Financial Services Planning

CHRISTOPHER TRABULSI linkedin.com/in/christopher-trabulsi-77005b16b/

516-***-**** ad1n1d@r.postjobfree.com

FINANCIAL PLANNING & ANALYSIS

Highly motivated finance professional with a strong foundation in the financial analysis and planning field. Expertise in generating comprehensive financial reports and statements, conducting thorough FS analysis, and managing documentation. Proven track record of identifying and resolving budgeting and financial discrepancies with precision. Possess exceptional organizational skills, keen attention to detail, and adept time management abilities. Core Competencies:

Variance Analysis Cash Flow Analysis Holdings Reports Wealth & Asset Management Audits Equity/Debt Balance Client Engagement Trial Balances Financial Statements Capital Allocation Schedule Data Analysis Cash Reconciliations Microsoft Office Documentation Microsoft Teams Budget Discrepancies EXPERIENCE

ERNST & YOUNG

FINANCIAL SERVICES OFFICE ASSURANCE STAFF (10/2020-06/2023) Directed and supervised audit processes for funds exceeding $210 Billion in value. Acted as a liaison with clients, sending comprehensive request lists to secure necessary supporting documentation for the accurate preparation of trial balances, capital allocation/notes payable schedules, and holding reports. Guided the cash confirmation process, meticulously tracking confirmations and ensuring precise cash balance sheets through cross-referencing of fund custodian information. Orchestrated team status meetings for upper-level management that ensured effective communication and collaboration.

Assisted on the 12/31 audits for fiscal year-end 2020,2021, and 2022 for numerous funds that demonstrated precision in preparing trial balances through cross-referencing techniques, resulting in accurate alignment with financial statements.

Addressed client discrepancies that employed a solution-oriented approach that ensured the resolution of issues.

Improved accessibility and efficiency department-wide by streamlining audit information and organizing documentation into a shared drive.

Conducted meticulous reviews of financial statements to ensure the accuracy and completeness of limited partnership and credit agreements.

Directed the alignment of line items and schedules that included net income and management fees on income statements, with the capital allocation schedule.

Facilitated current-year audits by providing updated client walkthrough documentation and obtaining samples to ensure adherence to internal controls.

Employed proprietary firm software to select samples for testing and certified the selected samples by obtaining bank statements.

FINANCIAL SERVICES OFFICE ASSURANCE STAFF INTERN (06/2019-08/2019) Contributed to year-end, quarter-end, and mid-year audits by employing real-time development and hands-on coaching techniques to assist in audit procedures. Actively engaged in both in-person and virtual training sessions to enhance leadership and technical expertise.

EDUCATION & TRAINING

Bachelor of Science in Accounting, Elon University- Martha & Spencer Love School of Business, 2020/Elon, NC Bachelor of Science in Business Administration, Elon University- Martha & Spencer Love School of Business, 2020/Elon, NC Certification: Microsoft Excel

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