Jonathan Tyler Emler
Murfreeboro,Tennessee
Summary
Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls, and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
8
8
years of professional experience
Work History
Sr Reconciliation Analyst (AO)
UBS Investment Bank
01.2019 - Current
- Reconciled 10 accounts, managed 6 audits year and updated financial records with remarkable accuracy.
- Managed complex problem-solving for upper management in order to complete projects on time and within budget.
- Cross-trained existing employees to maximize team agility and performance.
- Coordinated with cross-functional teams to resolve project issues and mitigate risks.
- Forecasted trends and recommended improvements based on financial risk analyses twice a year.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Prepared monthly reconciliation for 10 bank accounts and took corrective actions on deviations.
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
Settlement Specialist
UBS Investment Bank
08.2017 - 01.2019
- Discussed financial options with clients and provided informed suggestions.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Developed strategic plans for day-to-day financial operations.
- Excellent communication skills, both verbal and written.
- Supported financial director with special projects and additional job duties.
- Analyzed business processes to identify cost savings and operational efficiencies.
Client Service Specialist
UBS Business Solutions
02.2016 - 08.2017
- Provided knowledgeable service and support for all customer needs.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Communicated with 40 to 50 clients a day regarding account services, statements, and balances.
Financial Representative
Northwestern Mutual
05.2015 - 02.2016
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Met with 20 clients per week to assess needs, financial status, and eligibility.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Managed finances and overall business direction through solutions-oriented problem-solving.
Education
MBA - Business Administration And Management
Bethel Univeristy
McKenzie, TN12.2021
Bachelor of Science - Business Administration
Bethel University
Mckenzie, TN05.2015
Skills
- Account and Ledger Reconciliations
- Financial Data Analyzation
- Reconciling Accounts
- Management Reporting
- Microsoft Office
- Budget Planning and Analysis
- Reconciliation Monitoring
- Financial Transactions
- Complex Issues Management
- Investor Relations
- Coordinate Investigations
- Administrative Oversight
Timeline
Sr Reconciliation Analyst (AO)
UBS Investment Bank
01.2019 - Current
Settlement Specialist
UBS Investment Bank
08.2017 - 01.2019
Client Service Specialist
UBS Business Solutions
02.2016 - 08.2017
Financial Representative
Northwestern Mutual
05.2015 - 02.2016
MBA - Business Administration And Management
Bethel Univeristy
Bachelor of Science - Business Administration
Bethel University
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