Nancy Delgado - An Experienced Accounting Professional in Richmond, VA

Nancy Delgado - An Experienced Accounting Professional in Richmond, VA

About Nancy Delgado •

Nancy Delgado is an experienced accounting professional based in Richmond, VA.

•

Nancy holds a strong academic background. She pursued Bachelor of Science from the New York University, Stern School of Business.

•

She also has a Major in Finance and International Business.

•

Nancy holds a Paralegal Studies certification from New York University, School of Continuing Education.

Nancy as an accountant Nancy Delgado’s prime duties were to – •

Calculate and Process Interim and Quarterly Billing

•

Monthly Management of Reports

•

Account Receivables and Account Payables Management

•

Revenue Reconciliation and Preparation of Advisor Revenue Reports

•

Assist with preparation of annual budget

Additional accounting duties Nancy, along with accounting, also used to handle • New account setup • Funds transfer • Generate quarterly performance report to post on clients portal • Notarize trust documents • Assist clients with inquiries on day-to-day basis

Nancy’s professional endeavor •

Nancy has more than 24 years of experience in the Administrative and Operations field.

•

Throughout her tenure, Nancy has worked for many mid to big tier organizations, handling their accounting, administrative, and operations department.

•

Additionally, as an operation executive, Nancy has also worked as Client Service Manager and Advisor Support.

•

She used to prepare monthly securities blotter, checks blotter, trade blotter and correspondence.