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Financial Analyst Management

Coatesville, PA
March 31, 2019

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Saeed A. Franklin

*** ******* *****, **** ***********, Pa 19320 • Cell: 484-***-**** • Email:

Professional Summary

Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Knowledgeable about various types of analysis and reporting, contract and account management, forecasting and budgeting. Able to develop and maintain high standards of quality management and problem resolution through continuous improvement and effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.


• Excellent communication skills • Data trending

• Advanced financial analysis • Budgeting

• Financial management • Account reconciliation

• Excellent attention to detail

Work History

Financial Analyst, 03/2015 – Current

Citadel Federal Credit Union – Exton, Pa

Planning & Analysis

Prepare and support the entire $3.5B annual budget, strategic planning process and the development of the annual business plan, calculating and incorporating its biggest components including compensation and benefits, loans and deposits and income and expenses.

Prepare and analyze month-end and quarter-end variance analysis to report on key drivers.

Analyze and compare monthly and quarterly results, metrics and key performance indicators against benchmarks.

Prepare CFO data and presentation slides for board reports and the Annual Strategic Planning Meeting, Prepare monthly financial Dashboard.

Support Senior Management Team and Department heads with special projects.

Conduct ongoing analysis of various credit card, deposit, loan, insurance, and investment products to show anticipated profitability based off of budget or forecast assumptions.

Financial Reporting Senior, 07/2005 – 03/2015

BNY Mellon – King of Prussia, Pa

Prepare annual, semi-annual and quarterly shareholder reports.

General ledger analysis, journal entry posting and reconciliations.

Manage year-end audits and provide supporting documentation, 1099 preparation.

Preparation of management reports and schedules to present to the board of directors.

Create annual budgets and review monthly, make accrual adjustments as needed.

Prepare, analyze and forecast department’s revenue.

Train and supervise staff members on financial reporting, compliance, expense analysis and budgeting.

Interview for new staff and write annual performance evaluations.

Accounting and Compliance Analyst, 01/2003 – 01/2005

Constellation Investment Management Co. – Berwyn, Pa

Monitor clients daily cash flows, expenses, and compliance violations.

Review fund activity for Anti-Money Laundering & Market Timing.

Set-up new revenue sharing contracts with brokerage firms.

Assist Chief Compliance Officer in performing quarterly certification testing.

Worked with Sub-Administrators to provide reports for Board Books and Meetings

Fund Designations: AML Officer, Funds Board Member

Accounting Analyst, 01/1999 – 01/2003

ING Variable Annuities – West Chester, Pa

Calculate and analyze product performance for annuity products.

Prepare and calculate expense tables and performance charts for marketing materials.

Assist in new product development.

Communicate with various departments to complete multiple projects

Staff Accountant, 12/1997 – 05/1999

SEI Investments – Wayne, Pa

Calculated Mutual Fund NAV’s

Prepare bank reconciliations and process journal entries.

Prepare financial statements, month-end closing entries.

General Ledger analysis, Prepare ad hoc reports as requested.


B.S. Accounting

Saint Joseph’s University – Philadelphia, Pa

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