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IT Financial Analyst

Caldwell, NJ, 07006
October 16, 2018

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** ***** ******, **** ********, NJ 07006 973-***-****


IT Financial Analyst with Project Management certification. Expertise in data analysis and reporting, process improvement, IT cost analyses, presenting to senior executives. Demonstrated history of thought leadership, teamwork and effective communication skills. Strong developer background, with superb advanced Excel expertise.

Professional Experience

Fresh Direct, Long Island City, NY 05/2018 – 09/2018

IT Asset Manager

Implemented process improvements in cost information flows between IT Management and A/ P

Provided financial reporting to senior management on IT leasing costs, CapEx and OpEx

Created plan and methodologies to customize IT workflow systems for ITIL-compliant asset tracking

L’Oréal Operations IT, Berkeley Heights, NJ 02/2017 – 11/2017

IT Financial Analyst - contract

Produced Excel budgets and forecasts for all Operations IT spend – CapEx and OpEx

Developed ad hoc cost analyses, maintained Access database for data analyses

Presented ad-hoc and periodic financial status PowerPoint decks for senior managers

Coordinated financial reporting with Pivot tables with financial counterparts in Brazil and Mexico

Langone Medical Center, New York, NY 11/2016 – 02/2017

IT Infrastructure Analyst - contract

Developed Excel-based tracking system to expedite application owner approvals for .NET upgrade

Managed IT vendors to improve procurement processes and financial reporting

Performed ad hoc data and Excel-based financial analyses as needed

Citi Retail Banking, New York, NY 04/2010 – 07/2016

IT Financial Analyst - contract

Track IT expenditures, manage software procurement for multi-year IT project (Rainbow) with advanced Excel techniques:

Designed & implemented advanced Excel models to highlight significant variances from forecasted expenses

Partnered with Finance to provide details on expense trends for headcount, server expenses, software license charges, and amortization of capital purchases

Created and presented project status PowerPoint decks for senior management

Implemented process improvements to streamline software license procurement across multiple projects

Documented best practices in software license procurement/tracking process flow, assist in global process rollout

Merrill Lynch / Bank of America, New York, NY 11/2009 – 02/2010

Business / Data Analyst - contract

Data analyst for systems integration project, sourcing Data Warehouse data for the Investment Bank:

Created, validated data mappings from reference data system to data warehouse

Assisted with data modeling

UBS Wealth Management, Weehawken, NJ 04/2008 – 11/2009

Business Manager

Business analyst for a 500+ person IT unit. Implemented financial reporting process and quality improvements, lead data validation efforts, tracked issues for senior management:

Project Manager for Risk Reporting presentation initiative for senior management

Drove compliance with division-wide initiatives: disaster recovery activities, infrastructure initiatives, SOX and audit action plans, budgeting/planning milestones, KPI reporting

Prepared presentations of metrics, financials, status reporting to senior executives

Led expense tracking/reporting for enterprise-wide offshoring initiative

Pfizer, New York, NY 09/2007 – 03/2008

IT Vendor Management Analyst

Data analyst, process analyst and metrics developer. Extracted vendor spend data using Business Objects. Scrubbed data with MS-Access queries. Using expert-level MS-Excel to produce metrics, developed MS-PowerPoint presentations highlighting Technology Management metrics:

Produced monthly PowerPoint, Excel spending metrics and supplemental reporting

Monitored compliance of application managers to procurement and spending metrics and processes

Served as technical resource for Excel, Access and Business Object issues

Keane Inc., Jersey City, NJ 03/2004 – 09/2007

PMO Metrics Analyst

Implemented process improvements and metrics reporting in a 215+ consultant Application Outsourcing engagement for investment banking client, defined by a Service Level Agreement (SLA). Administered/provided training for/developed code to improve client’s incident tracking system:

Gathered, documented requirements needed for SLA reporting

Created the monthly $1M+ client invoice

Assisted delivery managers with project reporting, coordinated project tracking reported for the PMO

CHASE Management Group, Warren, NJ 2003

Management consultant

Measured, documented financial, IT and business processes for corporate clients

Developed detailed workflow diagrams for use in sales presentations

Designed, distributed, analyzed surveys given to staff; presented findings to corporate owners

EYT / LinxLogix Group, LLC, Parsippany, NJ 2001 - 2002

Software Engineer

Led Java / WebSphere ASP programming team:

oDeveloped use cases, documented information flows to define client requirements

oLed design effort for a secured J2EE-compliant collaborative architecture, including secure instant messaging, message archiving, SSO, online meetings

Self-Employed Software Contractor 1998 - 2000

Clients included Merck, Lucent, Sterling Resources, Stop&Shop, Martindale-Hubbell

Built distance learning website on a UNIX platform; gathered requirements, coding (Java, JSP, servlets, Oracle). Extended vendor courseware, created web pages for navigation (HTML, Javascript, VBScript).

Built Access databases for retailers’ sales & inventory data. Converted data from EDI files, imported to SQL files, created Excel pivot tables.

Created VB-based intranet application to distribute mainframe reports to clients’ desktops. (Excel/VBA, HTML, VBScript)

Skills Inventory Excel, PowerPoint, VBA, MS-Access, Word, SAP, Business Objects, PeopleSoft, JavaScript, TOAD, MS-Project, Visual Basic, HTML, Visio, Java, SQL Server, VBScript, SAS


PMP, Project Management Institute, July 2005

MBA, New York University, Finance & Information Systems. GPA: 3.9 in majors, 3.7 overall. Member, Beta Gamma Sigma Honor Society.

MA, City University of New York, Queens College, Computer Science

BA, Binghamton University, Binghamton, NY, Music


Project Management Institute

New York City Software Process Improvement Network (NYCSPIN)

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