Business Analyst

*** ********* **** #*** **** D. Davis Jr. **********@*****.***

Charlotte, NC 28204 Cell: 757-***-****

Objective: I offer an array of financial experience and am able to provide

creative and versatile budget and financial forecasting for both

business and individuals.

Education: Norfolk State Bachelor of Science - Finance and Marketing

Dec 2009

Experience: Business Analyst New York Life Dec 2008 - Mar 2013

. Reviewed and analyzed data from business and personal

clients' financial statements.

. Use of SAP ERP Central Component and Microsoft Office

Products in analyze, design and presentation of reports of

clients and prospective clients financial positions in order

to achieve their goals; Utilizing strategies for tax

reduction, wealth accumulation, and estate preservation as

needed for the clients objectives.

. Scheduled, coordinate and prepared teleconferences with

clients as well as distributed follow up information to both

clients and colleagues.

. Assisted clients in gathering of financial documents for year-

end activities.

. Worked with outside administrators and business clients to

compare and analyze payroll and retirement plan data against

projections that were made.

. Understanding and application of accounting principles and

methods (GAAP and LIFO/FIFO) during review business clients

tax documents and annual budgeting.

. Implemented solutions to rectify any financial mismanagement

with the use of financial products the company offered.

. Consolidation of client's financial position offered from

other companies using Microsoft Excel and QuickBooks.

. Monitoring of client in-house financial position using Oracle

suite of programs.

. Serviced clients' financial needs on an on-going base after

implementation of all recommended financial solutions

building a strong rapport and solid relationship.

. Ran SQL queries in Microsoft Access in order to manage client

information and data.

Software:

. Proficient: Microsoft Office Products

. QuickBooks

. Oracle Siebel

. Oracle Stellent

. SQL

. SAP ERP Central Component

Skills:

. Budgeting Proficient: Microsoft Office Products

. Knowledge of Employee Benefits

. Accounting Principles(GAAP/LIFO/FIFO)

. Building and Maintaining Relationships with Clients

. Knowledge of current laws(ERISA, AML of 2001)

Accomplishments:

. NYL - Career Long Term Care Success Award Apr 2010

. NYL - New Agent of the Quarter Jan 2011

References Available Upon Request

Contact this candidate