Project Analyst

Chariesse J. Francis

Contact Number: 347-***-**** Address: 8020 Crianza Place, Vienna, VA

***** *-****: abltm7@r.postjobfree.com

Financial Systems Analyst or Business Analyst Position: Project disciplines

include financial, insurance, and telecommunications.

Skills Summary: Results-oriented IT Financial professional with experience

consulting with clients to understand and map complex business issues with

solutions that promote technology and process improvements. Positions held

include Systems Analyst, Business Analyst, System Tester, Financial

Analyst, Project Lead - while ensuring the client's expectations and goals

are met.

Financial and Business Analysis Experience:

BA Experience: Extensive experience collaborating with IT, Project

Managers, business users and C-level executives to understand and

document strategic goals and/or business issues.

Acted as liaison between Finance and IT to document and deliver

business and functional requirements.

Facilitator experience: Conference calls and project kick-off

sessions.

Extensive experience implementing several Accounting systems including

Peoplesoft, Oracle, SunGard, and several billing systems

Provided training to end users and prepared test plans.

. Financial Experience: Over ten years experience working in the

Financial Services Industry.

. Extensive Accounting background, including preparing journal entries

and accruals, and preparing monthly financial statements (Balance

Sheet, Profit and Loss)

. Prepared monthly and quarterly budgeting and forecasting reports.

Involved with the annual budget preparation.

. Strong securities background. Prepared dividends, bonds, fixed

income, mortgage backed securities financial statements.

Education & Training:

. Adelphi University, Garden City, New York Bachelor of Business

Administration, Concentration in Accounting

. St John's University, New York, New York Actuary Review Program

Technical Skills:

Microsoft Excel, Access, Word, PowerPoint, Project, Visio, SQL, Visual

Basic, SAS, SAP, Oracle, SAP, Hyperion, UML, Essbase, Peoplesoft.

Professional Experience:

05/2010 - Present: Fannie Mae - Senior Systems Analyst-Business Development

and Technology

. Prepared timely written communications across all project team

members, department managers, customers, and IT management throughout

the life of the project via weekly project status reports, meeting

minutes, project issues log, and detailed budget reports.

. Interface with internal clients to prepare and document business and

system requirements.

. Prepared special projects as requested by Senior Managers.

. Prepared monthly budget and forecasting reports and prepared adhoc

reports.

. Project lead for the monthly close process including reviewing all

journal entries and accruals booked for the group.

011/2008 - 05/2009: Axis Specialty Insurance Company-Business Analyst-

Property and Casualty Division

1. Primary contact between IT development team members and the Finance

Group.

2. Documented the scope, business and functional requirements and reviewed

use cases.

3. Facilitated document review meetings with internal and remote IT team

members.

4. Reviewed UAT test cycles, and generated weekly project status reports.

5. Managed change requests, client's expectations, and participated in

week status meetings.

08/2006 - 10/2008: Verizon Business - Senior Systems Analyst-Accounting

Systems Management Group

. Manage the implementation and testing of several adhoc systems,

running parallel reports and making process improvement

recommendations.

. Met with Subject Matter Experts including Project Managers, IT and

Finance to elicit business and functional requirements

. Wrote documentation for accounting procedures and internal controls,

and created procedure manual.

. Prepared the project scope and prepared weekly project status reports.

. Prepared and analyzed financial reports for senior management

interfacing with multiple systems and business units.

. Prepared presentations to Senior Management and min-training sessions

to the Accounting groups.

09/2005 - 08/2006: Met Life Insurance Company- Analyst- IT Department

. Managed detailed financial models in support of the annual budget and

forecast process.

. Consolidated and analyzed data for the monthly expenses for the IT

Department and created financial reports.

. Prepared monthly variance explanation reports for the IT Department.

. Prepared presentations to Senior Management and provide detailed

analysis in support of the Individual Business IT Project.

04/2004 - 02/2005: Citigroup- Tester/Analyst- Private Banking

. Managed the implementation and testing of Peoplesoft running parallel

reports and making process improvement recommendations.

. Assisted users with system issues and worked closely with the business

units and technology to create and review business and functional

requirements.

. Prepared monthly flash reports, expense and cost allocation reports,

and reconciled financial statements.

. Reviewed existing financial and system processes to identify and

recommend improvement.

04/2004 - 02/2005: Goldman Sachs and Company-Accounting Analyst-Treasury

Group

. Monitored bank accounts to ensure all incoming agent bank credits are

matched to corresponding ledger entries.

. Reported to agent banks and product operations to clean up all

discrepancies.

. Monitored internal treasury suspense accounts and timely cash

reconciliation to provide the firm with usable funds for cash

management..

. Worked with various business units both internal and external.

12/1999 - 09/2003: Deutsche Bank-Accounting Manager-Global Client Services

. Performed management reporting and administrative duties for pension,

savings and welfare trusts.

. Prepared and reviewed monthly financial statements according to bank

and SEC standards.

. Prepared journal entries, daily, monthly and quarterly reconciliation.

. Maintained a high level of responsiveness to client, investment

managers and internal inquiries.

. Managed a team of four employees.

Contact this candidate