
- Navigate Power BI to validate landlord and applicant information such as: current residential status, ownership information, prior assistance received and utility balances.
Staff Writer (Remote)
The Final On Vinyl / MuzikMan Reviews
09.2019 - 09.2021
- Write and submit articles to build a following for a specific artists and albums
- Assess different artist and album releases of varying genres, particularly released on vinyl discs
- Promote upcoming or newly released albums, typically within the last year
- Establish awareness and introduce readers to new artists through write-ups
- Utilized social media to promote stories and build audience.
- Created informational copy and blog posts for company in the Music and Entertainment industries.
- Stayed up-to-date with current events and trends to stay ahead of competition.
Product Pricing Analyst Assistant
Dialight Corporation
01.2020 - 04.2020
- Utilized Salesforce to compare global pricing on company products
- Ensured all catalogs and website information on all product descriptions are accurate and updated
- Assisted Sales department in pinpointing the most valuable pricing for their clients
- Created new, valid part numbers to match consistent innovations
- Eliminated errors within Salesforce webpage to confirm product availability
- Adjusted prices via pre-set schedules, supply management department costs and other factors on regular basis.
- Provided accurate estimates by defining scope, timelines, potential setbacks, and limitations.
- Reviewed and approved invoices and payments, verifying accuracy of expenses.
WRAP Around Program Group Leader
Wall Township Board Of Education
09.2017 - 01.2020
- Ensured the safety of each student with daily listed attendance and consistent monitoring of activities
- Validated every child is picked up and sent home with someone on the student’s caretaker list
- Maintained ‘Incident Report’ to document any issues with students
- Brainstormed and created unique and interactive games and activities for students
- Supported staff with developing professional skills and abilities, uplifting team performance.
- Assisted students with homework issues and helped to incorporate positive study skills.
- Resolved conflict quickly to limit operational disruption and maintain positive, productive working environments.
Outside Investment Associate
Foresters Financial
05.2018 - 06.2019
- Performed analysis of applications submitted by Foresters Financial Representatives for rollovers, transfers, new accounts, and liquidations for outside fund companies including American Funds, Fidelity, Franklin Templeton, and Putnam Investments
- Proofread (Whole Life, Term Life & Variable Life), Annuity and 529 Educational Savings Plans
- Processed high volumes of requests from company Sales Representatives regarding inquiries, as well as outside monetary liquidations and routine client account maintenance functions
- Updated and maintain data pertaining to current and prospective client activity in firm’s proprietary CRM program
- Organized daily, weekly, and monthly reports to capture the volume of share orders, new applications, number of new 529 accounts along with monthly revenue/cash flow data
- Worked with Legal and IT to counter and prevent privacy breaches on client accounts
- Monitored, managed and developed investment portfolios.
- Handled financial transactions worth over $10,000.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Helped clients make optimal decisions on amounts and timing of capitalization.
Education
Bachelor of Science - Finance
Monmouth University
West Long Branch, NJ05.2017
Bachelor of Arts - Music
Monmouth University
West Long Branch, NJ05.2017
Skills
- Managing Risk
- Corrective Actions
- Product Specifications
- Word Processing
- Social Media Platforms
- Copywriting and Editing
- Microsoft Office
- Portfolio Analysis
- Power BI
- Salesforce
- Neighborly
- Mainframe
- Pivot Tables
Timeline
QA/QC Specialist (Remote)
HORNE LLP
10.2021 - Current
Product Pricing Analyst Assistant
Dialight Corporation
01.2020 - 04.2020
Staff Writer (Remote)
The Final On Vinyl / MuzikMan Reviews
09.2019 - 09.2021
Outside Investment Associate
Foresters Financial
05.2018 - 06.2019
WRAP Around Program Group Leader
Wall Township Board Of Education
09.2017 - 01.2020
Bachelor of Science - Finance
Monmouth University
Bachelor of Arts - Music
Monmouth University
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