SUMMARY
Finance Analyst with extensive experience working on Global Fixed Assets
management and reporting. Expertise in fixed assets for real estate
finance administration and accounting. Proven abilities in the development
of the company policy and procedures for the PeopleSoft fixed assets
system.
PROFESSIONAL EXPERIENCE
Barclays Capital, New York
Finance Analyst - Cost Decision Support
2008 - 2011
Support the transition of the legacy Lehman Brothers Fixed Assets portfolio
to the various purchasing organizations and provide timely feedback to
senior management on the process for Barclays to decommission the Lehman
PeopleSoft system. Assisted the Global Expense Processing Support Team with
staff expense.
. Selected by Barclays to play a key role in the transition service
agreement team.
. Successfully transitioned Fixed Assets and Telecommunication devices
to the various Lehman Brothers Entities.
. Consistently provided senior management with critical insight into
cost and time metrics
. Recognized as the "go to " person on audit issues relating to Fixed
Assets prior to Lehman bankruptcy.
Lehman Brothers, New York
Associate - Global Infrastructure Finance
1996 - 2008
Selected as the team leader responsible for implementation of the new Fixed
Asset System with updated policy and procedures for Lehman Brothers
Monitored the Fixed Assets monthly depreciation expense lines, acquisitions
and retirements to generate the roll forward reports.
. Effectively managed the Fixed Assets section of the balance sheet
working with a support team in Mumbai, India.
. Played a key role in the successful implementation of the PeopleSoft
Fixed Asset System, the global firm wide solution integrating Lehman's
worldwide asset tracking systems.
. Accurately submitted journal entries to reconcile the general ledger
to the PeopleSoft Fixed Assets
. Efficiently interacted with controllers and chief administrative
officers to manage the status of construction in progress and
capitalized projects relative amortization start dates.
Associate - Real Estate Finance
1982 - 1996
Served as the central point of contact for the Americas Fixed Asset
information relative to acquisitions and retirement providing the Corporate
Real Estate with cash flow schedules by entity and locations.
. Accurately prepared Fixed Assets Net Book Value reports by legal
entity and location for senior management review.
. Coordinated with legal entity controllers to identify and implement
process efficiencies, eliminating errors that would delay the month
end close.
. Noted for timely response to provide supporting schedules and document
on Ad Hoc request relative to Fixed Assets
. Established relationship with internal and external auditors to ensure
compliance with regulatory reporting.
TECHNICAL SKILLS
. Microsoft Office, DBS General Ledger/PCLINK, Vista Essbase/Essbase,
PeopleSoft Accounts Payable and Fixed Assets
EDUCATION
Associate Business Administration - Accounting, Manhattan Community
College, New York, NY