Financial Analyst Consultant

Robert Hart Financial Consultant & Analyst Profile

*********@*****.*** 727-***-****• Land O’ Lakes, FL Agile professional with over 25 years of accounting/investment banking experience including over 10 years of analysis and reporting experience across industries. Extensive knowledge of Expense, Global Bond, Fixed Income, Derivative, Securities Lending and Foreign Exchange Markets. Adept in interfacing with internal and external clients. Skilled in presenting, negotiating, and communicating across channels to ensure optimal workflow and process systemization. Detail-oriented in task, time, and people management, consistently working toward internal cohesion. Dedicated self-starter, capable of beginning and completing projects with minimal supervision. Areas of Expertise include:

Planning, Budgeting & Forecast Relationship Management Process Improvement

Financial & Data Analysis Logistics Coordination MS Office Suite

Document Management Time & Project Management Oracle Applications Professional Experience

METLIFE • Tampa, FL • 2022 – Present

FINANCIAL CONSULTANT

Review daily reconciliations including Forecast, Budget and Actuals. Provide pre and post activity details for Global Tax Reporting. Run monthly process to update FX Rate in the application Master file. Process and review monthly report for Global Expense Module data. Provide technical support for all EPBCS applications globally. Monitor job streams in Maestro and FDMEE to ensure completion within Oracle applications. Work on process improvement projects to help improve efficiency and provide higher quality service to our customers. METLIFE • Tampa, FL • 2013 – 2022

SENIOR FINANCIAL ANALYST- EXPENSE

Processed monthly Budget and Forecast cycle reporting. Produced monthly Snapshot file and Strand report for Expense analytics. Worked with customers and upper management on all deliverables related to expense process. Trained coworkers on Global Tech & Ops monthly reports. Prepared monthly financial and budget reports within our Corporate Overhead. Provided system administration support for Global Expense Management system as well as FIRST and WorkForce Planning. Maintained end to end budget transfer process. Assisted in establishing Global Budget reporting process and worked on creating and maintaining the files.

METLIFE • Tampa, FL • 2011 – 2013

SENIOR FINANCIAL ANALYST- NORTH AMERICA

Calculated and confirmed the accuracy of earned rates in the Quarterly Financial Supplement (QFS) for Universal Life, Retirement Segments, Corporate Benefit Funding and Group Voluntary Worksite Benefits. Ensured Policy Loan Interest Rates for the America’s segments were within a reasonable rate. Determined Quarterly Earned Rates for IA, TCA and LTC for management reporting. Computed monthly Below the Line report for Realized Capital Gains (RCG’s). Prepared the Surplus sweeps which moves surplus assets to and from the corporate segment. Calculated the investment allocations for all America’s segments. Analyzed Net Investment Income (NII) and provided analysis for Retirement Products and Universal Life. Performed adhoc investment requests from Asset Liability Management (ALM) and Management. METLIFE • Tampa, FL• 2003 – 2011

FINANCIAL ANALYST

Processed all Futures Daily Variation Margin wires. Assisted with Accounting in all payment and non-receipt issues until completion including month-end and year-end close. Processed daily Mortgage Back Security, Corporate and U.S. Treasury margin calls. Main contact person for all domestic and international derivative settlement issues. Confirmed and processed Derivative payments including Interest Rate Swaps, Credit Default Swaps, Options and Forwards. Lead on numerous special projects including implementing and testing new systems. Post principal and interest payments for several types of securities including stocks, bonds and mortgage-backed securities. Processed various corporate actions including tenders, calls, stock splits, exchanges and transfers. Responsible for special accounting needs such as CDO’s, Inverse Floaters, and MetBank. Analyzed and reviewed accounting system and General Ledger for all securities related accounting issues. Education

Bachelor of Science in Business Administration

UNIVERSITY OF MAINE Orono, Maine

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