Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Brianna Carter

Brianna Carter

Baltimore,MD

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

4
4
years of professional experience

Work History

Associate Balance Sheet Controller

Morgan Stanley
06.2022 - Current
  • Analyzes, reports, and interprets financial information which is presented to upper management for final financial statements.
  • Conducts detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Analyzes, reports and presents daily, monthly, and quarterly financial statements for 15 business units within Fixed Income.
  • Investigates balance sheet variances including reaching out to business controllers for verification of variances within balance sheet.
  • Performs ad hoc requests for international audiences relating to Fixed Income
  • Uses relevant financial technology to generate reports and recommended courses of action to upper management.
  • Created and maintained precise and accurate models, charts and reports.

Decision Support Analyst

University Of Maryland Medical System
08.2021 - 05.2022
  • Prepares monthly financial statements and other regular management reports, analyzing nominal accounts to determine adequacy of presentations based upon accruals, calculation, estimates and general provisions.
  • Prepares annual and monthly budgets for 4 nursing units within the hospital system.
  • Analyzes nursing unit budgets against actuals to determine units' capacity for spending and hiring additional staff.
  • Monitors and investigates transactions to confirm authorization, conformity and compliance in accordance with departmental procedures.
  • Liaising between financial and non-financial audiences.
  • Provide management support to nursing units and analyze/improve business processes.
  • Developed written documents and reports related to programs and operations.
  • Identified and analyzed project risks and developed mitigation strategies.

Bilingual Financial Representative

T. Rowe Price
11.2020 - 07.2021
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
  • Utilize Synergy and Salesforce to assist clients in achieving their financial goals by understanding products and services offered by their retirement plan.
  • Managed over 50 client calls per day in English and Spanish.
  • Utilize understanding of Spanish language and culture to assist Spanish-speaking clients.
  • Utilize internal databases such as Omnipay and AWD10 to locate documents and checks that are linked to clients' accounts.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards

Risk Analyst

Helm- A Subsidiary Of STRIPE
03.2020 - 10.2020
  • Reviewed contracts and agreements to identify potential risks and ideal mitigation strategies.
  • Analyzing 100+ new business applications per day by reviewing supporting materials.
  • Reference an internal supportability list and judge whether merchant is in compliance with company guidelines.
  • Identify and document inaccuracies which raise red flags that require intervention and follow up with merchant.
  • Produced accurate and timely collections reports, facilitating measurement, decision-making and engagement with merchants.

Education

Bachelor of Science - Corporate Finance, Spanish

Towson University
Baltimore, MD
12.2019

Skills

  • Financial Modeling & Forecasting
  • Financial Reporting
  • New Hire Training
  • Critical Thinking & Analysis

Languages

Spanish
Professional Working

Timeline

Associate Balance Sheet Controller

Morgan Stanley
06.2022 - Current

Decision Support Analyst

University Of Maryland Medical System
08.2021 - 05.2022

Bilingual Financial Representative

T. Rowe Price
11.2020 - 07.2021

Risk Analyst

Helm- A Subsidiary Of STRIPE
03.2020 - 10.2020

Bachelor of Science - Corporate Finance, Spanish

Towson University

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