Summary
Overview
Work History
Education
Skills
Awards
Languages
Accomplishments
Websites
Timeline
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Alejandra Pineda

Wharton,NJ

Summary

Experienced bilingual Financial Reporting Specialist with progressive experience across financial controls, budgeting, accounting and auditing. Successful at automating the reporting process utilizing Management Reporter to optimize work flow and minimize errors. Exceptional skills in evaluating and distilling complex financial data to ensure fresh, accurate and relevant information to mitigate potential impacts.

Overview

16
16
years of professional experience

Work History

FINANCIAL REPORTING SPECIALIST

ZUFALL HEALTH
Dover, NJ
08.2021 - Current
  • Prepare detailed financial reports on current financial status of the organization and the 17 locations including balance sheet, income statement, profit & loss, etc.
  • Analyze and report individual site monthly visit and revenue performance/expense with commentary of actuals vs. budget/forecast to support site improvement initiatives
  • Analyze all financial statements for trends and variances
  • Streamline reporting process by automating manual reports utilizing Management Reporter to optimize time and reduce error probability
  • Create PowerPoint presentations and discuss analysis and graphs with various stakeholders including upper management, departmental managers, site managers, and external entities
  • Created and maintain Financial Models in Excel utilizing various methods like traditional model using advanced tools and lookup features to analyze operations and profitability of the Center to assist management with making sound business decision to support efficiency improvement in services, operations and profitability
  • Assist VP of Finance with annual budgeting and reforecasting
  • Assist VP of Finance with preparing reports for government agencies to ensure compliance with applicable rules and regulations
  • Assist accounting team with monthly close procedures including journal entries and reconciliations as needed
  • Support all month end, quarter end, and year end closing process and the audit process
  • Responsible for timely renewal of various state and federal applications

FINANCIAL AID COUNSELOR

CENTENARY UNIVERSITY
Hackettstown, NJ
09.2019 - 08.2021
  • Determined financial aid eligibility of students based on institutional, and State and Federal regulations
  • Used ERP software to prepare detailed financial aid packages, offer letters and certify student loan applications
  • Requested additional documentation as necessary for verifications
  • Exercised professional judgment in appeals to adjust household finances
  • Calculations were made to both base year and a 12-month projection period to ensure most beneficial method was utilized to assist families
  • Performed regular file reviews to ensure compliance with internal policies and accurate record keeping
  • Ran ad hoc reports, reconciliations, discussed and analyzed inter-departmental data to improve enrollment, graduation, and retention rates
  • Stayed abreast on federal and state regulations correlated to Financial Aid through trainings, IFAP and Federal Registrar
  • Represented the Financial Aid Office at college-wide events.

COMPLIANCE OFFICER

ARTISTIC ACADEMY
Morris Plains, NJ
02.2013 - 08.2019
  • Assisted with developing and revising policies and procedures to ensure compliance with federal and state laws, regulations and school policies related to financial aid, enrollment practices and advertisement
  • Took initiative to reduce the high number of delinquent borrower accounts to reduce the Cohort Default Rate
  • By analyzing and adjusting outreach efforts to all borrowers at risk or in default, the organization’s CDR was reduced from 18.4% to 1.8%
  • Coordinated internal reconciliation efforts and reports for reviewing entities, such as auditors, program reviewers, and accreditation teams with 0 findings
  • School Certifying Official for veterans’ education benefits and DVRS
  • Maintained communication with liaisons and field counselors from all counties to ensure compliance and timely reporting and payment
  • Determined financial aid eligibility of students, exercised professional judgements on appeals and provided entrance and exit counseling
  • Used ERP software to prepare detailed financial aid packages and certify student loan applications
  • Maintained compliance frameworks, policies and documentation to support audits.
  • Adhered to deadlines in optimizing regulatory and operational performance.
  • Ran ad hoc reports, reconciliations, discussed and analyzed inter-departmental data to improve enrollment, graduation, and retention rates
  • Stayed abreast on federal student aid regulations through annual US Department of Education conferences, IFAP, along with conferences related to for-profit schools.
  • Collected, posted and reconciled tuition payments and revenue from Student Salon ensuring timely deposits to bank

PERSONAL BANKER

VALLEY BANK
Dover, NJ
08.2007 - 02.2013
  • Opened various new accounts including checking, savings, certificate of deposit and IRAs and discussed loan products.
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Analyzed client needs and recommended appropriate bank products and services maximizing referral and sale opportunities
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Maintained position of trust and responsibility by keeping customer business confidential.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Recognized by management for providing exceptional customer service and consistently exceeding sales quotas.
  • Maintained and balanced teller cash box as needed.
  • Acted as supervisor and assisted vault teller in ordering and shipping currency and distributing currency to tellers within prescribed limits.
  • Stayed abreast on compliance and regulatory requirements and reported issues and unusual customer activity as required.

Education

Master of Business Administration - Finance

Centenary University
Hackettstown, NJ
05.2021

Master of Arts - Elementary School Teaching

Fairleigh Dickinson University
Madison, NJ
05.2010

Bachelor of Arts - English Literature

Fairleigh Dickinson University
Madison, NJ
05.2009

Skills

  • Prepare and Present: P&L, Balance Sheets, Income Statement and other finance projects
  • Automate Financial Reports
  • Financial Modeling
  • Business Forecasting
  • Data Interpretation
  • Budget Coordination
  • Comparative Analysis
  • Trends Analysis
  • Variance Analysis
  • Advanced Excel Skills
  • Analysis
  • Analytical Research
  • Statement Review
  • Comparative Analysis
  • Impact Assessment
  • Chart and Graph Preparation
  • Due Diligence
  • Analyzing Performance
  • Data Trending
  • Needs Assessment
  • Financial Problem Assessments
  • Monitoring Expenditures
  • Data Trending
  • Relationship Building
  • Problem-Solving
  • ERP Software
  • Management Reporter
  • Microsoft Dynamics GP
  • MS Office, MS Word, Outlook, Excel, PowerPoint, Sharepoint

Awards

Employee of the month

Employee of the quarter on 3 occasions

Languages

Spanish
Native/ Bilingual

Accomplishments

Graduated with a 3.97 GPA from Centenary University

Graduated Magna Cum Laude from Fairleigh Dickinson University

Employee of the month

Employee of the quarter on three ocassions

Timeline

FINANCIAL REPORTING SPECIALIST

ZUFALL HEALTH
08.2021 - Current

FINANCIAL AID COUNSELOR

CENTENARY UNIVERSITY
09.2019 - 08.2021

COMPLIANCE OFFICER

ARTISTIC ACADEMY
02.2013 - 08.2019

PERSONAL BANKER

VALLEY BANK
08.2007 - 02.2013

Master of Business Administration - Finance

Centenary University

Master of Arts - Elementary School Teaching

Fairleigh Dickinson University

Bachelor of Arts - English Literature

Fairleigh Dickinson University

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Alejandra Pineda