OBJECTIVE:

• I offer an array of financial experience and am able to provide creative and versatile budget and financial forecasting for both business and individuals.

TECHNICAL SKILLS

• Microsoft Office Products
• Asset Classes
• Accounting Principles(GAAP/LIFO/FIFO)
• Building and Maintaining Relationships with Clients current laws(ERISA, AML of 2001)

• QuickBooks
• Oracle Siebel
• Oracle Stellent
• SQL
• SAP ERP Central Component

PROFESSIONAL EXPERIENCE

Business Analyst

Confidential

Responsibilities:

• Reviewed and analyzed data from business and personal clients’ financial statements.
• Use of SAP ERP Central Component and Microsoft Office Products in analyze, design and presentation of reports of clients and prospective clients financial positions in order to achieve their goals; Utilizing strategies for tax reduction, wealth accumulation, and estate preservation as needed for the clients objectives.
• Scheduled, coordinate and prepared teleconferences with clients as well as distributed follow up information to both clients and colleagues.
• Assisted clients in gathering of financial documents for year - end activities.
• Worked with outside administrators and business clients to compare and analyze payroll and retirement plan data against projections that were made.
• Understanding and application of accounting principles and methods (GAAP and LIFO/FIFO) during review business clients tax documents and annual budgeting.
• Implemented solutions to rectify any financial mismanagement with the use of financial products the company offered.
• Consolidation of client’s financial position offered from other companies using Microsoft Excel and QuickBooks.
• Monitoring of client in-house financial position using Oracle suite of programs.
• Serviced clients’ financial needs on an on-going base after implementation of all recommended financial solutions building a strong rapport and solid relationship.
• Used SQL queries in Microsoft Access in order to manage client information and data.
• Collaborated Clients and other advisory teams to insure business activities and transactions were in compliance with Anti-Money Laundering and Fraud laws.