Summary
Overview
Work History
Education
Skills
References
Accomplishments
References
Timeline
Generic

J.R. Wyss

Salt Lake City,UT

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills, in addition to proven history in banking and finance operations.

Overview

14
14
years of professional experience

Work History

Trust Supervisor

HealthEquity
09.2021 - Current
  • Currently lead a dynamic team in implementing strong analytical skills to resolve variances in reconciliations and ensured continuous process improvement
  • Trained and mentored team members, fostering a collaborative and detail-oriented environment
  • Conducted audit walkthroughs with internal and external auditors, maintaining strict SOX compliance (financial) and SOC compliance (investments) with professional communication and resolution
  • Utilize NetSuite for month end reconciliations and journal entries in addition to HealthEquity’s Console and Excel for Bank and Investment reconciliations
  • Developed and fostered relationships with FP&A, Treasury and Executive stakeholders through monthly and quarterly reports outlining changes in custodial balances and revenue.

Senior Trust Accountant

HealthEquity
09.2018 - 09.2021
  • Applied strong analytical skills in managing member HSA custodial assets and member investments through daily and monthly reconciliations
  • Assisted in audit preparations, conducting walk-throughs with auditors, and resolving variances identified through reconciliations
  • Demonstrated continual process improvement by collaborating with direct and indirect team members while leveraging tools available
  • Trained and oversaw daily/monthly controls, ensuring a high level of accuracy in processes and ensuring deadlines were met.

Trust Accountant I

HealthEquity
12.2016 - 09.2018
  • Applied strong analytical skills in managing member HSA custodial assets and member investments through daily and monthly reconciliations
  • Assisted in audit preparations and resolved variances within reconciliations
  • Ensured compliance with internal controls and SOX requirements.

Banking Operations Specialist

HealthEquity
05.2016 - 12.2016
  • Managed custodial funds movement between HealthEquity and numerous banking partners, resolving payment issues with internal and external parties, showcasing excellent communication skills
  • Applied analytical skills in banking operations, ensuring accuracy and attention to detail.

Assistant Branch Manager

Deseret First Credit Union
10.2014 - 05.2016
  • Executed daily operations of the branch including sales, customer service, cash on hand, audits, etc.
  • Trained branch staff in compliance with security, regulations, and policies
  • Coached branch staff in consumer sales growth and continuous improvement in operational processes

Member Service Representative

Deseret First Credit Union
02.2014 - 10.2014
  • Demonstrated strong analytical skills in assisting credit union members, fulfilling a variety of needs over the phone, and handling consumer loan needs.

Teller

America First Credit Union
09.2009 - 12.2011
  • Utilized relationship banking skills to assist members with financial transactions.

Education

Bachelor of Science - Accounting, Business Management

Western Governors University
Salt Lake City

Skills

  • Analytical Skills
  • Process Improvement
  • SOX Compliance
  • ERP Systems (NetSuite)
  • Attention to Detail
  • Team Player
  • Continuous Improvement
  • Communication Skills (Verbal and Written)
  • Microsoft Office
  • Decision-Making

References

Available Upon Request

Accomplishments

  • I earned my Eagle Scout Award at age 15
  • I served a two year church mission in British Columbia, Canada

References

References available upon request.

Timeline

Trust Supervisor

HealthEquity
09.2021 - Current

Senior Trust Accountant

HealthEquity
09.2018 - 09.2021

Trust Accountant I

HealthEquity
12.2016 - 09.2018

Banking Operations Specialist

HealthEquity
05.2016 - 12.2016

Assistant Branch Manager

Deseret First Credit Union
10.2014 - 05.2016

Member Service Representative

Deseret First Credit Union
02.2014 - 10.2014

Teller

America First Credit Union
09.2009 - 12.2011

Bachelor of Science - Accounting, Business Management

Western Governors University

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J.R. Wyss