Eric Barrett Email & Phone Number

Poughkeepsie, New York, United States

Poughkeepsie, New York, United States

Produces financial and market intelligence data by identifying data patterns and trends in available information sources and generating periodic reports.Performs data validation of third party data imports, reports, and dashboards provided to Senior Management and applicable stakeholders.Coordinates with other departments to understand operations within their area that have a significant impact to the Credit Union in order to provide analysis in support of their business… Show more Produces financial and market intelligence data by identifying data patterns and trends in available information sources and generating periodic reports.Performs data validation of third party data imports, reports, and dashboards provided to Senior Management and applicable stakeholders.Coordinates with other departments to understand operations within their area that have a significant impact to the Credit Union in order to provide analysis in support of their business strategies.Supports and validates external financial models as well as certain internal modules within ProfitStar ALM and Profitability software.Collaborates with VP of Business Intelligence on data governance and report accuracy. Show less

Poughkeepsie, New York, United States

Conduct independent financial and economic research and analysis that indicate trends in business, industry, and economic condition while coordinating with other departments to understand operations within their are that have a financial impact to the Credit Union to provide analysis in support of their business strategies.

Poughkeepsie, New York, United States

Perform financial, operational, and compliance audits in accordance with the annual audit plan and use risk-based auditing techniques to create or revise the audit objective, scope, and program for each audit assignment. Prepare documentation to support audit results, including spreadsheets, flow charts, internal control questionnaires, and supporting work papers, and prepared written audit report to clearly present the results to management.

Poughkeepsie, New York, United States

Complete all walkthroughs and testing phases of internal controls to ensure compliance with the Sarbanes Oxley Act of 2002.Manage and coach external consultants to ensure accurate and timely completion of internal control testing and walkthroughs.Performed audit procedures for Ernst & Young LLP in connection with the external audit in an effort to reduce audit expenses for the company.

Nyack, New York, United States

Managed the department of two staff members in all Internal Audit Responsibilities which included all department functions conducting IA engagements in accordance with the Institute of Internal Auditors Professional Practices Framework. Main accomplishment was the implementation of the company's Sarbanes Oxley project in compliance with the Sarbanes Oxley Act of 2002.

Master Of Business Administration - Mba

In Progress - Anticipated graduation June 2021

Leadership Dutchess Class Of 2018, Leadership Development

Bs, Economics

Education record