Abraham Roffe
Mathematically talented with an MBA who has experience in Treasury Accounting, financial mathematics, finance, client onboarding, problem solving, and number crunching
- Role
- Treasury Analyst at Sarina Roffe Group
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Abraham Roffe
Mathematically talented analytical thinker with an MBA in finance and investments who…
Experience
Treasury Analyst
May 2019 — Present · Brooklyn, NY, US
Onboarded new non-profit clients by filing & gathering documents to obtain Federal EIN # needed to open bank accounts• Managed daily treasury operations for non-profit clients by maintaining liquidity, processing incoming & outgoing ACH & wire transfers, foreign exchange transactions, invoices, income and expenses, receivables and payables, and ad hoc tasks.• Provided fiscal oversight by handling QuickBooks bookkeeping tasks, budgeting/forecasting, preparing annual financial statements, reconciling data across multiple systems and other treasury related tasks• Filed financial reports including CHAR 500 and work with CPAs on annual 990 and certified independent audits for non-profit client accounts• Administered HR Responsibilities including ADP, timekeeping, and payroll management
Education
Brooklyn College
Bachelor of Arts (BA), Television & Radio with Minor Business Management; Finance; Finance
2008 — 2011
Adelphi University
Master of Business Administration (MBA), Finance
2012 — 2016
Skills
- Microsoft Word
- Financial Analysis
- Swift Messaging
- Tefra
- Equity Derivatives
- Trading Strategies
- Derivatives
- Options
- Quickbooks
- Proprietary Trading
- Stock Option
- Bonds
- Trading
- Banking
- Fundamental Analysis
- Analysis
- Technical Analysis
- Asset Allocation
- Microsoft Excel
- Capital Markets
- Portfolio Management
- Equity Trading
- Asset Management
- Equities
- Private Banking
- Finance
- Microsoft Office
- Public Speaking
- Toastmasters
- Stocks
- Investments
- Fatca
- Bloomberg Terminal
- Market Analysis
- Risk Management
- Powerpoint
- Securities
- Leadership
- Investment Banking
- Financial Markets
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