***A MAIN STREET
HACKENSACK, NEW JERSEY 07601
To utilize financial skills in a position where perseverance and effort result
in opportunity and professional growth.
SUMMARY OF QUALIFICATIONS:
More than 16 years of progressive experience in the financial field.
Solid budgeting and forecasting skills.
Highly developed communications skills, having worked with a diversity of clients.
Self-motivated, resourceful, independent, and able to set priorities and
implement decisions to meet operational deadlines.
Independent Equities Trader, NJ, 02/08-Present
Trading equities for my own account.
CONTRACT - Senior Financial Analyst – Americhoice New Jersey, NJ, 10/07-1/08
Health Care Industry Company Medicare/Medicaid. Responsible for assisting in monthly financial closings, reporting and analysis of capitation, membership, payments, adjustments to vendors and providers, PIP processing, data tracking and special projects. Experienced Microsoft Office applications user including Excel, Powerpoint, and Access.
Senior Financial Analyst – Jeppesen New York (Boeing Subsidiary), NY, 8/04-2/07
Responsible for all financial transactions for the company, a specialized software developer subsidiary of Boeing (the defense contractor), including capital and expense budgeting, financial analysis of revenue and expenses, and tracking of ongoing client projects. Additionally responsible for the monthly accounting close, including accruals and adjustments. Experienced Microsoft Office applications user including Excel, Powerpoint, and Access. Oracle Accounting Platform and General Ledger System.
NOTE: (For Jeppesen NY and NY Daily News)
Work included monthly and quarterly revenue and expense variance analyses, agaiinst Annual Plan (Budget) as well as reforecasting of current YTD revenue and expenses, incorporating actuals as we moved through the fiscal year. Working closely with Accounting, there was constant information flow and review between cost center staff to maintain accuracy regarding enterprise changes. Summary Explanations were
included in the monthly review reports and made available to the various responsible managers. In addition, special financial projects and analyses were done in response to managerial needs.
Portfolio Manager – Own Portfolio, NJ, 5/03-7/04
Manage and trade transactions in portfolio both for current income and long-term investments
Financial Manager -Technical Operations, Daily News, NJ, 1/98-4/03
Responsible for all financial transactions for Technology Operations Area.
including capital and expense budgeting, financial analysis, approving, processing
and tracking all invoices. Processing of all telecommunications invoices for the entire
company along with related tracking and analysis. Recovered over 200M in credits and
adjustments from vendors for the company thus far. PeopleSoft Accounting Platform and General Ledger System.
CONTRACT - Marketing Analyst, AT&T (Telecommunications), NJ, 4/97 -12/97
Consumer Markets Division/Growth Markets Group. Developed forecast and reporting
models to track and monitor volume projections for operations planning and
CONTRACT - Financial Analyst, Citicorp (International Bank), NJ, 8 /96-4/97
Global Audit Monitoring Group. Developed MS Access database to track audit issues and
placed on Notes platform. Worked closely with management to set effective
reporting standards and protocol in bank's Consumer Global Information
CONTRACT - Marketing Analyst, Sony Electronics (Electronics Manufacturer), NJ, 1/96-7/96
Assumed duties of staff member on leave. Changed reporting system
from manual to highly automated with substantial reduction of errors and
dramatic presentation improvements. Utilized Lotus, Excel, and FOCUS custom
database to download from main frame.
CONTRACT - Financial Analyst, International Paper (Paper Manufacturer), NJ, 10/95-12/95
Completed linking project in Pricing Analysis Group. Linked Excel pricing
files with locked Master pricing file. All linked pricing files were designed
to automatically update upon opening, thereby making the process more
productive and accurate.
CONTRACT - Budget Analyst, Reed Travel Group (Specialty Publisher), NJ, 7/95-9/95
Replaced Senior Budget Analyst at the beginning of budget preparation period.
Completed preliminary and final operating and capital budgets along with
related analyses, utilizing Lotus with extensive linking and file integration.
Principal (Self-employed), GLE Systems (Contractor), NJ, 2/91-6/95
Contracted with small vendors and non-profits for invoicing, analysis,
reporting and other PC work, using off-the-shelf software adapted to clients'
needs. Also provided training to Clients' employees.
Controller, Local 174 Pension Fund (Union Trust Fund), NYC, 5/90-1/91
Trust Fund Division of Labor Union. Managed all accounting functions, including
payroll preparation and treasury functions. Managed a short-term Certificate
of Deposit portfolio of several million, ensuring by intervention that all
Certificates of Deposits had full insurance coverage.
Financial Analyst, MRI, Ltd. (Software Design), NYC, 10/86-2/88
Performed all accounting duties in addition to payroll, payables, analysis, and budget
preparation. Used ADP on-line payroll and a proprietary accounting system.
Organized a small financial management system from the ground up.
Budget Manager, Perry Ellis Sportswear (Fashion Manufacturer), NYC, 4/84-9/86
Established an integrated budgeting and forecasting system that mirrored the
accounting structure. Brought a much-needed financial review procedure to an
undisciplined organization, thereby providing management with regular
Senior Financial Analyst, Bloomingdales (Department Store), NYC, 4/81-5/83
Began first ever monthly forecasting system to this retailer. Trained other
members of the department on new tools and adapted them to much of the
work in the group.
Microsoft Office (includes Excel, Access, & Power Point), Quicken & Quick books Pro, Accounting platforms include Oracle, PeopleSoft, and COGNOS (reporting tool).
Pace University, NY
Masters Degree in Business Administration - Management.
Fisk University, TN
Bachelor of Arts Degree - American History.
American Association of MBA Executives
National MBA Association
American Management Association
I have attached my resume in Word format.
I am a highly-experienced Financial and Budget Analyst with broad exposure and skill sets in analysis, planning (budgeting), variance analysis, project tracking, and expense control. I have prepared completed budgets and budget tracking systems for several varied organizations.
U.S. Citizen. – Diversity Candidate.
In addition, I have exceptional leadership and teamwork skills. As a person with extensive corporate experience, I bring a viewpoint of inclusiveness and active participation to an organization.
Software updates and tools include Excel 2010, with Pivot Tables, Lookups, Macros, and other data analysis tools. PeopleSoft and Oracle Accounting Platforms/ General Ledger Systems.
Thanks for your consideration.
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