Consultant-Sr. Financial Analyst Resume

SUMMARY:

Sr. Financial/Business Analyst with seven years experience in financial services industry and a MBA in Finance.
Proven in fast - paced environments working with trade desks, quantitative research, and fixed income analysts.
Skills include working with financial models, financial reporting, mutual funds, forecasting, budgeting and data analysis. Technical expertise includes systems & system conversions, testing software and programming in Microsoft Excel.

TECHNICAL SKILLS:

Computer and Software Excellent skills in the operation of databases, software, and applications such as Microsoft Access, Excel (VBA Developer), PowerPoint, Lotus Notes, Portia, Fast Tax,VBA, SQL, PAM, PeopleSoft, Freedom, AS2000, Bloomberg, Standard and Poor's, Moody's Mortgage Metrics, Impromptu, Cognos, TAI, and Merrill Reports.

PROFESSIONAL EXPERIENCE:

Confidential

Consultant-Sr. Financial Analyst

Responsibilities:

Created real time pricing models for management.
Financial modeling, created pricing model in Microsoft Excel for finance department.
Created cost of delay model to calculate Confidential & Confidential of project.

Confidential

Consultant -Analyst

Responsibilities:

Worked with trade desks to understand use and need of financial models.
Troubleshoot financial models with Risk and Credit division.
Developed complex financial models in Excel, using VBA to automate the process.
Tested developed software in test environment and production to make sure process works correctly.
Resolved and troubleshoot any problems related to financial models developed.
Researched mortagage products, provided support for trade desks.

Confidential

Consultant-Business Analyst

Responsibilities:

Analyze and document business requirements to complete project.
Analyze project requirements in order to automate several business processes increasing efficiency.
Create queries using SQL to gather data, analyze and determine financial impact of results.
Use Microsoft Access and Excel to query, analyze and present information.
Act as a liaison between business analysts, IT, consultants and management.
Perform audits on systems to ensure data is flowing correctly to TAI system.

Confidential

Consultant-Sr. Financial Analyst

Responsibilities:

Work in Quantitative and Fixed Income groups to assure quality data for the merger. -Serve as a liaison between Fixed Income, IS, Investment Operations, and Accounting. -Research fixed income securities, provide support for analysts. -Analyze data using SAS, Bloomberg, Microsoft Access (data mining) and Excel. -Report directly to senior management. -Responsible for integration of new system and maintenance of legacy system.

Confidential

Consultant-Financial Analyst

Responsibilities:

Audited time and expense reports and monitored expenses.
Prepared and reviewed journal entries posted to the general ledger.
Analyzed the P&L to determine where there were inefficiencies.
Prepared expense forecasts for the upcoming quarter.
Worked with the implementation of new general ledger system, mapped accounts, and verified quality of data.
Reported all findings directly to senior management.

Confidential

Reporting Analyst

Responsibilities:

Reviewed SEC reports including Confidential semi-annual and annual reports, and financial data schedules.
Prepared and reviewed financial statements for Advantus Mutual Funds and Separate Accounts.
Prepared assets under management and board report for board of directors.
Main contact for external auditors, vendors, tax, legal, & IT.
Automated Separate Account financial statements, improved efficiency 70%.
Involved with Peoplesoft implementation which replaced four legacy systems.
Trained new hires and less experienced accountants.

Confidential

Tax Analyst

Responsibilities:

Completed individual and corporate tax returns for financial services clients.
Prepared and processed 1120-RIC, 1120-S, 1120-C, 1065, consolidated, and multi-state tax returns.
Conducted a detailed review of completed tax return to ensure a quality product for the client.
Organized workload and prioritized time sensitive materials to meet strict deadlines.
Processed individual tax returns from February 1st to April 15th.

Confidential

Financial Analyst

Responsibilities:

Designed spreadsheet that calculated late interest payments for Confidential .
Improved job efficiency 50%, data flowed faster and more efficiently using new reports.
Analyzed and approved journal entries using Wismart database.
Monitored the budgets of several business units and maintained adjusting journal entry log.

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