Business Management Research Analyst

St. Claire Stewart

ad0ht4@r.postjobfree.com 267-***-**** 8645 Bayard St Philadelphia PA https://www.linkedin.com/in/st-claire-stewart-ms-1577a1131/

Education

Temple University, Philadelphia, PA

Master Of Science Innovation Management And Entrepreneurship, May 2023 3.01

Monroe College, New Rochelle, NY

Bachelor Of Business Management, Minor: Finance, June 2019 3.72

Graduated Cum Laude

Member Monroe College Track Team

NABA (National Association of Black Accountants), Monroe College, New Rochelle (New York Chapter)

Experience

TEMPLE UNIVERSITY: 3223 North Broad St. Philadelphia PA September 2023 - Present

GRANTS ANALYST

Working with principal investigators and research

administrators to effectively manage externally sponsored

agreements and ensure accurate and timely processing of

financial data.

Setting up, maintaining, and closing out sponsored awards.

Inputting approved budgets into the Banner Finance system

and making any necessary budget revisions during the life of

the award.

Reviewing the Effort Reporting System (ERS) to determine if

salaries are being appropriately charged to awards.

Identifying variances and investigating issues of the cost

appropriateness of allocations.

Developing and running queries in performing analysis on

sponsored awards and generating financial reports.

Completing periodic and accurate financial reporting and

reconciliation.

Reviewing and managing billing for assigned sponsored

awards and when applicable, preparing invoices with

appropriate documentation as required by sponsoring

agency.

LPL FINANCIAL: 100, Witmer Rd, Suite 140, Horsham PA November 2019 – February 2022

Financial Assistant & Research Analyst

Worked on Client Relations

Completed certification of Client works software used by financial advisors.

Analysis of advisor metrics such as gross commissions

CALCULATING DESTINY LLC: 100, Witmer Rd, Suite 140, Horsham PA February 2022 - Present

Bookkeeper

Reconcile over 15 Client Accounts monthly.

Create end of year reports for tax preparer

Conduct Financial Meetings with Clients

Prepare and Maintain Financial Reports

Complete Payroll Analysis and for Clients

Prepare payroll for over 5 clients.

INDEPENDENT ADVISOR GROUP: 100, Witmer Rd, Suite 140, Horsham PA May 2020 - January 2022

Research Analyst

Analyze company performance in relation to competitors.

Developed forecast analysis for advisor book of business and potential cash flow for new book of business.

Create excel template to calculate valuation for a book of business with select metrics.

Designed Company Profit and Loss Analysis and give upper management recommendations.

Created dataset of over 100 to help assist recruitment of new advisors.

AMS TAX & ACCOUNTING: 410 EAST THIRD STREET, Mount Vernon January 2018 - April 2018

Tax Intern

Create excel spreadsheets grouping client’s expense and different sources of income.

Calculated sales tax for small businesses

Analyzed client’s income and expenses.

Competencies

Ability to work in high pressure environments.

Ability to work with datasets of 100 to 150 rows.

Budgeting and forecasting

Ability to use datasets to create meaningful graphs and give substantial information from the data.

Proficient in Microsoft Word, Excel, Power Point and Access

Beginner level of R and SPSS Statistics software

3 years QuickBooks online and desktop experience

3 years of knowledge of different payroll software such as ADP, Paychex, and workplace HCM.

Almost 3 years of Bank Reconciliation experience

To use my knowledge in challenging leadership situations; applying creative problem-solving skills with a company to achieve optimum utilization of its resources and maximize profits.

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