SUMMARY:

• A highly accomplished, versatile professional with over 10 year’s progressive experience in finance and business analysis.
• Innovative and analytical problem solver with proven success in developing strategies to achieve and sustain financial growth.
• Demonstrated ability to identify defects, streamline processes while driving positive results and mitigating risks.
• Exceptional technology skills combined with proven ability to do extensive data mining, analyze variances and trends, and troubleshoot financial systems.
• Outstanding strategist distinguished for proven leadership, team - building skills and excellent conflict resolution abilities.

TECHNICAL SKILLS:

Advance Knowledge: Microsoft Office, Excel (including pivots, vlookups, macros), Dashboards, SDLC, Oracle Financials PeopleSoft: Project Costing, Customer Contracts, AR Billing, Accounts Receivable, General Ledger, Accounts Payable, Asset Management, Query tools, Tree Configuration, Batch Processing, Midas, Sharepoint, Galaxy, Snagit, Smartphone App Development, Adobe Professional, Real Estate Strategies, Mortgage Sales, Banking Sales, Auto Sales, Big Picture solution provider

Working Knowledge: SQL Developer, Microsoft Visio, Macros, Access, Six Sigma, HPSM, Centralized Customer Database, Loss Mitigation Workstation, Lean BPM Project, nVision, Hyperion, Smart View, Financial Reporting 11.1, Business Development and adept in mastering new applications, testing them and troubleshooting them

PROFESSIONAL EXPERIENCE:

Confidential

Senior Financial Analysis Consultant

• Perform complex financial analysis across various department budgets.
• Support budgeting activity for revenue and expense estimates for assigned departments.
• Data mining across large data sets within complex budget tools and applications.
• Prepare financial analyses and reports suitable for Board and Committee presentation.
• Analyze and perform modeling of accounts and departments.
• Perform headcount and staffing analysis.

Confidential

Senior Business Analyst Consultant

• Administered Oracle PeopleSoft Financials ERP comprising of complex tasks supporting modules including General Ledger, Asset Management and Accounts Payable.
• Ensured data movement was optimal across several systems and automation tools were functional.
• Conducted complex data mining across multiple databases and tables to resolve data discrepancies while reporting through basic dashboards.
• Provided solutions related to queries, access issues and other functional user challenges that were often of critical nature.
• Provided critical support during the close process ensuring all parties and processes were in sync.
• Constantly acted as a change management agent to improve processes and streamline operations.
• Worked both independently and collaboratively to identify risks and support audit compliance while delivering high quality results in a fast-paced environment.
• Worked with various stakeholders in formulating solutions based on user needs and thorough understanding of business problems with varying levels of complexity.
• Collaborated with Agile teams in planning, implementing, testing and supporting new or existing applications.
• Solicited, analyzed, and negotiated customer requirements in the acquisition of services while educating them on capabilities and constraints of technology platforms.
• Composed and integrated procedures for various work flow processes while brining better organization into operations.

Confidential

Senior Financial Analyst Consultant

• Performed complex data analysis, over 500K rows, to complete budget revisions and cost allocation for numerous Projects, Contracts & Grants while creating business intelligence dashboards that explained variances and trends for management decision making.
• Assisted in significant audit support, providing and analyzing large data sets to remediate risks and set up controls while acting as a SME of workflows and data integrity.
• Performed critical workflow processes while identifying defects and streamline current processes to significantly reduce the Capital Budget reimbursement processing time to hours versus days.
• Streamlined data analysis and reporting by automating and building queries to maximize grant funding that consequently resulted in over $200 million in costs reimbursement.
• Administered PeopleSoft Customer Contracts, Project costing, AR Billing and configuration set-up process while setting up over 15 contracts that resulted in over $700 million in grant funding.
• Provided comprehensive business analysis support to the budget, accounting and CFO departments while acting as a critical liaison between IT and business end-users by analyzing business challenges and determine how technology can best solve those problems.
• Participated in various SDLC phases starting from requirements to implementation and testing of new and modified applications to ensure client objectives were met.
• Worked on ad hoc reconciliations, projects, reporting and various risk management initiatives.
• Composed and integrated procedures for various work flow processes while training employees.

Confidential

Business/Financial Analyst

• Administered PeopleSoft General Ledger maintenance and configuration requests while performing extensive financial analysis ensuring the least amount of financial impacts on chart of accounts, reporting and interfaces.
• Created monthly Metrics, Exception management reports and dashboards to ensure journal entry compliance while monitoring and evaluating activity fluctuations in the general ledger.
• Performed ad hoc reconciliations, reports, data mining, operational risk management and strategic re-engineering to specialized projects related to finance, investments and funding for over $1 billion.
• Key contributor in supporting operational initiatives, including CMBS segment reporting, FAS166 implementation, HAMP-Loan Mod program, HFA-financing agencies and numerous UAT testing for PS upgrade projects over $1 billion.
• Maintained control audits, quarterly control documentation, department control reporting and compilation of data requests for auditors, adhering to all compliance needs.
• Collaborated on general ledger and account recon management reporting for the close and reconciliation process requiring complex analysis and interaction with various business areas in the company for over $1 billion.
• Reviewed PeopleSoft security requests by adhering to compliance with policy and performed weekly security and PeopleSoft request audits.

Confidential

Cash Management Accountant

• Reduced back billed fees by 50% by reducing cash posting errors and ensuring past due receivables over 90 days were maintained between 2% and 4%.
• Ensured accurate cash posting of customer accounts for over 15 business lines by analyzing, researching and identifying check, wires and ACH transactions.
• Maintained BCP readiness and support backup for seven additional business lines by proactively training departmental team members.
• Handled daily cash postings, validations and reconciliations for numerous business lines and various payment types affecting several GL accounts using PeopleSoft and excel applications.
• Fully assisted the billing, cash, sales, collections and treasury teams in identifying data flow while avoiding data discrepancy and providing summarized reports for process assessments.
• Recognized for creating various content and campaigns to consistently cross-sell Confidential enhancement tools to external customers to improve billing efficiency.

Confidential

Consultant

• Reduced billing communication errors by 50% by communicating data discrepancies to external customers.
• Participated in key Six Sigma project, successfully executing various queries, validations and reconciliations for loan prospector and seller fees.
• Supported two business lines, including loan prospectors and sellers to reduce financial accounting errors.
• Sold management on call back tool enhancement to drastically increase financial results through reduced aging bills.