SUMMARY:

• Legal, Computer and Finance Professional with over 20 years experience in the financial services and related industries. Skilled in financial analysis, accounting and reporting, risk management, budgeting, taxes, computer programming, databases, and project management. Strong analytical, business and legal skills.
• Federal & Estate Taxation, Supply Chain, Logistics, ERP, Asset - Backed Securities, Fixed Income, Swaps, CDS, Futures, Options, Derivatives, Legal Drafting & Research, Commodities, GAAP, Auditing, Regulatory Reporting, AML, KYC,BSA, OFAC, Sarbanes-Oxley Compliance, P&L Analysis, Cost Accounting, Compliance, IFRS, Loan, Leases

TECHNICAL SKILLS:

Operating Systems & Software: SDLC Primavera, SSRS, PowerBI, P6, SAP Business Objects, Oracle EBS, BMI, CMX, ERP, Visual Basic, C, C++, MVS, QMF, UNIX, NT, Visio, Excel, Access, Word, PowerPoint, GAP Analysis, UAT, Misys Banking System, Idom Reg Reporter, Crystal Report, Summit Banking System, SQL, DB2, Hyperion Planning & Essbase, Lawson Accounting System, Intellimatch, PeopleSoft, Oracle, Business Intelligence, Sharepoint, SAP Financials.

PROFESSIONAL EXPERIENCE:

Confidential, Bethlehem PA

Business / Data Analyst- Contractor

Responsibilities:

• Use Hyperion, Smartview and Excel to create accounting reports including income statements, balance sheets and other management reports. Upload accounting reports to SharePoints for finance team . Conduct UAT testing to ensure new financial modules meet business requirements. Use Visio to create process maps for Financial Close reporing. Develop SSRS Reports and Dashboards for Sales Department. Program sales performance reports from SAP Business Objects on customers, product lines and global sales offices. Develop supply chain metric reports in Oracle EBS including price trends, inventory turnover and YOY price savings on raw materials. Write SQL queries in Oracle EBS on inventory and accounting transactions. Develop adhoc reports in Oracle Discover/Hyperion on Financial and Manufacturing data. Audit the master tables in Oracle EBS using SQL to improve data integrity. Provide support for Oracle EBS modules including payable, receivable, purchasing, GL and others. Document business requirements for new financial reports and data feeds

Confidential, Bethlehem PA

Project Analyst- Contractor

Responsibilities:

• Automated Premium and Broker Comp reporting using VBA, Access and SQL. Setup Financial Reporting dashboards using SQL, Access, VBA.

Confidential, Allentown, PA

Project Controls Analyst- System One Consultant

Responsibilities:

• Managed forecasting and spend for various EPC projects. Provided explanation to cost & schedule baseline variances. Used Primavera, CMX, PeopleSoft & Excel to setup and track transmission & substations projects including budgets and schedules. Prepared monthly accruals & financial status reports for transmission & substations projects. Developed reports in Microstrategy datamart on pending invoices, project attributes and work orders. Used AssetSuite to review invoices, setup work requests and analyze contract information.

Confidential, Bethlehem, PA

Data/Business Analyst

Responsibilities:

• Managed and Supported Marketing/ CRM Alterian Database System. Programmed Sales, Inventory, Customer Demographics Reports and queries using SQL and Excel.

Confidential, Mount Laurel, NJ

ERP/Business Analyst

Responsibilities:

• Managed, Implemented and Supported V2 ERP Systems including Inventory, CRM, GL, Order Entry, Purchasing, and Warehouse modules. Programmed and developed ERP reports, Forms and ERP queries
• Created V2 ERP Data Maps to transfer client inventory and financial data. Reviewed data quality and provided data analysis for various ERP modules. Audited ERP modules to ensure compliance with applicable rules and regulations

Confidential, Horsham, PA

Financial/Business Systems Analyst-Consultant

Responsibilities:

• Programmed Accounting Reports in Oracle Financial and Access using SQL and VBA.
• Documented monthly close process using Microsoft Visio.

Confidential, Trenton NJ

Financial Systems Consultant

Responsibilities:

• Responded to GEAC end-user support questions, and information requests using SQL and others.
• Generated and analyzed GEAC accounting reports including income statement and Balance Sheet.
• Participated in the monthly close and upload general ledger journal entries. Setup Chatfield values and Trees in PeopleSoft General Ledger. Reviewed and extracted information from legal documents.
• Responded to Lawson ERP end-user support questions, reports and information requests.
• Generated and developed accounting reports in Lawson Report writer. Provided support for Lawson Modules including Purchasing, Finance, Supply Chain, General Ledger.
• Maintained Lawson vendor master file and uploaded journal entries into Lawson General Ledger.

Confidential, New York, NY

Financial/Business Analyst-IT Finance

Responsibilities:

• Developed SQL financial queries for internal business managers.
• Prepared and monitored annual and long-term multi-million-dollar budgets in Hyperion Planning.
• Developed financial accounting and planning reports in Hyperion Essbase.
• Managed relationships and resolved issues with outside IT vendors.
• Interacted with Business users to gather report requirements.
• Provided Gap Analysis, documented business processes and directed UAT process.
• Participated in the monthly close process for GEAC General Ledger.
• Forecasted yearly and monthly product consumption and multi-million financial costs.
• Audited EDP systems to ensure compliance with company procedures and requirements.
• Used Visio to document existing business processes and implemented internal controls.

Confidential, New York, NY

Financial/Business Reporting Analyst

Responsibilities:

• Configured the Summit and Misys accounting modules.
• Reconciled and automated financial reports on Bonds, Securities and Interest Rate Derivatives.
• Setup and tested new financial products in the Summit banking system such as Credit Default Swaps.
• Provided Gap Analysis, documented business processes and directed UAT process.
• Setup new reconciliations, Intellimatch users, groups, balance pools and templates.
• Prepared and analyzed regulatory reports including Call Report and Grand Cayman Report.
• Generated year-end financials including multi-million-dollar income statement and balance sheet.
• Interacted with internal business and audit managers regarding financial results and ad-hoc requests.
• Developed accounting reports for product controller on ABS, swaps, fixed income and securities
• Generated and analyzed the daily and monthly trends on the Profit & Lost and market risk reports.
• Knowledgeable in financial products including swaps, forward rate agreements, options and futures.
• Developed VBA macros to download yield curves and future prices from Reuters and Bloomberg.

Confidential, New York, NY

Financial/Business Reporting Analyst

Responsibilities:

• Designed financial reports in Lawson accounting system, including income and balance statements.
• Provided support for Lawson Accounting System, Oracle Financial Analyzer and Billing Software.

Confidential, Purchase, NY

Financial/Business Analyst

Responsibilities:

• Developed and implemented accounting reports on Commodities.