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Click here or scroll down to respond to this candidateCandidate's Name
Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEhttps://LINKEDIN LINK AVAILABLEFINANCIAL PROJECT MANAGER BUSINESS ANALYSTOperational Mgt Productivity Improvement Workflow Efficiencies System Automation & StandardizationEffectively communicated vision and initiatives for financial service administration and operations ... Career highlighted by performance excellence consistently exceeding expectations ... Served, supported and developed techniques to maximize productivity while controlling costs and assuring compliance and superior client service.EXPERTISE & STRENGTHSAccounting / FinanceAccount ReconciliationAnalytical AbilityBudgeting & Expense ReportsClient Mgmt. & CommunicationsCustomer ServiceExpense ControlError Detection, Mitigation & ResolutionFinancial StatementsInternal Audit ExperienceManagement Summary ReportingMicrosoft Office SuitePerformance EvaluationsPolicy & Procedure DevelopmentProcess Re-engineering & ImprovementProductivity ImprovementProblem Solving AbilityProgram ImplementationProject DevelopmentProject Planning & AnalysisProject Risk AnalysisSEC ReportingStaff Supervision, Training & DevelopmentWorkflow ManagementCAREER CHRONICLEPersonal Sabbatical.Picayune, Mississippi/Circleville, Ohio (May 2022 January 2024)I will forever be proud of myself for turning a lifelong dream of mine into reality by moving South. It has been the most fulfilling and rewarding accomplishment of mine for so many reasons. To some, I'm sure its just a simple action taken, but for me, it means so much more. Its about my personal growth thats ever-evolving. I had the courage to do something I once thought was impossible. All that I endured throughout the process, from beginning to now, both good and bad. I created goals to accomplish and actually achieved those goals. In order for it's success, I didn't allow fear to overcome my faith. Faith prevailed. Everything from saying goodbye to my friends and family; leaving behind everything Ive ever known and loved in Ohio; stepping outside my personal comfort zone knowing I am 13 hours away from any support system; letting go of something I worked very hard for and what was my sanctuary for many years; I made my house a home all on my own; the stress associated with logistics planning and ensuring it goes as smoothly as possible; my physical endurance required for actually making the move (again, all on my own); to now being in a completely new and unfamiliar place. My personal journey of self-discovery and renewing of my faith hasn't stopped. It's continued on by traveling around to various places to, not only familiarize myself with the area, but to learn about the history, the various cultures, and the very different ways in the South. I haven't worried about how long any of this should take. I learned to embrace the journey while on my way to the destination. I have a much needed restored sense of faith now and feel like this is where I belong. I am eager to begin my new professional journey here in Mississippi!Citigroup, Inc. Columbus, Ohio (November 2007 April 2013 & December 2013 May 2022)*Citigroup, Inc., headquartered New York City, is one of the four largest banks in the US, and is among the largest banks in the world Citigroup, Inc. employs a global workforce of more than 250,000 providing financial services to a customer footprint reaching more than 740 countries. Citi Fund Services: Member, Global Transaction Services Division of Citigroup, Inc.Senior Financial Analyst (Promoted from Financial Analyst) (December 2013- May 2022)Within Financial Administration Department, managed Financial Reporting/ Expense Budgeting functions for top-tier mutual fund clients, and served as third point of client contact. Integral part of a team of 3-5 domestic Senior Financial Analysts. Coordinated and assigned workflow to offshore associates. Validated adherence to company Policies & Procedures (P&Ps). Verified performance of offshore associate production to ensure accuracy and thoroughness. Trained offshore associates to expand business acumen and become better, self-sufficient employees.Developed, reviewed, and refined Financial Statements for SEC reporting: Scrutinized annual/semi-annual balance sheets, statements of operations, statements of changes, financial highlights, and schedules of investments based on data from core accounting system, client communications, and other source documentation. Evaluated and responded to questions / comments from Big-4 Accounting / Audit firms.Was a member of Financial Administration Department's Voice of the Employee Committee. The 14-member committee was comprised of 3 sub-committees: 1) Communication; 2) Career Development; and 3) Working Environment. Performed in Project Manager capacity, conducting in-depth financial analysis, summary reporting and modeling functions as well as pro-forma expense analysis.Attained 3 consecutive and ongoing "exceeds expectations'' (2014 - 2015) or exceptional" (2016) ratings on annual performance evaluations.Achieved 3 consecutive years of top scores in client satisfaction while managing simultaneous financial reporting for 115 mutual funds.Automated expense accrual analysis for a top-tier client, reducing overall production time from days to hours, while at the same time, improving accuracy to over 99.9% in payment allocation and processing.Financial Analyst - (November 2007 - April 2013)Oversaw all daily/monthly mutual fund administrative activities and performed wide array of comprehensive data monitoring and process generation tasks; including expense budgeting and accrual computations, SEC Financial Reporting, data validation, financial modeling, analysis & summary reporting, prospectus preparation, pro-forma expense analysis, and project management duties. Engaged in mentoring and staff development activities with junior team members.Instrumental in streamlining company invoice processing as member of committee assigned to implement Confluence Unity software, designed to leverage economies of scale; work contributed to improving invoice processing accuracy from 50% to 90% requiring only 5-10 days time over previous 20-30 day timeline to complete transactions; yielded fewer cases of incorrect budget category coding and greatly reduced opportunities for employees to commit wire fraud.Formulated financial models using What if' scenarios for Investment Advisors; pro-forma analyses enabled advisor to evaluate impact on expense ratio of portfolio funds when making such changes as launching additional funds, closing funds, or gain/loss of large investor resulting in multiple fund platform expansions for existing clients and increased assets under management.Standardized formulas and workflow processes in software templates across multiple fund complexes, as part of streamlining and automating operations; end result facilitated huge increase in productivity due to faster application and accuracy, enabling quicker processing and review of expenses and budgets, previously requiring hours to prepare before actual analysis could commence.Produced monthly/quarterly asset-based expense summaries for multiple mutual fund complexes; reconciled check register payments against core fund accounting system records, researched outages, and calculated true-up adjustments in event of discrepancies to rectify projected surplus/shortfall for following month.* In April 2013, I left Citigroup, Inc. to accept an offer for full-time position as Presentation Manager with PetSmart, Inc. However, in December 2013, I rejoined Citigroup, Inc. after a promotion to Senior Financial Analyst was extended as condition for my return.EDUCATION AND AFFILIATIONSBachelor of Science - Business Management Major - Franklin University (Columbus, OH)Associate of Arts with Business Administration Emphasis - Columbus State Community College (Columbus, OH)Danielles Animal Safe Haven (D.A.S.H.) Rescue Volunteer/Social Media Content Creator (Ashville, OH)Alzheimer's Association Annual Fundraising Contributor/Walk ParticipantWreaths Across America - Wreath-Laying Participant at Cemeteries |
