Yyyyyy x. yyyyyy

 

Articulate, analytical and results-driven Finance Professional with broad based expertise in financial statements, analysis and performance management, eager to contribute advanced communication and deep understanding of financial management processes toward optimizing the goals of a progressive employer in a Finance/Business Analyst role.   Core competencies include:

 

   Lead Project Management Strategies

   Persuasive and Effective Communicator

   Interact with C-Level Decision Makers

   Logical Problem Solving/Resolution

   Develop Complex Financial Models

   Contract Management/Review

   Develop Strict Internal Controls

   Risk Management Strategies

   Audit Coordination Processes

   Ensure Optimized Compliance

 

Software Proficiencies:  PeopleSoft, FARO, Cognos, MS Excel, MS Word, MS PowerPoint, MS Access, Lotus Notes, ReconPlus, CORAL, TWS, ERDR, NetXPro, MetLink, CDI, Risk Navigator, Calligo, RDC, and PayBase

 

 

1999 to Present:  MetLife, Inc. , Bridgewater, Xxxxxx - Finance Manager 

   Maintain oversight for the monthly review of GAAP financials and regulatory FOCUS (FINRA) filings for two (2) legal Broker Dealer entities; ensure compliance with Net Capital and Customer Reserve regulatory requirements.

   Evaluate and interpret Federal Insurance contracts, 3rd party service agreements and inter-company sales documents to ensure optimized accuracy and compliance with internal and external controls; provide supervision for month end closing processes, balance sheet reconciliations and loan schedules.

   Apply solid analytical skills in evaluating pass-through revenue processes; present monthly income statement analytics for the Broker Dealer Group, and explore appropriate tools for investing idle cash.

   Manage the MetLife Retained Asset product finance functions including liability, suspense and reinsurance accounting for 6 separate legal entities; serve as key external audit coordinator for the Broker Dealer Group.

   Instrumental in the recruiting and hiring of Finance Support Staff; develop performance management benchmarks and create cohesion among the team to increase efficiency and productivity.

 

Financial Analyst            

   Effectively managed month-end closing processes for a Broker Dealer entity; performed all journal entries, bank reconciliations, financial project support and asset transfers.

   Prepared retained asset report and completed a monthly suspense reconciliation for $500MM account.

 

Accountant

   Processed monthly Retained Asset (TCA) Reinsurance accounting for all subsidiaries; prepared credited interest rate reports for Money Market & GIC accounts, and reconciled daily settlement.

 

1998 to 1999:  Arquest, Inc. , Cranbury, XXXXXX - Staff Accountant

1997 to 1998:  Logic Works, Inc. , Princeton, XXXXXX - Accounts Payable Supervisor

1995 to 1997:  The O Connor Group, Edison, XXXXXX - Accounting Clerk

 

 

Saint Leo University - Bachelor of Arts, Accounting

Series 27 License

Frontline Management Skills (MetLife), Coaching for Success (MetLife), Fraud Awareness, Insider Trading, Business Writing Skills, Presentation Skills, SOX 101 & 102, Project Management, Records Retention, Ethical Awareness

 

Registered with FINRA (The Financial Industry Regulatory Authority)

Member, SIFMA (Securities Industry and Financial Markets Association)