Detail-oriented Business Analyst with cost accounting experience and a passion for process improvement solutioning.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Cost Accounting Manager
Continental Biomass Industries
Newton, NH
01.2023 - 07.2024
Researched and reconciled accounting discrepancies for 1000+ parts on 70+ machine sales yearly, covering a wide variety of environmental equipment
Managed the company's cycle count program and communicated results monthly
Created and maintained a metrics template to record employee timecard hours in the absence of an automated solution
Collaborated across functional teams to expedite the approval process for new parts and engineering change orders (ECOs)
Strengthened controls to confirm adherence to Sarbanes-Oxley (SOX) requirements, and reported results quarterly
Prepared weekly sales scorecard for management
Senior Business Analyst
Continental Biomass Industries
Newton, NH
10.2019 - 01.2023
Executed cost accounting transactions for a reputable and growing environmental equipment manufacturer
Created ad-hoc reporting and data collecting solutions through business activity queries (BAQs) and Excel Power Query
Designated the site champion to maintain compliance with Sarbanes-Oxley (SOX) requirements
Senior Repo Analyst
Fidelity Investments
Merrimack, NH
01.2016 - 10.2019
Processed a wide variety of bilateral and tri-party repo transactions in a detail oriented, collaborative environment
Provided required reporting and metrics to internal stakeholders
Created Excel-based solutions that satisfy controls for team processes
Employed process improvements to increase team efficiency
Business Analyst
State Street Corp.
Quincy, MA
08.2013 - 12.2015
Supported project leads with Excel data models, PowerPoint presentations, and SharePoint solutions to communicate and realize an optimized user experience for State Street's Client Services business in Europe and the company-wide accounting and inquiry management processes
Sr. Associate, Domestic Stock Lending
State Street Corp.
Boston, MA
01.2011 - 08.2013
Monitored State Street's internal automation system for discrepancies in processing domestic stock lending activity for 100+ broker counterparties
Developed macros in Excel to seamlessly format price fluctuation data and compile loan return information, achieving time savings of 5-6 hours/week
Sr. Associate, International Stock Lending
State Street Corp.
Boston, MA
11.2007 - 12.2010
Took on cash and non-cash reconciliation, in addition to Associate responsibilities
Developed data formatting and processing solutions with Excel VBA that achieved time savings of 2-3 hours per week
Associate II
State Street Corp.
Boston, MA
11.2006 - 11.2007
Processed stock lending transactions and resolved discrepancies for broker counterparties worldwide in a time-sensitive, deadline-oriented environment
Portfolio Administrator
State Street Corp.
Boston, MA
09.2004 - 10.2006
Executed and managed transactions on a mutual fund portfolio
Reconciled daily balances to the general ledger and provided essential reporting
Education
Bachelor of Arts - International Studies and Spanish
Fairfield University
05.2004
Skills
Excel (incl PowerQuery & VBA)
ERP
Word
PowerPoint
SharePoint
Procedure writing
Data Analysis
Critical Thinking
Process Improvements
Certification
Lean Six Sigma Green Belt, April 2013
SQL Certificate, March 2021
Affiliations
Timberlane Youth Soccer - Coach and League Treasurer
Timeline
Cost Accounting Manager
Continental Biomass Industries
01.2023 - 07.2024
Senior Business Analyst
Continental Biomass Industries
10.2019 - 01.2023
Senior Repo Analyst
Fidelity Investments
01.2016 - 10.2019
Business Analyst
State Street Corp.
08.2013 - 12.2015
Sr. Associate, Domestic Stock Lending
State Street Corp.
01.2011 - 08.2013
Sr. Associate, International Stock Lending
State Street Corp.
11.2007 - 12.2010
Associate II
State Street Corp.
11.2006 - 11.2007
Portfolio Administrator
State Street Corp.
09.2004 - 10.2006
Bachelor of Arts - International Studies and Spanish
Fairfield University
Lean Six Sigma Green Belt, April 2013
SQL Certificate, March 2021
Similar Profiles
Nishant MangalNishant Mangal
Plant Manager at Maa Kailadevi Biomass IndustriesPlant Manager at Maa Kailadevi Biomass Industries