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Associate Resume

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Jersey City, NJ

SUMMARY:

  • Bilingual, Service - Oriented Project Manager & Consultant with ~5 years’ experience spearheading operational, technical and people initiatives for Fortune 100 organizations, in addition to 2 years international experience executing community-based projects in Health, & IT
  • Demonstrated success in end-to-end project management, partnering with cross-functional business units, and communicating effectively and professionally with technical, business and executive staff
  • Former Confidential Consultant with proven leadership, adaptability and cross-cultural experience
  • Polished technical and analytical skills backed by B.S in Information Sciences & Technology
  • Business Analysis - Change Management - Business Intelligence Tools Requirements Gathering - Operational Improvements - Cross-Cultural Communication Spanish - SQL, VBA, R, BPMN - Strategic Initiatives
  • Leveraged project management methodologies and quarterbacked implementation of cross-divisional tax compliance framework for Confidential resulting in adherence to applicable sales tax laws, annual penalty & interest exposure by $120M+

PROFESSIONAL EXPERIENCE:

Confidential, Jersey City, NJ

Associate

Responsibilities:

  • Spearheaded analysis of firm’s refined coal supply & offtake investments, presented to Tax seniors & implemented policies leading to compliant reporting of $1.1B / yr.
  • Leveraged GAAP expertise and prepared 110+ indirect tax filings, covering firm’s physical commodities, natural resources & alternative energy business units
  • Engineered VBA macro automating HI Liquid & Motor Fuels Return for engagement with Hawaii’s largest oil refinery, boosting team efficiency & manual prep time by 85%+
  • Researched energy tax legislation and authenticated 350+ exemption s
  • Monitored U.S petroleum product imports, acquired requisite customs documentation, calculated and remitted excise tax due on IRS Form 720

Project Lead, Operations Analyst

Confidential, New York, NY

Responsibilities:

  • Led re-engineering of firm’s commodities tax business processes; oversaw project lifecycle
  • Illustrated BPMN diagram & guided users through delegation of ownership tasks
  • Established data parameters and built firm’s 1st energy compliance database
  • Defined business requirements and launched SharePoint streamlining operational workflow, compliance repository by 300%+
  • Dissected Business Objects tool, communicated insights and generated query capturing 100% of taxable Nat Gas transactions ($200M+) via upstream trading system | 65%
  • Developed project dashboards, ad-hoc reports and data insights for key stakeholders
  • Created engaging PPT “story” summarizing key project objectives, metrics and s; presented to stakeholders within Operations, Logistics & Tax
  • Surpassed expectations for quality, cost & timeliness, receiving promotion to Associate

Confidential, New Cassell, NY

Afterschool Facilitator | Mentor

Responsibilities:

  • Created al and culturally-supportive afterschool environment for 40+ at-risk youth, with 100% of students progressing to following grade level; executed community-based initiatives in partnership with local schools, universities and non-profits

Confidential

Community Economic Development Consultant

Responsibilities:

  • Completed intensive 3-month field-based consisting of 110 hours Spanish instruction, 135 hours technical and 30 hours cross-cultural
  • Developed curriculum, established KPI’s and instructed Information Technology classes reaching 140+ primary students
  • Organized and facilitated 4-day Youth Conference promoting sexual and reproductive health,, life skills, and leadership to cohort of 60 young adults; coordinated housing, budget and travel logistics for student attendees and 12 facilitators
  • Managed 3 Dept. of Ed. IT facilities, administered technical support and trained faculty
  • Established sustainable partnerships with Panama’s Ministries of Health, & Social Development, U.S government stakeholders, Aid for AIDS & Red Cross

Confidential, Jersey City, NJ

Technical Business Analyst

Responsibilities:

  • Documented key regulatory metrics in SharePoint & performed variance analyses
  • Collaborated with cross-functional teams to manage Electronic Bluesheet lifecycle, improving firm’s league table ranking & reducing regulator 2nd requests by 32%
  • Partnered with business analysts to identify use cases leading to the late regulatory reporting of corporate bond transactions, remediation of which contributed to 47% in the firm’s late TRACE reporting percentage from
  • Trained interns, analysts and international team on regulatory filing procedures

Confidential, New York, NY

Analyst

Responsibilities:

  • Managed month-end accounting, financial management, budget and expense functions for portfolio of 80+ Latin American M&A & Emerging Markets DCM engagements
  • Produced monthly accounts receivable aged analyses, synthesized findings and proposed recommendations to M&A CFO in accordance with firm accounting policy
  • Created M&A project codes enabling efficient tracking of M&A expenditures

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