Jason Meier
Jacksonville,FL
Summary
Hardworking, highly motivated professional eager to lend combined knowledge and skills to enhance business performance. Operates well in both individual and team capacities, leveraging seasoned work ethic to quickly adapt to different processes and drive company objectives. Resourceful and results-driven with a passion for growth and efficiency to meet company needs and increase service value. I’m also open to positions in different industries.
Overview
17
17
years of professional experience
Work History
Business Analyst III (Contractor, Dexian Staffing)
BANK OF AMERICA MERRILL LYNCH
Jacksonville, Florida
04.2024 - 06.2024
- Worked with trading desk and Domestic/International Stock Loan Middle Office processing functions
- Created reports, worked with multiple global business units
Career Break-Family Related
N/A
Jacksonville, FL
08.2023 - 03.2024
Operations Analyst
DEUTSCHE BANK
Jacksonville, Florida
04.2023 - 08.2023
- Supported multiple business lines, focused primarily on accomplishing the goal of ensuring that all trades were booked properly
- Reconciled the Front Office to Back Office trading positions
- Followed up with Sales on all unallocated trades which were in suspense
- Ensured all trades which appeared on the exception report were resolved daily
Compliance Analyst, Policies (Contractor, Capital Staffing, Deutsche Bank)
DEUTSCHE BANK
Jacksonville, Florida
09.2022 - 03.2023
- Functioned as delegate on project by working with team to adjust next review date on 600+ Compliance owned policies and procedures
- Documents were updated to ensure reporting was not overdue
- Moved the guidelines for Compliance documents from the old procedural template and populated the new template for more than 300 documents for QA review
- Reviewed 500+ policy and procedure documents to determine what documents still needed to be converted to the new template
Analyst, Financial Adjustments (Contractor, Axelon Services Corporation)
FIRST CITIZENS BANK
Jacksonville, Florida
06.2021 - 12.2021
- Managed case portfolio for 90+ large group client accounts whose annual premiums collectively equaled $6 million
- Distributed, collected, allocated, and reconciled monthly premium payments for accounts ranging from $2K to $150K monthly
- Aided in the installment of capturing true accounts receivable balances for accounts whose monthly premiums exceeded $100K
- Participated on a team which collected $5 million by implementing premium collection procedures
Senior Analyst, US Client Asset Control Group, Global Banking and Markets
BANK OF AMERICA MERRILL LYNCH
Jacksonville, Florida
03.2017 - 04.2018
- Assisted in providing operational oversight support to ensure compliance with SEC rules
- Prepared and submitted securities reports used to monitor client asset possession or control activity for the firm
- Worked with various business groups to resolve operations support issues requiring exception handling and coordination of multiple products/services required to remediate securities deficits
- Updated and standardized assigned work process procedures
- Participated on team project by updating procedures, presenting information to IT, analyzing and improving functionality to streamline process by 65%
Event Coordinator
Self Employed
Jacksonville, Florida
02.2011 - 03.2017
- Demonstrated specialization in playing music for occasions such as events, and special functions.
Securities Specialist, Reconciliation, Global Markets Investment Services
BANK OF AMERICA MERRILL LYNCH
Jacksonville, Florida
01.2007 - 02.2011
- Daily reconciliation of general ledger accounts for Operational Risk Management Services
- Identified, researched, and resolved cash and securities exceptions using Merrill Lynch Mainframe Applications
- Processed journal entries for exceptions via asset transfer and control systems
- Fostered collaborative relationships with domestic and international Bank of America Merrill Lynch business units
- Worked to mitigate risk by providing daily, weekly, and monthly reporting of suspense items
- Adhered to escalation procedures in accordance with SEC Rules
- Ensured clean audits and timely resolution of inquiries relating to internal, external, and regulatory audits
- Responsible for monthly balance sheet sign off of assigned general ledger accounts
- Compiled and tracked data as a team member for Six Sigma Project
Education
Business Courses -
University of North Florida
Jacksonville, FloridaBachelor of Arts - Political Science
University of North Florida
Jacksonville, FloridaSkills
- Adaptability
- Business Analysis
- Cash Applications
- Communication
- Data Analysis
- Efficiency
- Financial Adjustments
- Operations Analysis
- Policy and Procedure Review
- Problem-Solving
- Project Management
- Reconciliation
- Reporting
- Resourcefulness
- Results-Driven
- Teamwork
- Time Management
- Microsoft Word
- Excel
Awards
Gold Awards, Bank of America Merrill Lynch
Timeline
Business Analyst III (Contractor, Dexian Staffing)
BANK OF AMERICA MERRILL LYNCH
04.2024 - 06.2024
Career Break-Family Related
N/A
08.2023 - 03.2024
Operations Analyst
DEUTSCHE BANK
04.2023 - 08.2023
Compliance Analyst, Policies (Contractor, Capital Staffing, Deutsche Bank)
DEUTSCHE BANK
09.2022 - 03.2023
Analyst, Financial Adjustments (Contractor, Axelon Services Corporation)
FIRST CITIZENS BANK
06.2021 - 12.2021
Senior Analyst, US Client Asset Control Group, Global Banking and Markets
BANK OF AMERICA MERRILL LYNCH
03.2017 - 04.2018
Event Coordinator
Self Employed
02.2011 - 03.2017
Securities Specialist, Reconciliation, Global Markets Investment Services
BANK OF AMERICA MERRILL LYNCH
01.2007 - 02.2011
Business Courses -
University of North Florida
Bachelor of Arts - Political Science
University of North Florida