Financial Analyst proficient in translating complex financial data into actionable insights. Achieved a 75% enhancement in financial accuracy at Columbia University through rigorous analysis and advanced Excel skills. Demonstrates strong capabilities in budget management and financial reporting, fostering operational excellence and informed decision-making. Career aspirations include leveraging analytical expertise to drive strategic initiatives within a dynamic organization.
Overview
33
33
years of professional experience
Work History
Senior Student Services Representative
Columbia University
New York, NY
01.1999 - Current
Supervise financial operations for Federal Work Study.
Ensured accuracy in FAS account reconciliations.
Generate detailed financial reports for analysis.
Regularly monitor and uphold accuracy of financial transactions.
Implemented multi-budget Excel management system to track expenditures.
Manage transaction oversight and variance recording.
Manage processing of sensitive financial and employment documents.
Coordinate student hiring activities.
Guarantee reliability in forecasting budgets using accurate financial data.
Monitor spending patterns for effective budget management.
Coordinate efforts with Academic Affairs and Controller’s Office.
Conduct bi-weekly, monthly, and annual financial closings.
Direct financial oversight for appropriate allocation of Columbia’s funds.
Streamline report generation through implementation of sophisticated Excel-based trackers.
Develop and integrate financial systems to monitor expenses and discrepancies.
Monitor adherence to budgetary policies through oversight of all FWS fiscal activities.
Enhance financial precision by correcting accounting errors and discrepancies, resulting in a 75% improvement.
Deliver outstanding customer support to students, faculty, staff, and external organizations.
Made complicated details straightforward by leveraging Excel tools.
Identify trends, patterns, and strategies through thorough financial data analysis.
Examine documents for accuracy, adequacy, compliance, satisfaction or default in fulfilling contractual obligations.
FINANCIAL ASSISTANT - Department of Psychiatry
Columbia University
New York, NY
01.1997 - 01.1999
Processed invoices, check requests, and maintained budgets for department grants.
Ensured accurate and timely processing of business expenses with AP/CAR.
Prepared reconciliations for petty cash transactions and executed budget modifications.
Balanced monthly FAS statements and internal sub-ledger.
Formulated and sustained financial projections.
Resolved discrepancies between external vendors, faculty, staff, and students to ensure client satisfaction.
Generated recurring and ad-hoc reports for financial monitoring.
Participated in the creation of fiscal year budgets.
Verified spending adhered to budget regulations.
Oversaw procurement activities such as ordering supplies and handling documentation.
Aided in creating monthly closing documents through detailed financial analysis.
Handled day-to-day petty cash transactions.
Recognized as 'The Clean Up Man' for optimizing workflows.
Resolved payment discrepancies to ensure timely and accurate employee compensation.
Staff Analyst / Budget Division
NYC DEPT. OF PARKS AND RECREATION
New York, NY
01.1992 - 01.1997
Developed accurate forecasts by analyzing tracked variances within the $61 million department budget.
Aided in budget preparation by reviewing fiscal requests and proposals.
Developed revenue initiatives for the Office of Management and Budget to enhance total revenue.
Generated comprehensive financial projection reports for short and long-term periods.
Formulated presentations with budget goal recommendations.
Assisted in resolving financial discrepancies with purchasing and accounting personnel.
Handled multiple budget monitoring documents.
Completed financial report generation by leveraging multiple databases.
Created budgets and ensured proper expense management.
Examined billings for accuracy and identified discrepancies.
Processed financial transactions related to budget transfers, ensuring accurate journal entries.
Conducted research to provide accurate responses for City department queries.
AVP, Senior Manager Homeownership Programs at Federal Home Loan Bank of New YorkAVP, Senior Manager Homeownership Programs at Federal Home Loan Bank of New York