Tyler Wilson
Glendale,AZ
Summary
Accomplished accountant in the retirement service industry with a proven track record at Broadridge Financial Solutions, adept in account reconciliation, variance resolution, and process enhancements. Spearheaded the cash liquidity process enhancements to increase efficiency and reduce risks. Excelled in leading conversion projects, training teams, and improving procedures. Expertise in Excel VBA & SQL.
Overview
8
8
years of professional experience
Work History
Financial Analyst
Broadridge Financial Solutions, Matrix Financial Solutions
02.2019 - Current
- Resolved cash exceptions, evaluating impact on overall account status and reporting findings to stakeholders.
- Calculated funds' net asset value for 2,000+ Unitized Managed Accounts.
- Generated routine and ad-hoc audit statements for clients and audit.
- Led collaborations with conversion team and management for onboarding new clients in to our unitized account services.
- Built the cash liquidity process and macro for Employer Stock 401k programs.
- Trained new onshore and offshore employees on accounting principles and company procedures. Created over 20 SOP documents to support new training and procedures.
Senior Fund Accountant
Northern Trust
03.2017 - 01.2019
- Responsible for accurately reconciling cash, stock, trade, FX, and futures activity for multiple domestic and global mutual funds. Deliver NAVs on time with 100% accuracy to financial reporting, global institutional investors and asset management clients.
- Calculated funds' net asset value for Collective Investment Trusts.
- Communicate with portfolio managers, transfer agent, corporate action team and clients to validate and ensure entries in the fund are correct.
- Utilized Global Invest One Enterprise, FundMaster, Control Center, IMS, Bloomberg and PRS.
Education
Bachelor of Science - Finance
Arizona State University
Tempe, AZ12-2016
Skills
- Variance/Problem resolution
- Analysis/Research
- Strong organization
- Leadership & Collaboration
- Advanced computer skills
- Account reconciliation
- Financial statement analysis
- Excel VBA & SQL
- Project planning
Timeline
Financial Analyst
Broadridge Financial Solutions, Matrix Financial Solutions
02.2019 - Current
Senior Fund Accountant
Northern Trust
03.2017 - 01.2019
Bachelor of Science - Finance
Arizona State University
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