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Click here or scroll down to respond to this candidateCandidate's Name
Email: EMAIL AVAILABLE / LinkedIn: LINKEDIN LINK AVAILABLE / PHONE NUMBER AVAILABLETECHNICAL SKILLSHyperion, Essbase, SAP BPC/CWB/EPM, ACS, Business Objects (queries and reports), Portfolio Tracking System (PTS), Structured Query Language (SQL), COGNOS Ledger reporting, CompShare, Bloomberg, Oracle Hyperion Financial Management / SQL queries, journal entries and data researchMS Excel (advanced pivot tables, macros, vlookup, if functions, countif, sumif), MS Word, MS SharePoint, MS Project, MS Access, MS PowerPoint, MS VisioCAREER PROGRESSION & PERFORMANCEWEGO Chemical, Great Neck, NY January 2022 to May 2024Financial AnalystPreparer and review budgets, forecast, actuals, variance analysis, financial reporting and streamlining processes.Preparer of financial modeling analysis for current or proposed operations and provides recommendations to improve results and performance.Preparer and managed reports analyzing financial results and trends which impact the bottom line and propose action for operational improvements based on sound analytical procedures.Recommend journal entries and allocation adjustments to ensure accurate reporting and balanced budgetsPrepare and track monthly Inventory Valuation AdjustmentAbility to evaluate, review, and develop financial reporting models to support financial results and planningPrepare and review budget and actuals results are accurately prepared, tracked, and variances are readily explained.Ad hoc reporting request from Senior Management.Direct access to Top management and I support them to make well informed business decisions based on accurate assumptions.Morgan Stanley, New York, NY July 2017 to January 2022Financial Analyst IIAssist in consumer migration of the renovated platform firm wide.Assist with the drive to facilitate the new structure and new processes in the renovated platform.Create new reports for various groups using CWB (Controller Workbench), EPM, or CWB Lite. Building a business case for legacy fields and purpose. Top-down approach or bottom-up approach depending on their need.Renovated and managed different proforma reports for legal entity, segment reporting, or granular reporting.Managed several strategic project and product developments through business life cycles.Responsible for overseeing the enhancement, usability, growth, and progress of tactical and strategic reporting solutions through database streamlining and migration to cloud infrastructures. Performed data quality gap analysis, statistical inferencing and modeling, root cause issue analysis, data reconciliation, automation of Financial Statements and presented appropriate status, risks, and issues through dashboard data visualization tools.Projects: GL Database automation, US GAAP/IFRS, Local Reporting, CSE Reporting, Enhancement of FRY11 & FRY2314, Transfer Pricing & Taxation automation, 10Q and 10K report automation.Ensure all objectives are effectively and clearly communicated across, maintain, and track contractual obligations and internal milestones.Assisted in the consolidation of the firm wide income statement and balance sheet as well as the compilation of segment income statements.Prepared financial statement reports presenting firm level P&Ls and segment/product level revenues for senior management both internal and external reporting processes.Assisted in the conversion of a consolidation/financial reporting application from HFM (Oracle Hyperion Financial Management / Smartview) to BPC / CWB / EPM (SAP). Test topside, elimination, segment allocation in the application financial statements and excel report.Performed different proforma report analysis, quarterly firm non-compensation expense variance analysis and writing supporting commentary.EDUCATIONSt. Johns University, Bachelors Degree in Accounting Queens, New YorkDowling College, Master of Business Administrations Degree in Finance Oakdale, New York |
