Jennifer Nartey
Chicago,IL
Summary
Knowledgeable Office Manager/Controller skilled in developing and implementing, tracking and training programs to promote firm compliance per SEC regulations. Highly ethical and focused team player with productive, diligent approach. Organized Office Manager with demonstrated expertise in financial and operational leadership. Multidisciplinary managerial skills in process, procedure and policy improvement initiatives. Accomplished in optimizing productivity and quality of service.
Overview
10
10
years of professional experience
Work History
Compliance Analyst
Urban Financial Advisory Corp
Chicago, United States
01.2017 - Current
- Oversee and manage company’s compliance program as well as reviews and evaluates compliance issues within the organization.
- Stayed current with latest changes to applicable regulatory standards and company procedures per SEC requirements & State of IL.
- Ensure that company policies and procedures are being followed by performing quarterly/annual reviews with the help of other employees
- Develop and maintain company's policies and procedures as well revised via company's compliance program and its related activities to prevent illegal or improper conduct.
- Develop and review company's standards of conduct periodically to ensure continuing relevance in providing proper information to firm management and employees.
Business Office Manager
Urban Financial Advisory Corp
Chicago, United States
07.2014 - Current
- Maximized cash flow through optimal billing and collection processes.
- Recruited, hired, trained and supervised all interns and implemented mentoring program that offered positive employee engagement.
- Oversaw the administrative staff and firms' back office operations.
- Utilized company's accounting systems to review reports and prepare assessments.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Process payroll for 13 employees semi- monthly via 3rd party vendor.
- Delegated tasks to administrative support staff to organize and improve office efficiency.
Tax Accountant
Urban Financial Advisory Corp
Chicago, United States
03.2011 - Current
- Manage and maintain records of over 200 tax client for firm.
- Oversee administrative aspect of firm's tax preparation processes
- Oversee entire firm's tax return preparation processes including training of all new staff during tax seasons.
- Involve in preparation of federal and state income tax returns for individuals, businesses, trusts and estates.
- Managed filing of federal, state and local taxes within established time frames for company
Assistant Financial Analyst
Urban Financial Advisory Corp
Chicago, United States
03.2011 - 07.2014
- Assisted financial advisors in providing professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Used Schwab Portfolio Center to reconcile client's portfolio and create reports for over 100 client every quarter.
- Assisted in setting up new client, preparing quarterly reports and reconciliation, and other back office operations.
Education
Master of Science - Information Technology Project Management
Southern New Hampshire University
Hooksett, NH08.2020
Bachelor of Science - Accounting
Loyola University of Chicago
Chicago, IL05.2014
Associate of Science - Accounting
City Colleges of Chicago-Harry S Truman College
Chicago, IL05.2010
Skills
- Organizational Systems
- Special Projects
- Human Resource Management
- Cybersecurity Protocols
- Leadership Techniques
- Staff Training
- Team Management
- Accounting Software Systems(Intuit ProSeries & QuickBooks)
- Tax Return Preparation
Timeline
Compliance Analyst
Urban Financial Advisory Corp
01.2017 - Current
Business Office Manager
Urban Financial Advisory Corp
07.2014 - Current
Tax Accountant
Urban Financial Advisory Corp
03.2011 - Current
Assistant Financial Analyst
Urban Financial Advisory Corp
03.2011 - 07.2014
Master of Science - Information Technology Project Management
Southern New Hampshire University
Bachelor of Science - Accounting
Loyola University of Chicago
Associate of Science - Accounting
City Colleges of Chicago-Harry S Truman College
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