New York, New York, United States
Experienced Senior Financial Analyst with a demonstrated history of working in the insurance industry. Skilled in Analytical Skills, Financial Modeling, Microsoft Excel, and Corporate Finance. Strong finance professional with a Master's degree focused in Finance, General from Fordham University.
2-Year Rotational Program Personal Insurance Finance, Consumer Insurance • Maintained Quarterly and Multi-Year P&L Reports by business using Essbase with key metrics utilized by management team in decision making • Created Monthly Expense Report and prepared the presentations with the analysis of expense driving factors • Assisted in ad hoc analysis in foreign exchange transition and reconciliation between different reports • Participated in LAC countries 12-year data consolidation project • Assisted in CBD functional change mapping Global Office of Resolution & Recovery Planning, Global Treasury • Worked on the financial modeling for each material entity under different scenarios of Resolution Plan based on CCAR reporting models • Edited and commented on the material entity chapters of the Resolution Plan • Communicated with Fed Supervision team and local teams in Singapore and Japan regarding the updates and changes in the material entity chapters of Resolution Plan • Assisted in reconciliation of all the Shared Services among material entities
• Validated and verified financial data in Resolution Plan (required by Dodd-Frank Act) • Calculated market capitalization of comparable companies (regarded as acquirers in plan) • Prepared presentations for weekly meetings regarding Resolution Plan with Federal Reserve Bank of New York and FDIC
• Modified and edited appraisal report of 200 million RMB loan to medium-sized and small enterprises • Attended road show of a loan project and provided suggestions for the project • Filed and arranged more than 2000 electronic contracts of national student loan
• Prepared the financial information of customers for the credit rating • Organized and prepared reimbursement and verified receipts