SUMMARY

MBA and Finance Professional with over 10 years experience in the financial services and related industries. Skilled in financial analysis, accounting and reporting, risk management, budgeting, taxes, computer programming, databases, and project management. Strong analytical, business and legal skills.

FINANCIAL/ACCOUNTING SKILLS

Federal & Estate Taxation, Credit Risk, Asset-Backed Securities, Fixed Income, Swaps, CDS, Futures, Options, Derivatives, Legal Drafting & Research ,Commodities, FASB, GAAP, Auditing, Regulatory Reporting, AML, Sarbanes-Oxley Compliance, P&L Analysis, Cost Accounting, Compliance

Operating Systems & Software: Scripting,Bloomberg, Reuters, Visual Basic, C, C++, MVS, QMF, UNIX, NT, Visio, Excel, Access, Word, PowerPoint, GAP Analysis, UAT, Misys Banking System, Idom Reg Reporter, Crystal Report, Summit Banking System, SQL, DB2, Hyperion Planning & Essbase, Lawson Accounting System, Intellimatch, PeopleSoft, Oracle, Business Intelligence, Sharepoint

PROFESSIONAL EXPERIENCE

Legal Consultant
Bankruptcy Law Clerk, Contract Attorney & Legal Analyst 08/2010-01/2012
Confidential –New York , NY , Confidential – Edison NJ, NJ Attorney General –
Treasury Section, TrentonNJ

Confidential,(Financial Industry Regulatory Authority) New York, NY 01/2010--Present

• Arbitrator-Consultant

• Responded to GEAC end-user support questions, and information requests using SQL and others.
• Generated and analyzed GEAC accounting reports including income statement and Balance Sheet.
• Provided support for GEAC accounting system, general ledger and interfaces.
• Participated in the monthly close and upload general ledger journal entries.
• Setup Chartfield values and Trees in PeopleSoft General Ledger.

Confidential,New York, NY 05/2008-07/2010
Legal Consultant

• Reviewed and extracted information from legal documents.

Confidential,New York, NY 05/2009-07/2009
Financial/Business Systems Analyst-Consultant

• Responded to Lawson ERP end-user support questions, reports and information requests.
• Generated and developed accounting reports in Lawson Report writer.
• Setup users, groups, accounts in the Lawson ERP system.
• Provided support for Lawson Modules including Purchasing, Finance, Supply Chain, General Ledger.
• Maintained Lawson vendor master file and uploaded journal entries into Lawson General Ledger.
  

Confidential, New York, NY 04/2004-11/2007
Financial/Business Analyst-IT Finance

• Developed SQL financial queries for internal business managers.
• Prepared and monitored annual and long-term multi-million dollar budgets in Hyperion Planning.
• Developed financial accounting and planning reports in Hyperion Essbase.
• Managed relationships and resolved issues with outside IT vendors.
• Interacted with Business users to gather report requirements.
• Provided Gap Analysis, documented business processes and directed UAT process.
• Participated in the monthly close process for GEAC General Ledger.
• Forecasted yearly and monthly product consumption and multi-million financial costs.
• Audited EDP systems to ensure compliance with company procedures and requirements.
• Used Visio to document existing business processes and implemented internal controls.
• Interacted with internal business and audit managers regarding financial results and ad-hoc requests.
• Participated in teams to update and migrate financial and accounting programs.

• Configured the Summit and Misys accounting modules.
• Reconciled and automated financial reports on Bonds, Securities and Interest Rate Derivatives.
• Setup and tested new financial products in the Summit banking system such as Credit Default Swaps.
• Provided Gap Analysis, documented business processes and directed UAT process.
• Setup new reconciliations, Intellimatch users, groups, balance pools and templates.
• Prepared and analyzed regulatory reports including Call Report and Grand Cayman Report.
• Generated year-end financials including multi-million dollar income statement and balance sheet.
• Interacted with internal business and audit managers regarding financial results and ad-hoc requests.
• Developed accounting reports for product controller on ABS, swaps, fixed income and securities
• Generated and analyzed the daily and monthly trends on the Profit & Lost and market risk reports.
• Knowledgeable in financial products including swaps, forward rate agreements, options and futures.
• Developed VBA macros to download yield curves and future prices from Reuters and Bloomberg.

Confidential, New York, NY 02/1997- 09/1999
Financial/Business Reporting Analyst

• Designed financial reports in Lawson accounting system, including income and balance statements.
• Acted as technical liaison to Corporate Accounting.
• Provided support for Lawson Accounting System, Oracle Financial Analyzer and Billing Software.

Confidential, Purchase, NY 06/1995-02/1997
Financial/Business Analyst

• Developed and implemented accounting reports on Commodities.

EDUCATION

J.D.
MBA in Finance
B.A., Computer Science
Minor: Math and Accounting, College Award: Dean’s list, CPA Eligible