Financial Analyst Customer Service

SHANNON ROSSI

** ********* **. *********, ** ****9 518-***-**** adb5s0@r.postjobfree.com

WORK EXPERIENCE

Budget Analyst– National Center for Security & Preparedness– Albany, NY November 2019 – Present

• Execute budget implementation, execution, projection, control, reporting and analysis

• Maintain and/or audit payroll records, staff travel, accounts receivable and accounts payable

• Prepare timely, accurate information on the internal audit

• Identify potential errors, analyze themes and explain outlying figures

• Provide invoices north of $2 million for funding from the Department of Homeland Security

• Audit the amounts spent and align with correct courses

• Review timesheets and assist in payroll tasks

Project Support Specialist – National Center for Security & Preparedness– Albany, NY June 2019 – November 2019

• Complete reimbursement and reconciliation process for all traveling NCSP staff

• Assist Project Coordinators with resources for project budgeting to support tracking

• Supervise day to day activity of interns

• Monitor staff compliance with NYS policies

• Collaborate with the University’s administrative departments as appropriate

• Book travel for 200 + instructors

Financial Analyst – Ayco, A Goldman Sachs Company – Albany, NY December 2016 - April 2019

• Attend/hold trainings to remain updated and keep colleagues updated on any new materials including but not limited to new tax law, DOL rules and regulations, implementation of assets

• Assist clients with their financial well being /becoming financially free

• Create robust reports/projections (asset allocation, retirement, taxes, education funding, and life insurance) for clients on their financial situation to help prevent gaps in the future or concur that they are on track

• Reach out to prospective clients to increase user activity

• Analyze documents received by both clients and client companies to create summary of benefits

• Assist in website design to ensure user friendliness Tax Information Aide – NYS Department of Tax & Finance – Albany, NY December 2015 - December 2015

• Collect debts owed to the state of New York

• Registered taxpayers for STAR credit (School Tax Relief)

• Advised taxpayers when they would be receiving their refund Accounting Tutor – Sage College of Albany – Albany, NY December 2013 – May 2015

• Assisted students with homework and preparing for exams

• Created a schedule to stay organized based on the amount of students to cater toward RESEARCH/ PROJECTS

Product Design for Entrepreneurship Course Spring of 2015

• Competed in the SUNY Albany Business Competition in front of venture capitalist to present my product/design that would help people with hyperhidrosis

PROGRAM MANAGEMENT, LEADERSHIP, & MENTORING:

• Community Team Works with AYCO, A Goldman Sachs Company

• Drafted sponsorship/grant letters for non-profit organization S.N.U.G. (a gun violence awareness group)

• Suicide Awareness Certification

• Lead for company benefits of certain companies like Altria, WorkDay and Capital Group

• Mentor of oncoming financial coaches

EDUCATION

Sage College of Albany, Albany, NY – Honors College Scholar Bachelor of Business Administration, August 2015 Cum Laude GPA: 3.57/4.00 TECHNICAL SKILLS/LANGUAGES

• Microsoft Office, Microsoft Teams, Adobe Suite, Basics of CAD, Sharepoint, Salesforce Marketing, Research, Project Management, Public Speaking, and Customer Service

• Proficient in English; Advanced in Spanish

• Series 65

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