Experienced MBA graduate with two decades of expertise in logistics, finance and operations, actively pursing opportunities within the finance sector.
Overview
18
18
years of professional experience
Work History
Finance Control Group, Oversight & Control
JPMorgan Chase & Co. (Military Duty Since 2018)
01.2017 - Current
Reported directly to the Firmwide Controller with matrix reporting into Firmwide Oversight & Control (O&C) for implementation and execution of the CCAR CFO Attestation Program (CCAP) process, ensuring a strong and consistent control environment across the Finance function
Worked with reporting teams to develop materials for executive reviews and attestations
Performed issues and errors analysis for senior management review in order to initiate actions plans
Reported to management issues related to action plans for Firmwide Regulatory Reporting & Analysis
Reviewed, evaluated, and summarized investment portfolios’ assets and risk appetite
Provided thorough, objective analysis of financial condition and credit worthiness for partners.
Division Transportation Officer (Part-time)
United States Army National Guard
04.2022 - Current
Planned and directed multi-functional logistical functions of maneuver sustainment for Division Transportation team
Trained on GCSS- Army’s Enterprise Resource Planning (ERP) software known as SAP
Responsible for integrating functions of supply, transportation, maintenance and aviation logistics into cohesive unit
Reports to General staff; team of 50+ members
Oversaw successful integration of new technology systems into existing transportation processes, enhancing overall efficiency.
Coordinated logistics operations for seamless delivery of goods to clients on time.
Company Execuitve Officer
United States Army, Joint Task Force Empire Shield
04.2018 - 03.2024
Supported Joint Task Force Empire Shield mission under Governor's direction; enhanced interagency cooperation for 100% mission effectiveness.
Managed staff of 23 personnel with day-to-day activities to supervise, direct, and coordinate for mission requirements.
Oversaw over $200k of vehicles and equipment to ensure unit has adequate inventory.
Conducted training plans to ensure personnel readiness.
Contributed to diverse NYC Missions: COVID, Asylum, and subway support; strengthen interagency partnerships.
Employer Relations Specialist
32BJ Benefits Funds SEIU
01.2014 - 01.2017
Maintained relationships with employers for education and support of Funds’ systems programs, rules, policies, Collective Bargaining Agreements and benefits for employers
Audited 401Ks, Health benefits, Pension, Profit Sharing, and Union dues for Union members
Calculated remittance obligations and explains findings to employers
Coordinated with Senior Management in audits, billing and collections of delinquent employer invoices
Managed coordination of newly organized buildings, including communication to managers for invoice approval and submitting of benefits for payment.
Investigated employee complaints, kept documentation and reviewed action plan with HR.
Represented critical “first line of defense” control function for contracts section, ensuring process is conducted in accordance with all internal and regulatory frameworks
Received and posted funding, commitment and obligations documents to accounting and budget systems for 1000s of company employees, vendors and various department representatives
Balances operating expenses with levels of service, while finding ways to cut costs by removing non-value added activities
Reconciled, review, prepare and compute travel vouchers for vendor employees to U.S
Dept
Of Treasury.
Recorded, interpreted and communicated financial data and plans using SIPR program.
Handled payments and disbursements for 30+ military and civilian customers.
Education
Master of Business Administration (MBA) - Finance
Mercy College
Dobbs Ferry, NY
01.2016
Bachelor of Arts - Accounting
Queens College, City University of New York
Flushing, NY
01.2010
Skills
Microsoft Office: Proficient in Excel, Word, and PowerPoint, Control Rooms, Cognos, FORCE, PowerPlant, PeopleSoft, Oracle, ERP and SAP
Languages: Fluent in Spanish Fluent in reading/writing
Operational Excellence
Documentation Control
Customer Focus
Product Inspection
Problem-solving abilities
Customer Satisfaction
Team Training
Statistical analysis skills
Total Quality Management
Languages
Spanish
Native or Bilingual
Timeline
Division Transportation Officer (Part-time)
United States Army National Guard
04.2022 - Current
Company Execuitve Officer
United States Army, Joint Task Force Empire Shield