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Senior Advisory Associate Resume

New York, NY


  • MAC OS
  • Eval
  • Auditing System/2
  • ACL
  • CMA
  • MS Word
  • Excel
  • PowerPoint
  • SPSS
  • JMP
  • Peachtree


Confidential, New York, NY

Senior Advisory Associate


  • Help execute financial and accounting analysis and process improvements associated with financial management functional areas: budgeting and forecasting, financial close and consolidation, management and financial reporting, working capital management and other activities
  • Plan and execute day - to-day activities of Advisory engagements including business process analysis, future state process design, data and business case analysis and provide recommendations for improvements and risk mitigation strategies
  • Part of the Global Market risk analysis team focusing on controls, reporting, and analysis for the leading Investment Bank in the world
  • Ensure all accounts are accurately captured in the Market risk tree and summarize findings to top management, divisional risk management, and external regulators
  • Identified, designed, and implemented process improvements to minimize reconciling differences and to accelerate or eliminate close activities to enable improved financial reporting analysis of balances
  • Participated in meetings with Revenue Accounting managers to create additional accounts in SAP to provide more transparency for activities that were separated in Legacy
  • Updated transactional testing procedures for a top-ten bank client and continued enhanced compliance transactional testing of consumer mortgage products

Confidential, Boise, ID

Research Assistant


  • Assembled nation-wide data and analyze it for projects for Confidential 
  • Assisted in development of Business Department initiatives and obtained an in-depth knowledge of emerging issues
  • Worked with Boise State Business School professors on their research and helped collect relevant information and data

Confidential, Boca Raton, FL

Financial Analyst


  • Researched information about the market in domestic and foreign equities, securities and government stocks
  • Managed my own client base and provided information about the security price and transferring of title as well as about bonds, stocks, mutual funds, options, futures, FOREX, ETF etc.
  • Helped prepare clients information such as investment performance reports, financial summaries and income projections and explained to the clients

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