SUMMARY:

• Possess a comprehensive background in Financial Analysis, Risk Management & Safety, Record Management, Market Data Analysis, and Securities derived 5+ years providing support advisory services.
• Possess extensive knowledge in investigative, integrity and litigation support advisory services using a variety of financial tools such as Microsoft office software (advance Confidential, pivot tables, V - Lookup, formulas etc.,
• Advanced command of Microsoft packages including Confidential SPSS Statistics, UAT (User Acceptance Testing), SQL, Bloomberg, Confidential, Word, Power Point and Access as well as numerous projects and software for global financial institutions.
• Recipient of multiple awards for outstanding performance and professionalism.
• Career supported by a Bachelor of Science from Confidential ’s University and an in-progress Masters in Business Administration with core focus in Corporate Finance expected completion in .

EXPERTISE AREA:

• Financial Advisory Services
• Investment Operations Analysis
• Data Analysis & Deliverables
• Federal Codes & Regulations
• Statistical Modeling
• Account Performance
• Exceptional Communication Skills
• Client Reporting / Documentation
• Financial Contractual Agreements

TECHNICAL SKILLS:

Software: Microsoft Office, Confidential SPSS, Bloomberg terminal, UAT, SQL Access, Word, Confidential, PowerPoint, OneNote, Outlook, Project, Publisher, Visio, InfoPath, SharePoint

Operating Systems: Mac / Microsoft Windows (95, 98, XP, Vista), Windows 10

PROFESSIONAL EXPERIENCE:

Confidential

Corporate Investment Banking Analyst

Responsibilities:

• Assisted manager in leading reconciliation process in post trade validation of various fees related to trade execution.
• Compared fee reconciliation process is required to ensure accuracy of charges passed to client accounts.
• Operated on specialized global team assigned to review fee charged to clients related to 3rd party execution business.
• Review of negotiated rates and data analysis dealing with reconciliations or cross referencing data.
• Brokerage billing reconciliation and project gained management experience specific to validating processes.
• Fee schedule review and validation while interacting with various lines of business obtained knowledge of trade execution.

Confidential

Advisory Analyst

Responsibilities:

• Identified trends, advised and recommended actions based on sound analysis within Confidential and Confidential .
• Consolidated and analyzed financial statements taking into consideration goals and standing.
• Consolidated market value data calculations for specified ranges including fluctuations for various quarters compared across time frames and make calculations to report to the Vice President of the Confidential Group.
• Coordinated and collected input data from projection, checked data integrity, summarized and analyzed data to communicate output to senior management.
• Gained proficiency in a variety of technical software MS Confidential, Word, Outlook, WM Brokerage and Investment platform Confidential for Windows, OneSource, Document Manager System, Citi Securities and Open wealth management

Confidential

Forensic Analyst

Responsibilities:

• Accelerated project completion using report of team individual productivity which drove increased accuracy rate by 90%; recommended implementation of status report which was then implemented by manager.
• Developed knowledge of laws applicable to domestic and global Confidential requirements, including familiarity with legal and regulatory environments.
• Delivered eDiscovery of potential prohibited activity utilizing transaction monitoring filtering systems.

Confidential

Logistical Officer (Reservist)

Responsibilities:

• Clarified budget processes and analyzed status reports for integration of budget controls by reducing overages by 97%.
• Communicated composite risk management and issues and identified sources of supply/demand variation.
• Monitored schedules and adjusted inventory balances; identified problems and maintained priorities for work in process.
• Drove the accountability, maintenance, and supply chain for assignment of ammunition, vehicles, equipment, promotion and subsistence.
• Managed the operations, maintenance and utilization of elements while maintaining 100% accountability of a general support aviation battalion's equipment, worth in excess of $5M.
• Directed the logistics, financial, safety regulatory reporting, inventory and operational duties within aviation refuel and re-armament points throughout area of operations.
• Sergeant
• Reviewed and verified quantities received against bills of contracts, purchase requests, and shipping documents. Unloaded, unpacked, counted, segregated, palletized and stored incoming supplies and equipment.
• Constructed bins, shelving and other storage aids. Simplified and standardized the collection and use of maintenance data.
• Raised the quality and accuracy of performance, cost and parts data through improved maintenance management.
• Established and maintained stock records and other documents such as inventory, material control, accounting and supply reports.

Confidential

Network Advisor

Responsibilities:

• Prepared presentations and written correspondence; participated in weekly board member meeting to provide ideas as well as recommendations for improving the current standing and utilization for furthering the firm's veteran population.
• Facilitated and built rapport among Confidential while promoting Confidential ’s value proposition and analyzing new ways to grow veterans’ participation.

Confidential

English Language Instructor

Responsibilities:

• Articulated learning trends to create a visual presentation for the Confidential in Confidential, Kentucky.
• Built leadership rapport with Confidential alliances for future international military operations.