Financial Analyst Sales
Resume:
JACQUES CURTISS
Bronx, NY 10467
**********@***.***
PROFESSIONAL PROFILE
Results-oriented financial Analyst professional exemplified by a steady
increase of Responsibility; strong communication skills and superior
product knowledge to perform analysis and proactively recommend and
implement solutions; deliver highly effective and energetic service and
sales presentations culminating in exemplary results. Highly motivated,
reliable, confident and committed to professional standards. Extensive
experience and financial expertise in procedures in the domestic financial
services industry; with emphasis on sales, audit and trading. High
efficiency in dealing with high net worth clients both front and back
office respectively.
EDUCATION
B.S. Finance & Economics, Mercy College, Dobbs Ferry, NY
May-2007
Highlights of Qualifications
. Experience with general ledger accounting and financial analysis
. Exceptional knowledge of financial analysis practices, principles,
applications and analysis methods
. Knowledge of accounting, financial reporting (US GAAP) and data
analysis
. Advanced in Excel (Pivot Tables & V Lookups), Power Point, Access,
SAP, CRM, People Soft, JD Edwards, Hyperion Essbase, Bloomberg,
Salesforce, Sharepoint
. Good understanding of accounting, corporate policy, and operational
process flows
. Ability to manipulate and synthesize financial data and draw
meaningful conclusions
. Ability to accurately maintain and update existing financial and
economic models
. Effective planning and organizational skills
. Solid written and verbal communication skills
. Outstanding ability to work in a deadline oriented environment
EXPERIENCE
Tempory Assignments Barclays Capital, Emblem Health, Time Warner, New York,
NY Mar. 2012 - Aug. 2012
Financial Analyst, (Contractor)
. Monthly reporting for financials, expense allocations and headcount
. Delivered timely and accurate financial information and analysis to
OpsRC management team and support groups
. Collected and studied data to determine costs of business activities
. Budgeting and forecasting process, cost allocations
. Communicated to Business Units and internal firm-wide stakeholders on
costs, efficiencies, metrics on a monthly/quarterly basis
. On-going analyses and transparency of IT related costs
. Collaborated with peers in Finance to perform ad-hoc analysis to
explain variances versus Budget, prior forecast and prior months
. Used various software applications, such as spreadsheets, relational
databases, statistical packages, and graphics packages to assemble,
manipulate and format data and reports
Wolters Kluwer, New York, NY
Dec. 2011 - Feb.
2012
Financial Analyst, (Contractor)
. Generated detailed financial and operational projections (i.e.
revenues per region and product, expenses per headcount, expenses per
department and project) with Excel and MS Access.
. Monitored expenses to ensure compliance with budget by performing
monthly variance analyses
. Developed and manage complex Excel-based financial models through MS
Access
. Automated processes to improve rigor and speed in the processing of
critical information through Excel Pivot Tables and MS Access
. Analyzed and interpreted monthly variances and trends between budgets,
actual and prior results in developing projections and forecast
. Developed financial reports for forecasting, trending, and results
analysis through Excel and Access
. Developed financial models (forecasting, budget, balance sheet, cash
flows and capital expenditures)
Medco, Franklin Lakes, NJ
Aug. 2011 -
Oct. 2011
Financial Analyst, Revenue Accounting (Contractor)
. Prepared monthly reports through Excel Pivot Tables and analyzed
revenue
. Posted revenue to the balance sheet to GL accounts through JD Edwards
. Monthly reconciliations and analyses of commissions
. Monthly close activities (accruals, true -Ups, etc.)
. Provided support to the existing team by performing numerous ad-hoc
reports
. Manipulated and transformed large data sets for analytical purposes
for Finance team and Commissions through Hyperion
. Ensured that financial information was presented clearly, consistently
and on time
. Assisted Finance department with any financial modeling, forecasting
and budgeting
. Assisted and compiled monthly and quarterly forecasts and analysis
. Correctly mapped cost centers
. Coordinated taxes based on vendor location
Thomson Reuters, New York, NY
Jan. 2011 - Jun.
2011
Financial Analyst, Revenue Assurance (Contractor)
. Prepared monthly reports and analyzed revenue and exit rate variances
. Posted revenue to the balance sheet through SAP, People Soft and O&A
Loads
. Developed annual budget and operating plan
. Monthly close activities (accruals, reclassifications, pre-paids,
etc.) Variance Analysis and Reporting
. Prepared financial reporting, ad hoc analysis, and develop budgets and
quarterly forecasts
. Finalized and distributed all required monthly financial reports
. Business Analysis (vendor contract analysis, new products, etc.)
. Made sure all reporting was in compliance with Sarbanes-Oxley
guidelines and GAAP
JMC Capital Partners, New Rochelle, NY
Jun. 2009 - Dec. 2010
Analyst
. Analyzed and explained daily reports, determined reasons for change in
Risk and P&L
. Analyzed market factors impacting datacenter and customer deployment
and customer support economics
. Performed ROI analysis for areas of investment and additional ad-hoc
financial analysis
. Worked effectively with business in developing and implementing the
analytical processes
. Analyzed trading patterns and behaviors to support the business and
helped identify potential fraudulent or unusual trading activity
. Developed and prepared action plans to mitigate areas of risk
. Managed and administered day to day transactional activities
. Implemented new analytics to measure business performance
. Performed and conducted regular audits and analysis of change control
requests
. Performed and conducted financial analysis in support of decision
making
. Responsible for the integrity of pricing of instruments, trade
booking, trade maintenance and appropriate reconciliations
. Tracked and reported all open change control tickets across various
systems
. Responsible for developing standard metrics reporting, creating
management presentations and automated data models
. Provided monthly reports on departmental stats, change control
requests and environmental incidents and issues
. Built operational models for forecasting and planning to support
strategic decision making
. Monitored and analyzed the impact of financial activities
Riverbay Corporation, Bronx, NY
Jun. 2007 - Jun. 2009
Financial Analyst
. Responsible for weekly, monthly, and quarterly reports for both
internal and external distribution
. Responsible for developing expense budgets, forecasts and conducting
variance analysis
. Provided financial oversight and administered financial aspects of co-
development program activities with external partners and internal
development team members
. Analyzed invoice auto-match rates to identify performance drivers as
well as trends on low match rates
. Provided system support and analysis including spreadsheet and
database analysis
. Maintained a strong focus on translating business issues and operating
needs into information system requirements
. Prepared ad-hoc analysis and reports and assisted in corporate
requested ad-hoc projects
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