Summary: A dynamic, performance driven and highly motivated finance professional with experience in project management, accounts receivable, financial ERP system support, budgeting, investments, and risk management. Have good organizational skills, excellent problem solver with effective management and leadership qualities. Seeking a position in an organization to utilize my strong professional experience, management and analytical skills.

Experience

Financial Reporting Specialist, Research Foundation for SUNY Sponsored Fund Management May 2014 Present

confidential

Accounts Receivable

• Responsible for generating monthly/quarterly/ annual billing in ORACLE on post award contracts/grants budgeted for 32 million send the same to the sponsors
• Responsible for closing the post-award contracts/grants, closed award should have zero surplus/deficit Responsible for collections
• Performing F A Analysis Facilities Administrative Services on contracts/grants Performing reconciliation and distribution of the interest to the sponsors
• Performing check deposits, generating A/R and applying cash Resolving discrepancies in financial reports or with sponsors

Business Consultant, confidential

Project Management

• Responsible for managing and collecting status from 6 Team Leads and updating the same in central system Responsible for solving the day-to-day issues and smooth on-boarding of 20 resources on various projects
• Updated and monitored the conceptual assessment, design and activation, and testing and implementation phase activities for the major southeastern bank risk project to achieve the key deliverables and milestones using Primavera, the standard Project Management Tool used by the client
• Managed and tracked the consolidated project plan of Operational Risk, Market Risk and Credit Risk for major west coast bank
• Assisted in documenting RFP responses for the clients

Finance and Budgeting

• Calculated and reported to management the gross revenue and the number of projects for offerings by region and by industry
• Assisted in preparing budget and maintain the gross profit margin and the net profit margin for the major southeastern bank project
• Responsible for managing the financials for a major southeastern bank, which includes billing, generating forecast and analyzing the effect of roll-on and roll-off of the resources on the project
• Responsible for generating the weekly utilization forecast for the Finance team
• Reported quarterly financials for the projects over 5 million and coordinated the effort for the Finance, Risk and Compliance team to be 100 compliant with the internal filing deadline
• Performed a detailed expenditure and revenue reconciliation for a large academic medical institution of a federally funded research grants and contracts, to determine the financial position by award using PeopleSoft

Compliance

• Collected business requirements to identify and capture a complete set of requirements for centralized document repository implementation for a major west coast bank
• Reviewed and updated the processes and procedures for auditing purposes, which documented and captured both the Corporate Controls and SOX compliance controls at large private company that helps in generating affordable housing across America
• Analyze the processes of the financial system modules from the audit perspective to make sure of the appropriate SOX controls
• Worked with the auditors on the requests about the functionality of the modules
• Conducted gap analysis at a major multinational bank for Private Wealth Management that included Individuals, Revocable Trusts, Trusts, Corporations, Foundations and International customers while implementing Know Your Customer KYC for anti-money laundering purposes

Financial ERP System Support

• Analyzed, identified and provided the solution for the variances in the weekly, monthly and year-end reporting Performed reconciliation of GL to sub-ledgers to resolve the discrepancies in the data
• Supported Estimate to Complete system to complete the monthly financials
• Supported the PeopleSoft financial modules, created processes, analyzed issues and recommended solutions
• Assisted in building the Contingency Project Plan for the implementation of a new financial system in the organization
• Managed the data conversion andreconciliation of Deltek Costpoint system modules

confidential

• Assisted in foreign currency exchange analysis. This analysis provided key data for forward/options contracts trading for institutional investors to mitigate the risk involved in fluctuations in foreign currency market
• Prepared account analysis worksheet for clients and provided consolidated transactional records

Special Projects

Student Investment Fund, University of Tulsa

• Served on portfolio and MIS committee of Investment Management Team managing a real portfolio of more than 875,000
• Responsible for keeping track of Symantec Corporation security that experienced a 37.40 increase in stock price from August-November 2004 and applied financial theories and models in making decisions
• Portfolio Committee
• Collaboratively developed security selection procedure with team members Reviewed the investment policy and discussed the asset allocation criteria
• Created a detailed Automobile Industry and Ford Motor Company analysis report using Bloomberg, Valueline, COMPUSTAT database, Hoovers, Quicken.com and government sources and considered the macro-environment, trends, fundamental ratios and valuation to make the recommendation

Certifications

• Certified PMP from Project Management Institute
• Attended Consulting Skills Workshop at Yale School of Management
• Advances in Financial Sector Analysis and Policy e-learning course from The World Bank einstitute Economic Analysis of Investments e-learning course from The World Bank einstitute
• Six Sigma/Lean Green Belt
• Equities, New York Institute of Finance
• Fixed Income, New York Institute of Finance

Skills

• Proficient in Microsoft-Office: Excel, PowerPoint, Project, Visio, Access, Word, Sharepoint Programming languages: C, JAVA, SQL, VB, HTML, ASP
• Operating Systems: Windows, Unix, Linux
• Software Applications: Bloomberg, Crystal Ball, SWIFT, Fx Online System, NetConnect, Primavera, Cognos, Mercury TestDirector, Lotus Notes, SalesLogix
• ERP System: PeopleSoft, Deltek Costpoint, ORACLE