Timothy Sampson
Computershare
Klein,TX
1
Certification
3
years of professional experience
With a desire to lead, I am a highly motivated professional with a strong work ethic and responsibilities. My ability to succeed in demanding environments, with my excellent communication skills, fast learning, multitasking, and applying analytical skills
Work History
Financial Reporting Analyst II
1 Year 8 Months- Manage large syndicated loan portfolios ($300M+), supporting investor transactions.
- Reconciled cash activity, reporting monthly and quarterly positions to stakeholders for informed decision making
- Communicate with clients & agent banks reconciling financial data for reporting.
- Processed investor payments using Transtar, upheld financial compliance standards.
- Oversaw the reconciliation of ratings data points, banking information, and notices to maintain accuracy month to month. Managed the evaluation of test results and additional documentation to produce reports.
- Coordinated efforts across all teams to ensure alignment of deals with client and agent banks, supporting seamless transactions and trades.
- Managed report preparation and submission processes to meet project timelines.
- Delivered exceptional service and communication standards for clients, fostering collaboration among team members.
- Analyzed and validated information while acknowledging indenture to enhance reporting accuracy and compliance.
Data Entry Specialist
3 Months- Extracted and analyzed complex data using Pioneer and Power BI, ensuring accurate entry of key transaction details to support data-driven decision-making
- Extract and analyze complex data using Pioneer and Power BI, ensuring accurate entry of key transaction details
- Developed and implemented audit solutions to identify and resolve discrepancies in transactions, invoices, and documentation, enhancing data integrity and reporting accuracy
Research Assistant
4 Months- Exhibited teamwork and delegation while producing high-quality professional writing and presentations.
- Analyze large Data using excel and python, deliver high-quality written reports and oral presentations
- Utilized analytical tools and software to predict financial performance based on historical data, currency trends, and asset types, enhancing decision-making processes.
Education
Bachelor of Science - Economics
- Minor in Computer Science
- Relevant Coursework: Macroeconomics, Excel, and Data Analytics Tools
Associate of Arts
Skills
Financial forecasting
Data management
Microsoft Excel
Microsoft Office Suite
Operations management
Teamwork and collaboration
Payment collection
Critical thinking skills
Object-oriented programming
Time management
Multitasking
Data analysis techniques
Clear communication
Affiliations
CPU Wellbeing Ambassador
Certification
Oil & Gas Operations and Markets Certificate - Duke (2024), SAP Certified Associate Financial Accounting - SAP (2024)
Timeline
Financial Reporting Analyst II
Computershare
01.2025 - CurrentRead More
Data Entry Specialist
PetroChina International (America), Inc
09.2024 - 12.2024Read More
Research Assistant
Capstone Financial Economics & Financial Econometrics | Texas A&M University
08.2023 - 12.2023Read More
Lone Star Community College
Associate of Arts
Read More
Texas A&M University
Bachelor of Science from Economics
Read More