Provides financial and analytical support to the Director and VP of Financial Planning for the management of SiriusXM’s subscriber acquisition and retention business. Assists in the monthly explanation of budget versus actual expenses, processing of invoices, analysis of media and postage expenses and the creation of budgets and long term plans.• Perform monthly expense variance analysis and cash forecast (6months rolling) across a number of areas supporting acquisition and retention marketing. Review monthly budget vs actual variance with marketing business owners. • Budget planning, re-forecasts and long range plans • Perform business case analysis to help support new/existing projects and vendor cost.

The Alternative Investment Service Associate is a critical member of the OSG organization. Responsible for monitoring customer adherence to internal guidelines in addition to building and maintaining strong relationships all while providing a superior level of customer service.• Knowledge to navigate trade booking system, oracle database to effective research and analyze all trade transfer request leading to timely process of up to 60 trade transfers per day• Interact with various fund companies and their transfer agents to obtain outstanding trade confirmations to avoid charge backs from the regulators• Created a work process flow chart to help standardize and increase efficiency of the trade transfer process

Being a financial specialist at American Financial Alliance, Inc., a small financial planning firm, I was responsible for array of financial and operational tasks include but not limited to, business development, company finances, financial analysis, marketing and research and to customer service. I have gained financial insight on both the revenue and the cost side of the company. I was in charge of over $1Million in assets and servicing over $10Million in assets as well as corresponding to required compliance regulations and preparing for annual audits. Report directly to the CEO of the company.

• Assist with the start up business plan• Research and report the current status of industry for potential investors • Market and financial analysis on industry competitors• Prepare customer emails for each part of the registration process• Successfully implemented emails for the customers• Received positive feedback from supervisor and investors

on computer matters for University at Buffalo faculties, stuffs, students and visitors. Assist patrons with computer generated problems. Successfully familiarize patrons with software such as Microsoft'07 and Adobe. Emphasized customer service by personally assisting each patron individually. Received positive feedback from patrons.