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Financial Analyst Customer Service

Hamden, CT
October 17, 2018

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Seeking a Financial Analyst position utilizing budgeting, management, contracting, forecasting and analysis experience.

Well-versed in financial analysis, PowerPoint presentations, client correspondence and vendor negotiations

Excellent interpersonal and communication skills shown through presentations and business writing

Skills: SAP, Pivot Tables, MS Office - PowerPoint, Excel, Financial reports, Accounts payable,.


PFIZER I New Haven, Connecticut

Financial Analyst July 2016–present

Support and manage study related purchase requisitions and orders.

Collaborate with project team on site to review study budgets.

Receive and respond to all specific queries related to finance & procurement from study team.

Resolve payment problems for volunteers.

Actively participate in the different financial matters, including purchasing/orders management, contact with suppliers, budget set up and management.

Follow up contracts administration.

Perform monthly financial closing as appropriate.

Follow up of the budgets (Global operation, operating and studies)

Contract/budget development and scheduling of contract resources.

Assuring that vendor and contractors are in compliance with all applicable regulations and guideline.

Arranging for supplemental staffing (e.g., contractor) and/or services to support conduct of CRU studies.

Adheres to Global CRPM and Pharmaceutical policies and processes.

Helps with process improvement within/between lines to increase efficiencies and manage costs.

Work with Operation Effectiveness and Compliance Specialist to assess SOP compliance with Vendor contracting and Vendor Oversight.

Yale New Haven Hospital – New Haven, CT

Investment Analyst/Treasury Administration January 2014-August 2015

Monitor and manage the portfolios of investments and pensions of Yale New Haven Hospital and Bridgeport Hospital

Prepare and reconcile daily cash positions, tracking cash and short term investment activities, research discrepancies with banks and internal departments

Administer monthly/quarterly cash forecasting reports for each group in the system, capturing historical trend activity for analysis and development of detailed cash forecasting processes

Review and validate monthly bank fee activity, tracking pricing and expenses, developing and analyzing trend reports, monitoring budgeted expenses and reconciling pricing and volume discrepancies

Prepare weekly and monthly management reports summarizing cash liquidity and fee activity

People’s Bank – West Haven, CT

Customer Service Associate April 2013 – July 2013

Contributed to the departments success by assisting customers in opening accounts for mortgage and life insurance

Completed negotiations on client mortgage loan interest rates which led to high customer satisfaction ratings

Executed business transactions via making deposits, opening accounts to assist customers with financial management

Participated in summer outreach program which educated young teens on careers in Financial Management

Bank of Zambia – Lusaka, Zambia June 2012- January 2013

Financial Analyst Intern

Collaborated with executives in Loan Approval Project by analyzing the business plan, to meet 2013 launch deadline

Analyzed and interpreted financial statements to determine bank’s performance amongst top ten competitors

Utilized SAP to record journal entries which ensured accounting transactions were documented and updated monthly

Performed confirmations of customers’ account balances and liaised with vendors to tie out annual departmental audits

Creating Economic Opportunities (CEO), Storrs, CT

Co-Founder, Finance Team September 2011 - May 2012

Maintained the budget of the organization by calculating the cost of all events and ordering promotional items

Portrayed economical skills by implementing cost-effective measures in account spending and doubled savings account

Evaluated project feasibility based on production goals and successfully completed high school outreach programs

UConn School of Business, Office of Diversity Initiatives (ODI) - Storrs, CT

Student Assistant September 2010 - May 2012

Constructed reports to illustrate successes trends and suggestions for improvement on various outreach projects

Revamped Business Talent Development Program and served as a key board member in gaining monetary donations

Updated weekly newsletter informing students of career development opportunities and assist with seminar kick-off


University of Connecticut - Storrs, CT Bachelor of Arts and Sciences - May 2012

Major: Economics CGPA: 3.0

Relevant Coursework: Government Spending, Money and Banking, Managerial Economics and Financial Management


Creating Economic Opportunities Leadership September 2011- May 2012

Department of Community Outreach February 2011 - May 2012

UCONN American English Language Institute (UCAELI) June 2011 - May 2012

School of Business Certificate of Diversity Leadership April 2012

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