Finance Associate Entry Operator

PROFESSIONAL SUMMARY

Highly motivated and enthusiastic accounting and finance professional with over 10 years of progressive experience in financial management and reporting within investment banking and financial services institutions. Regulation for analyzing financial process and implementing sound controls and solutions to mitigate risks. Proven ability be a strategic thinker and masters new skills quickly and thoroughly.

SKILLS

●Accounts Receivable

●Operations & Trade Support

●Cash flow Analysis

●Risk Mitigation

●Financial planning & Reporting

●Bank Reconciliations

●Problem solving & Analyst

●Spreadsheet Modelling & Design

●General Ledger & journal Entries

●MS Office proficient

EXPERIENCE

Assistant Property Manager/PT

3675 Paulding Ave LLC Bronx, NY 11/2019 – Present

●Respond to tenant inquiries and grievances and promote quick resolution.

●Monitor timely receipt and reconciliation of rent collections in accordance with landlord and tenant statutes.

Finance Operations Associate & Indexing

Digiscribe Elmsford, NY 3/2021 – 8/2021

●Processing all checks received on a daily basis for charities, Insurance and Financial Services from international and domestic clients worth over $5 billion.

●Depositing checks for both international and domestic clients into their respective online bank accounts.

●Daily reconciliations, spreadsheet updates and risk mitigation reports for managers.

Patient Care Coordinator

ACS Specialty Pharmacy Orlando, FL 8/2019 – 10/2019

●Managed approx. 75-100 outgoing and incoming calls for clients’ prescription requests and delivery schedule for their specialty drug.

●Assisted patients by explaining benefits available and their financial responsibility of prescription copay and arrange non-profit funding.

Customer Service Representative

Alight Solutions Orlando, FL 4/2018 – 1/2019

●Handled 75-plus calls from various clients on a daily basis.

●Educated and enrolled UAW Retirees on their health and welfare plan design options and updated any changes requested.

●Escalated complaints according to client requirements and reset passwords.

Vote Entry Operator & Web Scraping

Associated Press New York, NY 9/2008 – 11/2017

●Interacted with voter polling precincts during elections, analyzed and updated AP database system accurately and efficiently.

●Verified information on county websites and contacted precinct county representatives to synchronize information on AP website against county website prior to distribution to News Media.

Customer Service Representative

Aon Hewitt Orlando, FL 5/2015 – 10/2015

●Completed 75-plus calls from various clients on a daily basis.

●Educated and enrolled clients into their health and welfare benefit plans.

●Resolved complaints according to the client requirements and reset passwords.

Director Assistant

Vendor Compliance Solutions New York, NY 11/2012 – 12/2013

●Coordinated and maintained 100-plus contract policies and procedures, updated bid and proposal formats.

●Organized compliance bylaws manuals and analyzed vendor agreements for renewal.

●Prepared chargeback reports, re-coded unidentified reason codes to achieve collection goals.

Financial Analyst

Taylor Capitol Inc. Newark, NJ 5/2011 – 10/2012

●Assisted President and CEO on all investment-banking activities and researched financial statements.

●Analyzed balance sheets, income statements and cash flow statements to show profitability.

●Created 20 new accounts daily, worked with CEO to close funding transactions, increased pipeline of multi- million-dollar funding within five months.

Investor Relations Assistant

Enterprise Florida Orlando, FL 8/2010 – 11/2010

●Maintained defense contract files for nine military bases in Florida on a daily basis.

●Collaborated with Director of Investor Relations on revision of Comprehensive Emergency. Management Plan manual and Florida's Economic Development handbook.

●Revised the selection criteria for the annual Governor's Business Diversification awards program whereby various businesses were selected for awards.

Mutual Fund Accountant/Reconciliation Accountant

Neuberger Berman, A Lehman Brothers Company New York NY 4/2004 – 6/2008

●Managed over 3,000 institutional and individual accounts for international and domestic clients worth over $10 billion.

●Updated and added new accounts and close out accounts, year end audit and risk mitigation report.

●Performed daily and monthly cash and asset reconciliations using TLM Smart Stream for equity, fixed income, foreign exchange and mutual funds for over 100-plus banks in accordance with department policies and procedures.

●Resolved open discrepancies and posted journal entries in a timely manner to protect the buying power of the portfolio.

EDUCATION

Masters in Public Administration/Finance with Distinction

Long Island University

BS in Health Services Administration

Herbert H. Lehman College

Financial Modeling & Valuation Certification

Investment Banking Institute

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