Project Manager/Financial Analyst Resume

SUMMARY

A Sr. Analyst with experience in financial analysis, costing, budgeting and forecasting, financial reporting, Process Management, Portfolio Analysis, Compensation analysis, fund/cash flow management, Exchange Risk management, business support and performance reporting.
Advanced MS Access and MS Excel skills
Ability to establish and maintain effective relationships with coworkers; good professional judgment.
Ability to manage multiple tasks with competing priorities in a fast paced environment

TECHNICAL SKILLS

PROFESSIONAL EXPERIENCE

Confidential

Project Manager/Financial Analyst

Responsibilities:

Project Manager in the Bank Program Management Office
Key responsibilities include program budget management, risk analysis and process control.
Managed several large programs and projects within Bank Portfolio with budget totaling to over 100 million
Prepared and presented the monthly budget governance to senior management.
Involved in the presentations submitted to the executive committee on budget approvals and Program performance.
Involved in the 2012 Annual budget and building a Supply Demand View for Commercial Bank
Built an IT Budget Management Handbook for Project Managers

Senior Analyst

Confidential

Responsibilities:

Analyst in the Financial Services IT PMO.
Integral part of IT Intent Delivery Process.
Involved in Resource and Capacity planning.
Managed the division Budget to 0% variance
Responsible for Division, Program and Project Costing & Budgeting.
Interfacing with Finance department and Project Managers
Reconciling IT Direct Expense with Charge backs to the business.
Used the Hyperion Financial Reporting System for budgeting, reporting and account reconciliation.
Proficient in SQL, MS-Access, Excel, Hyperion Essbase, PowerPoint.

Financial Analyst

Confidential

Responsibilities:

Designed a Reporting system and implemented processes to keep track of budget transfers between supply groups (business) and IT departments
Analyzed and implemented changes in process flow from direct expenses in the IT Department to Charge backs to the Business.
Monthly Financial Reporting and Variance Analysis.
Interacted with clients to explain financial reports, to get their feedback and to make any changes in budgets, financial reports etc.
Account Reconciliation, making Journal entry re-classes, accounting for software capitalization, managing accruals etc to ensure proper accounting.
Involved in the Annual Budgeting and its Documentation.
Proficient in Essbase, MS Access and Excel and People Soft Financial System.

Compensation Analyst & Equity Administration

Confidential

Responsibilities:

Analyzed all Employee Stock Option Plans.
Created a report of All Options granted by the Company.
Created reports for identifying employees who were reaching retirement eligibility, stock options that were expiring and foreign disbursement associates for tax purposes.
Used Excel and the People Soft HR System to create reports and analyze data.
Performed audits to ensure data integrity.

Confidential

Reporting Analyst

Responsibilities:

Interpreting and Analyzing Accounting Information.
Standardizing and Preparing Financial Reports for Management.
Sales Reporting like Commission Analysis, Sales Productivity, Returns and Exchange Analysis. Equipment Cost Analysis, Sales Mix etc.
Cost and Variance Analysis with specific focus on Equipment Cost.
Reconciling Equipment Cost with Accounting Records to help make adjustment entries.
Used Excel, Microsoft Access, and Hyperion Essbase to analyze data.

Confidential

Financial Analyst

Responsibilities:

Advised clients on managing risk arising out of exchange rate fluctuations.
Forecasting exchange rate movements and optimizing exchange gains.
Advised clients on exchange regulations and guidelines, optimizing profits and minimizing risks. Traded on behalf of large clients. Knowledge of SWIFT.
Experience with Reuters financial trading system
Arranged for Import financing and long-term foreign currency loans after analyzing the feasibility of such loans. Negotiated with banks and other financial institutions.
Conducted Seminars on Exchange Risk Management for corporate clients.
Setup the Foreign Exchanging Money Changing Operations for the company.
Trained the Accountants on the accounting formalities and documentation.
Prepared Weekly & Monthly Income statement.
The department was the largest profit center in its second year of operations. Expanded operations to 5 states.
Set internal control procedures and involved in software implementation.