Work History
Key Skills
Education
Accomplishments
Interests
Files
Index
Newsworthy
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Financial Analysis, Planning and Reporting
 
 | Developed Project Tracking Model for all Global Systems projects at JP
Morgan. Created MIS reports for tracking project costs using project
tracking system, Business Objects and Excel. |
| Budgeting, forecasting and monthly reporting for all operations and
support departments. |
| Product Profitability Reporting, and creation of
enhanced reporting system |
| Ad-hoc Reporting and analysis using SQL, Access, Excel and Powerpoint.
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Reconciliation and Controls
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Established controls and reconciliation reports for all Upfront F/A Transitional
Compensation payments. |
| Managed Project team which reconciled, investigated and collected aged Mortgage-Backed
Securities P&I receivables. |
Systems Development and Testing
| Developed reporting models at JP Morgan Chase Global Systems for Project
Management. |
| Designed, built, tested and reconciled Allocated Services model at Prudential Financial. |
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Managed Due Diligence Process to evaluate Activity Based Costing Packages and OLAP reporting tools. |
| Development of net interest and cost of carry report. |
  
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Developed User Specs for web-based Allocated Services Reports which utilized MDX
Queries of SQL Datacube and Active Server Pages. |
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Created
SQL ad-hoc reports for expense analysis. |
| Designed and developed enhanced end to end report for Service Providers
and Business Unit Departments at Prudential Financial. |
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Worked with Systems Analysts in developing enhanced Product Profitability Reporting. |
| Member of project team that performed systems testing and training for Limited Partnership Settlement. |
Operations Management
  
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Operations and Accounting Management for Derivatives and Mortgage Backed
Securities. |
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Managed 7 day per week Foreign Currency Operation at JFK Airport. Supervised
staff of 16 in foreign currency and domstic banking operations. |
Other
| Total Quality Management Seminar Leader.
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Philip Crosby Total Quality Management Training.
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Involved with roll-out of new Foreign Currency location in Canada |
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