Managed all financial aspects of the business including budgeting, forecasting, strategic planning, variance analysis, and sales performance for the Boston, Delaware, Connecticut, Pittsburgh, Philadelphia, Ohio, and Atlanta regions, totaling $170+ million in pretax income, $420+ million in revenue and 440 employees. Analyzed financial reports in various regional offices and reported to the regional presidents the primary drivers of variances between estimates and actual profit earned. Conducted month-end financial investigations to guarantee integrity and credibility of financial results.Worked closely with the regional presidents to develop strategies to increase profitability by analyzing loan and investment portfolios. Developed dashboard/scorecard reporting of key performance indicators helping regional presidents to effectively evaluate productivity, improve operations, and increase total revenue. Coordinated and led large quarterly business review meetings with several lines of business throughout the corporation, interacting with various levels of management and staff in the organization.

Prepared financial reports during monthly, forecast and planning season in Investment Services. Consolidated revenue ladders for all business units in Asset Servicing and write monthly and quarterly commentary to be presented to the business CFO.Performed ah hoc financial analysis and reports on headcount, salaries, and discretionary expenses to provide senior management with analytics on corporate wide expense reduction initiatives.Developed standard templates to facilitate the collection of data including commentary, graphs and charts from lower level business units.Trained offshore analysts, in Chennai, to migrate various standard reports by creating detail process documents and live training sessions.

Developed a 90+ company database based on the firm’s proprietary dividend DCF model, which resulted in a more efficient way to identify possible buy and sell candidates. Assisted in analyzing a complex tax situation of a metal recycling business, which saved the client $130,000 in tax liability. Subsequently, the client implemented new accounting processes, which resulted in better cash flow management and reporting.Job duties include performing fundamental research and formulating conclusions on companies that the firm is looking to buy based on relative dividend yield, financial flexibility, cash flows and market comparables.Listening and analyzing up to 30 earnings conference calls per quarter, and reporting the main points raised to the portfolio manager.Responsible for supporting the portfolio manager with buy and sell ideas as well as news and events of 60+ portfolio holdings. Prepare meeting materials to be use with current and prospective clients.

On a daily basis, analyzed P&L reports in various sectors and reported to senior management the primary drivers of variances between estimates and actual profit earned. Regularly met with traders, controllers, middle and back office personal in order to lead and complete a knowledge transfer project on how a typical trade is booked to the general ledger.Created PowerPoint presentations with business financials to be presented directly to senior management.

Assisted a private investor to execute trades; up to two trades a day and up to 1000 shares per trade based on technical analysis. Used moving averages, support/resistance and candlesticks to forecast price movements and place effective stop loss orders.