OBJECTIVE

• "If you can make it in New York, you can make it anywhere. If You can make it at Confidential, you can make it anywhere."

TECHNICAL SKILLS

Technical: Advanced Confidential Office (Word, Excel, PowerPoint, Publisher, Outlook, Access); Oracle, Bloomberg Terminal, Minitab, ForecastX, VBA Coding, Salesforce, CRM Software, Quickbooks Relevant

Coursework: Forecasting Methods, Econometrics, Actuarial Science, Quantitative Analysis, Corporate Finance (Investment Banking), Investment Management, Financial Modeling, Cross - Function and Time-Series Data Analytics

Languages: Spanish (Proficient); French (Beginner)

PROFESSIONAL EXPERIENCE

Confidential, NY

Financial Consultant

Responsibilities:

• Analyzes financial information obtained from clients to determine strategies, products and services, products and services to help clients meet financial objectives.
• Provides information/education to clients about the purpose and details of financial products, service and strategies.
• Builds and maintains client base, kept client plans current and acquired new clients on an ongoing basis.
• Contacts clients periodically to determine any changes in financial status.
• Provides knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service.
• Salesforce, CRM Software

Confidential

Financial Analyst

Responsibilities:

• Constructs financial models for corporate development purposes, such as projecting fees, overall cash flows, and valuations for pipeline restaurants, nightclubs and other travel-related projects.
• Conducts extensive research and perform financial analysis for real estate investment projects.
• Conducts extensive research on restaurant industries in the US.
• Works with team members on other ad-hoc tasks
• Oracle Software

Confidential, Wall Street, NY

Senior Pension Manager

Responsibilities:

• Underwriting Authority-Authority to review and sign off on all aspects valuing all qualified defined benefit IRS plan terminations with premium up to $10 Million.
• Expert at assessing risk and management of plans involving cash balances, money purchase accounts, employee contributions, partial wind-ups, portability and complex provisions including early/late retirement, disability and death benefits.
• Plans, organizes and supervises the work of the Pension department staff and teams involved in pricing, actuarial reserving, benefit calculation processing, reconciling and producing monthly pension disbursements. Assist the overseeing process of operations of the Pensions department in New York and the Wilmington Customer Service area. Assist with the implementation of policies and procedures. Develops, implements and documents policies and procedures for the Pension department.
• Assesses operational effectiveness and recommends changes when necessary; ensures policies and procedures are followed.
• Establishes work assignments and performance standards; coordinates and distributes department workload for achievement of specific goals.
• Performs and reviews advanced levels of all responsibilities of the Senior Pension Underwriter role.
• Research Analysis and analysis of financial statements in order to determine credibility.
• VBA Coding, Vlookup, pivot tables
• Advanced Confidential Office (Word, Excel, PowerPoint, Publisher, Outlook, Access)
• Bloomberg Terminal

Confidential, East Stroudsburg, PA

Accounting/Financial Analyst

Responsibilities:

• Payroll, bookkeeping, and financial modeling
• Tax preparation during tax season
• Financial Modeling (Basic)
• IRS Reporting (specifically related to Form 1099)
• Quickbooks software

Confidential, Stroudsburg, PA

Assistant Store Manager

Responsibilities:

• Assists the Store Manager in the overall management of the store
• Assumes total store leadership in absence of the Store Manager and is a partner in the strategic planning of short and long term goals
• Leads the sales floor and drives store results through the selling team
• Leads and develops leaders and associates in various roles and levels including managers and associates
• Manages competing priorities and business complexities in our higher volume stores, while delivering a memorable customer experience
• Develops and executes short and long term strategies to drive top line sales
• Role models, coaches and develops best-in-class selling behaviors
• Leads and inspires associates to unlock individual potential for extraordinary selling results
• Accountable for the development of associates’ product knowledge which in turn, enables high performance selling
• Responsible for the talent lifecycle of direct reports, including recruitment, hiring, onboarding, training, development, performance management, terminations and succession planning
• Leads direct reports to maintain merchandise presentation standards while selling

Confidential, Bangor, PA

Business Analyst

Responsibilities:

• Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations
• Analyze budgeting and accounting reports for the purpose of maintaining expenditure control
• Financial Modeling (Basic)
• As a research assistant I was in charge of surveying the local population for the professors to analyze the data I accumulated.
• I tutored students in courses related to Economics, Mathematics, and Business Management. I used creative techniques that made the session enjoyable for students and enabled them to understand, apply, and remember what they learned. Students showed an overall increase in their learning experience and performance through attending my sessions.