Melissa C. Email & Phone Number

- Provide timely, accurate and insightful reporting and analysis to the business unit senior leaders to reach business plan objectives and drive accountability- Partner with business executives to set financial targets through the planning and forecasting process and review / maintain metrics tied to the long term goals and investment decisions of the.

- Produced Management reporting packages and financial results – monthly/quarterly forecasting and close reporting for Middle Office line of business with $300m in Revenue- Upgraded finance templates and reports to easily identify variance analysis - Coordinated annual budgeting with providing guidance and assumptions- Supported deal model reporting needs.

- Analyzed monthly / quarterly / yearly (actuals / forecast / budget) results for the Wealth Management Northeast and Mid-Atlantic regions - Prepared monthly P&L reports with variance explanations, communicate P&L results with regional presidents- Developed financial forecast to achieve margin expectations.

Participant in the 2013-2014 Class of the New England chapter of BNY Mellon's Women's Initiatives Network (WIN).

- Managed and mentored a team of up to 8 individuals in supporting a client base of state pension fund clients- Supervised the timely delivery of complete and accurate valuation and financial statements for large and complex monthly valued clients- Experienced with cash processing, accounting, reporting and fund valuation.

Masters, Financial Planning, 3.46 Gpa

Bachelors, Business Administration With Concentration In Finance, 3.69 Gpa