TECHNICAL SKILLS

Microsoft Office Expert: (Excel / PowerPoint / Word / Visio / Schedule / Outlook Express).

MS Access: MS Project SQL - Visual Basic (VBA) - SAP Business

Objects \Crystal Reports: ASP, .Net, VB, VBScript, HTML, XML, SAP J.D.

Edwards: AS400 Platform, Web-based AS400 soft version, Sage mas500.

GAAP: Accounting Principles, SAS70, SOX Controls. ITIL Practices, SAS Reports, Oracle, BMC Remedy AR, BMC Analytics

PROFESSIONAL EXPERIENCE

Confidential, New York, NY

Financial & Business Analyst

Responsibilities:

• Business Process Improvement analysis. Creating efficiencies in processing data.
• Design and development of VBA Macros and Access database forms, data entry and reporting.
• Confirmed accuracy of data by performing periodic internal audits.
• Coordinated with all relevant parties to ensure seamless project completion.
• Business, Functional and Technical Requirements Documentation.

Confidential, Florham Park, NJ

Financial & Business Analyst

Responsibilities:

• Monitor & analyze KPIs & data of wholesaler, distributor, vendor & member data to identify potential sales risks & opportunities.
• Business, Functional and Technical Requirements Documentation
• Communicate with wholesalers, vendors, & members as well as with sales, contracting and client services regarding business risks & opportunities. Routinely worked with other team members on various projects.
• Determined more efficient ways of collecting and qualifying data.
• Coordinate with the Operations department to identify and then develop actionable steps to increase/convert members in our current book of business to be paid under our wholesaler & vendor contracts.
• Conduct opportunity analyses to identify potential new customers, new products & programs.
• Collaborate with Sales & Contracting to identify business risks & opportunities while focusing on improvement to client experience.
• Develop projections for new business, monitor results to gain an understanding of missed projections in order to improve the projection model.

Confidential, Parsippany, NJ

Data Analyst / Forensic Accountant

Responsibilities:

• Data Mining, Data Analysis, Application Development and Forensic Accounting in support of a U.S. Government Pricing restatement.
• Business, Functional and Technical Requirements Documentation
• Reconciliation of previous 10 years rebate payments, including SAP system and manual rebates.
• Determined more efficient ways of collecting and qualifying data.
• Initiated more efficient data collection procedures.
• Q/A development and implementation
• Creating/using test scripts

Confidential, Florham Park, NJ

Financial Risk & Data Analyst

Responsibilities:

• Reconciliation of entire Retirement Services end-to-end broker fee accuracy.
• Project included all phases of broker commissions from contract to systems, accrual, invoice through final payment receipts
• Business documentation and Process improvement -
• Automated the journal entry creation and automated custom cash receipt process.
• Creating test scripts, validation of data, compliance and reconciliation reporting.
• Assisting with the transfer of ADP BD Billing, Cash Ops and Receiving functions to ADP Shared Services
• Designed new systems enhancements for more accurate and streamlined billing automation

Confidential, New York, NY

Data Analyst/Systems Developer

Responsibilities:

• Analysis and development of new reconciliation and compliance procedures using ITILv3 foundations.
• Data Analysis of updates and changes in the CMDB. Monitoring change requests and incident tickets.
• Developed process flow improvements and automation and to develop better use and compliance with ITIL v3 in the entire CMDB model.
• Creating test scripts, validation of data, daily compliance and reconciliation reporting.
• Support the CMDB software version upgrade, including testing, validating, database architecture development, etc.
• Developed applications that streamlined data importing into the CMDB.
• I support monitoring and data discovery tools, such as ADDM, BigFix, NewScale and other programs.
• Template creation to speed the flow of new data into the CMDB.
• Creating standard and ad-hoc reporting, using SAS and creating new versions in BMC Analytics.
• Project management of process development, documentation and training procedure for Configuration management and change management.
• Web based report development using SAS and .Net for internal bank customers
• Support various BMC Software auto-discovery tools using Oracle SQL

Confidential, Morristown, NJ

Business & Data Analyst

Responsibilities:

• Custom reporting of financial data from Sage MAS500 and SQL using Excel, Access and Crystal Reports
• Redeveloped $100 million Company accounting reports to correct accurate, timely processing.
• Designed and developed intranet communication hub website using Access/VBA and ASP.Net
• Created, implemented and analyzed company budget of $6M annually creating savings of $3M.
• Application development of sales and invoicing of franchisee royalties and commissions
• Internal process analysis removing inefficiency and redundancies and creating definitive procedures and increased employee value

Confidential, Morris Plains, NJ

Financial Data Analyst

Responsibilities:

• Internal and external ad hoc reporting using Crystal Reports with a SQL database connected to a JD Edwards accounting systems.
• Management reporting and dashboard status development.
• Data mining, massaging and analysis using Microsoft technologies; Excel, Access, VBA
• Business Process analysis and systems programming and re-engineering identifying cost savings.
• Managed 5 member development team (2) and custom reporting analysts (3).
• Expense analysis of the client activity, providing cost savings to clients and increasing customer base by 100% over 3 years
• Internal revenue, cost analysis and management reporting of more than 250 Fortune 500 companies.

Confidential

Analyst/Research Assistant

Responsibilities:

• Assisted in the support of European investor relations functions of US corporations expanding presence with banks, money managers and equity fund manager across Europe.
• New institutional investor due diligence and analysis
• Public communications, meeting set-up and company marketing in Switzerland and the US.

Confidential, Bridgewater, NJ

Project Manager

Responsibilities:

• Project Management of team developing processes and automated functions to provide Confidential & Confidential Business sales personnel with robust, qualified leads.
• Project Management of systems requirements for the Customer Relationship Manger (CRM) and Customer Financial Management (CFM) used by 5,000 employees servicing over 250,000 customers.
• Developed the Sales Compensation Bonus Process Application MS Access, Visual Basic and SQL
• Project Management of analysis, development and support of the compensation application used by Confidential & Confidential ’s 28 Middle Market branches.
• Development and support of the Nodal Allocation Authorization Application which allocates authorization to high demand T1.5 nodal access to the 617 Confidential & Confidential POP facilities in the USA.
• Developed Wholesale Markets Sales Prospecting application used by HQ and fields sales teams
• MS Access application development of account and revenue database
• Data retrieval from main Confidential & Confidential billing systems using UNIX and SQL