NATHAN DUNN
Omaha,USA
Summary
Enterprising Treasury Analyst with four years of expanding experience in Finance. Adept at keeping and reviewing accurate journals. Successful at presenting detailed reports. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Jr. Treasury Analyst
Applied Underwriters
05.2024 - Current
- Reviewed contracts for proper revenue recognition treatment according to GAAP guidelines.
- Reconciled between 140 and 150 bank accounts daily, resolving discrepancies promptly by coordinating with banks or internal teams.
- Implemented process improvements within the treasury department to enhance operational performance.
- Processed domestic and international accounts payable invoices, verified accuracy, and obtained approvals.
- Monitored cash flow activities and reported any issues or concerns to management.
- Implemented internal controls to minimize the risk of fraud or error in financial reporting processes.
- Supported corporate accounting, corporate tax, business planning, and internal audits related to treasury transactions.
- Analyzed financial patterns and made accurate predictions.
Service Accounting Associate
Applied Underwriters
01.2023 - 05.2024
- Handle all Accounts Receivable journal entries as well as depositing physical checks received
- Experience with both deposits and payments to and from multiple banking institutions such as SNB, FNBO, and more
- Proficient use of Microsoft Excel and using Macros to achieve efficient and quality work
- Proficient use of Microsoft Word and being able to quickly type up reports
- Proficient use of Accounting software such as SAGE, EAS, and other in-house software
- Strong communication skills to be able to always vocalize any issues or happenings whether it be via email or verbally
Data Quality Control Specialist
Charles Schwab
07.2021 - 01.2023
- Review accounts and update any that are missing required information
- Ensure that all processes are properly maintained and followed for a smooth operation
- Collaborate and strategize with team members to find the best resolution to complex escalated issues
- Proficient in and daily use of the following Charles Schwab systems: Content Navigator, EWA (Retail and Institutional), BOSweb, A2C, TreX Workspace, RIS Archive, Advisor Admin application, OMS, Salesforce, QASpro
- Proficient in working on the following types of accounts: Individual, Joint, IRA, Trust, LLC, Sole Proprietor
- Participated in special projects that helped smooth the transition from TD Ameritrade into Charles Schwab
- Provided insight to management for quicker or better alternatives to completing a task
Store Manager
KwikShop
09.2019 - 03.2020
- Balanced tills at end of shifts and made daily bank deposits
- Delivered consistent feedback, empowering team members to continuously improve customer service and satisfaction
- Oversaw employee recruiting, onboarding and training on store procedures
- Identified new opportunities to increase sales and achieve store targets
Retail Sales Consultant
AT&T
07.2019 - 09.2019
- Addressed, researched and resolved customer issues
- Updated pricing and signage to advertise sales or seasonal products
- Improved individual performance by accepting direction and feedback
- Suggested additional products and services to increase sales
Store Leader
GameStop Inc
05.2018 - 07.2019
- Kept store shelves, racks and bins presentable with resets
- Sourced and delivered special orders to fulfill customer requests
- Recommended merchandise to suit customer budget and preferences
- Secured consistent customer sales with knowledgeable, friendly support
- Met targets consistently with smooth coordination of sales floor operations
- Communicated with upper management regarding store performance metrics, goals, and challenges
- Managed employee schedules, taking into account personal requests and business needs
Education
Some college - Business Administration
Northwest Missouri State University
Maryville, MO05.2018
High School Diploma - undefined
Elkhorn High School
Elkhorn, NE01.2016
Skills
- Data Entry
- Invoice Processing
- Bank Reconciliation
- Month-End Closing
- Account Reconciliation
- Accounts Payable
- Tax Payment
- International Currency Operations
- Cash management
- Auditing
- Due diligence
- Cost analysis
Certification
Course Careers Data Analyst, In Progress
Personal Information
Willing To Relocate: True
Languages
English
Native or Bilingual
Japanese
Elementary
Timeline
Jr. Treasury Analyst
Applied Underwriters
05.2024 - Current
Service Accounting Associate
Applied Underwriters
01.2023 - 05.2024
Data Quality Control Specialist
Charles Schwab
07.2021 - 01.2023
Store Manager
KwikShop
09.2019 - 03.2020
Retail Sales Consultant
AT&T
07.2019 - 09.2019
Store Leader
GameStop Inc
05.2018 - 07.2019
High School Diploma - undefined
Elkhorn High School
Some college - Business Administration
Northwest Missouri State University
Similar Profiles
Sara PerazzoSara Perazzo
General Liability Claims Adjuster III at Applied UnderwritersGeneral Liability Claims Adjuster III at Applied Underwriters
Becky SaathoffBecky Saathoff
General Liability Claims Examiner at Applied UnderwritersGeneral Liability Claims Examiner at Applied Underwriters
Sara PerazzoSara Perazzo
General Liability Claims Adjuster III at Applied UnderwritersGeneral Liability Claims Adjuster III at Applied Underwriters