(856) 516 – 3715
Vice President. Financial Planning & Analysis
Results oriented finance professional with extensive experience in the financial services industry. Proven ability to provide value-added business analysis. Experience includes Management Information (MI) Reporting; Financial Planning & Analysis; Capital Budgeting; Financial Modeling & Sensitivity Analysis; and General Ledger Account Analysis. Strong organizational, problem-solving, and communication skills. Adapts well to changing conditions and challenging deadlines. Master of Science degree in Business Economics with highest honors.
HSBC Securities Inc., New York, NY 2001 to 2017
Vice President 2007 to 2017
Created monthly revenue & expense estimates; managed the month-end close process; and provided Management Information (MI) reporting and financial planning & analysis for HSBC s US Global Banking business. Partnered with the Global Banking CFO in the management of the business by providing monthly reporting packages, which included variance analysis, key performance indicators, & cost control.
●Coordinated the preparation of the business’s annual operating plan and rolling forecasts.
●Provided ad hoc analytical reports to the business heads to leverage in strategy sessions, which resulted in better-informed decisions.
●Supported CCAR stress testing by developing and documenting repeatable data extraction methodologies which ensured data integrity and repeatability for use in statistical modeling.
●Represented the Global Banking business during general ledger systems and MI systems conversion projects, which resulted in the implementation of reporting structures that improved Finance’s support of the business.
●Implemented significant changes to reporting templates and hierarchies, resulting in increased accuracy of reporting and clearer presentation of the business s performance by product.
●Managed Offshore team responsible for monthly report production and cost analysis.
Assistant Vice President 2001 to 2007
Responsible for head-office management reporting and performance analysis for HSBC s US Bank and Securities Company. Business segments included Global Markets & Global Banking.
●Prepared written commentaries analyzing financial results for head-office management, resulting in management’s improved understanding of business drivers.
●Designed procedures & templates used to consolidate head office reporting by geographical location for the head of Strategic Planning for HSBC s North & South American entities, which resulted in a valuable overview of the Americas region.
Bank Leumi USA, New York, NY 1999 to 2001
Created and monitored budgets for business units and allocated overhead costs.
●Conducted sensitivity analyses to evaluate proposed changes in corporate strategy.
●Assisted senior management with the creation of the company's annual Capital Budget.
OTHER PROFESSIONAL EXPERIENCE
BNY Mellon, New York, NY
Financial Analyst/Reconciliations Manager
Prepared financial and regulatory reports and managed staff responsible for the reconciliation of Eurodollar lending and borrowing activity for the Offshore Funding Department.
●Assisted in the planning and implementation of the department's relocation to Utica, NY, which included streamlining operational procedures and training members of the new staff.
●Received the BNY Mellon's Quality Commitment Achievement Award.
Coordinated payments to dealers and brokers of commissions on Mutual Funds.
●Recovered over $500k in erroneous commission payments to broker/dealers from prior years.
●Designed and implemented measures to ensure the integrity of commission payments.
Master of Science – Business Economics, Highest Honors
Pace University, New York, NY
(Inducted into Beta Gamma Sigma and Omicron Delta Epsilon Honor Societies)
Bachelor of Arts – Economics
Iona College, New Rochelle, NY
Includes Microsoft Office; Hyperion Enterprise; IBM Cognos TM1; Essbase; & PeopleSoft G/L.