Financial Analyst Administrative Assistant

Genrietta Grinberg

Brooklyn, NY Mobile: 917-***-**** Email: ******************@*****.***

Professional Experience

NYU Langone Medical Center Brooklyn, New York

Podiatry Associates Group, Administrative Assistant Sep 2014 – July 2017

Managed efficient day-to-day operations of the office by organizing daily MS Outlook calendars, setting up appointments, putting together spreadsheets and presentation material, and making travel arrangements

Interacted with insurance companies on a daily basis to obtain and document insurance pre-authorizations and pre-certifications, and handled heavy call volumes in a fast-paced medical center environment

Registered and scheduled 70+ patients per day in the EPIC system, and produced patient reports via MS Excel

Maintained and securely stored confidential medical records, and requested information to ensure that the records were complete and up-to-date; directed records to the appropriate locations within the organization

Five Borough Receivables Recovery Resources Lake Success, New York

Receivables Management, Senior Financial Analyst Feb 2013 – Sep 2014

Produced and presented various business reports including P&L, Customer Balance, Check Detail, Budgeted vs. Actual income / expense detail to CEO/CFO of the business

Assisted with billing and collection efforts by interacting with insurance companies and law offices; responsible for collecting in excess of $0.4 million of billed charges

Handled bookkeeping duties by maintaining accounts payable and receivable, invoicing, and processing payroll

Performed month-end bank reconciliations to ensure that all accounts are appropriately substantiated

Moscow Industrial Bank Moscow, Russia

Customer Acquisitions, Marketing Manager Dec 2008 – Nov 2012

Conducted monthly marketing campaigns targeting 1 million potential customers aimed at increasing small business and affluent customer base, wallet share, and meeting aggressive sales and revenue targets

Partnered with creative agencies to design and develop marketing materials to drive higher response rates across all channels, focusing on optimizing digital channel performance to support “digital first” strategy

Worked in conjunction with analytical teams to support strategic testing and universe expansion initiatives contributing to 30% annual revenue growth

Managed annual budget of $8 million to fund expansion initiatives and to ensure flawless campaign execution

Performed onsite and offsite presentations to potential clients to educate them on the suite of financial products offered by the bank, with a goal of increasing customer deposits and expanding market share

Prepared and presented monthly senior management dashboard; tracked and analyzed performance metrics, mailbase and responders volume to effectively assess risk and opportunities

Customer Acquisitions, Senior Financial Analyst Jun 2007 – Dec 2008

Produced P&L and presented detailed variance analysis of Customer Acquisitions to senior management and business CFO on a monthly basis

Responsible for assumptions and inputs to P&L, annual planning, monthly forecasting process as well as dashboard and short/long term profitability metrics tracking and analysis for CFO of Customer Acquisitions

Prepared monthly revenue outlook in MS Excel and presented results and commentary to C-level executives

Project managed initiative to streamline data delivery and to reduce time spent on producing reports by 50%

Education

CUNY Kingsborough College Brooklyn, New York

Successfully completed intermediate and advanced English Language courses Jan 2013 - Jun 2013

Moscow Institute of Economics, Management and Law Moscow, Russia

Master of Science in Finance, cum laude Sep 2002 - Jun 2007

Major: Finance; Coursework in Marketing, Economics, and Management

Awarded Red Diploma for Outstanding Academic Excellence

Recipient of Community Award for volunteering activities at the Center of Community Advancement

Technical and Language skills

MS Office (Excel, Word, PowerPoint, Outlook), Adobe Acrobat, UBS, UBS.Net, EPIC

Fluent in Russian, basic knowledge of Hebrew

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