Sophia Ferraro
New York,NY
Summary
Proven analyst with a robust background at Lazard Asset Management, adept in financial reporting and analysis, and excelling in cross-functional collaboration. Spearheaded the Canoe Intelligence platform integration, enhancing operational efficiency through data automation. Highly proficient in evaluating and distilling complex financial data, with a strong attention to detail, I consistently provide precise financial insights and prioritize a client-first mentality, ensuring quick response times and high-quality service for client requests.
Overview
3
3
years of professional experience
Work History
Family Office Services Analyst, Lazard Wealth
Lazard Asset Management
New York, NY
07.2023 - Current
- Manage investor onboarding, ensuring timely execution of transfers, subscriptions, and redemptions while maintaining data integrity between managers and custodian banks.
- Prepare and verifiy monthly/quarterly performance and valuation reports for high-net-worth investors, ensuring accuracy and timely delivery.
- Assist in the creation of new trusts and corresponding bank accounts, which served as vehicles for investing in a $65 million sports deal.
- Led the implementation of the Canoe Intelligence platform through data entry and cleaning, driving increased operational efficiency and data automation.
Intern, Business and Consulting
Center for Career Advancement, Bucknell University
Lewisburg, PA
08.2022 - 05.2023
- Planned and facilitated career programming, including alumni panels and career readiness information sessions, to guide students to a potential career in the finance or consulting field.
- Assisted students through career guidance, resume/cover letter reviews, and other office administrative duties
Analyst, Channel Contracts and Rebates Finance
Novartis Pharmaceuticals
East Hanover, NJ
08.2022 - 12.2022
- Supported month-end close responsibilities by reconciling all financial transactions, updating financial reports
- Forecasted expected rebate payments to payers on monthly basis (Optum, ESI, Caremark)
- Processed contracts for both existing and new customers (Retail Pharmacy, Hospitals, Clinics)
Intern, Integrated Marketing Finance
Novartis Pharmaceuticals
East Hanover, NJ
06.2022 - 08.2022
- Supported Novartis Global Supply Supplier Analytics by auditing master data entries, streamlining over 80,000 rows of data, and conducting an analysis of agency spend data by supplier and product.
- Presented recommendations to leadership following the analysis of market outlook and employer attractiveness.
- Increased worker efficiency by maintaining a SharePoint site, facilitating faster data exchange.
Education
Bachelor of Arts - Economics
Bucknell University
Lewisburg, PA05-2023
Skills
- Software Proficiency: Canoe Intelligence, Solovis, Microsoft Office Suite (Excel, PowerPoint, Word)
- Financial Reporting and Analysis
- Cross-Functional Collaboration
- Valuation Analysis
- Financial Data Reconciliation
- Attention to Detail
Timeline
Family Office Services Analyst, Lazard Wealth
Lazard Asset Management
07.2023 - Current
Intern, Business and Consulting
Center for Career Advancement, Bucknell University
08.2022 - 05.2023
Analyst, Channel Contracts and Rebates Finance
Novartis Pharmaceuticals
08.2022 - 12.2022
Intern, Integrated Marketing Finance
Novartis Pharmaceuticals
06.2022 - 08.2022
Bachelor of Arts - Economics
Bucknell University
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