Post Job Free

Resume

Sign in

Manager Project

Location:
San Francisco, CA
Posted:
July 13, 2015

Contact this candidate

Resume:

McEdward Desir

New York, NY ***** 914-***-**** acqp2u@r.postjobfree.com

Exploring analyst roles to display a proven record of finance acumen as demonstrated by exposure to portfolio analytical support as well as expense, ROI and forecast reporting.

Education & Computer Skills

Education:

University at Albany, BA Received 2008; Major in Economics, Minor in Business

Computer Skills:

Bloomberg Software, highly proficient in Excel (V-Lookup, Pivot Tables etc.), PowerPoint, Word, Consult Works, Outlook, Access, Hoovers, Sales Force, Bellwether, TyMetrix, FITS, WSO and Lawson

Professional Experience

FORTRESS INVESTMENT GROUP

Financial Operations Analyst, 3/2012 – Present

Responsible for capital/expense reconciliations, coding structure, intercompany rebills and project close outs

Process, review and analyze project related expenses/invoices to ensure budget and forecast accuracy.

Ensure accurate asset and expense allocations for all businesses within the firm.

Analyze monthly, quarterly and yearly expenses and produce reporting across all business lines.

Consolidate and analyze various business metrics and provide meaningful commentary regarding any variances.

Work seamlessly with firm wide FP&A, accounting, procurement, IT and legal teams to monitor and identify project related expense trends and variances.

Proactively investigate, and resolve any data discrepancies within the expense reporting.

Assist Financial Planning & Analysis team with preparation and variance inquiries relating to the budgets and forecasts.

THELADDERS, INC.

Operations Analyst, 8/2009 – 1/2012

Managed day-to-day operations while collaborating with various departments on new initiatives to help improve company efficiency.

Ensured accurate transaction reporting of daily, monthly and quarterly financials in a time sensitive environment.

Conducted quantitative analysis of client revenue while tracking data to identify revenue trends.

Monitor P&L reporting responsibility for over $10 million in account revenue.

Responsible for reconciling, updating and maintaining revenue and performance reporting.

UBS FINANCIAL SERVICES

Client Services, 8/2008 – 6/2009

Perform data analysis on large asset portfolios including data reconciliation and calculation of portfolio compliance tests to determine portfolio quality and concentration rations.

Compiled and analyzed monthly and quarterly actuals and hypothetical trade results while working closely with portfolio managers on comparing key portfolio metrics.

Maintained financial forecasting and valuation models to assist with portfolio manager inquiries.

Assisted portfolio management group with various projects including portfolio performance reporting, reconciliation of trades and investment positions.

Prepared quarterly portfolio reviews for clients aimed at optimizing their asset allocation, and produced data that displayed various ROI scenarios emphasizing portfolio performance maximization.

Calculated performance metrics and assisted in preparation of marketing materials.



Contact this candidate