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EDUCATION Baruch College, New York, Zicklin School of Business
B.B.A. Degree in Finance
St Peter’s College, Jersey City, New Jersey
M.B.A to be completed
COMPUTER SKILLS Microsoft Word, Excel (Pivot Tables, Lookups, Macros), PowerPoint, Great Plains, Hyperion, Donovan, and Traverse
EXPERIENCE
July to Aug Tommy Hilfiger, Inc
SALES ANALYST
• Produced daily, weekly and monthly activity reports.
• Produced and analyzed commission reporting, sales performance management reporting and quota analysis reporting.
• Performed complex analyses of organizational performance and identified opportunities for improvements that would further sales objectives.
• Worked closely with the compensation management team to identify opportunities to improve efficiency and sales performance.
Feb to May JPMorgan Chase Bank
FINANCIAL ANALYST CONSULTANT
• Performed in-depth financial analyses for all new business propositions, and partnered with the product team to ensure products were competitive, appropriately priced and had the necessary features.
• Priced standard deals and acted as a control during the deal/pricing process to all parties involved.
• Worked closely with Pricing and Profitability to integrate allocations methodologies into financial models.
• Liaised with Senior Management and deal sponsors on a weekly basis to justify the derivations of the financials and the assumptions used within the models.
• Worked closely with the RFP team to incorporate and report financial pricing information to the client.
Jan to Feb Harvard Maintenance, Inc.
FINANCIAL ANALYST
• Analyzed and reported on revenue and expense variances.
• Assisted with daily and monthly financial reporting and month-end reconciliations.
• Provided reporting and analysis on operating expense to Accounting Manager.
• Assisted in the compilation of data used in the development of financial analysis and reports by senior management.
Sept to Jan The Big Apple Circus
JUNIOR FINANCIAL ANALYST
• Responsible for general ledger reconciliations and maintenance of the general ledger.
• Analyzed and reported major sales variances
• Maintained all banking transactions, performed account analysis and reconciliation, and generated profitability reports.
• Assisted the Director of Finance in the monthly close by analyzing major variances.
• Responsible for the maintenance of confidential salary and benefits records.
June to Sept HSBC
CONSUMER BANKER
• Conducted periodic reviews on clients and industries.
• Requested, gathered and analyzed information, and updated necessary systems in accordance with credit policies and procedures guidelines.
• Reviewed, analyzed and edit applications from various departments to determine credit worthiness of clients.
• Reviewed loan application packages for completeness and accuracy.
• Made preliminary credit recommendation to Senior Credit Officers and Management.
• Sold bank products by prospecting clients and identifying financial needs.
July – June CABLEVISION
LOCAL SALES ACCOUNT EXECUTIVE
• Seek new customers by continuously prospecting following company’s planned sales strategies and tactics.
• Assisted customers in attaining their goals through proper utilization of the company’s products and services and ensured goodwill between customers and the company.
• Maintained up to date customer records as instructed and participated in the development of sales forecast.
• Solicited customers through telephone and in person presentations and identified demographic advertising needs.
• Effectively communicated to and developed rapport with customers and evaluated customer’s potential product needs and made appropriate recommendations.