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Work History
Key Skills Education Accomplishments Interests Files Index Newsworthy
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*
Monthly P&L analysis, completed 2003 budget preparation, cost analysis,
driver volumes. *
Researched and compiled competitive analysis reports. *
Updated 3 Year P&L analysis of marketing programs for multiple publications. *
Development of management reports using Applix Tm1 and Excel.
Consultant
(Financial)- Global Systems Project Management Office -
Financial Controller with overall responsibilities for a $32mm budget. -
Responsibilities include: month-end close, balance sheet accruals, review and
analysis of monthly results, headcount analysis, tracking of internal allocation
charges, fixed asset tracking and reporting. -
Reconciliation of the Project Accounting & Reporting System to the G/L. * Reforecasts and other ad-hoc financial analyses.
-Analysis
of the firm's results, coordinating the annual planning process, corporate
strategic projects, managing indirect expense recovery process. -Project
Manager: Conversion of Overhead Expense Allocation System from mainframe to
PC-based for expense allocation and activity-based costing. *
Developed user requirements, designed production and ad hoc reports. *
Successfully built firm's allocated services model over a 3-month period. [Model
encompassed 800 service provider centers, 500 profit centers, 12 reallocation
pools, 35 product pools and 80 summary centers.] *
Validated and reconciled results, investigated discrepancies, redesigned the
model and re-tested the system to ensure system integrity and result conformity. *
Worked directly with Systems Analysts in developing Control Reports, building of
SQL 7.0 data cubes and designing Web-based Reports. -
As Manager of firm's Expense Allocation System, worked with department
management to evaluate appropriateness of cost assignments, maintained and
enhanced the allocation system, derived cost factors, booked monthly entries.
-
Prepared product profitability reports for major business units and products. -
Performed revenue and expense variance analysis; reconciliation of results. *
Worked with Information Systems Group to enhance existing Product Report and
develop a new CICS table-based Product-Reporting System. Wrote user
specifications, tested all program changes and data output. [Project:
Settlement of Limited Partnership Claims With Outside Investors. Assisted
in the design, development, testing, and implementation of a fully automated
system for Claims Tracking and Payment Processing. Trained consultants in the
use of the system.] Financial Analyst- Expenditure Control (12/88-1/93)
-
Reconciliation, reporting and analysis for compensation related accounts. -
Developed controls and procedures to improve management reporting. *
Successfully supervised a project team that audited all activity related to
transitional compensation, bonuses and loans for 2700 Financial Advisors;
investigated all unreconciled items. *
Worked with the Information Systems Group and Senior Management in collection of
overdue repayments, developing a promissory note database, automation of
repayment process, and management reports.
Financial
Analyst- Capital Markets Accounting
(1/87-12/88) -Reporting
and analysis of interest revenue and cost-of-carry for fixed income product. *
Created the firm's daily net interest and cost-of-carry inventory reports;
reconcilement of activity between trading and accounting systems.
1980-
1986 C
I T I C O R P, New York, NY Manager-
Interest Rate & Foreign Currency Swaps
(3/85-12/86) -
Managed a six person department.
-Supervised
staff of fifteen in physical and book entry clearance of securities, monthly
physical inventory reconciliation, processing of monthly principal and interest
payments, incoming and outgoing claims investigations, fed funds transfer and
sub-ledger accounting and reconciliation.
Manager-
Foreign Currency Services
(7/80-1/83) -
Managed 8 foreign currency locations and a staff of 16 at Kennedy Airport.
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