Financial Analyst with experience driving revenue growth, operational efficiency, and financial visibility across global financial services and consulting environments. Proven track record in forecasting, performance analysis, process automation, and executive-ready reporting. Adept at partnering cross-functionally to translate complex financial and operational data into actionable insights that support strategic decision-making.
Overview
9
9
years of professional experience
Work History
Operations Analyst – Client Account Profile
Brown Brothers Harriman (BBH & Co.)
Jersey City, NJ
03.2025 - Current
Enabled Multi-Million-Dollar Global Trading Activity Through Financial Operations Execution: Supported onboarding and lifecycle management of global custody and FX trading accounts for institutional clients including Vanguard, Goldman Sachs, and BNP Paribas.
Improved Trade Readiness and Settlement Accuracy Across International Markets: Opened and maintained high-priority ETF, equity, and fixed-income accounts spanning Germany, Canada, and the UK, ensuring timely funding, authorization, and regulatory compliance.
Enhanced Operational Efficiency Through Ledger Automation: Executed Ledger 60 setup and automation for EUR, NOK, and SGD accounts, reducing manual intervention and improving scalability of financial operations.
Strengthened Financial Controls and Audit Readiness: Coordinated SWIFT messaging and account lifecycle events with global sub-custodians using UAF and IBM FTM, supporting audit requirements and timely settlements.
Accelerated Issue Resolution Through Process Improvement: Implemented reconciliation controls and a Holdover Log to resolve account discrepancies, improving turnaround times and operational transparency.
Supported Enterprise Transformation Initiatives: Authored SWIFT Duty platform test scripts and delivered system demos, contributing to business transformation and technology modernization efforts.
Served as a Subject Matter Resource on Account Automation: Advised teams on Ledger 60 setup and new account workflows, strengthening knowledge sharing and standardization.
Key Achievements:
Onboarded up to nine high-priority accounts in a single day, meeting strict international trading deadlines.
Improved operational turnaround times through discrepancy reconciliation and workflow enhancements.
Selected as a go-to resource for Ledger 60 automation and account setup best practices.
Financial Analyst
12 ENTERPRISES
Rockaway, NJ
01.2020 - 02.2024
Delivered Financial and Operational Analysis to Drive Client Profitability: Partnered with clients to evaluate workflows, cost structures, and control gaps, providing data-driven recommendations to support revenue growth and efficiency.
Supported Budgeting, Forecasting, and Strategic Planning Initiatives: Conducted financial modeling, forecasting, and performance analysis to guide client decision-making and resource allocation.
Improved Financial Visibility Through Reporting and KPI Analysis: Prepared operational performance reports, risk assessments, and financial summaries, translating complex data into executive-ready insights.
Led Cross-Functional Process Improvement Efforts: Collaborated with stakeholders to implement workflow enhancements, operational controls, and reporting standards that improved scalability and consistency.
Strengthened Data Quality and Analytical Rigor: Guided junior analysts on process documentation, data validation, and reporting methodologies.
Key Achievements:
Improved client operational efficiency by 15% through workflow optimization and control enhancements.
Drove 21% average revenue growth across client portfolio through financial and operational insights.
Delivered an average 24% improvement in client revenue streams.
Expanded responsibilities due to strengths in financial analysis, risk management, and process improvement.
Paid Intern
SBERBANK
Moscow, Russia
01.2017 - 10.2017
Gained international banking experience assisting the head of the financial department for a branch of Russia’s largest bank. Managed client accounts and worked closely with auditors, providing support documentation during quarterly audits.
Largest bank in Russia and Eastern Europe and third largest bank in Europe
Education
Bachelor of Science - Finance
Rutgers University
08.2024
Associate in Science - Business Administration & Accounting
Bergen Community College
05.2022
Skills
Finance & Accounting
Data Collection & Analysis
Cross-functional Coordination
Staff Management & Development
Budgeting
Market Research
Exceptional Client Service
Microsoft Office / Excel
International Business & Banking
Financial Planning
Project Management
Consulting
Risk Management
Financial Forecasting & Modeling
Timeline
Operations Analyst – Client Account Profile
Brown Brothers Harriman (BBH & Co.)
03.2025 - Current
Financial Analyst
12 ENTERPRISES
01.2020 - 02.2024
Paid Intern
SBERBANK
01.2017 - 10.2017
Associate in Science - Business Administration & Accounting