TECHNICAL SKILLS:

• MS Office (Word
• Excel (charts pivot tables macros web queries)
• Access
• PowerPoint
• FrontPage
• Outlook
• Visio
• Project)
• Project Management
• Data Governance
• Statistical Analysis
• SQL Database
• Corel WordPerfect
• Dream Weaver
• Photoshop
• Oracle
• Visual Basics
• SAP
• Matlab
• AutoCad
• QuickBooks
• Peachtree
• SAS
• CMS
• Bloomberg
• Morcom
• Morningstar
• Acrobat
• Thomson Baseline
• Streetscape
• Salesforce
• CaseAware
• SharePoint
• BlackKnight
• Tableau

PROFESSIONAL EXPERIENCE:

Confidential, Melville, NY

Senior Systems Analyst

Responsibilities:

• Conduct weekly meetings with operations staff to gather and produce companywide requirements, develop new and edit existing documentation, reengineer business processes and mapping, as well as build a statistical database to identify performance indicators.
• Gather data, prepare, and distribute monthly revenue and production milestone reports to senior management and partners.
• Responsible for the design, building, and testing of multiple new sequences within an internal client management system. This initiative includes the creation of testing scenarios, supplemental testing, reviewing test cases and validating various billing triggers, messages, and reports.
• Perform data analysis by writing queries to ensure data integrity across tables in the database environment.
• Participated in Billing System Process Flow analysis and identified revisions to the billing system documentation as well as develop instruction manuals for onboarding of new clients.
• Work directly with software developers to rectify system issues, bugs, as well as test requested system enhancements.
• Led companywide hardware/software installations: participated in major server upgrade/expansion project, terminal services, network performance, and integrated new technologies into existing data - center environments.
• Rectified many issues by instituting best practices in system log analysis, network operating center security user accounts/permissions, and systems/software auditing.

Confidential Melville, NY

Financial Analyst/Account

Responsibilities:

• Managed well over 50 portfolios simultaneously by providing accurate up to the minute market information and assisting with the buying and selling activities.
• Assisted in the design of the merged dimensional model based on the current and future reporting requirements of the business.
• Managed the due diligence process by interviewing company management teams, analyzing financial filings, trade publications, sell-side research and other sources.
• Due to a rapidly changing environment, participated in both daily/weekly strategy meetings to discuss specific investments for both current and potential clients, as well as provide management with the testing and generated models of products for sales agents.
• Responsible for building and analyzing financial models from company filings.
• Work directly with the CTO and CIO to not only construct a budget at the project level, but also monitor.

Confidential, NY

Equity Analyst/Account

Responsibilities:

• Perform fundamental research of the Health care, Energy, Consumer Durables, Retail and Transportation. Present research philosophy and communicate recommendations with sales team and portfolio managers.
• Create, prepare, and produce research reports consisting of integrated financial statements that test earnings, valuations, and growth feasibility (macro and micro catalyst) leveraging accounting, finance, and economical models.
• Keep up with reorg items; margin delinquencies work short option report.

Confidential New York, NY

Consultant

Responsibilities:

• Owning and being accountable for Fund Screening for Brokerage Accounts based on JPMS specified criteria.
• Complete analysis and monitoring of competitor holdings, and industry trends and opportunities in the market.
• Perform analysis of Broker Penetration across Erisa and IRA accounts and preform presentations through the use of PowerPoint.
• Responsible for the design and production of JPMS process flows i.e. (Manager Fund Selection, Manager Onboarding, and Quarterly Manager Commentaries).
• Work hand in hand with the design of both Proto and Non-Prototype 408(b)(2) process flows.
• Perform State of Residency Analysis for 529 Accounts, for which residency state plan is not offered.

Confidential, Santo Domingo, DR

Project Manager, Financial Analyst

Responsibilities:

• Manage month end close activities related to work order allocation, building material inventories, manufacturing absorption, and overhead spending. Prepare journal entries, reconcile ledgers and accounts, prepare and analyze monthly reports.
• Work alongside both the Vice President of Finance and CFO in order to devise appropriate capital financing, negotiate supply contracts, and monitor budget activities accordingly.
• Structure new project deals with capitalization ranging from $100,000 to $100 million U.S Dollars.
• Prepare monthly business reviews that included highlights of financials, sales and inventory, operations and real estate management as well as ad hoc business reviews for senior management.
• Lead construction cost review and value engineering efforts during preconstruction.
• Monitoring construction quality/inventory through regular onsite inspections.