GUS BISTOLAS
203-***-**** ac0bcu@r.postjobfree.com
FINANCIAL ANALYST
Financial Analyst experienced in both the financial services and manufacturing industries. Analyze business performance metrics, develop budgets and forecasts, analyze variances and prepare management reports. Experienced in, Sarbanes-Oxley and Six Sigma. Education includes a BS Degree in Finance.
Financial Analysis
Budgeting
Variance Analysis
Sarbanes-Oxley
Internal Controls
General Accounting
Forecasting
Financial Reporting
Six Sigma Certified
Oracle / SAP
Worked cross-functionally with business units and subsidiaries to conduct detailed analysis of workflows, procedures, regulatory compliance, internal controls, and legal compliance.
Conducted detailed compliance audits covering Sarbanes-Oxley and corporate governance policies, working with managers, legal, and outside auditors.
Implemented improved procedures and practices including process/workflows, internal controls, audit trails, and improved automation.
Supported preparation and maintenance of $220M budget for 22 companies in North and South America, Europe and Asia.
Supported trading for $135 M portfolio
GE CAPITAL Norwalk, CT
Operational Infostructior Support Analyst Dec 2014 – Present
Support Acquisitions/Divestitures and Business restructuring activities as they pertain to Product.
Work with banks/counterparties and 3rd parties to produce quality solutions and products.
Prepare and present metrics, status reports, prioritization, resource allocation, etc. for product management initiatives.
Define and deliver on design decisions, requirements, use cases and process maps for the future state.
Identification and resolution of product management level issues.
Perform extensive data gathering and analysis to understand current state, identify areas for improvement and related change management
Working closely with International businesses and financial institutions to make sure all funding is accurate.
The main liaison for global bank account management, including opening, closing and maintenance of bank accounts, and refunds of monies paid out.
Supported internal and external Audit teams with request for financial information.
Supported businesses with monthly and quarterly close issues.
Preformed financial systems testing to insure all aspects of WEBCASH is working.
NEW YORK LIFE, New York
Accounting/Finance Analyst conrtact Feb 2014 – Dec 2014
Daily and monthly balancing of all General Ledger accounts, including premiums, commissions, dividends, claims and miscellaneous entries.
Month-End reconciliation of general ledger accounts, rectify outstanding items.
Compile data and support various Annual Statement Schedules.
Compile data for Third party Premium Account reconciliations and Financial Statement reviews.
Prepare quarterly journal entries, review output, update all supporting documentation.
Assist with the development of seasonalized financials.
Assist with various financial projects/ad-hoc/SOX requests.
Review all claim processing files from TPA’s for accuracy daily.
Spearhead the automation of SOX Compliance
PHILOSMITH (Insurance Investors & Financial Advisors), Stamford, CT Oct 2013 – Feb 2014
Controls Office Management
Financial monitoring – Control reports- Profits in prior day trading, also exchange rate for international.
Insurance – Payments made for insurance, fill out paper work for COI,CPM coverage.
Process Payroll – ADP for company payroll, deduction for benefits. 401K
Tax – Filling out tax form, WP,W2 company tax.
Support Trading, trade processing in Trade Suite
Support all audits, SEC, FINRA Regulatory paper work to governing bodies.
AP / AR – Receivables- Checks, payments to vendors,
Supporting Partners in Various Projects. – Giving a list of all ticker symbols and amounts that were traded in a given day
Bank Reconciliations- Reconciled 4 different bank accounts raging in amounts from 70K to 3M.
Support Yearly Audit – with external auditors.
CARTUS (Relocation Company), Danbury, CT May 2012 – Sept 2013
Financial Analyst (Contract Position)
Prepare billing portfolio according to contractual agreements while ensuring customer and client needs are met in a timely and efficient manner.
Review and analyze various control reports and make necessary adjustments.
Partner with appropriate resource groups to trouble shoot and meet customer requests & deadlines.
Serve as a technical resource for Accounting Assistants and assists Quality Control Senior Accountants as needed.
Work with Sales Reps and Legal to assure that clients’ contracts are up to date and any discrepancies are corrected.
ANTENNA INTERNATIONAL (Formerly part of Discovery), Norwalk, CT Aug 2011- Feb 2012
Accounting/Finance Analyst (Co Relocated to West Coast)
Developed and prepared financial reports on a monthly and periodic basis for this $300M company.
Updated financial metrics and business processes.
Following spin off from Discovery, researched accounting files and provided information for external auditors.
Monitored and analyzed the requirements of future business process of the organization.
Assisted senior management in creating financial trends, benchmarks and metrics.
Identified key financial variances and initiated plans to resolve these key discrepancies.
Built and maintained excellent rapport with clients.
Supported preparation and maintenance of $220M budget for 22 companies in North and South America, Europe and Asia.
Performed investigative analysis regarding profit and loss account.
Worked on the preparation of sales tax filings.
Prepared Bank Reconciliations.
Conducted detailed compliance audits covering Sarbanes-Oxley and corporate governance policies, working with managers, legal, and outside auditors.
JP MORGAN CHASE & CO. Greenwich, CT April 2011 – June 2011
Trade / Securities / Settlement Support (Contract Outsourced to Asia)
Dealer and settlement liaison.
Trade confirmations, Settlement Confirmation and Fails Management.
Trade queue monitoring, catalogued and identified all differences.
Obtained current security offering documents; validated data using in house securities data base making corrections to security documents.
Prepared milestones and metrics to document work performed, managed all work to completion.
EDUCATION
Bachelor of Science in Finance, 2004
Sacred Heart University, Fairfield, CT
COMPUTER SKILLS
Microsoft Word, Excel and Access, WordPerfect; Lotus 1-2-3; SAP, Siebel, Visio,
Oracle, SAP, Imsprod, Bitts, PControl, Forte, Great Plaines, GMIS, Cognos, Trade Suite, Maccs