Charles Beke Financial Analyst

adm2xu@r.postjobfree.com 203-781- 6911 Cranston, RI https://www.linkedin.com/in/charles-yvan-beke/ EDUCATION

University of Connecticut

Master of Science - Financial Risk Management (STEM) 2020 University of Connecticut

Bachelor of Science - Financial Management 2018

TECHNICAL SKILLS: Microsoft Office, R, Python, QuickBooks, Sage 300 Construction, Epicor, VBA, Oracle, Hyperion Essbase, Discover, Tableau, Capital IQ, SQL, Wdesk, SNL CORE COMPETENCIES: Business forecasting, Budgeting, Variance analysis, Problem solving, Leadership, Analytics, Data analysis, Stakeholder management, Communication, Sales, Technology, Bilingual ( French & English), Strategic planning, Trend analysis SKILLS

EMPLOYMENT

CITIZENS BANK

Financial Analyst · Feb. 2021 to Current · Westwood, MA Prepare daily, weekly and monthly overdraft fees reports with 100% accuracy Conduct fees forecasting, budgeting, and strategic plan processes Prepare card fees and service charge reports for MBR and Investors Relations Support digital sales and branch sales teams with significant data related to fees Support business partners by providing meaningful portfolio metrics Associate Financial Analyst/Finance, Accounting Career Training (FACT) Program · Oct. 2020 to Jan. 2021 · Johnston, RI Third rotation in Finance Risk and SOX

Identified missing, inadequately designed, ineffective, or unsustainable controls that result in residual risk exposure Identified existing controls that operate effectively but with high likelihood of control failure Supported the quarterly Control Environment Rating (CER) process and support compliance with regulations Provided critical information for management to quantify the level of residual operational and compliance risk in the context of the bank's risk appetite Associate Financial Analyst/Finance, Accounting Career Training (FACT) Program · June 2020 to Sept. 2020 · Johnston, RI Second rotation in Commercial Banking Finance

Created multiple weekly and monthly loan and deposit trend analysis with 100% accuracy Reconciled sponsorship marketing 50-100 accounts to book into the right accounts accordingly Initiated CAPEX project to match up the expenses from the oracle database and the expense tracking files Introduced and conducted key performance metrics project analysis to help build a monthly business review Participated in ECDP strategic challenge and developed a social engagement platform to improve young adults financial literacy Associate Financial Analyst/Finance, Accounting Career Training (FACT) Program · Jan. 2020 to May 2020 · Providence, RI First rotation in Treasury Banking Finance

Prepared monthly reporting process with 100% accuracy Assisted in the forecasting, budgeting, and strategic plan process Attended several meetings in CCAR assumptions as well as monthly deposit strategy meetings Updated daily rates such as Libor rate, Run rate, Term Liquidity Premium, and Fund Transfer Pricing with 100% accuracy Communicated peer bank’s earnings every quarter and present relevant information to more than 50 executive leaders MATERIALS INNOVATION AND RECYCLING AUTHORITY (MIRA) General Accountant · Mar. 2019 to Jan. 2020 · Rocky Hill, CT Audited and signed monthly, quarterly and year-end journal entries with 100% accuracy Performed monthly fixed asset review packages and entries for 50% of projects by reviewing MIRA’s general ledger Led team of 5 in the monthly onsite audit of MIRA’s Contractor expenses and monthly paid vendor audit with 100% accuracy Assisted Manager of Accounting in preparation of Notes to Financial Statements and Comprehensive Annual Financial Report as needed. CURATIOUS LLC

Finance Intern · Sept. 2018 to Dec. 2018 · Stamford, CT Updated, cleaned and managed a large proprietary art and art market database Revised and maintained the company’s financials and sales forecast with 100% accuracy Prepared and monitored the budget, as well as providing analysis compared to business expense reports Developed strategies to attract clients and increased sales by 30% from the previous year MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT Finance Intern · Bridgeport, CT

Assisted with accounts receivable, payable and bank statement reconciliations with 100% accuracy Supported the payment processing team of 4 with vendor invoice data entry in the Sage 300 Construction system Analyzed and liaised with vendors to reduce billing discrepancies by 50% from previous quarter Assisted with preparation of month-end financial reports and balance sheet reconciliation AWARDS

Gateway Community College Dean’s List

Phi Theta Kappa honor society

ASSOCIATIONS

Global Association of Risk Professionals

2020 to Current

National Association of Black MBA, Hartford Chapter 2018 to Current

UConn Fútbol Club

2018 to 2018

UConn African Student Association

2017 to 2018