Category: FINANCE

         FINANCE     CONSULTANT         Summary    Strategic and analytical finance professional with 10+ years of success in reporting and analytics, financial planning & analysis, project management, technology, payments, vendor management, and treasury.      Highlights          Financial modeling                   Experience      Company Name     February 2016   to   Current     Finance     Consultant   City  ,   State      Prepares monthly payment reporting and analytics dashboard for senior management.  Ad hoc reporting from data warehouses utilizing Teradata SQL and Oracle Business Intelligence Enterprise.  Data analysis and tracking leveraging Access databases and Excel pivot tables, charts and VBA/macros.  Supports M&A/divestitures and new product launches.  Provides analysis to assist negotiations with credit card companies and payment processors.          Company Name     April 2009   to   February 2016     Senior Financial Analyst   City  ,   State      Finance liaison for indirect sales channel.  Provided financial reporting and analysis to Sales and Marketing, covering 282 agents at 5,744 locations.  Developed credit review processes in preparation of iPhone launches.  Active stakeholder on behalf of FP&A for multiple initiatives.  Provided insightful recommendations for a broad range of decision-making requirements.  Participated in the development of business cases for projects.  Developed and implemented B2B payment acceptance strategy, including optimization of commercial credit cards.  Generated annual credit card interchange savings of $3.9M+ through various programs.  Presented strategy and performance tracking to senior management.  System administrator and project manager for ReconNET reconciliation & journalization system.  Was responsible for keeping system support costs and new development expenses in line with budget.  Supported Sarbanes Oxley testing, internal/external audits and month end close.  Temporary assignment as Finance Manager to oversee launch of Softcard mobile wallet payment processing in trial markets.          Company Name     February 2007   to   April 2009     Retail Analyst   City  ,   State      Prepared and distributed weekly/monthly aging reports for executive management.  Partnered with fraud, audit and compliance teams to identify and address risk management concerns.  Reconciled sales vs.  deposits for ~90 retail locations on a daily basis.  Investigated and reported significant variances.          Company Name     May 2005   to   February 2007     Treasury Assistant   City  ,   State      Processed journal entries and assisted with other month end close duties.  Led recovery of lost revenue associated with returned check payments.          Education      STEVENS INSTITUTE OF TECHNOLOGY     2014       Master of Technology Management  :   Management of Technology    City  ,   State      Management of Technology        SETON HALL UNIVERSITY     2005       Bachelor of Science  :   Business Administration Finance    City  ,   State      Business Administration Finance        Skills    Ad, B2B, budget, Business Intelligence, charts, credit, Data analysis, data warehouses, databases, decision-making, executive management, senior management, external audits, Finance, FP&A, financial reporting, macros, Marketing, Access, Excel, month end close, negotiations, Enterprise, optimization, Oracle, payment processing, pivot tables, processes, processors, reporting, retail, risk management, Sales, Sarbanes Oxley, SQL, strategy, System administrator, Teradata, VBA