SUMMARY:

• An accomplished and integrity - driven business intelligence analyst with a strong concentration and enormous success utilizing technology to support core business objectives.
• Recognized as a leader with strengths in reengineering business processes utilizing data/statistical analysis to provide dynamic solutions while running reports to streamline procedures and significantly increase corporate efficiency.
• Possesses extensive experience programming the design, development and implementation of performance-optimized applications.
• Ability to leverage quantitative skills and business acumen while evaluating sales, cash flow and financial performance metrics and trends.
• Proven record of effectively supporting product development and administration, marketing and advertising activity as well as playing a key role in forecasting, budgeting and financial reporting.

TECHNICAL SKILLS:

• Microsoft Office: Word
• Excel
• Power Point
• Outlook
• Access
• Visio; QlikView
• Cognos Query Studio
• Visual Studio
• VB & Java .NET
• VBA Programming
• SQL Queries
• Oracle
• Perl Updates Scripts
• MySQL
• Hyperion Financial Management
• Bloomberg
• Reuters 3000 Xtra
• Lehman-Live
• YieldBook
• Tris
• BlackRock
• Lipper
• Charles River

PROFESSIONAL EXPERIENCE:

Confidential, Berkley Heights, NJ

Senior Financial Analyst

Responsibilities:

• Provide comprehensive support for the client services unit of a global financial services company
• Coordinate with key stakeholders and operations line management to analyze and improve existing controls, forecasts and quality control, ensuring efficient, effective and metric-driven data visualization and information delivery via QlikView and Cognos
• Effectively define, develop, implement, document and manage QlikView BI front end views dashboards based on complex data extraction and load architectures resulting in measurable performance and quality gains while supporting the company’s reporting and performance strategy
• Collaborate with other IT teams to assess the impact of application changes on downstream or upstream applications while incorporating the application needs in the application/project design
• Collaborate with IT to deliver key aspects related to technical enhancements activities, software patch monitoring and testing for the client services group
• Build and maintain effective partnerships with senior executives based on expert knowledge and mutual benefit, presenting detailed reports and subsequent discussion of the items therein to senior operations management on a weekly/monthly basis
• Proactively update main database warehouse inaccuracies through analyzing reports created from SQL queries, creating VBA applications in Excel and Access for reporting and updating needs of the PCG and PCS groups

Confidential, Whippany, NJ

Analyst

• Administered full support for the global reference data unit of a global financial services company
• Ensured that all instrument static data and time series data were accurately maintained on Barclays internal systems, working primarily with trading desks as well as other business units within Barclays to support their instrument data requirements with a scope of products including fixed income and equity products such as corporate bonds, U.S. government/agency debt, Latin American debt, equities, mutual funds, swaps, futures, deratives, options, mbs, abs, etc.
• Performed meticulous financial data analysis, reviewing, reporting and resolving securities trade discrepancies using SQL/Oracle queries and other reporting tools while entering daily data input and validated securities in various systems/outside vendors
• Fully supported/updated the main Essbase database and time series flat files via SQL/Oracle server or autojobs in Perl while also creating VBA applications in Excel and Access for reporting and updating needs of the static and times series group as well as data populated from asset control to other internal systems
• Actively participated in identifying user requirements by working on teams with various front office groups representing business and technology, creating an Access database used for group reporting of workload
• Successfully created, documented, maintained and executed test scenarios associated with new projects, reviewing the functional specifications, updating several time series training manuals and presenting the results of data analysis to management teams in PowerPoint

Confidential, Charlotte, NC

Business Analyst

• Provided comprehensive support to the data and technology unit of a global financial services company involving equities, corporate and municipal, treasuries, CMO and MBS
• Acted as a liaison with technology, accounting and administration and trading groups as well as with external data providers to asses information needs and ensure the correctness of daily data inflow
• Promptly identified and reconciled data irregularities and discrepancies, ensuring the accuracy, completeness, timeliness and consistency of the inputs to the firm’s accounting and Charles River trading database
• Performed key daily quality checks and data analysis, preparing and executing SQL queries while also reviewing, reporting and resolving daily data discrepancies by coordinating changes with the technology group and vendors

Confidential

Analyst/Product Developer

• Served in both business relationship building and financial reporting capacities for a producer and distributor of household cleaning products
• Directly oversaw all aspects of day-to-day financial reporting, meticulously analyzing sales and profit margin trends for all company product offerings in key Central European markets
• Thoroughly prepared and delivered monthly and quarterly PowerPoint presentations regarding sales trends to guide the Chief Financial Officer in business decision-making
• Led the efforts to reduce supply inventories to 1 week of sales and promptly deliver goods to retailers within 1 week of production
• Provided comprehensive business and financial analytical support to cross-functional customer business teams
• Collaborated with executive management in developing and managing operating budgets including monthly forecasting, variance and ad hoc analysis while also assisting in developing crucial metrics to track performance versus budget
• Fully prepared monthly customer profitability analysis through P&L reports, as well as other income and expense analysis reports tied to accounts receivable, inventory and fixed assets

Confidential, Wayne, NJ

Financial Advisor

• Administered full support for a global financial services company in client acquisition and advisory roles
• Created and executed key strategies to acquire and retain clients, extensively evaluating client financial needs, investment objectives/horizon and risk tolerance in order to advise clients on the advantages of multiple investment strategies and products
• Developed, implemented and regularly reviewed plans to assist clients in achieving long-term goals
• Provided responsible stewardship of client assets while achieving complete client satisfaction and loyalty by rendering excellent service

Confidential, Newark, NJ

Analyst

• Served in an analytical capacity within the fixed income investment group of one of the largest life insurance companies in the United States
• Meticulously analyzed a variety of fixed income strategies and fund performance on a monthly and quarterly basis.
• Accurately reconciled trades in corporate and municipal bonds, treasuries and money market funds while also facilitating securities trade settlement by communicating with third-party record-keepers.
• Successfully investigated and resolved a number of trade and security-pricing discrepancies
• Productively verified the accuracy of cash flow derived from the investments of institutional and retail investors
• Thoroughly prepared daily portfolio valuations and analyses of holdings and profit-and-loss while also calculating numerous client-level investment returns for use in marketing materials
• Extensively analyzed the performance of multimillion-dollar portfolios while preparing daily analyses and reports on portfolio-related risk exposures
• Closely tracked key benchmarks of individual portfolios to identify areas of improvement
• Proactively completed monthly database updates to reflect changes in ABS, CMO and floater prices
• Drafted risk-exposure reports for existing and prospective institutional and private investors and prepared analyses and reports regarding cash leverage and asset cash-out values
• Designed innovative Excel macros supporting the establishment of portfolios and composite benchmarks in YieldBook, LehmanLive and Sunbond