Terrell Nickens
Windsor Mill
Summary
Analytical finance professional supporting investment and liquidity portfolios at a global financial institution. Delivers strategic portfolio insights through performance analysis, liquidity management, and executive reporting. Serves as a liaison between investment teams and operations to support informed decision-making.
Overview
8
8
years of professional experience
Work History
Financial Investment Funding Controller
Morgan Stanley Co
Baltimore
07.2022 - Current
- Analyzed financial data to provide precise forecasting support.
- Managed the controllership of liquidity investments and technical accounting programs, including available-for-sale and held-to-maturity.
- Reviewed daily profit and loss reports for hedge portfolios to ensure compliance.
- Collaborated with cross-functional teams to implement process improvements.
- Produced key weekly reports in Excel on funding drivers for CIO.
- Developed attribution analysis to align key drivers with expectations.
Loan Officer
Freedom Mortgage Corp
Columbia
06.2020 - 06.2022
- Executed mortgage loan applications by assessing financial risks to ensure compliance.
- Originated, reviewed, and processed customer loan proposals, facilitating timely closures.
- Critically evaluated information and validated completeness of third-party documentation for final approval.
Financial Analyst
Real Low Autos LLC
Columbia
03.2018 - 04.2020
- Tracked business income and expenses, ensuring accurate financial records.
- Organized and maintained bank statements to streamline financial oversight.
- Documented transactions and entered data into Excel for comprehensive reporting.
- Reconciled accounts to uphold high accuracy in financial management.
Education
Bachelor of Business Administration - Finance & Accounting - Double Major
Georgia State University
Atlanta, GA12.2018
Associates of Science - Business Administration
Georgia Military College
Stone Mountain, GA12.2015
Skills
Client relationship management, investment liaison support, portfolio performance analysis, investment and liquidity reporting, asset allocation support, advanced Excel (pivot tables, lookups), Tableau, SQL, Alteryx, Oracle Financials, financial controls, risk and compliance awareness, process improvement, cross-functional collaboration
Timeline
Financial Investment Funding Controller
Morgan Stanley Co
07.2022 - Current
Loan Officer
Freedom Mortgage Corp
06.2020 - 06.2022
Financial Analyst
Real Low Autos LLC
03.2018 - 04.2020
Bachelor of Business Administration - Finance & Accounting - Double Major
Georgia State University
Associates of Science - Business Administration
Georgia Military College