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Yyyyyy x. yyyyyy
272 Wyoming Avenue Xxxxxx, XXXXXX xxxxxx (xxx-xxx-xxxx abc@xyz.com
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
Professional History
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
Education / Professional Development
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)
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