Fiscal Consultant - Chief Financial Officer
CurrentResponsible for monthly closes, financial analyses, all aspects of the day-to-day accounting including all budgeted related matters, and preparation of quarterly and annual financial statements.
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@msn.com
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6 phones found area 631 and 407
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Edwin Lorenzo is listed as Fiscal Consultant - Chief Financial Officer at La Nueva Esperanza at La Nueva Esperanza, Inc., based in New York, New York, United States. AeroLeads shows a work email signal at msn.com, phone signal with area code 631, 407, and a matched LinkedIn profile for Edwin Lorenzo.
Edwin Lorenzo previously worked as Fiscal Consultant - Chief Financial Officer at La Nueva Esperanza, Inc. and Executive Director at Morgan Stanley Smith Barney. Edwin Lorenzo studied at Staten Island College.
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Well-established senior financial services professional with extensive experience in Equities, Prime Brokerage, Securities Lending, Futures, Foreign Exchange Trading, Fixed Income, Derivatives, Managed Futures, and Wealth Management Operations. Expert at intricate problem-solving within time constraints, team leadership and management, mentoring, and staff development. Excellent active listening, verbal, and written communications skills with ability to tailor message to audience for effective client communication. Proven ability to work across global departments to influence results and build thriving business relationships. High- energy with a positive attitude and great attention to detail for creative strategizing. Specialties: Mergers and Acquistion integrations, SOX, Business Continuity, Budgeting, Cost control
Listed skills include Business Continuity, Equities, Risk Management, Financial Modeling, and 21 others.
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Brooklyn, New York
Responsible for monthly closes, financial analyses, all aspects of the day-to-day accounting including all budgeted related matters, and preparation of quarterly and annual financial statements.
Greater New York City Area
Head of Alternative Investments Operations & Managed Futures OperationsManage team of approximately 60 professionals. Responsible for operational processing, client servicing for all On-platform and certain Off-platform Alternative Investment Funds including, but not limited to, updates to client valuations, processing Financial Advisor compensation.
Greater New York City Area
Responsible for the monthly closes, financial analyses, and all aspects of the day-to-day accounting including all budgeted related matters. Preparation of quarterly and annual financial statements.
Chief Administrative Officer (CAO / COO) for Global Equity Finance. Responsibilities included Risk Management, Financial & Management Reporting, Business Development, Technology, Operations, Business Continuity, Human Resources, and Diversity
Chief Administrative Officer (CAO / COO) for Global Futures, FX, and Managed Futures. Responsibilities included Financial & Management Reporting, Business Development, Technology, Operations, Business Continuity, Human Resources, and Diversity
Reviewed and analyzed firm departmental P&L's; responded to departmental P&L inquiries and conducted monthly meetings with Managing Directors discussing income, expenses, and budget related questions; special projects included G/L conversion and Corporate Allocation methodologies.
Reviewed and analyzed departmental income and expenses from monthly variance reports; prepared monthly firm P&Ls for review by the Management committee; participated in the development of a general ledger system and on-line report writer; prepared monthly client billings and reconciled related general ledger accounts
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Edwin Lorenzo works for La Nueva Esperanza, Inc..
Edwin Lorenzo is listed as Fiscal Consultant - Chief Financial Officer at La Nueva Esperanza at La Nueva Esperanza, Inc..
AeroLeads has found 1 work email signal at @msn.com for Edwin Lorenzo at La Nueva Esperanza, Inc..
AeroLeads has found 6 phone signal(s) with area code 631, 407 for Edwin Lorenzo at La Nueva Esperanza, Inc..
Edwin Lorenzo is based in New York, New York, United States while working with La Nueva Esperanza, Inc..
Edwin Lorenzo has worked for La Nueva Esperanza, Inc., Morgan Stanley Smith Barney, Morgan Stanley, Citigroup, and Oppenheimer & Co..
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Edwin Lorenzo studied at Staten Island College.
Edwin Lorenzo is listed with skills including Business Continuity, Equities, Risk Management, Financial Modeling, Capital Markets, Sarbanes Oxley Act, Strategy, and Business Development.
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