Manager Senior Associate

PROFESSIONAL EXPERIENCE

KPMG LLP Montvale, NJ

Senior Associate – Market Analytics 2013-Present

• Collaborate and support KPMG LLP 155,200 staff with internal and external data collection and preparation of market

analytic reports for RFPs, client research, and proposals for Fortune 500 clientele which contributed to $20 million in new

audit business in 2013. Provide insight and strategy recommendations advice and expertise for audit, financial services and

consulting groups.

• Managed an offshore team in India (Eight members including two managers). Supervise project scoping, execution and

accuracy; facilitate ongoing communication with clients for marketing strategy documents, business development and

targeting efforts, and proposal requests.

• Partner with marketing industry leadership in nourishing existing client relationships and implement strategic planning to

attract new clients to the firm.

• Perform supply chain and fee benchmarking studies, client profitability, and competitive landscape analysis. Gather market

intelligence for strategic development to pursue new engagements and provide additional audit services.

LPL FINANCIAL - FORTIGENT, LLC Rockville, MD

Analyst – Operation Services 2010 – 2013

• Lead Help Desk Analyst – assigned over 100 new requests averaged daily from internal employees and external clients.

Closed an average of 30 requests a week.

• Managed account servicing on brokerage accounts and alternative investment accounts; consulted on performance reporting,

and new client on-boarding (averaged 5,000 new accounts). Organized new account timeline, and completed 70% of

accounts within 3 months’ time frame on new advisor conversion.

• Compiled and analyzed data sets on performance dashboards for the Operations department, generate reports, and

communicated the results to directors within the company.

• Generated individual client reports for quarterly and yearly client meetings and financial planning. Participated in client

meetings when needed to take evaluate management of accounts. Ensuring the client receives assistance to implement the

recommendations on their portfolios.

KONBIT NEG LAKAY (KNL) Spring Valley, NY

Program Coordinator/Office Manager 2008-2010

• Coordinated the daily operations for the non-profit organization. Adhered to the budget, created expense reports to keep track

of spending which resulted in $1,000 per month savings in operating costs by implementing accurate billing system.

• Managed the public relations and marketing needs of the center by working on the print, tv, and radio advertisements for the

center. Increased by 100 new cases per month.

• Supervised full time, part time, and volunteers daily. Signed off on hours completed and facilitated self-development tasks.

• Addressed center concerns with weekly forum in county. Organized the Certified Nursing Program by proctoring entrance

exam, enrolling students, and timely beginning of the course.

EDUCATION

THE GEORGE WASHINGTON UNIVERSITY, School of Business Washington, DC

Bachelors of Business Administration, International Business & Marketing May 2008

• National Collegiate Scholar

• Internship Experience: US Senate - Hillary Rodham Clinton (NY); Siemens Corporation; The World Bank

ADDITIONAL INFORMATION

Technology: Microsoft Office Suite, Microsoft SQL, Sharepoint, S&P Capital IQ, Hoover’s, and Audit Analytics.

Languages: Fluent in Haitian Creole and Proficient in French

Contact this candidate