Meredith Duncan
West Jordan,UT
Summary
Proven Financial Controller and Operations Manager with a track record of enhancing financial and operational efficiencies at self started company as well as Morgan Stanley. Expert in accounting management and financial planning, with a knack for compliance enforcement and strategic cash flow management. Demonstrated ability to lead teams and improve financial reporting accuracy, showcasing both hard and soft skills in high-stakes environments.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Financial Controller/Co-Owner
M & M Logistics
01.2009 - Current
- Prepared accurate financial reports and monthly statements for accounts receivable.
- Planned budgets, authorized expenditures, monitored accounting processes, and coordinated financial reporting to oversee all fiscal procedures.
- Managed payroll data entry and processing for 5 employees to comply with state S-Corp company guidelines.
- Prepared balance sheets, cash flow reports and income statements.
- Maximized year-end tax benefits by efficiently managing cash flows.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
Private Piano Teacher
Self Employed
01.2013 - 05.2023
- Conducted individual and group music lessons lasting from 30 to 60 minutes each.
- Established strong music foundation with students by incorporating basic music theory into weekly lessons.
- Developed musical instruction with goal of end-of-term recital performance.
- Communicated regularly with parents to provide information about children's progress and challenges.
- Arranged lessons to accommodate each student's unique goals and interests.
- Prepared over 25 piano students for showcase performances.
Operations Manager/Client Service Associate
Morgan Stanley
03.1999 - 01.2009
- Worked closely with Senior Financial Advisors in servicing and maintaining client financial portfolios.
- Serviced high net worth clients with quarterly reports, financial analysis and processed client trades.
- Developed sales skills, client retention strategies and marketed to future client prospects.
- Managed and supervised operations staff and Sales Assistants.
- Acted as a liaison between Financial Advisors and Morgan Stanley corporate operations.
- Processed trade adjustment and corrections, monitored branch error account and below minimum margin accounts.
- Managed daily branch operations and compliance procedures.
Unit Collections Coordinator
Discover Card Financial Services
01.1995 - 03.1999
- Negotiated to collect balance in full.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Counseled debtors on payment options and arranged installment agreements.
- Processed payments and applied to customer balances.
- Trained and developed account managers and maintained workflow of the team.
Education
Bachelor of Science - Business Management
University of Phoenix
Sacramento, CA05.2003
Skills
- Accounting management
- Cash Flow Management
- Financial Planning
- Compliance Enforcement
Certification
- Licenses - Held a NASD Series 7 and NASD Series 66 license for 10 years
Timeline
Private Piano Teacher
Self Employed
01.2013 - 05.2023
Financial Controller/Co-Owner
M & M Logistics
01.2009 - Current
Operations Manager/Client Service Associate
Morgan Stanley
03.1999 - 01.2009
Unit Collections Coordinator
Discover Card Financial Services
01.1995 - 03.1999
Bachelor of Science - Business Management
University of Phoenix