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Competencies
Demonstrated experience with Financial Modeling.
Demonstrated experience with Budget Analysis.
Demonstrated experience with Forecasting.
Demonstrated experience with Credit Analysis.
Demonstrated experience with Customer Service.
Education
Languages
Experience
FP&A - Senior Financial Analyst
Develop and maintain an effective and efficient operating model with the cross functional FP&A teams to provide insight and analytics to Citi’s CEO, CFO and senior management with key information needed to make strategic, operational, and tactical decisions, derived from the budgeting & forecasting exercises., Develop & establish processes to perform in-depth financial analysis, working with local FP&A teams and our business partners; this in order to lead the financial results conversations with senior management., Influence decisions through advice, counsel and/or facilitating services to other in areas of specialization; such as the integration of subject matter and industry expertise within a defined area., Work on Ad-hoc requests based on the business necessity. Specific activities include: Forward looking projections (Outlook, Plan, MYF) by analyzing trends and taking into account several variables provided by the business and our on-shore partners., Analysis of key management review decks for Regions & Products, Participation in time critical activities for FP&A teams: Performance Management & Business Reviews, Conducting monthly and quarterly reporting. Nonetheless, focus of the team will be addressing ad hoc strategic issues that are complementary to regular Planning and Analysis processes, Lead and support reengineering projects to apply in-depth disciplinary knowledge to contribute to the development of new techniques (continuous improvement), models (templates) and the improvement of processes and work-flow for the area while providing value added perspectives or advice., Drive standardization of activities including the identification of productivity and efficiency by training peers and subordinates in new methodologies to be implemented., Ensure there is a strong culture of high integrity, ethics and meritocracy., Full leadership and supervisory responsibility of a team of professional resources.
Senior Collections/Credit Analyst
Support the credit analyst teams in ensuring clients are credit worthy by sharing historical invoice payment trends and behaviors., Perform respective OTC monthly activities with adherence to written procedures (sub-ledger accounts reconciliation, applying payments, preparing statements, perform collection related activities, raise invoices etc.)., Administer credit, collection and cash application policies as associated with trade receivables., Interact with customers’ accounts payable contacts/buyers to pursue past dues, repayments, resolve unapplied cash receipts and resolve issues with a high level of customer service., Execute Month End reconciliations., Ensure orders on credit hold for customers within his/her portfolio are researched and resolved appropriately., Accountability for 3rd party and bankruptcy processes., Provide operational governance and accountability to BPO including audits, operational feedback, meeting established SLA’s, review and adherence to standard operating procedures., Partner with process owners to identify continuous improvement opportunities., Interact with Credit Card Merchant provider, Corporate Treasury and Banking institutions., Manage incoming and outgoing calls., Maintain master data of clients., Point of contact for internal and external stakeholders as required.
Accountant
Prepare monthly, quarterly and annual statements by collecting data; analyzing and investigating variances; summarizing data, information, and trends., Comply with state and federal tax filing requirements by studying regulations; adhering to requirements; advising management on required actions; calculating quarterly estimated tax payments; assembling data for quarterly and annual tax filings., Respond to financial inquiries by gathering, analyzing, summarizing, and interpreting data., Provide financial advice by studying operational issues; applying financial principles and practices; developing recommendations., Prepare special reports by studying variances; preparing budgets; developing forecasts., Update job knowledge by keeping current with financial regulations and accepted practices; participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Contract Commercial Manager / Project Management Office
Delivering support to Sprint – Working closely with the Business Office Manager, responsible for the preparation and auditing of invoicing data reports, producing the monthly invoice for services rendered, compliance with business controls activities and gathering and safekeeping of evidence, control and deliver communications between client, Concentrix and the delivering teams, and prepare periodic reports for the monthly Business Office review meetings.
Project Portfolio Manager
Responsible for maintaining a database of all current projects approved by upper management along with the documentation (business case, charter, project plan, etc.), responsible for gathering the required documentation for each project idea and presenting it to upper management in order to obtain approval for project resources and launching of the initiative, responsible for updating the database to provide visibility of the projects’ progress and ensuring that any risk is communicated to management.
Competency Business Analyst / First Line Manager
Delivering support to IBM Canada & US – SO Delivery (Business Operations Management): creating and fulfilling adhoc reports/research requests/analysis., Responsible for managing the Non-Direct Labor Plan, Distribution Labor Rules, Budget & Planning tool, reporting on cost performance for the delivery teams (service lines)., Also, responsible for creating and analyzing financial reports from different service groups within the Global Technology Services tower. Exposure to senior management presenting weekly, monthly, and quarterly reports & forecasts.
Cisco ROS / Tier 1 Engineer
Delivering technical support to Cisco on Cisco TelePresence devices, creating and maintaining cases and ensuring follow through on issue resolution by solving technical issues and/or elevating to Tier 2 as necessary, while adhering to time and accuracy targets by working across support areas.
NetBU Deployment / Telecommunications Specialist
Delivery & deployment of network solutions to clients remote and onsite., Configuration of hardware and software on routers, switches & access points., Performing site surveys to assist the design department.
International Trader / Screen Operator, Trading Desk
Delivering and improving the client service experience and ensuring product satisfaction in a fast-paced financial institution based on automated IT systems., Following operational procedures and ensure that transactions are compliant with the organization's requirements.
Fund Manager for the Portfolio Accountants Team
Custody / cash & securities - Supervision of various operational portfolio accounting groups., Responsible for establishing and maintaining client relationships and satisfying their requests by delegating to, and supervising the appropriate work group., Execution of portfolio & fund accounting functions: corporate actions, booking of stock, bonds, derivatives & foreign exchange currency investments., Adhering to GAAP, SAS70 & Sarbanes Oaxley (SOX) requirements., Processing the receipt and disbursement of funds through several multi-currency payment systems (wire transfers)., Review of financial reports on a periodic basis to ensure compliance with accuracy and timely financial guidelines.