SUMMARY:

• Lead Business Finance Professional with solid experience managing cross - functional projects and relationships, risk and other financial operations. Effective in undertaking new challenges and adding value by identifying, streamlining, and systematizing processes.
• Extensive background in Transactions Management - Securities Trades & Funding (Foreign and Domestic),
• Market & Industry Research, Operations Audits, Process Systematization & Improvement, Procedure Implementations, Risk Management and Analytical Research.

PROFESSIONAL EXPERIENCE:

Confidential - Brooklyn, NY

Business Development

Responsibilities:

• Created and built Confidential . - a small hot sauce company and passion project.
• Drove local and online sales channels - generated profitable growth within the first 3 months of production.
• Refined financial tools to aid day to day accounting efforts and monthly operations planning/budgeting; created processes to automate operations workflow, which improved efficiency and drove cost savings.
• Worked closely with consultants on the development and implementation of the Pirate’s Lantern brand and product packaging material.
• Developed and simplified manufacturing operations continually for greater efficiency.
• Crafted and employed creative marketing materials for website and social media channels.
• Researched and fulfilled all applicable licensing and regulation requirements by FDA and USDA for product safety and facility compliance.
• Gained invaluable experience around various aspects of the supply chain environment working with vendors, suppliers, and retailers from sourcing raw materials to distribution of final products to consumers.

Confidential - New York, NY

Lead Business Analyst/ Financial Consultant

Responsibilities:

• Created excel model to reconcile the daily flow of investment data for new pricing platform against various internal applications and reporting to highlight inconsistencies and potential bugs.
• Liaison with various stakeholders weekly to understand the impact of system implementations and changes on the project scope.
• Conducted analysis on pricing tolerance rules and propose multiple tolerance adjustment scenarios - based on price and market value outcomes, to reduce time spent to verify exception items by the pricing team.
• Tested functionality and accuracy of systems implementation to uncover issues prior to final rollout for use in production.
• Oversaw final accuracy check of month-end collateral interest balance statements - across multiple internal strategies and counterparties.
• Assisted Treasury Team with reconciliations; verifying interest terms, rates and balance accuracy - on a regular basis and during random testing periods.
• Performed analysis on raw system data for the Treasury Team, in order to isolate “true break” items with various prime brokers.

Confidential - Stamford, CT

Settlements Analyst

Responsibilities:

• Controlled business team functions that supported the Money Market desk, Corporate Lending and Agency team; ensured adequate funding and minimized liquidity concerns.
• Led calculation analysis and confirmed accuracy of U.S branch funding positions for money market traders across all major currencies.
• Investigated commercial lending activity in Loan IQ to determine the impact of Loan conversions, paydowns, borrowings, and rollovers on overall funding positions.
• Work with IT to develop and test a reporting application that pulled daily commercial lending deals from Loan IQ to improve the accuracy and efficiency of funding calculations.
• Identified system processes and performed testing new in-house-developed daily clearing system.
• Determined and tested areas to automate daily and monthly workflows, in collaboration with IT., that led to increased productivity.
• Initiated daily multi-billion dollar fund transfers with the Federal Reserve Bank and investigated transaction issues.
• Reconciled and settled accounts with multiple-owners/investors including Mortgage-Backed Securities via DVP/RVP, round robins and pair-offs. This minimized outstanding items and removed defaults and liabilities.

Confidential - Rye Brook, NY

Analyst

Responsibilities:

• Performed daily reconciliation of 9 accounts managed by Soros Fund Management including the largest fund accounts (based on AUM).
• Resolved discrepancies with securities and trades by corresponding with in-house teams and prime brokers.
• Booked trades, dividends, and other transactions using Antares and Total Return financial system.
• Performed research using Bloomberg database, Reuters and Antares financial systems; verified securities, dividends and company information.
• Proactively identified process gaps and errors. Developed scalable solutions for operations improvements.
• Maintained customer account database and ran exception reports that tracked account dispersion.
• Maintained trading records including documentation of trading rotations, resolution of errors, etc.

Confidential - New York, NY

Business Analyst 

Responsibilities:

• Performed, interpreted, and applied company-specific, industry, and economic research and analysis - included comparable company and transaction analysis, industry specific regulations, etc.
• Identified and assessed clients’ inter-company/cross-border transactions; developed global core and local country transfer pricing documentation for multinational organizations.
• Structured client specific inter-company/cross-border transactions for tax planning and profit shifting purposes, in compliance with IRS regulations and OECD guidelines.
• Prepared transfer pricing reports/memoranda and presentation materials for management and counterparties, which supported functional analysis interviews and other due diligence processes.
• Designed and used financial models for value indications and tested for “arm’s length” transactions.

EComWorks - Ardsley, NY

Client Manager

Responsibilities:

• Developed strategic business and marketing plans by working with Senior Management and staff.
• Managed affiliate programs including HSN Catalogs, Cooking.com, and AppetizersToGo.com; interfaced between the client and offshore production department.
• Identified opportunities for driving new revenue and created client-tailored marketing strategies.
• Developed creative copy for promotions and prepared internal/external presentations.
• Analyzed and reported results of online marketing/sales campaigns.

Confidential - Rye, NY

Financial Service Intern

Responsibilities:

• Conducted research and presented analysis on foreign Markets.
• Analyzed portfolios and key stocks and designed and formulated presentations for prospective clients.