SENIOR FINANCIAL ANALYST (2006-2015)- Served as business division controller for $1.2B attributed costs per year- Produced & monitored all cost attribution budget, plans, & forecast review- Managed, tracked, & communicates cost allocation results to senior management- Implemented an allocation module to accurately & effectively review- Managed, tracked, & distributed attributed costs to WMA business partners- Attended monthly working group calls - Discussed information related to monthly cost allocations versus forecasts- Provided analysis to challenge WMA's portion of allocated costs - Generated comprehensive financial reports (3YSP, MTD, QTD, YTD actuals vs. forecast- Showed cost actuals, variances, & forecast trend analyses to support WMA's Business - Supported investment banking departments involved in IPOs, equity/debt financing & M&A’s- Worked with management & investment bankers on deals/related costs for analysis purposes- Administered & analyzed P&L results for senior management and business sectors - Managed cash flow & forecasted analysis on a monthly basis- Reviewed monthly costs forecasts against actual spend - Managed three junior analysts (on and offshore), including performance evaluations- Prepared balance sheet analysis, verification & reconciliations, monthly accruals & journal- Served as regional lead, building comprehensive IBD global management reporting tool- Banker Portal, an in-house tool to track client transactional details-static data, revenues- Created automated reconciliation tool for daily client transactions SAP to Banker Portal- Reduced labor hours spent matching flow of transactions between the systems- Collaborated with regional counterparts & IT professionals - Ensured transition of Canada's financials from a local Canada ledger- global SAP gen' ledger

FINANCIAL ANALYST (2000-2005)- Served as member of Financial Control department- Focused on investigating & proposing solutions to reporting issues related to the SAP system- Worked in conjunction with IT development team on several projects & investigations. - Maintained master data for the SAP GGL (Global General Ledger) system- Legal entities, accounts, centers, hierarchies' sets, & allocation cycles- Supported rollouts of GGL to other regions- Executed monthly cost allocations and generated ad hoc reports as needed- Trained new employees on SAP and GL sub-system transactions.- Worked on an integration project for Enron’s business transactions with UBS SAP environment- Served as lead contact, ensuring Enron’s day-to-day financial transactions- Properly transferred Enron onto UBS’s platform - Headed testing of financial data transfer from Enron’s general ledger to UBS’s general ledger

- Started as payroll representative, advanced rapidly to accounting/financial analysis positions- Advanced based upon ability to manage high volumes of analytical & budget work accurately - Managed activities associated with promotional budgets- Managed co-op advertising and rebate programs, for the S&M Department- Prepared monthly P&L reports, month-end accruals, & variance & forecast analyses- Budget allocations at the annual sales & marketing conferences- Served as member of the Business Planning & Analysis department- Helped with overseeing P&L reporting & analysis for all departments- Functioned as liaison between business planning group & various departments- Consolidated annual & latest estimate budget & monitored performance against budget - Detected variances- Prepared & distributed month-end financial reporting packages.