Nicole Opperman
*** ******* *** ****** ******, NY 10314 | 908-***-**** | ******.********@*****.***
WORK EXPERIENCE
CREDIT SUISSE, New York, NY Current Employer
Data Analyst, Regional Management Americas July 2011 - Present
o Primary point of contact for data transfers and ad hoc inquiries between Credit Suisse and the Federal Reserve
o Design, build, implement and maintain monthly Regulatory relationship metrics for Regional Management team to highlight trends and opportunities across Federal Reserve Relationships
o Manage project to close open Federal Reserve exam points by facilitating the transfer of appropriate evidence between Business Heads and the Federal Reserve
o Build Access database to track over 200 Examination points; report on status, discrepancies, and type
o Partner with project services on commitment review process to document Exam point closures
Orange Business Services, New York, NY
Financial Analyst November 2009 - May 2011
• Main responsibilities
o Produce slides for monthly financial review meeting, from monthly revenue reports run from various Oracle systems
o Investigate revenue discrepancies and determine appropriate fixes
o Maintain FX adjusted revenue extract figures
o Update budget, actual and forecast figures monthly for financial wiki
• Write detailed instructions of reports to facilitate easy transfer of functions between team members
The Christian Science Publishing Society, Boston, MA
Financial Analyst II June 2006 - June 2009
• Main responsibilities
o Provide budgeting, forecasting, and analytical support to six client departments including Real Estate & Capital Projects
o Produce monthly Board of Trustees reports including P&L and cash flow statements, restricted funds and circulation
o Manage Replicon time reporting system for over 200 employees
o Build and maintain profit & loss statements to establish net income
• Prepare ABC analyses using results to implement cost control, and cost analysis for technology projects to determine viability
• Develop capital expenditure report to allow for efficient capital expenditure management
• Participate in Oracle upgrade as Reporting SuperUser; developed requirements, mapped processes, and tested functionality
• Manage Intercompany process to efficiently establish fully allocated costs per department, by building automated process in Oracle
• Manage Summer finance and accounting interns in 2007 & 2008
• Develop Access database of statistical and fiscal data to ease reporting and budgeting, and improve efficiency
• Build full expense charge out reports for service departments to ensure continued accuracy of rates
• Generate web stat reports for CSMonitor.com using HBX web analytics tool
INTERNSHIP EXPERIENCE
Lexington Insurance Company/AIG, Merrill Lynch, Strategic Decisions Group
• Three six-month full-time Co-op’s completed during 2nd, 3rd & 4th years on Undergraduate education (2003-2005)
• Responsibilities
o Book 8-10 underwriting submissions per day; send reservation letters, block notices and renewal letters to brokers
o Reconcile trading accounts, allocate trades between accounts, maintain invoices and process checks, identify variances and report issues
o Input accounts payable invoices, enter cash receipts, and reviewed expense reports to ensure documentation
JOB BASED EDUCATION AND CONFERENCES
• HBX User Conference April 2007
• Oracle University R12 Classes Fall 2007, Fall 2008
EDUCATION
St. Johns University, The Peter J. Tobin School of Business, New York, NY Class of 2011
• Master's of Business Administration in Finance, GPA 3.46
Northeastern University, College of Business Administration, Boston, MA Class of 2006
• BS in Business Administration, Concentration: Finance & Insurance
• Completed semester long Study Abroad Program in Reutlingen, Germany (instruction in German)
COMMUNITY SERVICE
American Cancer Society – Team Captain - Relay for Life March 2011 - Present
• Raised $5,000 for 2011 Relay for Life between March & June
SKILLS
COMPUTER SKILLS
• Microsoft Office Windows XP and Vista: Excel, Word, Power Point, Outlook, Project, Access
• Oracle Financials, ADI, Essbase, Discoverer & Horizon