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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLEEMAIL AVAILABLEEDUCATIONAL BACKGROUNDSaint Peters College, Jersey City, New Jersey August Street Address
Masters of Business Administration - FinanceBoston College, Chestnut Hill, Massachusetts December 2005Bachelors of Science-FinancePROFESSIONAL EXPERIENCEBloomberg New York, NY 09/2018- 01/2022Capital Planning/ Fixed Asset Financial AnalystSAP data reconciliation of Actuals downloaded into Excel to ensure the Capital Budget information is complete and theamounts are accurate.Performing Month-End Capital Expenditure Close Process.Creation of capital project codes and ensuring all key attributes are populated and the capital codes are mappedcorrectly within the reporting hierarchy structure.Reconciling key financial reports (e.g. Budget and Plan) ensuring accuracy and completeness.Handling daily operational tasks as it relates to Capital Expenditures (e.g. Internal Order Creation and Budget Transfers).Key contributor to the Annual Capital Expense Planning Process that includes managing multi-year request and approvals, on-going planning support to business groups, as well as budget loading, reconciling and reporting.Sterling National Bank New York, NY 03/2017- 09/2018Mortgage Warehouse Operations SpecialistDaily collateral review of documents including but not limited to both the mortgage and the note.Funding wire review, authorization, and execution.Payoff Syndication Advances and Payments.Working to achieve compliance with established and approved operating procedures.Interfacing with clients of the mortgage warehouse group, and using both directive and preventative processes to identify potential loans that need additional diligence prior to funding and ensure all are in SOX compliance.Receiving. reviewing and recommending the funding of advance request in conformance with credit approved eligibility guidelines in a specific timeline and notifying management of and issues or exceptions.BDP International Edison, NJ 01/2016-03/2017Logistics Coordinator/ Data AnalystComfortable interacting with and managing relationships with clients senior management. Analysis including performing regression testing, trend analysis and forecasting.Coordinate import trafficking functions, data entry, and document distribution duties associated with customer shipments through BDP.Receive documents and initiate logging process, confirm data received is in compliance with all US Custom requirements, process all documents in accordance with requirements, coordinate cargo availability and arrange pickup and delivery, and finalize billing and distribute documents as required.Ensure all tables complete and current, assist in accounting issues, perform RFI/RFQ as required, and ensure all communications are prompt and content is accurate.Weichert Financial Services, Jersey City, NJ- Bayonne, NJ 06/2012-01/2016Gold Service ManagerResponsible for the evaluation of clients credit ratings based on the specification of multiple lenders and national programs for credit review.Conducted multiple proposals and client exception review with direct contact to upper level management.Responsible for monitoring of borrowers financial condition to determine collateral requirements as required by the loan agreement.Establish and maintain contact with clients throughout the due diligence process to obtain/provide information and advice, conduct interviews and relay information regarding the process and lenders as well as national requirements.Licensed Banker/Broker and Originator and was sole representative responsible for originating and closing loans for 120 Real Estate Agents in Jersey City Exchange Place, Bayonne Office and Manhattan.Focused on all properties including condo, coop, multi family, and commercial.Conducted weekly presentation to realtors on market updates including market trends and rate changes based on the yield of 10 Year Treasury Bond.Neighborhood Assistance Corporation of America, Newark, New Jersey 01/2010-06/2012Loan ConsultantMaintained and applied working knowledge of company Standards for Business Controls and met management's expectations for effective internal business controls.Documented new financing transactions with clients and advised accordingly.Provided financial counseling for minimum 25 clients per week for HUD certified Mortgage Brokerage towards home ownership.Assisted in the identification and analysis of potential business transactions to increase client base and assisted in the preparation of presentations/pitches.Conducted workshops two times per-month on the products and services of mortgage programs to average audience of 100.Gathered and prepared documents for underwriter review to the standards of Citi Bank and Bank of America.Prudential Financial, Newark, New Jersey 06/2006 -01/2010Accounting/ Compliance AssociateReviewed and analyze financial statements financial models, both internally and externally. Ability to build, review and maintain complex cash flow forecasting models with an excellent understanding.Ensured compliance with program policies and procedures and Sarbanes Oxley controls.Prepared and analyzed financial statement main pages including Balance Sheet and Cash flow.Analyzed accounts of financial and operational information to forecast performance in support of management decisions as well as proposed new reporting requirements to ascertain its impact on systems and interfaces.Prepared and distributed standard and/or ad hoc financial reports; developed changes/additions to existing reporting packages, and also responsible for the maintenance of the PC databases which produce these reports.Contributed in the preparation of Quarterly financial statements in accordance with NAIC Statutory Guidelines.Recommend and/or implement corrective action to bring accounts into compliance with corporate requirements.RELEVENT COMPUTER EXPERIENCEProficient: SAP, SQL, Excel (Pivot tables, V/H Look ups), Access, Oracle Database Systems, Microsoft Word, PowerPoint, QuickBooks Pro, Solomon 7, Eagle Wings Database, Lotus Notes and Outlook |
