Senior Finance & Data Analytics Professional

Suny Ruck-Gomez- MBA

** ******* *******, ********, ** 01840 Ph.: 978-***-**** Email: **************@******.*** Educa'on :

Fisher College Master of Business Administration Accounting 2021 Experience :

Morgan Stanley Parametric, Boston, MA

Sr. Opera)on Analyst (November 2023 - Present)

• Leverage Alteryx to blend, cleanse, and automate data from Excel, databases, and APIs, elimina'ng manual Excel workflows and improving efficiency to deliver advanced analy'cs.

• Deliver ac'onable insights by transla'ng complex financial data into clear, decision-ready analysis

• Deliver analy'cs-ready datasets to Tableau and developed interac've dashboards to communicate ac'onable insights to stakeholders.

• Responsible for ensuring efficient and accurate porHolio management by reconciling thousands of Separately Managed Accounts (SMA)

• Bridge communica'on between stakeholders and cross-func'onal teams to sustain seamless data workflows, akin to sharing insights with business and technical audiences

• Leverages strong global client management skills to quickly and thoroughly resolve customer issues and prevent them from recurring

• Execute data loading process to facilitate teams account compila'ons and pos'ng into advanced soOware

• Managed and posted tax withholdings for equity and fixed income accounts, ensuring compliance with regulatory requirements

Baroody & Greenwood, LLC, Manchester, NH

Bookkeeper and Loan Manager (September 2020- November 2023

• facilitate financial analysis and provide recommenda'ons for improving profitability and efficiency

• Develop and implement strategies for cash flow management and forecas'ng

• Direct the PPP loans applica'ons, forgiveness process, and the Economic Injury Disaster Loan applica'ons, reconsidera'on, and increase

• Manage payroll for small companies

• Assist with tax prepara'on and planning for individuals and businesses

• Provide financial educa'on and training for clients on various topics

• Managed the prepara'on of complex tax returns for individuals and small businesses

• Prepared and submiQed necessary documenta'on tax to establish and secure payment agreements with the IRS Zwicker & Associate’s P.C, Andover, MA

Document Services Assistant (June 2020-September 2020)

• Assist with li'ga'on documenta'on

• Review documents from clients and debtors

• Provide support to aQorneys

• Perform administra've tasks

Coady’s Towing, Lawrence, MA

Accoun)ng Intern (Summer 2019)

• Prepare financial reports

• Assist with accounts payables, receivables, and reconcilia'on

• Support the bookkeeping process and data entry and pay runs payment process Zwicker & Associate’s P.C, Andover, MA

Administra)ve Support (June 2016-September 2016)

• Perform administra've du'es for various departments at a debt collector Law Firm

• Prepare and file documents for Training & Human Resources departments

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