Business Intelligence Financial Planning

Financial Executive with **+ Years of Leadership and Advisory Experience

An accomplished financial professional with a proven track record of leadership and advisory expertise across diverse business environments. A strategic thinker skilled in financial analysis, operational strategy, and performance optimization. Known for transforming business objectives into tangible deliverables and fostering cross-functional collaboration.

Skills-Sets

Process improvement analytics / Financial planning & analysis / Strategic & operational planning / Business intelligence analytics / Budgeting – Opex & Capex / Financial modelling / Cash management / Treasury / Fund accounting / QuickBooks / ACCPAC / Sage / Excel / Word / PowerPoint / Securities market analysis / SAS - 2022 / Python – 2022 / R-Studio – 2022 / SQL – 2022 / Bloomberg Marketing Concepts certification – 2020 Work History

Monroe College – Business Intelligence / Improvement Analyst New Rochelle, NY

03/2021 – Present

• Led cross-functional teams in system improvement projects, collaborating with technology solutions

(Ellucian, Nelnet, Flywire & Western Union).

• Shaped business strategy by enhancing business intelligence capabilities, contributing to Revenue Cycle Optimization.

• Conducted comprehensive gap analysis, identified deficiencies, and delivered insightful reports on key performance indicators.

12.29 LLC - Financial Analyst

New York, NY

02/2020 - 04/2020

• Executed various finance and full-cycle accounting functions that included: accounts receivable, accounts payable, bank reconciliation and cash flow management.

• Led the process of improving the financial and performance reporting frameworks, and revenue recognition processes, impacting Revenue Cycle Optimization goals positively.

• Demonstrated proficiency in project management by successfully creating accounts for new clients and efficiently on-boarding and signing off a $50,000 project within specified timelines, directly impacting Revenue Cycle Optimization goals.

EquiStra Consulting - Principal /Financial Services Consultant Roseau, St. George, Dominica

11/2015 - 12/2018

• Identified core values and educated clients on critical financial matters, providing best-practice recommendations on growth opportunities, products and services based on each clients' individual needs

• Developed SME business plans and proposals for presentation to banks, investors, and other stakeholders.

• Drafted a process improvement structure using best practices for a $2 Million Cap pharmacy.

• General preparation of individual and corporate tax returns and other statutory reports. Leonard Bedneau, MBAFin, MMIB

*******@*****.*** / 929-***-****

194 Bloomfield Ave, Bloomfield, NJ, 07003

https:/ /www.l inkedin.com/in/lbedneau

H.H.V. Whitchurch & Co. Ltd - Group Financial Controller (US$20 Million Annual Sales Group): Roseau, St. George, Dominica

09/2014 - 09/2015

• Directed accounting team, performed detailed analysis of financial operations, and developed a three- year forecast.

• Lowered company costs by 15% through effective budgeting and process improvement.

• Implemented a transformation process for an automated inventory system. Griffon Bank, Ltd - Financial Officer

Roseau, St. George, Dominica

01/2004 - 06/2012

• Directed the finance department, implemented accounting structures & procedures, policies and regulations.

• Created and managed a $3 Million regional investment portfolio that earned a net annual average of 4-6%

• Performed due diligence on secured loans in compliance with best practices & lending policies.

• Managed bank's liquidity, currency rebalancing to mitigate negative FX exposure. BBVA Fund Managers, Ltd - Mutual Fund Accountant

George Town, Grand Cayman

04/2001 - 10/2003

• Administered the daily accounting activities for a US$750 Million portfolio of mutual funds.

• Reconciled and presented weekly and monthly fund account reports to management.

• Monitored fund account activity and provided periodic review reports to management. Education

06/2024 (anticipated*)

Monroe College - King Graduate School

New Rochelle, NY, USA

MSc – Data Science - 3.80 GPA

Python; SQL; Cloud Computing; Data Mining; Artificial Intelligence; Machine Learning 06/2020

Monroe College - King Graduate School

New Rochelle, NY, USA

MBA - Finance - 4.00 GPA

Deans’ Award & Monroe College - Delta Mu Delta Member 06/2014

Heriot-Watt University

Edinburgh, UK

MSc. International Business Management with Finance 06/1997

Algonquin College of Applied Arts & Technology

Nepean, Ontario, Canada

Associate Financial Management - Accounting, Finance, Audit & Taxation 06/1987

Barbados Community College

St. Michael, Barbados

A’ levels /Associate - Accounting & Law

Certifications /Membership

• CPA-CGA Dec 3rd 1999 / Member until - Jun 15th 2015

• Delta Mu Delta - Elected Member 2020 / Nu Omega Charter - Monroe College

• Securities Market Analysis – ECSE – May 2007

• Bloomberg Marketing Concepts certification – September 2020 Extra-curricular Activities / Achievements

• Squash player – Pyramid Squash Club – since 2020

• Baruch College NABA member - since 2020

• Delta Mu Delta elected member – since 2020

• Heriot-Watt Squash Team 2012-14

• Chartered Accountants of the Eastern Caribbean – Diaspora member

• Dominica Red Cross volunteer – to 2012

• Dominica Olympic Committee treasury member - to 2012

• Dominica Squash Racquet Association - President /Team player / Junior Coach - to 2012

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