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Click here or scroll down to respond to this candidateCandidate's Name
Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLE
Core Qualifications
Financial Planning & Analysis
Forecasting/ Reporting
Client & Vendor Relations
Project Management
Budget Management
Regulatory Compliance
Client & Legal Billing
Experience
Financial Analyst (Morgan Stanley) JUN 2010 - JAN 2016
New York, New York
Provided ad hoc firm operational spending reports used by management for forecasting, trending and result analysis
Managed and prepared monthly ad hoc reports for the HR team, annual team building budgets for the IBD/GCM division
Audited firm internal controls for Anti-Money Laundering (AML), fraud and other compliance related issues to provide effective wide risk management in accordance with SEC and SRO rules
Worked with internal and external auditors to satisfy SOX, compliance and audit requirements
Assisted in general ledger allocations
Co-authored a globally distributed audit document, facilitating senior leader s understanding on mandatory policies
Prepared and led bi-weekly department meetings; provided team updates and evoked department camaraderie through open floor business discussions
Travel & Expense Analyst (Morgan Stanley) NOV 2007 MAY 2010
New York, New York
Maximized the firm s annual savings goals by enforcing travel and expense policy compliance and following strict auditing procedures on hundreds of daily expense transactions for 25+ global divisions
Streamlined and strengthened the department s onboarding process, increasing employee satisfaction by redesigning, restructuring and implementing new procedures for welcoming, training and transitioning new hires into their roles
Processed all client (M&A, IPO) transactions and legal bills
Audited employee expense reports via Concur system
Recovered thousands of dollars of firm-owned funds by investigating and fully reconciling 30 employee corporate accounts per month; ensured all personal expenses were paid in full
Entrepreneur Activities
Partner (Cutieful Baby, LLC) JAN 2016 PRESENT
Determined costs of operations by establishing standard costs and collecting operational data
Guided cost analysis and procedures by providing trend, cash flow and P&L analysis with recommended actions
Decreased operating cost by 27% by deciding to order inventory early and shipping by sea
Managed all financial models, logistics, inventory, and swiftly responded to customer questions, needs and complaints
Skills & Abilities
COMPUTER
Word, Excel (Pivot Tables, V/H Lookup), PowerPoint, Outlook, Concur, Ad hoc reporting, AML Compliance, client and legal billing, SOX, SAP, Host Analytics, Business Intelligence, Adaptive Insights (Planning)
LANGUAGE
Bilingual: English and Spanish. Efficiently speak, write, and read.
Education
St. Bonaventure University Bachelor in Journalism and Mass Communications AUG 2000 MAY 2004
Relevant Courses: Accounting, Corporate Finance, Udemy: Finance, Accounting, Modeling and Valuation |
