Microsoft Office Financial Analyst

Summary of Qualifications

Highly organized and detail-oriented Senior Financial Analyst with hands-on experience in statistical analysis, budgeting, accounting, and forecasting seeking to obtain a challenging position in a quality financial services environment where my resourceful experience, extensive skillset, and exceptional work ethic can be applied to add value to organizational operations.

Strong Analytical and Problem Solving skills

Proactive and Result-driven Communicator

Robust Modeling and Reporting to facilitate Executive-level decision making

Driven to excel at each and every task to produce desirable results

Support Business Operations through Analysis of Key Performance Indicators and Trends

Efficient with Documentation Management and Financial Statement Preparation

Financial modeling – GAAP/ Wire transactions monitoring – SARS / KYC Guidelines

Loan and Contact Review process / Mergers Trend Forecasting and Analysis

Broad range of Statistical Software Tools

Applications and Systems

PeopleSoft Financials and Supply Chain Management (FSCM) System

Customer relationship management (CRM) System

Essbase (MDBMS) Multidimensional Database Management System

Concur Business Travel & Expense Management System

Working experience with Bloomberg Terminal

Microsoft Office Tools (MS Excel, MS Word, MS Power Point, etc.)

Outlook and Lotus Notes Email Client; Advanced Internet User Skills

Windows Operating Systems and Computer Operations

Northwell Health Hospital 11/2015-Present

Security Officer

Patrols and monitors buildings and grounds to protect life and property and to prevent fire, thefts, vandalism, illegal entry and enforce hospital policies

Enforces access control policy. Secures doors, locks, etc. and activates or de-activates alarms, as required

Controls and regulates pedestrian and vehicular traffic in a safe, orderly and respectful manner

Operates and maintains facility vehicles in accordance with regulatory compliance and policies

Operates and maintains all security and facility equipment in accordance with manufacturer's guidelines and facility policies

Writes incident report in accordance with policies and procedures to document events

Checks contents of packages

Restrains patients and unruly persons, on the hospital grounds and in buildings; assists security personnel in the performance of their duties, by physical force, when required

Reports all fire hazards and safety violations. Escorts Hospital personnel, as required

United Healthcare Community & State 01/2013-02/2015

Senior Financial Analyst

Managed monthly financial planning and analysis, which involved preparing P/L variance reports, reconciling financial statements, preparing monthly end accrual and special adjustment reports in order to identify budget gaps and support forecasts.

Processed internal and external audit requests and participated in high level regional budget meetings.

Reduced overhead by 10% through utilizing stream line bill pay in place of physical checks and created client profitability analysis for Finance Managing Directors that identified cases where Medicaid revenue was increased by 20% in fee revenue for 2014.

Analyzed New York and New Jersey Full Time Employee Workforce Roster review of logistics for multiple deadlines regarding monthly reporting for Internal Operating Income on Medicaid and Medicare figures.

Led the timely completion of a wide variety of ad hoc projects including database support, market research, and presentations which also included Computer Sciences Corporation licenses in compliance with New York State.

Assured that all client contracts were inventoried, set up and monitored correctly from the development of a system to record and monitor actual claim activity, by client, against budget.

NYC Department of Education 03/2012 – 01/2013

Substitute Teacher File #868216

Instructed multiple subjects for various elementary, middle, and high school levels, which included proctoring mandatory state exams independently.

Administered “smart teach” database technology to create and implement lesson plans for daily assignments

Experience

The Bank of New York Mellon 12/2007 – 09/2011

Public Funds Client Services

Associate Client Service Officer

Responsible for updating and maintaining CORE client database as well as completing KYC guidelines for potential clients reducing risk to bank.

Analyzed trading activities for compliance with contractual guidelines so clients were not overdrawn causing the bank to lose profits while orchestrating overall coordination for ad hoc client events-portfolio restructuring, transitions, and mergers.

Interacted with high net worth clients on a daily basis and partnered on all client analysis.

Resolved conflicts with sales with fixed income, government, and global securities between operations and prime brokers on a daily basis as well as verifying foreign exchange rates and trades with desk while settling trades

Accountable for client on-boarding, maintenance of accounts, and monitoring wire transactions and created SARS for accounts with questionable transactions which saved 10% in expenses for invalid accounts.

Dealt with time sensitive highly visible and sensitive bank to bank CD auctions and correlated bank loan debt amounts and reconciled trades in accounts and accurately counted all physical securities in bank vault

The Bank of New York 07/1996 – 11/2007

Securities Lending Client Services Liaison

Associate Securities Lending Officer

Aggressively monitored and settled Prime Broker daily trades and relationship earnings with all types of securities.

Compiled monthly earnings statements and reports that summarize the client’s performance on investments.

Completed analysis for Compliance department dealing with trades and cross section platforms, while following up procedures for accounting with GAAP and tax rules.

Resolved any accounting or tax identification issues.

Utilized SQL to enhance client reporting tolerance and adjust and query data stored in regional databases.

Education:

Bachelor of Science in Accounting 1990 – 1994

CSI (College of Staten Island)

References

Available Upon Request

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