Marck Angervil
Dallas,TX
Summary
Highly motivated Financial Advisor with a proven track record of helping clients achieve their financial goals through sound advice and effective portfolio management. I specialize in developing personalized financial strategies and plans that are tailored to each client's specific needs, to help them achieve both their short-term and long-term financial objectives.
Overview
14
14
years of professional experience
Work History
Financial Advisor
Assured Movement
01.2022 - Current
- Develop long-term financial and tax plans
- Create cost benefits comparison sheets
- Research new investment opportunities to optimize business and growth
- Restructure business legal business entities to maximize tax reductions
- Created and implemented onboarding process for new hires
- Develop and implement transportation logistics strategies for transporting patients from one location to another
- Conduct route optimization analyses to determine the most efficient paths for transportation
- Monitor transportation activities and make recommendations for improvement
- Ensure compliance with transportation regulations and industry standards
- Manage relationships with transportation providers and vendors
- Maintain accurate records of transportation activities and expenses
Accounting Associate
Omnitracs, LLC
06.2017 - 08.2021
- Ensured timely and accurate billing: Knowledge of contracts, ERP systems, purchase orders, product and service pricing
- Retained revenue/prevent loss, provide annual billing budget information, identify variances, Implement corrective actions
- Prepared monthly marketing development fund reports, Straight-line journal entries, Monthly revenue recognition
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Researched, developed, and updated billing policies, procedures, and guidelines.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Oversaw documentation and reporting of expenses, sales and other transactions.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Tracked financial progress by creating quarterly and yearly balance sheets.
Regulatory Specialist I
Department of Health
10.2016 - 05.2017
- Analyzed and approved applications for nursing licensure by endorsement, examination or reexamination
- Coordinated with staff to update database and reroute applications to appropriate departments
- Utilized database systems and various proprietary sites to investigate licensure history and review disciplinary actions
- Performed and documented quality control checks to maintain compliance with company initiatives.
- Received, researched and resolved consumer inquiries.
Accounts Payable Specialist
Total Solutions Tax & Multi Services
05.2010 - 07.2015
- Created Monthly Journal Entries to recognize revenue, accruals, and reclass expenses as needed
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Processed invoices and journal entries efficiently and accurately, decreasing discrepancies.
- Reconciled Bank Accounts, Accounts Payable, and various Liability Accounts
- Processed Payables for all business transactions daily
- Provided administrative and accounting support.
- Contacted vendors and customers to verify information and follow up on client issues.
- Oversaw bookkeeping and accounting systems and entered data into systems accurately.
- Produced month-end closing reports and provided actionable suggestions on remittance for quick resolution.
- Used advanced software skills to produce high-quality documents, reports and presentations.
Education
MBA Candidate -
University of North Texas at Dallas
Bachelor of Science - Finance, Management
Florida State University
05.2015
Skills
- Corporate Finance
- Analysis of Financial Statements
- Cost Accounting
- Oracle
- GAAP
- Bilingual
- Leadership
- MS Office
- Accounting-I&II
Timeline
Financial Advisor
Assured Movement
01.2022 - Current
Accounting Associate
Omnitracs, LLC
06.2017 - 08.2021
Regulatory Specialist I
Department of Health
10.2016 - 05.2017
Accounts Payable Specialist
Total Solutions Tax & Multi Services
05.2010 - 07.2015
MBA Candidate -
University of North Texas at Dallas
Bachelor of Science - Finance, Management
Florida State University
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