Professional accounting and finance expert with strong track record in financial analysis, budgeting, and forecasting. Adept at leveraging analytical skills to drive financial performance and ensure compliance with regulatory standards. Known for fostering team collaboration, adaptability, and delivering consistent, reliable results. Proficient in using financial software, managing accounts, and implementing process improvements.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Accounting Business Systems Analyst
M&T Bank
Buffalo, NY
09.2024 - Current
Served as the Oracle lead for User Acceptance Testing (UAT) and training for Project Rise, a $300MM initiative at M&T Bank.
Managed project accounting tasks, including project creation, cost transfers, budget uploads, and asset creation within the Oracle accounting module.
Collaborated with FP&A and Controllership to capitalize fixed assets effectively.
Executed uploads of general ledger entries utilizing Oracle’s ADFDI templates to streamline processes.
Oversaw facilities project management through fixed asset transfers, project cost conversions, and invoice reconciliations using Ariba, Oracle, and Power BI.
Engaged in design discussions, ensuring the delivery of essential functional specifications for business initiatives.
Conducted Cost Center Straddle reconciliation for Facilities department, addressing misallocated projects totaling $130MM during the conversion process.
Participated in and documented data mapping efforts for system integration, conversion, and acquisition-related projects to assess potential impacts on applications due to regulatory requirements and system enhancements.
Senior Financial Analyst
Nielsen
New York, NY
03.2023 - 08.2024
Supported the Corporate FP&A organization, executing critical financial reporting and business partnering activities, including planning, forecasting, budgeting, and providing insight for Nielsen’s $3.5B P&L across its Audience Measurement, Analytics, and Content business units.
Standardized and automated financial reporting processes at Corporate and Business Unit levels, encompassing the P&L from product/business line, budget analysis, and dashboards.
Spearheaded monthly and quarterly presentations via Google Sheets, ensuring operating plans and forecasts maintained high quality, minimizing actual-to-plan variances while proactively identifying mitigation strategies.
Orchestrated financial close and reporting processes in collaboration with business, commercial, and accounting teams.
Developed advanced analytics techniques to ascertain accuracy in revenue recognition, expense reporting, capital expenditures, and cash flow reporting.
Senior Accounting Associate
Amgen
Thousand Oaks, CA
07.2023 - 03.2024
Facilitated accounting processes for the Salesforce Platform team within Amgen.
Budgeted $20MM and forecasted fiscal outcomes across various areas using Anaplan Software, including Licenses, Production Contracts, and FTEs.
Supervised license expenditures, with allocations tracking at 97% for Salesforce, 2% for Copado, and 1% for Odaseva.
Negotiated vendor acquisition purchases and production swaps for external services related to Cognizant and Tata Consultancy Services.
Monitored the approval process of open purchase orders and outstanding invoices through SAP and Ariba Spend Management.
Senior Financial Analyst
Johnson & Johnson
New Brunswick, NJ
04.2022 - 05.2023
Directed financial operations for corporate headquarters, managing a $500MM budget encompassing Health Care Compliance, Legal, Aviation, and Privacy.
Developed and executed yearly Business Plan/Forecast processes for budgets exceeding $400MM, conducting quarterly and year-end closings alongside variance analyses using SAP GL.
Prepared financial forecasts and delivered quarterly presentations, coordinating with business partners to align inter-company charges ranging from $1-3MM.
Led corporate projects, including Project Speed, providing critical insights into $326MM in legal charges for allocated costs in 2021.
Collaborated with upper management to review quarterly results, journal entry accruals via Blackline, funding agreements, and T&E reporting for both domestic and international affiliates.
Allocated budgets for Privacy Regulations based on total sales percentages: 55% Pharmaceutical, 17% Consumer, and 28% MedTech.
Engaged with business partners to capture annual FTE totals utilizing Cognos metrics, including Base Salary, Bonuses, Time Allocations, and Inflation Rates (5% merit increase in 2023).
Supported annual $94.9B Group Operating Committees across Pharmaceuticals, Consumer, Medical Devices, Vision, Corporate, and Supply Chain segments.
Financial Analyst
Wakefern Food Corporation
Edison, NJ
07.2020 - 04.2022
Conducted Financial Planning and Analysis for 85 retailers within the Wholesale Division, contributing ~$200MM to Wakefern’s $18B annual revenue.
Prepared P&L Actual vs Budget reports detailing sales, markups, subsidies, promotions, cash discounts, payroll expenses, total gross profit, and net income for various management levels.
Executed fiscal year-end reconciliation with the accounting department to finalize the yearly budget addressing Letter of Credit vs. Pre-paid inquiries of ~$185MM.
Formulated month-end reporting, driving loyalty rebate checks to accounts such as Kings, North Shore Farms, and Shalom Kosher, ranging between $5K and $75K during any given period.
Distributed weekly sales reports generating $4MM of revenue per week to 16 Wholesale staff members, managers, executive board members, and directors.
Calculated ROI with a focus on identifying cost-saving opportunities for financial enhancement through Retail Pricing, Markups, Gross Profit Rates, and Dollars.
Crafted onboarding processes for new Wholesale business partners, domestically and internationally, ensuring markup accuracy across all departments.
Sales Analyst
Franco Manufacturing Company Inc.
Metuchen, NJ
02.2018 - 07.2020
Compared future retail forecasts of product groups against historical internal sales data to identify trends.
Aggregated large datasets to create and distribute weekly Scorecards and POS reports utilizing both internal and external databases specific to retailers.
Enhanced sales performance through ad-hoc analysis, optimizing business opportunities and maintaining a minimum 96% in-stock rate for customers.
Supervised the flow of goods for low in-stock retail stores, encompassing 4,000 locations in the U.S., 400 in Canada, 18 in Puerto Rico, and E-commerce platforms for Walmart and Amazon.
Replenished store inventory using metrics such as Rate of Sale, Store Rankings, Sell-Through %, Markdowns, Pipeline (Weeks of Supply vs. On-Hand Inventory).
Fostered relationships with vendors, buyers, and stakeholders while providing training, guidance, and mentorship to new employees.
Education
BA - Economics
Kean University
Union, NJ
01-2018
Skills
GAAP
Account Reconciliations
Accounts Payable & Receivable
Journal Entries & Accruals
Closing Procedures
Budgeting & Forecasting
Financial Modeling & Reporting
Invoicing Purchase Order Processes
Project & Vendor Management
Supply Chain
Data Analytics
SAP / S4 HANA / SAP Analytics Cloud
Oracle HFM / Oracle Cloud
Ariba
Blackline
Anaplan
Cognos TM1
Tableau
Power BI
QMF (Query)
Google Sheets
Salesforce / Jira (Zephyr)
Workday / Kronos / PeopleSoft
Outlook, SharePoint, PowerPoint, Word, Excel (pivot tables, v-lookups, sum formulas)
Certification
Summit Training Certificates Johnson & Johnson, New Brunswick, NJ 2022 - 2023
SAP Trainer Wakefern Food Corporation, Edison, NJ 2020 - 2022