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Financial Analyst Service Representative

Queens, NY
90,000/ year
November 28, 2022

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Linda A. Lodico (AKA Karim)

**-** *** ******

Fresh Meadows, N.Y. 11358


Objective: To utilize my knowledge and experience together with my managerial, communication, technical and organizational skills to promote process improvement and effectiveness in a broad range of environments.

Education: City University of New York, Queens College:

MA/ Leadership – School Building Leader, Graduated 8/2015

GPA 4.0 Passed NYS Certification Exams SBL and EAS

Post-Graduate/Special Education, Graduated 8/2011GPA 4.0

MA, Teaching, 5/2010, GPA 3.9/4.0 Kappa Delta Pi

BA, Consumer Sciences /Nutrition, 2001

NYS Professional Certification in Special Education, Grades 1-6 (Certificate Issued on 9/1/2011)

NYS Professional Certification in Elementary Education, Grades 1-6 (Certificate # 1324551)

NYC DOE Substitute Teacher Certification – File #0722569

GLOBE Program Teacher Certification -Upon permanent hiring, school receives $700 value of science equipment

Notary Public, filed –in Queens County

NYS Licensed Life Insurance agent (License # 1741407 Issued 7/9/2022) Non-Resident Licenses in NJ License #300-***-****, VA License # 1320294, TX License #2870715, MI License # 1149567 and OH License # 1448828

Teaching Experience:

Collegiate Academy of Mathematics and Personal Awareness Charter School (August 2016 – August 2022)

Director of Special Education

Coordination and chaired parent and CSE meetings relating to at risk student and students with special needs

Monitor compliance, intervention creation and implementation

Proctor NYS ELA, Math exams for students with testing modifications.

Selected and implemented the Dental program

Served as AP/back up to Principal 1st year, and remain on Administrative Team

SETSS Provider for 6th, 7th, and 8th Grade Students

IEP creation, Initial, Annual Review and Reevaluation Meetings for students

Administer ELL testing

Coordinate and Proctor NYS ELA and Math exams for students with testing modifications.

Merrick Academy Public Charter School (November 2015- June 2016)

Director of Special Education

Coordination and chaired parent and CSE meetings relating to at risk student and students with special needs

Chair of SST meetings, monitor compliance, intervention creation and implementation

Selection and purchase of Test Prep/After School curriculum (ELA, Math and Science), parent guides

Co-Chair ICT Practice Development to mentor and advise teachers on best practice

Proctor NYS ELA, Math exams for students with testing modifications.

Initial Grant writing for UPK, grant secured

Selected and implemented the Dental and Music programs

Recruitment of staff for all grade levels, specials and support areas

Represented and promoted school at Career Fairs, Enrollment Fairs, designed Marketing pamphlets for Special Needs areas.

SETSS Provider for Kindergarten through Sixth Grade Students August 2011-October 2015

IEP creation, Initial, Annual Review and Reevaluation Meetings for students

PPC meetings and creation of appropriate interventions

Develop grade level ELA curriculum and mentor and advise teachers on best practice

Assistant Testing Coordinator ensure all testing modifications are implemented, distribution and packaging of State Exams.

Proctor NYS ELA, Math & Science exams for students with testing modifications.

Coordinate Scoring Team for NYS Exams

Scored NYS Science Exams

P255Q, Corona N.Y. (July 2011 – August 2011)

Student Teaching kindergarten children with Autism – Non-Verbal

2 Observations (Scored 98 and 99) – Lesson plans incorporated Summer theme on healthy foods as well as students Reading and Math IEP goals

Created and used two TEACCH workstations involving students IEP Reading and Math goals as well as branching out to primary feelings.

P.S. 201 Kissena School, Flushing N.Y. (February 2010 – June 2011)

Reading Recovery with focus in fluency and comprehension for 1st, 3rd, 4th and 5th grade students at risk

Including the creation, implementation and progress monitor intervention plans for these students

Proctor ELA and State Math Exams

Taught Saturday Academy – Math and English Test Prep, 3rd Grade

Performed Practice Development in Literacy Practices and coordinated F&P training

P.S. 31 Bayside School, Bayside N.Y. (August 2009 – December 2009)

Student Teaching – 15 weeks, (2 rotations 4th and 1st Grade)

Prepared and presented various curriculum

Participated in classroom management, seating arrangements, folder creation, filing tests, grading exams, performed reading assessments

Worked with individual students on an as needed basis

Assisted students with play direction, scenery and props

Observed main teacher presenting lessons, as well as administratively manage the classroom

P.S. 220 Edward Mandel School, Forest Hills N.Y. (June 2009)

Individually assisted children both in class and during extended day with reading, creative writing and math curriculum. (3rd Grade)

Observed teacher handle full curriculum on a daily basis

IBM, New York, N.Y. (October 2002 – June 2009)

Contract Financial Analyst – Distribution Sector

Mentored and trained India personnel to transition into financial analyst roles for multiple sectors and industries

Created training module and all templates to use for financial analysis tasks

Spend Financial Analyst – Distributions Sector

Participated in training offshore personnel to transition role overseas

Wrote and compiled training manuals and best practices to perform roles

PricewaterhouseCoopers, New York, N.Y. (October 1993 – October 2002)

Accounting Manager

Trained, developed, performance managed staff

Wrote manuals and held system training for in house software used to maintain client records

St. Mary’s Nativity Catholic Church, Flushing N.Y. (2001)

Volunteered as Sunday School teacher for Confirmation class

Other Experience:

Symmetry Financial Group (August 2022– Present)

Licensed in: NY, NJ, VA, TX, MI and OH

Appointed Life Insurance Agent (20+Carriers)

Client request fulfillment

Assessment of client information, situations, carrier selections, presentation and application completion and submission to carrier

Report out on pipeline, quota fulfillment

IBM, New York, N.Y.

