Associate Resume
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Jersey City, NJ
SUMMARY:
- Bilingual, Service - Oriented Project Manager & Consultant with ~5 years’ experience spearheading operational, technical and people initiatives for Fortune 100 organizations, in addition to 2 years international experience executing community-based projects in Health, & IT
- Demonstrated success in end-to-end project management, partnering with cross-functional business units, and communicating effectively and professionally with technical, business and executive staff
- Former Confidential Consultant with proven leadership, adaptability and cross-cultural experience
- Polished technical and analytical skills backed by B.S in Information Sciences & Technology
- Business Analysis - Change Management - Business Intelligence Tools Requirements Gathering - Operational Improvements - Cross-Cultural Communication Spanish - SQL, VBA, R, BPMN - Strategic Initiatives
- Leveraged project management methodologies and quarterbacked implementation of cross-divisional tax compliance framework for Confidential resulting in adherence to applicable sales tax laws, annual penalty & interest exposure by $120M+
PROFESSIONAL EXPERIENCE:
Confidential, Jersey City, NJ
Associate
Responsibilities:
- Spearheaded analysis of firm’s refined coal supply & offtake investments, presented to Tax seniors & implemented policies leading to compliant reporting of $1.1B / yr.
- Leveraged GAAP expertise and prepared 110+ indirect tax filings, covering firm’s physical commodities, natural resources & alternative energy business units
- Engineered VBA macro automating HI Liquid & Motor Fuels Return for engagement with Hawaii’s largest oil refinery, boosting team efficiency & manual prep time by 85%+
- Researched energy tax legislation and authenticated 350+ exemption s
- Monitored U.S petroleum product imports, acquired requisite customs documentation, calculated and remitted excise tax due on IRS Form 720
Project Lead, Operations Analyst
Confidential, New York, NY
Responsibilities:
- Led re-engineering of firm’s commodities tax business processes; oversaw project lifecycle
- Illustrated BPMN diagram & guided users through delegation of ownership tasks
- Established data parameters and built firm’s 1st energy compliance database
- Defined business requirements and launched SharePoint streamlining operational workflow, compliance repository by 300%+
- Dissected Business Objects tool, communicated insights and generated query capturing 100% of taxable Nat Gas transactions ($200M+) via upstream trading system | 65%
- Developed project dashboards, ad-hoc reports and data insights for key stakeholders
- Created engaging PPT “story” summarizing key project objectives, metrics and s; presented to stakeholders within Operations, Logistics & Tax
- Surpassed expectations for quality, cost & timeliness, receiving promotion to Associate
Confidential, New Cassell, NY
Afterschool Facilitator | Mentor
Responsibilities:
- Created al and culturally-supportive afterschool environment for 40+ at-risk youth, with 100% of students progressing to following grade level; executed community-based initiatives in partnership with local schools, universities and non-profits
Confidential
Community Economic Development Consultant
Responsibilities:
- Completed intensive 3-month field-based consisting of 110 hours Spanish instruction, 135 hours technical and 30 hours cross-cultural
- Developed curriculum, established KPI’s and instructed Information Technology classes reaching 140+ primary students
- Organized and facilitated 4-day Youth Conference promoting sexual and reproductive health,, life skills, and leadership to cohort of 60 young adults; coordinated housing, budget and travel logistics for student attendees and 12 facilitators
- Managed 3 Dept. of Ed. IT facilities, administered technical support and trained faculty
- Established sustainable partnerships with Panama’s Ministries of Health, & Social Development, U.S government stakeholders, Aid for AIDS & Red Cross
Confidential, Jersey City, NJ
Technical Business Analyst
Responsibilities:
- Documented key regulatory metrics in SharePoint & performed variance analyses
- Collaborated with cross-functional teams to manage Electronic Bluesheet lifecycle, improving firm’s league table ranking & reducing regulator 2nd requests by 32%
- Partnered with business analysts to identify use cases leading to the late regulatory reporting of corporate bond transactions, remediation of which contributed to 47% in the firm’s late TRACE reporting percentage from
- Trained interns, analysts and international team on regulatory filing procedures
Confidential, New York, NY
Analyst
Responsibilities:
- Managed month-end accounting, financial management, budget and expense functions for portfolio of 80+ Latin American M&A & Emerging Markets DCM engagements
- Produced monthly accounts receivable aged analyses, synthesized findings and proposed recommendations to M&A CFO in accordance with firm accounting policy
- Created M&A project codes enabling efficient tracking of M&A expenditures