Summary
Overview
Work History
Education
Skills
Software
Timeline
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Gunja Maskay

Summary

Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

16
16
years of professional experience

Work History

Sr. Financial Analyst

BNY Mellon
10.2022 - Current
  • Increased financial accuracy by conducting in-depth analyses of financial data and trends.
  • Responsible for preparing and reviewing financial reporting.
  • Responsible for preparing and reviewing SEC/Regulatory filings.
  • Improved budget forecasting through meticulous monitoring of expenses and revenue streams.
  • Streamlined financial reporting processes, resulting in more efficient delivery of critical information to stakeholders.
  • Generated financial and operational reports to assist management with business strategy.
  • Enhanced profitability by identifying opportunities to reduce costs and optimize resource allocation.
  • Complied with established internal controls and policies.
  • Developed comprehensive financial models that informed strategic decision-making for the organization.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
  • Conducted regular reviews of accounting policies to ensure alignment with evolving industry regulations and best practices in financial reporting.
  • Ensured compliance with regulatory requirements by staying up-to-date on industry standards and implementing necessary changes to the company''s accounting practices.
  • Prepared and distributed internal reports and financial statements and coordinated company's audits prior to deadline dates.
  • Ensured compliance with regulatory requirements through diligent review of financial documents and reports.
  • Contributed to the development of robust internal controls that minimized errors in financial reporting while maintaining operational efficiency.
  • Collaborated with internal teams to develop comprehensive financial reports that provided valuable insights into business performance.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Facilitated accurate expense tracking through diligent maintenance of general ledger accounts and reconciliations.
  • Reduced manual intervention in financial reporting by automating key tasks using advanced software tools.
  • Improved financial reporting accuracy by streamlining data collection and analysis processes.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
  • Maximized company resources by performing ad-hoc analyses supporting cost reduction initiatives across departments.
  • Used relevant financial technology to generate reports and recommended courses of action to upper management.
  • Reviewed financial reports and streamlined operations to increase productivity and company profits.
  • Worked well in a team setting, providing support and guidance.
  • Implemented efficient month-end close processes, significantly reducing time taken to generate accurate financial statements for management review.
  • Provided professional services and support in a dynamic work environment.
  • Resolved problems, improved operations and provided exceptional service.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Developed strong communication and organizational skills through working on group projects.
  • Gained extensive knowledge in data entry, analysis and reporting.
  • Organized and detail-oriented with a strong work ethic.
  • Excellent communication skills, both verbal and written.
  • Skilled at working independently and collaboratively in a team environment.
  • Passionate about learning and committed to continual improvement.

Sr. Financial Analyst

Voya Investment Management
08.2015 - 10.2022
  • Increased financial accuracy by conducting in-depth analyses of financial data and trends.
  • Responsible for preparing and reviewing financial reporting.
  • Responsible for preparing and reviewing SEC/Regulatory filings.
  • Improved budget forecasting through meticulous monitoring of expenses and revenue streams.
  • Streamlined financial reporting processes, resulting in more efficient delivery of critical information to stakeholders.
  • Generated financial and operational reports to assist management with business strategy.
  • Enhanced profitability by identifying opportunities to reduce costs and optimize resource allocation.
  • Complied with established internal controls and policies.
  • Developed comprehensive financial models that informed strategic decision-making for the organization.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
  • Conducted regular reviews of accounting policies to ensure alignment with evolving industry regulations and best practices in financial reporting.
  • Ensured compliance with regulatory requirements by staying up-to-date on industry standards and implementing necessary changes to the company''s accounting practices.
  • Optimized the company''s budgeting process by closely monitoring expenses, identifying areas for cost savings, and implementing best practices for financial management.
  • Prepared and distributed internal reports and financial statements and coordinated company's audits prior to deadline dates.
  • Utilized financial software to prepare consolidated financial statements.
  • Ensured compliance with regulatory requirements through diligent review of financial documents and reports.
  • Assisted in mergers and acquisitions activities by conducting due diligence and ensuring accurate financial reporting during the transition period.
  • Contributed to the development of robust internal controls that minimized errors in financial reporting while maintaining operational efficiency.
  • Established budgetary benchmarks and formulated financial management strategies by researching operating and historical financial records.
  • Collaborated with internal teams to develop comprehensive financial reports that provided valuable insights into business performance.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Performed complex financial and budget analyses to determine requirements and justify requested funding.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Facilitated accurate expense tracking through diligent maintenance of general ledger accounts and reconciliations.
  • Developed forecasting tools to analyze revenue variances and capitalize on industry trends.
  • Reduced manual intervention in financial reporting by automating key tasks using advanced software tools.
  • Improved financial reporting accuracy by streamlining data collection and analysis processes.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
  • Maximized company resources by performing ad-hoc analyses supporting cost reduction initiatives across departments.
  • Used relevant financial technology to generate reports and recommended courses of action to upper management.
  • Reviewed financial reports and streamlined operations to increase productivity and company profits.
  • Worked well in a team setting, providing support and guidance.
  • Implemented efficient month-end close processes, significantly reducing time taken to generate accurate financial statements for management review.
  • Provided professional services and support in a dynamic work environment.
  • Resolved problems, improved operations and provided exceptional service.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Developed strong communication and organizational skills through working on group projects.
  • Gained extensive knowledge in data entry, analysis and reporting.
  • Organized and detail-oriented with a strong work ethic.
  • Excellent communication skills, both verbal and written.
  • Skilled at working independently and collaboratively in a team environment.
  • Passionate about learning and committed to continual improvement.

