SUMMARY:
Experienced business analyst with nearly 10 years of hands - on experience in accounting and finance. Skilled in preparing, auditing, and analyzing financial statements. Ability to prioritize and handle the pressure of working within tight deadlines. Excellent written and communication skills and possesses a high degree of analytical, organizational, presentation, and relationship building skills.
TECHNICAL SKILLS:
Working Knowledge of SAP, PeopleSoft, Great Plains, Salesforce, Oracle Hyperion Essbase, and Advance Excel. Serve as liaison between the business and IT team. Manage, document and communicate requirements related to applications and reporting.
EXPERIENCE:
Confidential, New York, NY
Business Financial Analyst - Finance
Responsibilities:
- Supported the Controller with the annual planning process
- Implemented, enforced, and audited accounting policies and procedures
- Performed the day to day activities related to the monthly and quarterly closes
- Initiated journal entries by compiling and analyzing account information
- Prepared monthly accruals associated with key accounts
Confidential, New York, NY
Business Financial Analyst - Finance
Responsibilities:
- Supported the Controller with the annual planning process
- Implemented, enforced, and audited accounting policies and procedures
- Performed the day to day activities related to the monthly and quarterly closes
- Initiated journal entries by compiling and analyzing account information
- Prepared monthly accruals associated with key accounts
Confidential, New York, NY
Business Financial Analyst - Finance
Responsibilities:
- Supported the Controller with the annual planning process
- Implemented, enforced, and audited accounting policies and procedures
- Performed the day to day activities related to the monthly and quarterly closes
- Initiated journal entries by compiling and analyzing account information
- Prepared monthly accruals associated with key accounts
Confidential, New York, NY
Senior Analyst - IT Finance
Responsibilities:
- Supported Director of IT and team of managers across Technology, Telecommunication, Infrastructure Services and IT Security
- Maintained all necessary reporting to ensure a smooth and compliant financial operation
- Coordinated with IT staff on project application and data management, focused on accuracy and transparency
- Worked on various financial functions such as budgeting/forecasting, auditing, analysis, and understanding cost drivers
- Collaborated with Accounting, Finance, and AP to establish alignment between IT and the enterprise's goals and objectives
Confidential, New York, NY
Business Analyst
Responsibilities:
- Prepared journal entries by analyzing transaction activity, allocating costs, and preparing required support for audit purposes
- Maintained cash activity on a daily basis for all disbursement and operating accounts in Excel for all properties assigned
- Managed the payment and reporting of real estate taxes for owned and leased real estate assets
- Performed financial analysis on real estate projects including lease vs purchase, development opportunities, and asset valuation
- Processed monthly ACH for accounts receivable and wire transfers for mortgages and outside payments for all properties
- Created and update business requirements documents and standard operating procedures
- Analyzed commissions and processes by developing MS Excel spreadsheet tools to meet the need
- Prepared bank reconciliations for all accounts for all properties assigned
Confidential, New York, NY
Senior Business Analyst
Responsibilities:
- Analyzed existing systems to determine their effectiveness in meeting the needs of end users
- Interfaced with external clients and internal staff to ensure that requirements meet the needs of all stakeholders
- Coordinated with IT staff on project application and data management
- Prepared and maintained requirements and functional specifications
- Worked with staff to ensure that all requirements will be incorporated into system design and testing
- Adhered to project timelines and deliverable work schedules
- Ensured recommended changes are in line with the business strategy
Confidential, New York, NY
Business Analyst
Responsibilities:
- Developed strategies to better leverage existing systems in accordance with the business needs
- Analyzed, interpreted, and processed data for projects and reports
- Communicated program updates to project team as appropriate
- Participated in new system implementations and integrations
- Assisted with new data projects as required
- Maintained project files and reports
- Performed additional functions that may be assigned at the discretion of management
Confidential, New York, NY
Financial Analyst
Responsibilities:
- Provided day-to-day investor services to fund managers and investors in the funds
- Opened new accounts ensuring compliance with the fund documentation, statutory regulations and company policies
- Responded to phone and email inquiries from investors and broker dealer reps
Confidential, New York, NY
Financial Analyst
Responsibilities:
- Prepared building budgets, financial reports, forecasts and variance analyses
- Reviewed and analyzed occupancy expense lines
- Participated in the development of the firm’s global occupancy budget
Confidential, New York, NY
Financial Analyst
Responsibilities:
- Performed daily processing duties related to options clearing
- Processed trades and related billing for global derivatives exchanges
- Reconciled trades and positions with clearinghouses and carrying brokers
Confidential, New York, NY
Business Analyst
Responsibilities:
- Reported and analyzed all business unit financial results with regards to technology related expenses
- Identified levers to help business units manage, control and influence aggregate IT expenses
- Performed ad hoc analyses as requested by account managers and clients
