Objective: Financial specialist position offering opportunities for professional growth and advancement.

Confidential, New York, NY
Manager November 2008 - Present

• Responsible for planning and completion of the annual Budgets/Forecasts for Tech Finance Division group through extensive liaison with Global counterparts, colleagues and cost center managers
• Prepared monthly and quarterly financial reports, identified and researched key variances of actual vs. plan for management explanations
• Responsible for full P & L actual and forecast variance analysis preparation and submission for the monthly and quarterly reporting processes
• Supported standardization of Reengineering practices, processes, platforms and protocols; shared best practices to optimize the Enterprise-wide reengineering tracking and reporting
• Designed and generated timely accurate reports and dashboards, including project status updates, variance analysis and risks identification/mitigation
• Involvement in key Strategic Business Analysis projects. Placement within the AEXP finance team to provide finance leadership on a new business partnership
• Coordinated the development and roll out efforts of the Investment Optimization system across AXP business units, providing tools and solutions to facilitate in AmEx's organization
• Increased efficiency of reconciliation process by working with IT department to develop custom program in Oracle to track and reconcile business accounts
• Statistical Analysis / Benchmarking - Analyzed performance of Business units response time to severe application incidents/outages versus historical data and industry benchmarks

Confidential, New York, NY
Consultant February 2008 - October 2008

• Improved quality control of engagement process and recommended new procedures, resulting in an increased productivity of 20% to firm
• Responsible for planning and completion of the annual Budgets/Forecasts for Division Admin group
• Researched and analyzed key business drivers, trends and operating systems metrics
• Participated in cross-functional business projects and analysis of profitability by line of business, by customer, by country
• Provided the Department Heads with their monthly expense performance vs. Budget so that they would be aware of how their department was performing compared to the Budget
• Prepared the Extraordinary Items monthly report to account for MS Asset Management expenses for items outside of business-as-usual category
• Maintain key business unit relationship with Human Resources on compensation budgeting/planning/reporting and cost center maintenance
• Analyzed company's financial needs and worked with Sr, Management to raise capital

Confidential, New York, NY
Consultant March 2007- November 2007

• Supported and prepared financial analysis for the entire IT organization
• Prepared department budgets, forecasts and monthly financial statements
• Responsible for the preparation and analysis of financial reports, statements, and financial materials for specific products and/or business units
• Assisted CFO of finance with the preparation of business cases
• Responsible for day-to-day Operations/Statistical Analysis and Spreadsheet Management
• Managed the month-end close process for the Alliance Bernstein Finance Unit
• Developed cost allocation system and answered questions from finance leaders
• Partnered with Business units in development and support of financial systems

Confidential, New York, NY
Senior Financial Analyst March 2006 - February 2007

• Prepared company\'s annual budget and quarterly forecast of balance sheet, P & L and cash flow statements
• Prepared and reviewed managements groups presentations to executive team
• Supported EUM international business in private banking for Zurich division
• Developed and document new processes for the financial systems in Private Banking
• Compiled detailed monthly reports for expense management in order to provide various analysis, including expense trends, cost efficiencies and headcount status
• Determined accruals and general ledger entries, handled adjustments and distributed financial results to CEO of Private Banking
• Calculate expense outlook estimates; identify key variance drivers between actual and budget expense numbers, and process senior management dollar and force transfers
• Generated and annualized deal cost analysis for a potential new hire to Private Banking

Confidential, New York, NY
Analyst February 2005 - February 2006

• Responsible for quarterly compensation reviews for all assignees to ensure complete compensation is reported and advised staff/specialist/manager of discrepancies requiring resolution
• Prepared payment requests for various lump sum payments, advances, and other allowances and monitor process
• Calculated and presented budget variances, revenue projections, sales analysis, income analysis, head count analysis expense analysis, and compensation analysis for senior management
• Monitored and reported on business performance of the operating unit to senior management
• Handled Expat reports for Asia and North America

Bachelor of Science and Art
Majors: Finance, Management
Minor: Accounting

Skills: Business Objects, Microsoft Office, Outlook, Hyperion, NetEX Pro, Broker View, Cognos, Essbase