Financial Analyst with over 8 years of reporting experience, building financial models, and synthesizing large amounts of data with the ability to draw out key conclusions.Strong relationship management skills with the ability to influence others in an environment where there may be conflicting goals.Possess a strong financial acumen, superior attention to detail, exceptional teamwork and coordination skills along with a highly motivated mentality. Bilingual with advanced knowledge of Microsoft Excel, Word, PowerPoint, Access, and QuickBooks.
Member of the Association of Latino Professionals in Finance and Accounting
Member of the National Society of Hispanic MBA’s
Oct 2007 - Feb 2009
Provided revenue analysis for existing and new incoming business, detailed pro forma modeling, presented prospective incoming business data to pricing committee, annual budgeting and forecasting data to senior management, detailed monthly financial reports, along with the review and approval of pricing agreements/contracts.
vInvolved with the testing & implementation of a document scanning software which helped reduce paper consumption company wide by 35%
Jan 2006 - Feb 2007
Bank of New York
Managed origination pipeline of 15+ clients on a monthly basis, provided customer credit analysis and approval, responsible for converting prospective leads into actual clients while providing expertise on various types of mortgage products, served as liaison to clients, realtors, attorneys, and processors.
vOriginated $5 million per month on average
Sep 2000 - Dec 2006
Sr. Financial Analyst
Bank of New York
Assisted Vice President of Secondary Marketing Department in managing investor relationships, provided monthly forecasting and profitability reports to senior management, monthly closing and application reports to sales management, calculated monthly sales commissions, calculated and tracked sales department expense reports, configured and distributed daily investor rate sheets to sales departments, provided support to over 100+ loan officers
vPartnered with IT Department to develop a system that would automate the manual commission calculations process
vCreated an investor rate sheet for company wide distribution