Life Insurance Real Estate
Resume:
Salvatore Lascala
Long Beach, NY 11561
*******************@*****.***
EDUCATION:
Hofstra University Zarb School of Business
BBA, Legal Studies in Business
December '11
Molloy College
MBA, Accounting
December ‘16
Salary Requirements: $45,000 Annual
EXPERIENCE:
Jan 2014 to July 2014
New York City Housing Authority - New York, NY
Budget Analyst
Responsibilities:
• Utilize Oracle, FMS, Microsoft Access & Excel to monitor encumbrances & expenditures,
monitor biweekly headcount, payroll, & Overtime.
• Aided in running oracle financial reports and excel based analysis using pivot tables and V-
Lookups.
• Conduct monthly variance analysis & forecasting for NYCHA developments.
• Prepare/review analyses, including cost-benefit, alternative analyses, and other economic or
business analyses, utilizing databases, spreadsheets or other systems as needed to recommend
appropriate actions to senior management.
• Monitored Budget Expenditures and Variances within the operating budget of the New York
City Housing Authority.
• Presented monthly financial reports to the Deputy Directors of Finance concerning the effects
of staff efficiency and the effects on the operating budget NYCHA wide and to Monitor
departmental expenditures to ensure proper allocation of budgeted funds.
• Planned, controlled and monitored the performance and execution of work order tickets for
NYCHA properties to analyze the efficiency.
• Process agency budget revisions.
• Participated in evaluating contractor performances and Operating budget headcount with varied
technical systems such as Oracle Financial Accounting System and Hyperion.
• Maintained Weekly Reports and updated status on various projects.
• Facilitated weekly and daily project demands while preparing for monthly variance meetings,
forecasting the projected operating budget including the performance of NYCHA internal trade
workers as well as outside vendors.
• Maintained project portfolio in the Capital Budget Department, tracking and analyzing the
funding of major construction projects executed by outside vendors.
Skills Used:
• Expert Microsoft Excel knowledge using pivot tables to manipulate large sets of data as well as
mastering all of Microsoft Office such as Word, Access, Outlook, and Power Point.
• Financial statements analysis and compilation, bank account statements reconciliation, and
budgetary functions performance experience.
Feb 2013 to Nov 2013
Colliers International Real Estate- New Hyde Park, NY
Commercial Real Estate Associate
Responsibilities:
Present purchase offers to sellers for consideration.
•
Create and maintain Excel spreadsheets to monitor the activity of potential and current clients
•
interested in Commercial Real Estate services.
Prepare documents such as representation contracts, purchase agreements, closing statements,
•
deeds and leases.
Interview clients to determine what kinds of properties they are seeking.
•
Act as an intermediary in negotiations between buyers and sellers, generally representing one or
•
the other.
Jan 2012 to Jan 2013
New York Life - Jericho, NY
Life Insurance Agent
Responsibilities:
• Utilize Microsoft Excel spreadsheets to manage and group Life Insurance lead inventory lists.
• Utilize Microsoft Excel in updating and reorganization of Life Insurance lead inventory
spreadsheets to ensure a higher turn over rate on investment.
• Meeting and contacting new potential clients to discuss financial concerns and needs.
• Conducting information-gathering meetings with clients.
• Developing and implementing personal business and marketing plans.
• Analyzing client needs and presenting different potential solutions to their retirement concerns.
• On-going development of professional skills and knowledge.
• Providing on-going service to clients.
May 2011 to Jan 2012
Edward Jones Investments- Long Beach, NY
Branch Office Administrator
Responsibilities:
• Provide market information or quotes to clients.
• Respond to client inquiries on administrative questions.
• Management of phone calls and walk-in clients.
• Ordering supplies and processing expenses.
• Opening, closing and transferring accounts.
• Processing administrative transactions such as office supplies.
• Follow up with prospective clients and clients.
• Keeping up with system and regulatory changes.
Dec 2010 to May 2011
UBS Wealth Management - Garden City, NY
Wealth Management Intern
Responsibilities:
• Soliciting potential new clients over the phone.
• Utilize Microsoft Excel spreadsheets to manage, update and organize potential clients and
current clients.
• Assisted in maintaining and management of current client’s financial portfolios.
• Involved in the economic research and understanding of various types of mutual funds.
• In charge of organizing dinner seminars, which included scheduling and calling and following
up through, faxes and follow up phone calls.
Sept 2009 to Dec 2009
Nassau Veterans Memorial Coliseum Garden City, NY
Marketing Intern
Responsibilities:
• Assist marketing director in all aspects of event promotion.
• Involved in all inbound and outbound phone calls regarding issues, complaints, concerns,
questions and information about events.
• Attending live events and interacting with people in person regarding event promotion and
information.
• Attending live events and checking all event promotion for upcoming events being displayed
digitally as well as the face to face promotions.
June 2006 to Jan 2007
Amici Pizza and Grille Levittown, NY
Owner
Responsibilities:
• Managed and oversaw payroll, scheduling of employees, and evaluating employee efficiency.
• Analyzing and comparing costs of inventory and operations.
• Analyzing costs of operations including monitoring and evaluating, and comparing costs over
time.
• Receiving and coordinating inventory orders and shipments.
• Setting up an appropriate Budgeting system to effectively increase profit margins.
• Overseeing daily operation of owning a restaurant including assisting with and coordinating
orders.
• Involved in all aspects of running a restaurant including marketing, cooking, pizza maker, and
cashier.
Contact this candidate