Rosemary Gebo
Canastota
Summary
Results-driven Financial Analyst with expertise in financial management and operational reporting at BNY Mellon. Proven track record in analyzing data trends to enhance strategic decision-making and improve efficiencies. Strong attention to detail and excellent communication skills foster collaboration across teams, driving successful project outcomes and high customer satisfaction.
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
13
13
years of professional experience
Work History
Financial Analyst
BNY Mellon
05.2019 - 03.2025
- Analyzed data trends to support strategic decision-making processes.
- Developed comprehensive reports outlining insights and recommendations for management review.
- Collaborated with cross-functional teams to improve operational efficiencies and project outcomes.
- Resolved customer inquiries efficiently through multiple communication channels, ensuring high satisfaction levels.
- Trained and mentored new team members on best practices and system navigation.
Customer Service Representative
Met Life Insurance
04.2018 - 04.2019
- Delivered exceptional customer service by resolving inquiries and complaints efficiently.
- Leveraged CRM software to track and manage customer interactions effectively.
- Collaborated with team members to enhance communication strategies, improving overall customer satisfaction.
- Cultivated strong relationships with clients through exceptional service and support.
Credit and Collection Analyst
Suburban Propane
02.2012 - 04.2018
- Analyzed credit data and financial statements to assess risk and creditworthiness of clients.
- Developed collection strategies, improving cash flow through timely follow-ups on overdue accounts.
- Collaborated with cross-functional teams to resolve account discrepancies and streamline collection processes.
- Implemented automated systems for tracking receivables, enhancing reporting accuracy and efficiency.
Education
NYS Certified - Medical Assistant
Madison County BOCES
Verona, NY05-2015
High School Diploma -
West Canada Valley
Newport, NY06-1985
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial management
- Financial statement analysis
- Data collection & research
- Excellent attention to detail
Timeline
Financial Analyst
BNY Mellon
05.2019 - 03.2025
Customer Service Representative
Met Life Insurance
04.2018 - 04.2019
Credit and Collection Analyst
Suburban Propane
02.2012 - 04.2018
NYS Certified - Medical Assistant
Madison County BOCES
High School Diploma -
West Canada Valley
Similar Profiles
ANKUR WADHEANKUR WADHE
Associate I at Bank of New York Mellon (BNY Mellon)Associate I at Bank of New York Mellon (BNY Mellon)
Vishal TilwaniVishal Tilwani
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)
VIVEK PANDEYVIVEK PANDEY
Senior Representative Client/Fund Accounting Analyst at BNY Mellon India Pvt. Ltd.Senior Representative Client/Fund Accounting Analyst at BNY Mellon India Pvt. Ltd.
Cory JackowskiCory Jackowski
Heavy Equipment Mechanic at Mohawk Valley Materials Inc.Heavy Equipment Mechanic at Mohawk Valley Materials Inc.
Emily BuffumEmily Buffum
Sales Associate at Dollar GeneralSales Associate at Dollar General