Finance, Accounting and Data Analyst
Financial Research & Analysis General Accounting Auditing Operational Analysis
Astute junior-level financial management professional offering expertise in business accounting principles and their appropriate applications. Possess excellent analytical, organizational and communication skills. Core competencies include:
Data Management
Financial Accounting
Strategic Planning & Research
Statistical Analysis
Managerial Accounting
Financial Feasibility & Evaluation
Administrative Services
Cost Accounting
Budgeting & Forecasting
Microsoft Excel & Word Certified
Internal/External Auditing
Sales Volume Projections
Career History
DSE Consulting. New York, NY
Independent Contractor December 2013-Current
Provide analytical and data entry services for special projects in the real estate, retail and financial industries
David Lerner Associates, Teaneck, NJ
Administrative Assistant (Part-Time) August 2012-Current
Perform various administrative functions, including statistical analysis and data entry, for senior advisors at investment securities firm
Strategy Development Associates, Wayne, NJ - This economics consulting firm provides financial and market strategy development services to the real estate, retail and financial industries.
Financial Analyst (Part Time) April 2012-Current
Formulate unit closure and sales transfer analysis for retailers contemplating consolidation
Provide consulting services for team of analysts involved in various research assignments
Upgraded the firm’s accounting information systems; compile year-end revenue and expense summaries
Senior Associate October 2007-March 2012
Developed specific methodologies; reviewed findings, conclusions and recommendations prior to presentation to clients
Enabled clients to maximize their return on investment and avoid costly multi-million dollar mistakes
Managed A/P and A/R as well as the auditing, payroll, and travel expense functions of the firm
Saved the firm over $45,000 in costs in 2010 by instituting new travel reservation procedures
The Children’s Place Retail Stores, Secaucus, NJ
Internal Audit/INVENTORY Specialist (Temp) April 2007-September 2007
Performed special inventory reconciliation project for store and facilities planning department of leading specialty retailer
Audited purchase order invoices for materials and construction expenses for new and existing units
Verified accuracy of store planning database
Strategy Development Associates, Wayne, NJ
Analyst January 2006-April 2007
Designed location guidelines, store size recommendations, sales volume projections, and entry strategy for a regional department store chain involved in a multi-market expansion program; client subsequently more than doubled its size from 70 to nearly 150 units; sales increased from $900 million to over $2 billion
Research Field Person September 2004-December 2005
Conducted market research in the field for comparative site analyses involving regional shopping center developments in major metropolitan areas; research involved analysis of demographic trends, economic data, income levels, consumer expenditure patterns and major retail competition
Education
Graduate Coursework: Cost Accounting at William Paterson University; Contemporary Auditing, Intermediate Financial Accounting I, Intermediate Financial Accounting II, Intermediate Financial Accounting III and Income Tax Accounting at University of Phoenix
Bachelor of Arts in Economics, College of Business and Economics
University of Delaware, Newark, DE
Technical Skills
Computer Skills: Excel (Microsoft Certified), Word (Microsoft Certified), Access, PowerPoint, Outlook
Accounting Software: Peachtree, QuickBooks