Mount Vernon, NY
Senior Financial Analyst
July 2008 to Present
•Perform complex financial analyses including compilation and review of financial forecasts/plans/budgets, taking into consideration actual performance, previous expenditures, estimated income and expenses.
•Analyze departmental operating expenditures by account, activity, and type to identify key drivers of cost and cost increases.
•Assist in the development of five-year business plan, annual operating budget and quarterly forecasts utilizing Hyperion Essbase and Business Objects to analyze consolidated business performance.
•Liaise with the Accounting department to resolve transaction and variance related issues during the month-end close process, to deliver accurate financial reporting to business units and jurisdictional management.
•Help identify and implement potential organizational efficiencies.
•Prepare management updates for the Other and Non-Regulated Jurisdiction on Allocated Depreciation, Asset Recovery, and Net Margin on a monthly, quarterly and annual basis.
•Manipulate and synthesize large datasets using pivot tables and v-look-ups.
•Effectively communicate corporate procedures to business units as it relates to forecast/budget/plan that help to improve performance trends and cost reduction strategies.
•Educate other National Grid Associates on financial metrics.
•Interpret and implement accounting policies and procedures that conform to US GAAP, IFRS and internal policy.
•Develop and maintain financial models to support decision making for complex business problems/challenges.
•Work closely with finance team and continuously enhance reporting process and standardize reports to achieve the highest data quality while meeting tight deadlines.
•Participate in monthly closing process for non-regulated jurisdictional reporting to provide variance insight and greater transparency.
•Partner with jurisdictional business teams to drive forecast/plan process by gathering financial information, performing data load, consolidation and verification of data submitted.
•Oversee allocated charges amounting to over $1 billion dollars annually for operating and capital expenditures.
•Serve as the liaison between Finance, IT, and the broader user community regarding system needs and data flow.
•Support internal clients by creating customized Essbase and Business Objects queries troubleshoot and resolve system related issues independently.
Senior Financial Analyst
August 2007 to July 2008
• Responsible for managing the marketing channels relationship, with ownership over monthly forecasts, spend reviews, and review of pro- forma P&Ls for marketing programs.
• Analyze monthly budgets and forecasts, and prepare annual plans using Hyperion and Essbase financial software.
• Extensive cross-functional interaction with Marketing, Decision Management, and Risk Management.
• Prepare and maintain dashboards for measuring the financial and operating performance of credit card portfolio.
• Assist in the preparation of financial presentations for CFO and the business unit managers.
• Supports portfolio managers with daily and monthly variance analyses as well as with adhoc financial analyses.
• Focus on key metrics and trends in order to identify opportunities and manage risks.
Financial Budget Analyst
August 2004 to August 2007
• Evaluate interdepartmental business programs, projects, and staff and make recommendations for expense reductions.
• Track and report results against specific initiatives and programs and make recommendations on improvements in a timely and efficient manner.
• Provide decision support to functional departments in order to develop business plans focusing on the Authority's strategic plan.
• Investigate deviations from plan, forecast and unusual results.
• Support Authority-wide cost savings initiatives by providing financial expertise on various budget committees.
• Collaborate with all levels of management to formulate executive level analyses, reports and presentations.
• Prepare and analyze budget variance reports on a monthly, quarterly, and annual basis, including surplus/ (needs) analysis.
Financial Budget Analyst
January 2002 to August 2004
• Analyze sensitive data related to capital expenditures, operating revenue, compensation, pension & healthcare, and provide commentary on findings.
• Support forecast and budget process with analysis of annual salary plan and variable compensation components.
• Prepare net present value costing and analysis for collective bargaining sessions.
• Conduct in-depth staffing studies calculating tasks and procedures, creating flow/organization charts, and proper workload staffing levels along with recommendations.
• Finance department representative at collective bargaining sessions, provide comments, and collect information for analysis.
March 2000 to July 2001
• Translate business discussions into clear, concise, specific requirements and deliverables.
• Review, analyze and create detailed documentation of system and user needs.
• Define and document key technical and non-technical business processes.
• Collaborate with internal clients to ensure that all system requirements correctly reflect the defined business processes.
• Communicate with team members regarding status and identifies and resolves issues and risk.
Manager Credit Administration
November 1998 to March 2000
• Supervise administrative staff while supporting a team of bankers and analyst.
• Consult with Risk Manager on credit policy, portfolio management and relationship activity.
• Ensure loan covenants and reporting requirements are in accordance with loan agreements.
Senior Reports Analyst
June 1994 to November 1998
Developed quantitative tools to enhance the analytical process used to identify historical patterns, country exposure, and market trends in Treasury International Capital (TIC) data.
· Research and resolve financial issues that arise from tombstones and new security issuances.
· Use of financial software to investigate and document data discrepancies initiated by internal and external customer
· Analyzed international capital flow data submitted by commercial banks, brokers and dealers for the U.S. Treasury Department for use in the Balance of Payment statistics.
· Conduct meetings with representatives of reporting institutions in order to explain reporting procedures and requirements.
Master of Business Administration in Finance
1997 to 2000
Bachelor of Science in Management
1990 to 1994
SAP, Hyperion Planning, Hyperion Essbase, Hyperion Enterprise, Oracle GL, Business Objects, PeopleSoft, Excel, Word, PowerPoint, Pivot Tables, V& H-Look-ups, Access, Internet, Sharepoint, Financial Statements & Management Reporting, Budgeting and Forecasting, General Accounting and Reporting, Financal Planning and Analysis, Variance Analysis, Expense Reduction, Financial Modeling, and Outlook