Professional Financial Career Interest- Financial position that will
capitalize on my extensive experience in: Information Systems, Budgeting,
Forecasting, Financial Analysis and Planning.
Summary of Qualifications
> Over 5 years of relevant experience with a solid background in Finance
and Information Technology.
> Extremely competent as a Financial Analyst performing financial planning,
budgeting, forecasting and modeling.
> Comprehensive knowledge and experience as a Business Analyst in charge of
operational and financial data analysis; successful in designing and
developing executive level reports through database queries such as SQL
and OLAP.
> Expertise in generating and analyzing data using Microsoft Analysis
Services - OLAP cubes and PivotTables; expertise in data access and
manipulation using SQL Server DTS tools.
> Proficiency using EXCEL (Macros, "V" and "H" lookups, PivotTables),
ACCESS, Crystal Reporting, MS SQL Server and other MS Office
applications.
> Experienced in working with various Data Base Management Systems like MS
SQL Server 2000/2005, Oracle11g.
> Adeptness in designing and developing SQL stored procedures for report
generation and data analysis.
> Sound object oriented programming concepts.
> Possess excellent analytical, written and oral communication skills, with
a result-oriented attitude and with the capability of handling new
technologies.
> Demonstrated ability to work in stressful environments and meet time
sensitive deadlines with little or no supervision.
Education
Florida International University (FIU), Miami, FL
Master of Science in Finance
Graduate Certificate in Financial Risk Management
Bachelor of Science in Computer Science and Business Administration
Professional Employment History
Financial Analyst Trans-Continental Shippers, St.
Albans, NY 12/2009 - Present
Trans-Continental Shippers is a leading shipping company headquartered in
St. Albans, New York. The company specializes in the collection and the
shipping of freights; such as household items, automobiles, commercial
equipments and other general items to the Caribbean.
> Designed and implemented Access databases and Excel spreadsheets that
increased the efficiency in recording and locating of customers and
freight information.
> Made extensive use of MS Access, MS Excel and Crystal Reports to
generate executive reports.
> Recommended policies and procedures for capital expenditure and
inventory control.
> Participated in financial planning and sales forecasting for the export
department by performing analysis and reporting of sales data.
> Utilized expert knowledge and skills to prepare and monitor budget for
the export department; assisted in the preparation and review of
financial statement packages and balance sheet accounts as well as
month-end close and journal entries.
> Maintained operating records, export documents and financial
statements.
> Formulated methods to track and fix errors related to international
export/import orders, shipments and freight traffic.
> Identified gaps between export and assembling departments; structured
policies and guidelines and redefined the implementation process for
inventory control, to increase the order efficiency.
> Provided Monthly Variance Analysis - highlighted emerging trends for
key business indicators.
Business Analyst Microsoft Corporation,
Ft. Lauderdale, FL 01/2008 - 12/2009
Microsoft Corporation is a multinational computer technology corporation
that develops, manufactures, licenses, and supports a wide range of
software products for computing devices. Headquartered in Redmond,
Washington, USA, its most profitable products are the Microsoft Windows
operating system and the Microsoft Office suite of productivity software.
> Generated custom report design using SQL server, Access, Excel and
ProClarity for executive level reports; provided statistical, financial
and economic analysis using the same data.
. Created the Lead Generation report that tracks leads, activity
and opportunities. This report was used by management to
identify millions of dollars in opportunity and sales revenue
for all the subsidiaries within Latin America and the Caribbean.
. Performed training and support for Stakeholders and vendors as
it relates to Lead Generation.
> Created models for budgeting, forecasting, variance analysis and
trending analysis. This tracks call volume, minutes per incident and
other key performance indicators.
. Successfully designed, developed, tested and launched the Funnel
Scorecard. This report holds all the metrics for product
activation including all the subsidiaries within Latin America
and the Caribbean.
. Trained stakeholders and other employees in the usage of this
Scorecard.
> Performed requirement analysis and assisted in the design and
implementation of the IT requirements; equally, performed additional ad-
hoc analysis as required by senior management.
. Championed the development of the MYBI Project. The end product
of this project engenders the housing of all the reports
generated on one site, regardless of file size, source or format
(Excel, Access, ProClarity, DTS etc.). This involves granting
different levels of permission to stakeholder, vendors and
employees.
. This project increased efficiency and visibility for
stakeholders, vendors and employees.
. Provided training and ongoing support for stakeholders, vendors
and employees.
> Monthly Variance Analysis - highlighted emerging trends for key
business indicators and determined root-cause for each significant
variance.
> Established the auditing of key performance indicators. Also,
investigated changes in key business metrics and proposed appropriate
courses of action to facilitate improvements.
> Assisted the finance team in the monthly and quarterly financial
analysis process (P&L, Balance Sheet, Variance tracking, Budgeting and
Forecasting) by performing analysis and reporting of financial and
operational data.
> Prepared year-to-year variance analysis, historical data reports
analysis and reconciliations for management as it relates to various
lines of business and programs.
> Performed data extraction, transaction and consolidation using DTS
tools
> Utilized various software applications such as: spreadsheets,
relational databases, statistical packages and graphical packages in
order to assemble, manipulate and format data and/or reports.
Financial Analyst Oc Financial
Services, Boca Raton, FL 06/2004 - 12/2007
Oc NV is a Netherlands-based company that manufactures and sells
production printing and copying hardware and related software. Oc N.V. has
been a listed company since 1958 and is the holding company for the
international Oc Group. This group has operating companies in 25
industrialized countries. The Group has around 24,000 employees globally
and grosses income of over $3.5 billion per year. Over a third of its
income comes from the North American market. The Oc headquarters is
located in Venlo, the Netherlands.
> Structured and developed Access databases to facilitate accuracy and
efficiency in the calculation of leases. This resulted in reducing the
process from 4 days to 1 day.
> Generated disposition, gain/loss and reconciliation reports.
Additionally, did analysis to determine if a profit or a loss would be
gained from the sale of the lease to the banks.
> Updated databases from subsystems including perfect pay transaction,
cash receipts and other adjustments.
> Prepared list of contracts for sale that were sent to the banks.
> Created perfect pay distributions for monthly payments to banks for
leases.
> Reconciled databases, InfoLease and general ledger for Accounts
Receivable accounts with banks.
> Participated in the buying back of leases from the banks and the
generating of disposition reports.
> Assisted with the preparation and review of financial statement
packages and balance sheet accounts as well as month-end close and
journal entries.
> Performed extensive calculation of leases (Present value,
amortization, etc). In addition, produced analysis including, but not
limited to NPV, IRR, Cash flow and Costing.
> Made extensive use of Microsoft Excel, Crystal reports, Microsoft
Access order to perform various analysis functions.
Technical Expertise & Applications
V Data base interface and query software - Microsoft Access,
Microsoft Query, Crystal Reporting and Sybase PowerBuilder 9.0.
V Programming Languages - Visual Basic, Prolog, Transact-SQL,
Scheme, C and C++.
V Financial analysis software - Trade Station, Stock Trak, Trading
Game, @Risk and Barra.
V MS Office 2007 - Excel, Access, InfoPath, PowerPoint, Word,
Visio, and Tools.
V Windows Operating System - Windows 7, Windows Vista, Windows XP,
Windows ME, Windows2000 and Windows9X.
V Project management software - Microsoft Project; Microsoft Team
Foundation Server.
V Electronic mail software - Microsoft Outlook.
V Data base management system software - Microsoft SQL Server
2000/2005, PostgreSQL and Oracle11g.