William Morris - Senior Vice President Resume Simple
Seeking a position in a progressive organization where I can utilize my skills and experience in the field of finance and accounting. I am a self-motivated, and organized professional with a strong work ethic.
brokerage, banking, clients, p l
brokerage, mentor, trading, commodities, p l
Senior Vice President
Responsible for the brokerage and investment management of the firm. Managed the P&L and banking relationships for the clients.
Led the successful implementation of a new accounting system, which included the development of a new chart of accounts, and the creation of a financial reporting package.
Successfully managed the financial planning and analysis of a $1.5B portfolio of a multi-million dollar private equity firm.
Successfully managed the firm's largest client in the US, Canada, and Mexico. The project included the development of a new global business model, a comprehensive financial model, and the creation of a new product.
Implemented a new financial reporting system, which included the creation of a new chart of accounts, and the implementation of a new accounting software.
SENIOR COFFEE OPTIONS TRADER
Miami Dade Ambulance
Created a new and used financial model for the CFA Institute, which was used by the global traders and the corporate Finance team to develop a more efficient and effective trade show.
Financial Analyst-responsible for the P&L and trading of the company’s largest global business. I was the primary liaison between the corporate and the international division.
Built a brokerage platform for the commodities group to increase the market share. the first time in the company was a major role in the launch of the new product.
Created and delivered presentations to the CEO and CFO on a weekly basis. Developed a mentor guide for the team.
Assisted in the development of a new product launch and the first time in the company. Developed a strategic plan for the company.
Developed and maintained relationships with institutional investors and traders. Provided investment advice and guidance to the client. Coordinated with the investment team to ensure the optimal execution of trades.