Led team with closing of Broadridge Customer Communications (BRCC) month book close and owning processes associated with compiling, analyzing and reporting results for multiple locations to senior leaders
Reported directly to Director of Finance and supervised one finance professional.
Manager - Financial Planning and Analysis
Broadridge Financial Solutions Inc.
Edgewood
01.2018 - 03.2019
Owned close for transaction reporting print production businesses, including accounting entries, review of transactions, creation of P&L's, variance analysis and communication of results.
Manager - Financial Accounting and Reporting
Broadridge Financial Solutions Inc.
Edgewood
07.2013 - 12.2017
Provided preparation, review and posting of general accounting entries for Investment Communication Services segment of business.
Financial Accounting and Reporting - Finance Manager
Broadridge Financial Solutions Inc.
Edgewood
01.2009 - 07.2013
Led team with monthly book close and owning processes associated with compiling and analyzing consolidated results of business segment for reporting to Senior Management and Corporate Finance.
Financial Planning and Analysis - Finance Manager
Broadridge Financial Solutions Inc.
Edgewood
01.2008 - 12.2008
Led process of developing consolidated 5-year strategic plan and annual operating budget.
Financial Planning and Analysis - Vice President | Sr. Financial Analyst
United States Trust Company
New York
Position was responsible for all aspects of management reporting used to report monthly divisional / departmental results and to oversee annual budget totaling $850+ million in total revenue.
Comptrollers - Assistant Vice President
United States Trust Company
New York
Preparation of financial reports, budget planning, and variance analysis.
Second Vice President - Financial Analyst
JP Morgan Chase & CO.
New York
Managed financial earnings estimate and analysis process for corporation.
Skills
Budget Oversight
Reporting oversight
Strategic Planning
Resource Allocation
Cross-Functional Collaboration
Reporting management
Cross-Functional Communication
Organizational improvement
Corporate Communications
Budget Administration
Operations Planning
Timeline
Senior Manager - Financial Planning and Analysis
Broadridge Financial Solutions Inc.
04.2019 - 05.2024
Manager - Financial Planning and Analysis
Broadridge Financial Solutions Inc.
01.2018 - 03.2019
Manager - Financial Accounting and Reporting
Broadridge Financial Solutions Inc.
07.2013 - 12.2017
Financial Accounting and Reporting - Finance Manager
Broadridge Financial Solutions Inc.
01.2009 - 07.2013
Financial Planning and Analysis - Finance Manager
Broadridge Financial Solutions Inc.
01.2008 - 12.2008
Financial Planning and Analysis - Vice President | Sr. Financial Analyst