TECHNICAL SKILLS:

• Advanced Excel (Pivot Table
• Macro) Essbase Hyperion
• Business Objects - BI Tools
• MS Office (Excel Access PowerPoint Outlook Visio Project)
• SQL
• Excellent analytical
• decision-making
• problem-solving
• team
• and time management skills.

PROFESSIONAL EXPERIENCE

Confidential, Ridge, NJ

Finance/Treasury Data Analyst

Responsibilities:

• Implement software for ALLL calculation to provide consistency, transparency and reliability of information used in the allowance determination process.
• Perform initial setup of loan files on our system to ensure consistent application of specific methodology and segment definitions.
• Create and maintain criteria database with industry, geographic, economic and environmental factors.
• Ensure criteria database is updated monthly or quarterly from multiple sources and reconciled to published financials.
• Provide for measure of impairment under SFAS 5 charge-offs/recoveries.
• Calculate additional loss reserves based on other qualitative factors that may affect loss rates.
• Calculate migration analysis on segments, sub-segments and charge-offs based on loan attributes.
• Determine and measure impairment under SFAS 114 calculating PV cash flows compared to current balances for and direct collateral value to loan balance to determine amount of loss
• Analysis of operational and performance data derived from various databases, systems and other information sources for treasury ALM and ALLL modeling & analysis.
• Federal Reserve Collateral pledging of loan assets & FHLB asset pledges furthering enterprise liquidity.
• Develop internal FRBNY borrower-in-custody structure and pledged asset core tracking.
• Responsible for working with finance, treasury and accounting related projects supporting CFO.
• Conducting research on economic and business conditions, industry trends and the impact on operations, summarizing findings.
• Collection, validation, and assessing integrity of data along with data mining and trend analysis.
• Leverage transaction level data for analytics.

Business-Financial Analyst

Responsibilities:

• Provide support to Head of Local & Regional Controllers and Heads of Business Management in the implementation of financial initiatives and reporting.
• Analysis of operational and performance data derived from various databases, systems and other information sources.
• Preparation of related management, analytical and administrative reports on the operations and performance.
• Create and compile P&L reports for 1,500+ for US and International branches and cost centers.
• Create, compile and disseminate P&L detail reports for related parties.
• Reconcilement of various reporting platforms for proper reporting utilizing Essbase, Business Objects & SAP.
• Support and Implementation of specialized reporting to include variations of P&L for cost containment monitoring and control.
• Identify strategies aimed at enhancing the reliability, efficiency and user-friendliness of support systems; operational procedures; and MIS reporting.
• Development effective methodologies and procedures to keep system data current and accurate.
• Maintain local organization hierarchy reporting while liaising with global counterparts for proper alignment.
• Maintain website tables for visibility of reports through internet.
• Liaise with Systems and Technology groups to identify and rectify reporting systems concerns.
• Provide support and training for new and experienced Essbase users.
• Create reporting templates for Essbase users & new user training coordination/presentations.
• Excellent oral and written communication skills combined with financial and business acumen.
• Ad-hoc reporting and analysis as required.
• High proficiency with Excel, Hyperion/Essbase and Business Objects.

Revenue Analyst

Responsibilities:

• Internal financial reporting activities including financial and operational metrics.
• Executive results reporting on daily and monthly results.
• Provide commentary on financial results for distribution to management groups.
• Compile report and analyze data and metrics.
• Reporting of key metrics and analysis specific telecom.
• Extensive data extraction from database tables for revenue recognition across all product offerings.
• Maintenance of tables to ensure efficiency and data quality.

Financial Analyst

Responsibilities:

• Ability to work in a fast-paced and challenging environment while interacting with various departments and personnel.
• Financial reporting roles to business units including Corp Communication, Legal & Technology groups.
• Excellent oral and written communication skills combined with financial and business acumen.
• Self-starter who can work well individually and in a team environment.
• Very proficient with Excel, Hyperion, and Essbase and PeopleSoft.
• Coordinated monthly reporting, forecasting, and plan/budget development of the business.
• Prepare and present performance data to finance and business management.
• Assist the corporate controller and BU management with all aspects of financial reporting as well as ad-hoc reporting.
• Analyze monthly financial results and prepare monthly financial operations narrative/commentary.
• Manage the consolidation and review process for monthly expense estimates and FY forecast adjustments, including estimate to actual analysis and reconciliation of FY Forecast.
• Coordinate the preparation and consolidation of monthly headcount reporting.
• Review, analyze and corroborate monthly expenses and payables.
• Review systems and internal processes and procedures to ensure effective financial controls and best practice utilization.
• Implement controls and procedures to strengthen financial control and/or improve deficiencies.
• Supporting all Sarbanes Oxley activities and internal and external audit requirements.

Dividend Analyst

Responsibilities:

• Interpreting and transmission of data to branch/clients involving all optional dividend/spin-off payments.
• Extensive coordination with DTC, Banks, Agents, Brokers, Issuing Entities and various departments.
• Experience with global foreign banks or depositories coordinating delivery and distribution.
• Extensive uses of all DTC functions (EDS RIPS DIVA DPAL) and election procedures.
• Mainframe extraction and manipulation of data to worksheets for reconcilement, calculations, distributions.
• Promote and implement systems and process efficiencies associated individuals, groups and departments.
• Research problems and assign responsibility for correction.
• Extensive working knowledge of all aspects of the dividends for both domestic and international issues.
• Working knowledge of Stock Record, Transfer, Reinvestments, and Tax Reporting.

Tax Compliance Specialist

Responsibilities:

• Preparation and review of high net worth individual federal and state income tax returns.
• Tax compliance management, oversight and preparation for a high volume of tax adjustments and returns in a time sensitive environment
• Active participation in preparation of Federal consolidated forms and schedules
• Assist with preparation of unitary and combined state and local tax returns
• Tax analysis, planning and analytics.