Esteban Granados
Ozone Park
Summary
Analytical and detail-oriented finance professional with a background in tax preparation and financial operations, transitioning into a broader finance role. Proven ability to analyze complex financial data, ensure regulatory compliance, and streamline reporting processes. Experienced in processing financial transactions using FBSI and XTRAC, resolving reconciliation issues, and collaborating cross-functionally to drive operational efficiency. Skilled in leveraging Power BI and advanced Excel to create dynamic financial models and reports that support data-driven decision-making at the executive level.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Representative, Brokerage Treasury Operatio
Fidelity Investments
Jersey City
04.2024 - Current
- Leverage advanced financial and Excel skills to create and maintain fully linked, templated models for check return reports. Streamlined transaction processes to enhance efficiency, resulting in reduced processing times and improved client satisfaction.
- Coordinated with cross-functional teams to implement system upgrades, enhancing operational capabilities, and fostering teamwork.
- Developed new reporting tools for treasury operations, providing stakeholders with real-time insights and facilitating better financial planning.
- Provided mentorship to junior representatives, cultivating a collaborative environment, and enhancing team performance.
- Implemented process improvements based on data analysis findings.
- Analyzed data to identify fraud trends to develop strategies for improvement.
Junior – Tax Associate
Grayson Ford LLC
New York
08.2021 - 04.2024
- Evaluated financial documents—including income statements, expenditure receipts, and prior-year tax returns—to inform strategic decision-making and financial planning.
- Applied regulatory guidelines and analytical methods to accurately calculate tax liabilities and ensure compliance with financial standards..
- Conducted in-depth client interviews to assess financial positions, identify deductions, and optimize income reporting strategies.
- Compiled and submitted quarterly and annual financial reports, ensuring adherence to government regulations and industry best practices.
- Maintained accurate records of all documents associated with the client's accounts.
- Performed calculations of estimated taxes due or refunded based on the client's financial situation.
Education
Bachelor of Science - Accounting
Cuny Hunter College
New York, NY12-2023
Associate of Science - Accounting
Borough of Manhattan Community College - CUNY
New York, NY05-2021
Skills
- Data analysis
- Financial modeling
- Excel reporting
- Fraud detection
- Regulatory compliance
- Process improvement
- Attention to detail
- Problem solving
- Effective communication
Certification
- ecornell - Business Analytics
Languages
Spanish
Native/ Bilingual
Timeline
Senior Representative, Brokerage Treasury Operatio
Fidelity Investments
04.2024 - Current
Junior – Tax Associate
Grayson Ford LLC
08.2021 - 04.2024
Bachelor of Science - Accounting
Cuny Hunter College
Associate of Science - Accounting
Borough of Manhattan Community College - CUNY
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