Jonathan Salzberg

Fund (Valuation) Accountant Ii @Hand Benefits & Trust

Houston, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2015 — Present

Fund (Valuation) Accountant Ii @Hand Benefits & Trust

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Houston, TX, US

Assist in serving more than retirement plans and participants through partnerships with financial advisors by providing daily valuation accounting and unitization of Collective Investment Funds for which there is over $19 billion in assets under custody.* Create and maintain trading algorithms.* Create and maintain financial models.* Improved the revenue, financial planning, and analysis processes by ninety percent; not primary role.*Improved the monthly performance reporting of all the HB & T CIFs/CITs by more than fifty percent; not primary role.*Designed and implemented the process and software used to upload HB & T securities onto Nasdaq and other public networks; not my primary role.

EDUCATION

2009 — 2014

University of Houston

Bachelor of Science (B.S.)

SKILLS

SqlManagementData Mining Analysis & ManipulationProject ManagementRisk AnalysisC++Risk ManagementMicrosoft OfficeOracle FinancialsExcel VbaFinancial AnalysisResearchMicrosoft PowerpointAsset ManagementMarketingPeoplesoftFinancial ModelingAnalysisTrainingMatlabInvestmentsSapEagle Investment SystemBudgetsFinanceMobiusR-StudioPortfolio Accounting SystemAccessCustomer ServiceMicrosoft WordBusiness Strategy & ExecutionAccountingEquity Research AnalysisAladdinLeadershipPowerpointMicrosoft Excel

ABOUT JONATHAN SALZBERG

Fund Accountant II at Hand Benefits & Trust a BPAS Company

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Jonathan Salzberg — Fund (Valuation) Accountant Ii at Hand Benefits & Trust in Houston, TX, US | Unifers