Management Analyst

Jeny P. Espinal

**** ******* *** *** ** Bronx, NY 10463

Tel: 917-***-**** Email: **********@******.***

EXCEUTIVE SUMMARY

Passionate, detailed oriented graduate student with well-rounded skills set

derived from diverse professional experiences combined with Master of

Finance Management and keen financial, accounting and leadership skills.

Looking to obtain a position in fiannce with room for upward mobility and

mutual growth.

PROFESSIONAL SKILLS

. Provide sound reporting to facilitate branch decision making

. Support business operations through analysis of performance indicators

and trends

. Quick to acclimate with new technologies and posses expertise with

Microsoft office Suite, Access, Project, Minitab, QuickBooks Pro,

PeopleSoft, Turbo Tax, and Oracle

HISTORY OF EXCELLENCE

- FINRA Compliance - Statistical Software tools -

Financial Statements Preparations and Analysis

- Due Diligence - Fraud Prevention

- GAAP Compliance

EMPLOYMENT EXPERIENCE

CITIGROUP, Tarrytown, NY

11/2012- Present

Relationship Analyst (DeNovo Financial Center)

. Achieve 65 % book of business growth by using financial analysis

model for high profile client.

. Use information systems and data analysis skills to increase branch

deposits by 45%.

JPMORGAN SECURITIES LCC, Bronx, NY

12/2010-11/2012

Small Business Specialist

. Adhere to operational controls, including legal, corporate, and

regulatory procedures to ensure the safety and security of customer

and bank assets.

. Contribute to the reduction of fraud by 30%.

. Analyze client financial data to provide recommendations for

portfolio growth

. Increase overall monthly investment contribution by 15%

AMERICAN LATIN ASSOCIATION OF NY (A.L.A.N.Y), Bronx, NY

8/2007- 12/2010

Junior Accountant

. Responsible for budget planning and allocating funds for future

investments

. Oversee budgets accounts receivables payables prepared balance sheet

detailed cost and reconciled bank transactions

. Increased operating budget $75,000 by skillfully reallocating financial

resources.

. Uncovered $38,000 in available funds by performing in-depth analysis of

variances between budget and actual expenditures

LEHMAN COLLEGE, Bronx, NY

7/2006-

12/2009

Budget Analyst

. Allocate annual budget of 15 million to 174 departments

. Construct and analyze gains and losses of 174 departments

. Prepare comparison of expense to budget reports for executives on

demand and on weekly, monthly and quarterly basis

. Use cost analysis to determine faculty salary, promotions,

collective bargaining and other personnel actions

. Analyze and reconcile budgets and expenditures within College, CUNY,

and NY State systems (PayServ).

EDUCATION

MBA, Finance

In progress

KELLER GRADUATE SCHOOL OF MANAGEMENT, NEW YORK, NY

BS, Economics

2009

BINGHAMTON UNIVERSITY, STATE UNIVERSITY OF NY

COMMUNITY INVOLVEMENT AND ASSOCIATION

Member of Association of Certified Fraud Examaniers

Volunteer as youth mentor at Morris Park Seven Day Adventist Church

US CITIZEN

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