Finance and accounting professional with 7 years of experience in financial reporting, accounting operations, and analysis within financial services. Experienced in U.S. GAAP financial reporting, legal entity support, month-end and quarter -end closes, variance analysis, and cross-functional process improvement.
Skilled in strategic thinking, communication, and problem-solving. Proven ability to enhance reporting effectiveness and drive impactful financial processes.
Overview
2027
2027
years of professional experience
Work History
Cantor Fitzgerald
Assistant Vice President, Financial Reporting
New York, New York
04.2023 - Current
Provide legal entity controller and financial support for various entities under U.S. GAAP, supporting internal and external financial reporting processes and controls.
Prepare quarterly consolidated financial statements for external financial reporting in compliance with U.S. GAAP.
Manage month-end and quarter-end close activities, including journal entries, balance sheet substantiation, analysis.
Prepare monthly and quarterly analytical reporting for the consolidated financial statments, including commentary on balance sheet and P&L variances.
Collaborate with Corporate Accounting, Legal, Tax, Technical Accounting, Treasury, Regulatory Reporting, Product Control, Operations, Financial Planning & Analysis, and Cash Management to ensure proper accounting and reporting.
Initiate opportunities to enhance processes, controls, and reporting efficiencies.
Support internal and external audit inquiries and assist with ad hoc projects.
Cantor Fitzgerald
Associate, Financial Reporting
New York
09.2021 - 03.2023
Cantor Fitzgerald
Analyst, Financial Reporting
New York
07.2019 - 09.2021
Lynx Capital Partners
Winter Externship
New York, NY
01.2019 - 01.2019
Shadowed the CFO of an equity trading technology company across financial reporting, treasury, banking, human resources, and tax functions.
Dynamics Associates
Summer Intern
New York, NY
2018 - 2018
Created client and statistical reports using Excel, including pivot tables, and supported recruiting process efficiency initiatives.
Merrill Lynch Wealth Management
Winter Externship
Bridgewater, New Jersey
01.2018 - 01.2018
Shadowed a Vice President and gained exposure to client service, operations, and management activities.
Education
Bachelor of Science -
Marist College
Poughkeepsie, NY
05-2019
Skills
Microsoft Office: Excel (VLOOKUPs, Pivot Tables), Word, PowerPoint