Sr. Financial Analyst Resume Long Island City, NY - Hire IT People

SUMMARY

Advanced financial and goal modeling skills
Exceptional analytical and problem - solving skills
Strong ability to manipulate, merge and reconcile large data sets from varying sources
Excellent communication and presentation skills
Strong collaboration and business relationship building skills
Excellent time management skills including ability to handle multiple projects with aggressive deadlines
Motivated self-starter with solid work ethic, ability to manage change, and a “can-do” attitude
Proven ability to provide value-add analysis in a fast-paced business environment
Highly organized with strong attention to detail
Thrives in a team or independent work environment
In-depth knowledge of consumer, business, investment and lending products

TECHNICAL SKILLS

Proficient in Microsoft Office products
strong Excel (formulas, pivot tables, V-lookup)
Oracle SQL Developer
Mac/PC desktop systems
QlikView Report Writer/Retrieval Application

PROFESSIONAL EXPERIENCE

Confidential, Long Island City, NY

Vice President/Sr. Financial Analyst IV

Responsibilities:

Develop and maintain robust financial models to quantify workload within sales territories
Work closely with business partners to establish annual top-of-house sales goals for all products
Run correlation, distribution and standard deviation analyses to test current performance and new sales metrics
Analyze sales performance, identify areas for improvement, and recommend optimal alignment of goals
Ensure fair allocation of sales goals to nearly 700 U.S. branch offices by testing and applying highly correlated metrics
Monitor sales performance and periodically re-calibrate sales goals as required due to internal/external factors
Work closely with marketing team to align sales goals to new products and other campaigns
Perform “Deep Dive” analyses of multiple division, area and branch sales performance and present to Sr. Mgt.
Prepare PowerPoint decks including trend analysis, “what’s working” and “what’s not working,” and provide solutions including new goal methodologies, re-allocation scenarios, and new sales incentives
Focus on continued improvement to refine and optimize goal setting methodology to enhance performance
Lead bi-annual exercise to ensure accurate staffing levels across sales territories for goal setting purposes
Provide support to Division Managers and Area and Sales Directors to identify and resolve sales related issues
Prepare ad hoc analyses and assist in the development of sales reports, scorecards, and Oracle database

Confidential, Lake Success, NY

First Assistant Vice President/Sr. Mgr. Performance Measurement & Data Mgt

Responsibilities:

Responsible for creating and managing the Incentive Compensation Program, including the design and maintenance of all financial models, expense accrual management, performance reporting for all business entities within the Retail Banking Division, and ensuring accurate payout of Incentive Awards in a timely manner
Assist in the development of short and long-term strategic business plans
Responsible for preparing and maintaining Retail Banking, Financial Services, and Business Banking Capital, Salary, Headcount, and Operating Budgets utilizing financial models varying in complexity
Prepare and analyze budget performance reports, identifying and explaining significant variances
Develop and prepare comparative and varying scenario analyses, profitability projections, and recommendations for revenue improvement and cost reduction
Analyze and present division performance through various presentations and recurring Senior Management meetings
Accountable for planning and maintaining Sarbanes-Oxley Narratives, Test Plans, and coordinating all testing
Direct, motivate and develop Jr. Manager and staff of Sr. & Jr. Financial Analysts
Ensure efficient operation of systems utilized to service over $14.5B in mortgage & consumer loans
Direct, motivate and train staff of Systems Administrator and Senior Business Systems Analysts
Prepare and administer combined budgets of more than $6MM for all Loan Servicing business entities
Accountable for managing income and expense accruals, and forecasting loan loss reserves
Ensure departmental compliance with FDICIA & Sarbanes-Oxley requirements
Responsible for managing Mortgage Servicing Rights (MSR) asset of more than $27MM, including valuing, analyzing, reconciling, and preparing Executive Management report packages
Maintain Disaster Recovery Plan and coordinate offsite testing

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Sr. Financial Analyst Resume

Long Island City, NY

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