John Kellman
Smithtown,NY
Summary
Ambitious Financial Analyst well-versed in balancing priorities and meeting deadlines under pressure. Expertise in risk management, corporate finance and performance optimization. Detail-oriented professional with 4 years of hands-on experience in statistical and quantitative analysis and forecasting. Proficient in Microsoft Office paired with strong analytical skills to promote organizational success.
Overview
6
6
years of professional experience
Work History
Commission Specialist
Compass Real Estate Brokerage
New York , NY
05.2021 - Current
- Processes 300-400 commissions per month. Minimum monthly quota is 250. Totaling GCI about $3-$6M
- Resolves HelpScout tickets 600-800 monthly responses/resolutions
- Currently a single point of contact for 6 high volume real estate teams, as their dedicated commission specialist
- Works directly with accounting on monthly reports to apply cash and record revenue on NetSuite
- Works cross functionally with sales managers using SalesForce and Tableau to calculate incentives/bonuses
- Within 7 months of employment, I was given my own subregion in the Tristate to manage: Astoria/Queens
Accounting Clerk
Suffolk Federal Credit Union
Medford , NY
01.2019 - 03.2021
- Compiled budget figures by reviewing past budgets, evaluating estimated income and assessing expenses.
- Reconciled all company accounts, including credit cards, employee expenses and commissions.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Reduced amount of time it took to process reports by 50% by implementing new macro's.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Calculated loan applicant debt ratios, income and terms and payments to determine financial stability of applicants to repay loan.
Accountant Specialist
Family Residences And Essential Enterprises
Melville , NY
08.2018 - 01.2019
- Compiled general ledger entries on short schedule with 100% accuracy.
- Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns, FAS 109 provisions, and quarterly estimates prepared by associates.
- Used accounting software to issue tax returns and prepare consolidated reports.
Royalty Analyst
Rubies Costume Company
Melville , NY
05.2018 - 08.2018
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
- Reviewed weekly and monthly budget performance reports, ensuring all departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
Education
Bachelor of Science - Business Administration And Management
University At Buffalo
Buffalo, NY05.2017
Skills
- Financial and operational reporting
- GAAP and statutory reporting
- Strategic financial planning
- Account reconciliation specialist
- Expense reports
- Budgets and forecasting
- Invoicing and collections
- Journal updates
- Statistic analysis
- Analytical Skills
- Invoice Processing
- Accounting Software
- Marketing
- Ability To Prioritize
- Verbal And Written Communication
Timeline
Commission Specialist
Compass Real Estate Brokerage
05.2021 - Current
Accounting Clerk
Suffolk Federal Credit Union
01.2019 - 03.2021
Accountant Specialist
Family Residences And Essential Enterprises
08.2018 - 01.2019
Royalty Analyst
Rubies Costume Company
05.2018 - 08.2018
Bachelor of Science - Business Administration And Management
University At Buffalo
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