EXPERIENCE
Dec. 2011 – Present
BNY Mellon, New York, NY
Principal Financial Analyst, Wealth Management Private Banking
- Spearhead budgeting and forecasting process for line of business generating annual revenues in excess of $200MM
- Orchestrate monthly financial reporting across multiple geographic offices in preparation of financial reviews with senior executives
- Investigate pricing policies and present alternatives for multiple deposit products across a $13bn portfolio
- Serve as liaison between Finance and Corporate Treasury to analyze liquidity and capital requirements for Wealth Management
Sept. 2009 – Dec. 2011
BNY Mellon, Boston, MA
Senior Financial Analyst, Wealth Management
- Presented definitive financial analytics and recommendations to senior management for use in both day-to-day decision making and long-term strategic planning
- Explored the business at a detailed level to leverage current capabilities and eliminate errors resulting in revenue generation of $1.4mm and expense reductions of $2.7mm
- Pioneered new performance metrics to assist in measuring departmental and corporate performance
May 2007 – Sept. 2009
Baystate Financial Services, Boston, MA
Financial Analyst
- Directed the payroll service for the Group Benefits department
- Analyzed and authenticated annual commissions in excess of $1,500,000
Sept. 2006 - Sept. 2009
City Realty Group, Brighton, MA
Sales and Rental Associate
- Coordinated effective negotiations for clients on property sales worth over $500,000
EDUCATION
2005 – 2009
Boston College, Chestnut Hill, MA
Bachelor of Science in Management, Finance
- GPA: 3.4/4.0
- Honors:1st Tier Dean's List
Jan. 2008 - June 2008
Comillas Pontifical University, Madrid, Spain
- GPA: 3.8/4.0
SKILLS
- Software: Microsoft Excel, PowerPoint, Word, AgencyWare, Quantifacts, MicroStrategy, TM1
- Second language: Proficient in Spanish
