SUMMARY

• To obtain an upper management position dat will provide room for growth and development and will allow me to utilize my present skills and experience.

TECHNICAL SKILLS

• Advanced Microsoft Excel features including PIVOT TABLES
• VLOOKUP
• HLOOKUP
• and MACROS. Microsoft Visio
• Microsoft PowerPoint
• Microsoft Word
• Business Objects
• SAP
• Crystal Reports
• Planview
• NEMS
• and PeopleSoft
• English
• Spanish
• and Cantonese

PROFESSIONAL EXPERIENCE

Senior Financial Analyst

Confidential, NY

Responsibilities:

• Created weekly and monthly Financial Reports for the CIO and Managing Directors including Financial Headcount Reporting, Budget & Forecasting, Planview Hours Booked Analysis, Capacity Planning, GOC Analysis, and created a Resource Database. All for the Rainbow USA Program and the Go to Common Initiative.
• Created ad hoc reports via NAM Business Objects and International Business Objects for members of the Chief of Staff Team, PMO, and other Planview Teams when requested to meet their departmental demands.
• Signing Party Gate Keeper for the Chief of Staff. Created, deleted, modified, submitted, and validated Signing Party Requests for Headcount additions, replacements and extensions, Travel, Licensing, SOW, T&E Exception, Training, Recognition, Overtime Meals, and Other Requests.
• Reconciled all issues with Planview data, Citi’s Global Directory, NEMS, and any Rainbow related discrepancies.
• Created Org Charts and Process Maps utilizing Microsoft VISIO for the Chief of Staff upon request.
• Created a monthly Financial Package for the CIO which contained BAU Monthly Financials, Full Year Financials, and Headcount Details and Rainbow USA Monthly Financials, Full Year Financials, Headcount Details, Planview Details, a Program Overview, PEP Metrics, and a Capacity Deck.
• Created a Resource Reduction Tracking Database to monitor the Resource Reduction Effort which included assisting Directors in Termination Requests, Extension Requests, Cost Center Changes, Business Contact Changes, Business Title Changes, Vendor Changes, and Rate Changes.

Confidential, New York, NY

Senior Financial Analyst

Responsibilities:

• Performed process analysis for the Quality Analysis and Improvement Team for Capital One Bank COF division.
• Utilized Lean Six Sigma methodologies on Chevy Chase Bank and Capital One Bank North/South/Mid Atlantic Deposit Ops, Small Business, Commercial Loans, Branch Balancing and IMST processes for Integration.
• Created several artifacts for review by the Business Lines such as SIPOCs, Gap Analysis Spreadsheets, Process Maps with Swim Lanes, Process Maps with Controls, Process to Procedure Mappings, RACI Matrices, FMEA Spreadsheets, Happy Paths (with Alternate Paths), Control Charts, Dashboards, Job Aids, and etc.

Confidential, New York, NY

Senior Financial Analyst

Responsibilities:

• Managed the Bank of NY Mellon Hamilton Funds. Funds consisted of 62 classes generating 300 million dollars in revenue and 900 billion dollars in assets annually. Duties included making payments to various BNY Mellon sectors, posting General Ledger and Journal Entries, process reengineering, generating monthly reports, and meeting with auditors, sector heads, and Comptrollers.
• Performed analysis and initiated investigations utilizing PeopleSoft and advanced Microsoft Excel features including PIVOT TABLES, VLOOKUP, HLOOKUP, and MACROS in preparation for impending audits and to clear up discrepancies for sector heads.

Confidential, New York, NY

Senior Financial Analyst

Responsibilities:

• Generated, investigated, and reconciled financial records for various financial institutions utilizing Hyperion, SAP, ESS Base, PeopleSoft, and advanced Microsoft Excel features including PIVOT TABLES, VLOOKUP, HLOOKUP, and MACROS in preparation for impending audits and to clear up discrepancies for the local bookkeepers.

Confidential, NJ

Senior Financial Analyst

Responsibilities:

• Maintained all Financial Records for 42 Cost Centers between our New Jersey and Brooklyn Offices and created special projects utilizing Six Sigma Methodologies to streamline work processes and reduce costs. Tracked Leasehold Improvements after process changes and budget reductions. Produced monthly Financial Reports utilizing Excel/VB and Crystal Reports. Managed Fixed Assets, Depreciation Expenses, Budget Explanations, Operation Losses, Software applications, Billing invoices, Income Trends, Business Recovery, Volumes and Variances, and MIS Reporting. Assisted in error adjustments, staffing, and Data Security. Maintained logs for Daily Inventory, Financial Performance, and billing receipts and purchases.
• Telecom & Desktop Optimization Project (Team Leader) - Focused on reviewing and creating a new billing review process for our telecom and desktop products and yielded $1.3 million in Indirect and Direct Expense savings. Additional tools used for project consisted of Data Stratification, Sampling, Regression Analysis, Decision Matrix, and Process Control System.
• Reduced Dedicated Telecom Line Project - Focused on identifying and eliminating unused and incorrectly billedT1 and T3 lines from the billing reports. Additional tools used for the project consisted of Resistance Analysis, Data Analysis, VOC/VOB/VOE, and Regression Analysis.
• BAI Metrics Reduction Project - Focused on improving our cost centers production to expense ratios as documented in the BAI studies. Additional tools used for project consisted of Benchmarking, Brainstorming, and Affinity Diagram.
• Business Forms Optimization Project - Focused on eliminating and consolidating business forms interdepartmentally for enhanced internal control and to reduce overall costs. Additional tools used for projected consisted of Risk Assessment, Budget and Resource Planning, and Cost/Benefit Analysis. NE Records Retention which focused on reviewing our current process for records retention and establishing new b benchmarks to reduced storage expenses.

Confidential, NY

Senior Operations Coordinator

Responsibilities:

• Performed all aspects of Domestic and International Check Collections. Respond to phone inquiries from domestic and international customers and reply by Swift/Telex message or E-Mail.
• Investigated and research aging items regarding foreign currencies for subsequent recovery of funds.
• Interfaced with traders for all currency conversions.
• Drafted Protest Letters for Return Items.
• Researched collection regulations for remedies to recover funds from fraudulent articles.
• Credited and Debited customer’s account via Fed wire, CHIPS, Checks, WDDA and inter-departmental transactions.