Financial Associate

Metlife
08.2012 - 02.2015
  • Increased client satisfaction by providing personalized financial advice and investment recommendations.
  • Streamlined financial reporting processes for improved efficiency and accuracy in data analysis.
  • Assisted clients in achieving their financial goals with tailored savings plans and investment strategies.
  • Reduced company expenses, identifying areas of inefficiency and implementing cost-cutting measures.
  • Managed a portfolio of high-net-worth clients, ensuring optimal asset allocation and wealth management strategies.
  • Improved financial tracking systems, resulting in more accurate budgeting and resource allocation processes.
  • Developed strong relationships with clients through consistent communication and exceptional customer service skills.
  • Opened accounts for new and existing customers and assisted customers in completing application forms.
  • Maintained knowledge of new investment products and assisted in developing sales strategies.
  • Delivered guidance on financial regulations and requirements.
  • Generated financial projections and forecasts for short- and long-term.
  • Developed financial strategies to optimize use of capital and resources.
  • Built complex financial models for decision-making and forecasting.
  • Analyzed financial trends and provided detailed financial reports to management.
  • Analyzed and interpreted financial data to inform business decisions.

Financial Associate

Metlife
10.2008 - 06.2012
  • Increased client satisfaction by providing personalized financial advice and investment recommendations.
  • Streamlined financial reporting processes for improved efficiency and accuracy in data analysis.
  • Assisted clients in achieving their financial goals with tailored savings plans and investment strategies.
  • Reduced company expenses, identifying areas of inefficiency and implementing cost-cutting measures.
  • Managed a portfolio of high-net-worth clients, ensuring optimal asset allocation and wealth management strategies.
  • Improved financial tracking systems, resulting in more accurate budgeting and resource allocation processes.
  • Developed strong relationships with clients through consistent communication and exceptional customer service skills.
  • Opened accounts for new and existing customers and assisted customers in completing application forms.
  • Collaborated with cross-functional teams to develop comprehensive financial models for business forecasting.
  • Maintained knowledge of new investment products and assisted in developing sales strategies.
  • Delivered guidance on financial regulations and requirements.
  • Generated financial projections and forecasts for short- and long-term.
  • Developed financial strategies to optimize use of capital and resources.
  • Built complex financial models for decision-making and forecasting.
  • Analyzed financial trends and provided detailed financial reports to management.
  • Conducted thorough research on market trends to inform investment decisions and mitigate risks.
  • Analyzed and interpreted financial data to inform business decisions.
  • Prepared detailed reports for executive management, highlighting key performance indicators and areas for improvement.

Education

Bachelor of Science - Finance

California State University - Dominguez Hills
Carson, CA
05.2008

Skills

  • Financial statements expertise
  • Financial statement analysis
  • Budgeting and Planning
  • Research and Data Analysis
  • Auditing
  • Customer Relationship Management
  • Account Reconciliation
  • Budget Forecasting
  • Fund Accounting Software
  • Report Preparation
  • GAAP and statutory reporting
  • Due diligence
  • Microsoft Excel, Power Points, Confluence,
  • Regulatory filings
  • Multitasking Abilities
  • Effective Communication

Software

Confluence

Timeline

Sr. Financial Analyst

BNY Mellon
10.2022 - Current

Sr. Financial Analyst

Voya Investment Management
08.2015 - 10.2022

Financial Associate

Metlife
08.2012 - 02.2015

Financial Associate

Metlife
10.2008 - 06.2012

Bachelor of Science - Finance

California State University - Dominguez Hills

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Gunja Maskay