Contract Financial Analyst – Distribution Sector (July 2006 – June 2009)

Managed 3 industry segments encompassing 450 accounts and generating $534.5M in annual revenue

Liaison to the Lead Executive regarding all aspects of revenue, cost and gross profit on individual client accounts for the industry

Compiled and prepared monthly Industry forecasts and analysis reports for presentation by Lead Executive and CFO

Worked closely with project teams to justify variances to project price case and identify projects at risk to Industry Lead and CFO

A/R tracking and resolution of outstanding payments

Provided support as Project Management Assistant for Travel & Transportation concurrently with Contract FA role.

Spend Financial Analyst – Distributions Sector (September 2003 – July 2006)

Developed and prepared forecasts, measurements and plans for 6 Practice Area Leaders

Provided analysis of financial data to executives and managers

Acted as a control point for spending; implemented spend and procedural changes

Reconciled costs and identified methods to improve cost savings over $1.2M quarterly

Daily research and investigation of cost for compliance to policy and resolution of miscoded charges

Acted as a financial liaison between US and foreign affiliates; managed and maintained inter-company billing

Provided monthly reconciliation and coordinated with Federal sector to receive recoveries for multiple practices

Assisted with systems and designs to further enhance practice area assignments and provided feedback on program improvements

Transition Manager – (October 2002 – September 2003)

Transitioned legacy firm PwC accounting tasks to IBM during purchase phase

Maintained quality control of transactions, organized, instructed and oversaw staff’s implementation of engagement close outs, foreign billing and A/R transitioning.

Follow through with Intercompany Foreign contacts and resolved $7M in Foreign Intercompany cash application.

Managed and terminated redundant PwC accounting staff.

PricewaterhouseCoopers, New York, N.Y.

Accounting Manager (October 1993 – October 2002)

Prepared budgets for fifteen offices in the Management Consulting Services Department

Reviewed monthly financial results and prepare special reports and cost analysis studies

Created and implemented controls to ensure an audit ready environment

Monitored engagements and followed up on billing and client collections

Supervised daily operations of Management Consulting Services Accounting Department

Hired, evaluated, developed, performance managed and terminated staff

Participated in major firm reorganizations, providing strategic planning recommendations

Participated in transitioning T&E auditing to central processing area

Coopers & Lybrand LLP, New York, N.Y.

Accounting Supervisor (October 1992 -September1993)

Supervised the staff and functions within the Management Consulting Services Accounting Department

Assisted with reconciliation of accounts receivables

Interfaced with Partners and Managers to resolve issues and communicate Firm policy

Financial Analyst (January 1989 - September 1992)

Prepared income statements and monthly variance reports

Assisted Finance Director in monthly closings

Performed general Accounting Duties

Jamaica Savings Bank, Queens, N. Y.

Service Teller - Part Time (June 1986 - December 1988)

Customer Service Representative

Sales & Redemption of Government Savings Bonds

Input of Teller’s sheets into computerized accounting system

Maintained Holiday accounts and various bank programs

Coopers & Lybrand, New York, N.Y.

Accounting Clerk (July 1984 - May 1986)

Audited staff expense reports to ensure compliance to firm policy

Maintained client engagements

Tracked professional staff vacation time

Maintained professional staff Corporate American Express accounts

Distribution of payroll

Maintained professional staff productivity system

Paramount Pictures, New York, N.Y.

Accounting Payable Clerk (September 1983 - June 1984)

Processed accounts payable transactions

Responsible for posting journal entries and month end closing entries

Maintained filing system

Technical Skills: PC & MAC experience MS Office Suite, WebExpressions4, Lotus 123, Lotus Notes, Outlook, QuickBooks, Adobe Acrobat, Illustrator, Photoshop

Hobbies: Tennis, Cycling, Running (NYC Marathon, ’98) Reading, Sewing, Arts & Crafts and Painting

Volunteer Activities: Responsible for promoting and collecting donations for United Way, walked and raised funds twice for The March of Dimes, spent one semester working with children with muscular dystrophy, ran the NYC Marathon and raised $3K in funds for Jerry’s Kids, walked and raised funds for Breast Cancer Awareness, Big Sister to High School student, ran two Corporate Challenges supporting my Firm, repeated blood donation to the American Red Cross and volunteered as a Candy Striper in Flushing Hospital.

References furnished upon request.

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