Joshua Carter
Boise,ID
Summary
Driven professional with background in financial data analysis, seeking to transition into new field with strong problem-solving and analytical skills. Developed expertise in maintaining accurate financial records and identifying discrepancies in fast-paced financial environment. Eager to apply these transferrable skills to support organizations objectives.
Overview
4
4
years of professional experience
Work History
Reconciliation Analyst
Clearwater Analytics
06.2024 - Current
- Reduce financial discrepancies through diligent research and quick resolutions.
- Boosted operational transparency by creating comprehensive reports on reconciliation activities for management review.
- Input financial data and produced reports using Power Bi.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Reconciled accounts, managed audits and updated financial records with detailed accuracy.
Financial Planner
Transamerica Financial Services
08.2023 - 02.2024
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Cashier
Tin Roof Tacos
08.2021 - 09.2023
- Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
- Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
Education
Bachelors - Finance
Boise State
Idaho05.2024
High School Diploma -
Arnold O. Beckman High School
Irvine, CA05.2020
Affiliations
- Financial Management Association
- Treasurer of Delta Sigma Phi
- Treasurer of National League of Young Men
- Captain of Varsity Football and Lacrosse
Timeline
Reconciliation Analyst
Clearwater Analytics
06.2024 - Current
Financial Planner
Transamerica Financial Services
08.2023 - 02.2024
Cashier
Tin Roof Tacos
08.2021 - 09.2023
Bachelors - Finance
Boise State
High School Diploma -
Arnold O. Beckman High School
Similar Profiles
Shaheryar AbbasiShaheryar Abbasi
Enterprise Account Executive at Clearwater AnalyticsEnterprise Account Executive at Clearwater Analytics
Dustin DutcherDustin Dutcher
Sr. Program Manager at Clearwater AnalyticsSr. Program Manager at Clearwater Analytics
Garvit JainGarvit Jain
Implementation Associate at Clearwater AnalyticsImplementation Associate at Clearwater Analytics