Nancy Delgado - An Experienced Accounting Professional in Richmond, VA
About Nancy Delgado •
Nancy Delgado is an experienced accounting professional based in Richmond, VA.
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Nancy holds a strong academic background. She pursued Bachelor of Science from the New York University, Stern School of Business.
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She also has a Major in Finance and International Business.
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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
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Monthly Management of Reports
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Account Receivables and Account Payables Management
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Revenue Reconciliation and Preparation of Advisor Revenue Reports
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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.
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Throughout her tenure, Nancy has worked for many mid to big tier organizations, handling their accounting, administrative, and operations department.
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Additionally, as an operation executive, Nancy has also worked as Client Service Manager and Advisor Support.
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She used to prepare monthly securities blotter, checks blotter, trade blotter and correspondence.