Cornell Briggs, Jr.
**** ****** *** **. 919-***-****
Hillsborough, NC 27278 ac07rj@r.postjobfree.com
Computer Skills
VBA Programming, MiniTab, GAAP, ViewPoint, Sungaurd, Protegent, Database, SharePoint, Microsoft Word, Excel Spreadsheets, Excel Macros, Pivot Tables, V-Lookups, PowerPoint, Access, Streetscape, Thompson, E- Signal, MS Access, SQL, Quick Books, PMIS Database, Apple OS X, and Windows XP/Vista/7 EDUCATION
Bachelor of Science, Master’s Degree and Certifications Finance - Winston Salem State University, Winston Salem, NC May 2007 Economics - Winston Salem State University, Winston Salem, NC May 2012 MSJ/Law Jurisprudence - Seton Hall University School of Law, Newark, NJ Class of 2018 Series 7 & 63 Certified 2006-2011 FINRA / NASDA 2007 - 2011 Six Sigma Green Belt- HCL America, Cary, NC July 2013 Six Sigma Black Belt Trained/ Test Candidate- HCL America/ ASQ, Cary, NC Oct. 2014 EMPLOYMENT OVERVIEW
Strata Solar, LLC / Solar Energy August 2014-Present Treasury & A/R Manager
Assess performance benchmarks and recommend changes when warranted.
Prepare or monitor company’s various cash flow forecasts and perform financial modeling
Created and used pivot tables for reporting
Weekly, Monthly and Quarterly reporting
Manage 712 bank accounts across 10 commercial banks
Understand, manage, and supervise all aspects of cash flow.
Determine the Company’s goals and risk tolerance.
Manage relationships with financial service providers
Conduct benchmark studies of banks and their services to evaluate whether it fits Strata’s requirements.
Recommend, implement and maintain process improvements
Determine the Company’s tax position and the applicability of taxable/non-taxable instruments
Manages collection activities such as sending follow-up inquiries and invoices
Creates financial reports relating to account receivable function and status of accounts
Additional duties as directed by the CFO
HCL America / USAA Financial Feb 2014-August 2014
Quality Control Lead / Sr. Financial Analyst
Adhoc Reporting for seven different investment teams
Data consolidation using statistical formulas and hypothesis testing
Traveled to test trading platforms
Created and used pivot tables for reporting
Monthly and Quarterly reporting
Wrote VBA Script/Programming in excel
Data sampling using complex statistical formulas & MiniTab
Assembled excel spreadsheets to produce charts and graphs used to illustrate technical reports.
Maintained knowledge and stayed abreast of developments in the fields of industrial technology, business, finance, and economic theory.
Identified problematic areas and conducted research to determine the best course of action to correct the data.
Worked in collaboration with others. Interpreted data and developed recommendations based on findings to make software applications better.
HCL America / USAA Financial June 2012- Feb 2014
Investments / Transfers Unit Manager Cary, NC Office
Adhoc Reporting to the home office in San Antonio, TX
Managed a team of 9 processors
Wrote VBA Script/Programming in excel
Cary, NC office of Transfers/ Investments Unit produced $875K annually while unit manger.
As unit manager we maintained an overall unit quality accuracy score of 98.8%.
Assembled excel spreadsheets to produce charts and graphs used to illustrate technical reports.
Managed and produced value –add process improvement lean six sigma projects.
Developed process/ workflow charts using Visio software.
Worked in collaboration with others. Interpreted data and developed recommendations based on findings to make software applications better.
Other Experience
North Carolina Central University Durham, NC February 2010 - March2011 Accounts Rec. & Payable/Payroll/ Motor Fleet Coordinator
• Maintained all records for budget and billing purposes
• Prepared invoices to bill each individual department or person
• Prepared and approved payroll time sheet for all employees of Facilities Services
• Checked all gas and credit cards before use & maintained ledger of the balances
• Maintained all Vehicle registrations, file accident reports, and pay all fuel invoices
• Performed quarterly financial & sales forecasting models
• Managed the distribution of cars to individual departments as needed E1 Asset Management, Manhattan, NY July 2008 – February 2010 Portfolio Manager, Series 7 and Series 63 Licenses
Develop financial plans based on analysis of clients' financial status, and discuss financial options at a vulnerable time in the financial industry.
Managed over $4.2 Million in assets of my own business
Research and investigate available investment opportunities, and SAP forecasting to determine whether they fit into financial plans for each client’s unique needs.
Interview clients and analyze financial information obtained to determine their objectives and recommend strategies to achieve their financial goals and objectives
Maintained knowledge and stayed abreast of developments in the fields of industrial technology, business, finance, and economic theory.
National Securities Corporation, Manhattan, NY May 2006 - October 2007 Stock Broker, Series 7 and Series 63 Licenses
Reviewed all securities transactions to ensure accuracy of information and that trades confirm to regulations of governing agencies.
Performed sales GAAP & SAP forecasting
Managed $1.8 Million in assets
Cold caller
Floor Trader
*References Available Upon Request*