Summary
Overview
Work History
Education
Skills
Internships
Timeline
Generic

Viana Massaro

Summary

Passionate, driven, and hard-working individual with strong communication, interpersonal, and leadership skills. Seeking a position in a fast-paced environment with opportunities for growth. Over four years of experience in client-facing financial services and analytics, delivering high-quality services to prestigious institutions.

Overview

4
4
years of professional experience

Work History

Senior Financial Analyst

NBC
03.2025 - Current
  • Collaborate with the Ad Sales team to develop financial models that support strategic decision making and revenue forecasting
  • Conduct in-depth analysis of advertising revenue trends, providing actionable insights to senior management
  • Prepare comprehensive financial reports and lead presentations for executive meetings, streamlining communication of key financial metrics
  • Leverage advanced Excel and data visualization tools to enhance reporting accuracy and efficiency
  • Assist in budget planning and variance analysis, identifying areas for cost reduction and efficiency improvements

Senior Officer

Royal Bank of Canada
10.2023 - 03.2025
  • Managed $600M in charitable assets for ultra-high-net-worth clients
  • Ensured adherence to donor intentions and fiduciary standards
  • Drove revenue growth through client onboarding and presentations
  • Developed marketing collateral and lead campaign initiatives
  • Implemented automated process improvements to boost efficiency
  • Analyzed financial and sales data for trends and variances
  • Facilitated acceptance and liquidation of complex asset gifts
  • Earned Donor Advised Fund Specialist Certification

Fund Administrator

Royal Bank of Canada
06.2021 - 10.2023
  • Built relationships with trust clients and corporate partners
  • Delivered tailored financial solutions to high-net-worth clients

Education

Bachelor of Science - Finance, Trust Fund Management

University of Delaware – Alfred Lerner College of Business & Economics

Skills

  • Budgeting and planning
  • Marketing strategy planning
  • Financial and estate planning
  • Variance reporting
  • Account reconciliation
  • Annual budgets
  • Financial modeling

Internships

Royal Bank of Canada Wilmington, DE | June 2020–August 2020

  • Supported trust administration across legal, tax, and financial domains

KPMG Philadelphia, PA | June 2019–February 2020

  • Conducted audit work during peak season
  • Represented Philadelphia office at Global Advantage Program in Budapest

Millennial Partners Philadelphia, PA | December 2018–September 2019

Kingsway Realty Company Cherry Hill, NJ | June 2018–August 2018

Timeline

Senior Financial Analyst

NBC
03.2025 - Current

Senior Officer

Royal Bank of Canada
10.2023 - 03.2025

Fund Administrator

Royal Bank of Canada
06.2021 - 10.2023

Bachelor of Science - Finance, Trust Fund Management

University of Delaware – Alfred Lerner College of Business & Economics
Viana Massaro