Budget Analyst Project Management

Yuliya V. Buffer

* ********* ** ********* ** ****6 609-***-**** *************@*****.***

Relevant experience: PMP Certified (August,2021), project management, Salesforce, cash flow modeling, accounting and budget, financial analysis, equity analysis, corporate finance, economics, statistics, product testing, User Experience/Acceptance Testing, client services, quality control, loss mitigation EXPERIENCE

WCG Clinical -Nov 2021- Now

Project Budget Analyst (PMP Certified August 2021) -FP&A team supporting Project Managers

(MAPP,VeraSci, Threewire subsidiaries). Analyzing and reporting budgets, forecast and monthly operating results and activities for 60 project budgets.

Analyzing actual vs budget and forecast variances and providing commentary to the upper management

(CFO and Senior Controller). Working on Planned Revenue, Revenue and Backlog reports for the monthly close process. Preparing training materials and enhancements to the applications and processes. Supervising Project Managers for mid-month and monthly forecast updates and reported activity. Applications :Netsuite,Ariba, Salesforce, Coupa.

State of NJ (Department of Environmental Protection) Senior Budget Analyst – FP&A team of Blue Acres Program(Under Green Acres Program) March 2018 – Nov 2021

Perform program management functions such as cost and invoice management, provide peer and manager review of other analysts’ work product, attend key program meetings, ensure program compliance with EPA regulation and the Uniform Relocation Act (URA), and coordinate information and tasks between the demolition, acquisition, and relocation teams.

Lead the tracking and compilation of weekly financial metrics and reports for demolition projects for Blue Acres upper program management and Director.

Compile Quarterly Performance Reports (QPR) of Acquisition and Demolition for stakeholders, program director, and Department of Community Affairs, utilizing several financial and grants management systems such as Sandy Integrated Recovery Operation and Management System (SIROMS) and Business Objects, New Jersey Comprehensive Financial System (NJCFS) for tracking and analysis.

Lead the negotiating process with 30+ lenders for Short Sale /Loss Mitigation for Acquisition of Hurricane Sandy and flood-prone zone homes to minimize losses.

Utilize financial cash flow models to forecast program expenses for semiannual budget calculations. This involves generating modeling assumptions, running the cash flow models, and reporting results to upper management and stakeholders.

Bank Of America South Hampton, PA

Relationship Manager – Retail, Preferred and Small Business Jan. 2017 – March 2018 Responsobilities : *financial actuals, estimates and accruals, variance analysis and comparisons to prior periods ;*balance sheet review - black line analysis*supporting audit requests -providing necessary information, prove of delivery, invoices, contracts, change orders, explanation of the items.

*budget preparation,forecasting and adjusting, backlog adjustments.

, SAP applications.

(Global Consumer Department)

Managed a team of Consumer Service Representatives and Relationship Bankers. Responsibilities include but were not limited to leading morning meetings, setting branch sales goals, and monitoring sales progress to meet goals of the National Financial Center.

Served as a coach to Consumer Service Representatives and Relationship Bankers, assisting them in planning of in their professional development.

Built and maintained relationships with existing clients, as well as new and prospective clients to generate business and exceed sales goals.

Utilized Salesforce CRM tools for client tracking and client management processes, for a portfolio of over 500 clients.

Coordinated and collaborated with business partners such as payroll management professionals, Merchant Services, Financial Advisors, Mortgage Lenders, and invoicing servicers. Bloomberg LP Princeton, NJ

Senior Equity Research Analyst, North American Consumer Discretionary/Consumer Staples 2014 – 2016

Compiled market research, reports, analysis, and data for large public and private companies in the Food Manufacturing, Specialty Pharma, Healthcare, Education, Household Products space.

Served as main analyst for client inquiries and requests for a portfolio of 60+ companies within Bloomberg 4000 and 1000 companies in the Russell 3000 & SPX 500 indices, including responding to client questions, providing additional and ad hoc analysis and information as requested.

Collaborated with Bloomberg News reporters and editors on weekly basis to generate content citing Bloomberg data and research.

Prepared financial data and analysis for the CEOs of American Airlines (Doug Parker), Whitecap (Grant Fagerheim), Cisco (John Chambers), USG Corp (James Metcalf). This included writing company research reports for the Breakaway Summit in New York to be presented to the CEOs of the companies.

Monitored financial fundamentals as well as news for a portfolio of companies on a quarterly basis to ensure quality and efficient updates to clients and stakeholders.

Collaborated with Bloomberg Intelligence equity research group to update data points on dashboards, checking data quality, as well as providing user acceptance testing for release of the dashboards to the clients.

Served as a liaison between clients and appropriate Bloomberg teams to provide outstanding client service for various ad hoc requests and inquiries.

Worked closely with R&D to enhance applications such as Unified Workflow and DOEX, providing feedback to the Quality committee to enhance /create QS rules to improve quality of the product. Equity Fundamentals Analyst, Europe/Latin America 2006 – 2014

Analyzed and monitored estimates for over 150 individual companies’ future performance and other in- depth fundamental research on company accounts. Created earnings estimates consensus for companies including Banks, Financial Services companies, Insurance companies and REITs (Real Estate Investment Trusts).

Collaborated with R&D on testing and enhancing new and existing user applications for processing Fundamentals and earnings estimates.

Trained cross-functional teams on new features of user applications and dashboards.

Supervised a team of 12 vendor analysts that processed 10Qs, 10K’s US GAAP reports using DOEX technology tools and XBRL extractions tools.

Lead Accounting and Quality Committees, establishing new and improved existing accounting processes standards and rules for analysts to follow for controls purposes.

Managed IPO and Spin off project between Princeton and London teams.

Established a vendor team overseas; maintained relationships and monitored productivity and quality. EDUCATION

Boston University Boston, MA

M.S. in Banking and Financial Services May 2012

University of Phoenix Tulsa, OK

B.S. in Business Accounting Aug 2006

Mechnikov State University Odessa, Ukraine

Economics 2000 - 2002

ADDITIONAL INFORMATION

PMP (Project Management Professional) Certificate August 10, 2021

• Power BI (beginner), SAS (beginner), Advanced Excel, SQL (beginner), Tableu (beginner), Bloomberg Terminal (Advanced), PowerPoint, PMP Certification, Learning Financial Risk Management (Kaplan course for FRM certification).

• English (Advanced), Russian (Native), Ukrainian (Proficient)

• US Citizen

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