Financial Analyst Manager

Benjamin J. Certo

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HSBC Bank, NA; Buffalo, NY July 2017- Present

Client Service Manager – Global Liquidity and Cash Management

-Manage an assigned portfolio of high-revenue global banking customers serving as the primary point of contact for day-to-day servicing needs and complex problem solution

-Collaborate with all levels of management and internal partners to ensure timely, accurate responses while complying with HSBC policies and regulatory standards

-Train new employees in order to create an environment where customers experience continuous high-level support

M&T Securities; Buffalo NY August 2015-July 2017

Reconciliation Specialist

-Process daily, weekly and monthly general ledger and deposit account reconciliations consisting of approximately 200 general ledgers in accordance with FINRA and Federal regulations

-Collaborate with internal and Corporate Finance departments to ensure accurate financial reporting through diligent research and problem solving

-Reconcile trade error accounts resulting in minimal financial loss and accurate profit/loss allocation

Rich Products Corporation; Buffalo, NY May-August 2014

Financial Analyst Intern

-Constructed competitor analyses including:

Global Presence and Business/Growth Strategies

Comparative Income/Balance/Cash Flow Statements

Acquisition History and Trends

-Future growth analysis of the value added business including P&L trending and sales by division

-Maintained regional breakdowns of capital expenditures

NCAA Athletics: Lake Forest College Men’s Hockey 2012-2015

-Sustained a full academic course load while dedicating 25 hours/week to athletics

-Honors

Named to Midwest Collegiate Hockey Association All- Freshman Team 2012-2013

Named to Northern Collegiate Hockey Association All- Conference Team 2013-2014/2014-2015

Niacet: Niagara Falls, NY Summer 2013

Maintenance

-Collaborated with employees to ensure the passing of OSHA standards

-Assisted coworker with additional maintenance duties to maintain clean and safe work environment

Professional Licenses:

- Series 99 (Operations Professional Qualification Examination)

Education:

Lake Forest College; Lake Forest, IL May 2015

Bachelor of Arts in Finance

Relevant Coursework: Principles of Economics, Microeconomics, Macroeconomics, Financial Accounting, Investments, Statistics, Corporate Finance, Corporate Finance: Public Policy and Society, Options and Futures

Interests: Cooking, Music, Hockey, Golf, Soccer, Film, Travel

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