SENIOR BUSINESS ANALYST: Professional with unique combination of Accounting, Technology and Client relationship skills, and formidable record of developing innovative solutions/services for global hedge funds clients across multiple asset classes.Well-established ability to lead project teams to deliver complex client tools, standard/non-standard reporting, websites, systems migrations, software rollouts, and more. Able to analyze business requirements, identify opportunities and drive solutions that enhance competitiveness as well as the client experience. Influential communicator internally and with clients.
CORE COMPETENCIES Strategic Planning Product Marketing Branding Project Management Accounting Operations Deployment/Migrations Financial & Market Analysis Reporting Web Design & Internet Marketing Client Relations Presentations Team Leadership
PROFESSIONAL EXPERIENCE METRO LLC Brooklyn, NY 2009-Present Business Manager Recruited by property management partnership with 7,000+ rental units in the tri-state area, 20 full-time and 30 part-time employees, and charged with increasing profitability by examining cost structure, determining efficiency opportunities and cutting costs. Produced partnership financial reporting, due diligence for potential property acquisitions, and a variety of cash flow, balance sheet, CAPEX, and reserves analyses. * Reduced operating costs 15% by renegotiating subcontractor contracts impacting 2010. Gained an additional 8% projected savings for 2011. * Coordinated annual audit with public accounting firm. * Implementing SimplifyEM -- software that will drive business efficiencies by enabling online rent payments, incomes/expense tracking, vendor management, payables, ETFs, and more.
DEUTSCHE BANK SECURITIES INC. New York, NY VP, Client Reporting & Consulting, Global Prime Finance (GPF), 2005-2009 Liaised with IT groups at subsidiary of global investment banking leader to develop standard and non-standard reporting, products and technology tools for hedge fund clients of $200MM global division. Consulted with clients to facilitate and influence choices of administrators, accounting systems, trading systems, and more. Led concurrent project teams (up to 20 members) and played key role on Sales Demo team. Ensured web security of GPF's client-facing website.
Marketing & Project Management Successes: * Project managed and successfully delivered multiple strategic projects, including interactive client web tools, server migrations, software roll-outs, and decommissioning. * Led team of business and technical professionals in the design, testing and implementation of GPF's client web portal, GlobalPrime. * Enhanced the client experience by introducing and implementing proprietary and licensed software internally and externally. * Developed a recognizable global marketing brand (design elements, language, images, colors) for GPF business unit for printed marketing materials, presentations and trade events. * Streamlined and strengthened overall marketing efforts by creating standard templates used across multiple business units and training employees on company website, reports and products.
Reporting Achievements: * Initiated and managed internal MIS reporting, providing senior management with critical information for strategic and tactical planning sessions. * Created and managed a detailed knowledge base of Fund Administrators, Portfolio Accounting Systems and Trade Order Management Systems. * Developed interactive reporting and website tutorials for internal and external GPF clients. * Worked closely with the GPF Trade Processing Team to ensure daily trades were booked correctly in AXYS and Geneva during GPF's portfolio migration.
Associate, Global Prime Finance 2000-2004 Served in unique role spanning technology, marketing and client support. Assisted in redesign of new website with input from clients and technology groups, including testing and implementation of reporting and internal web tools. Served as Project Manager on multiple server and reporting database migrations. Supported marketing efforts of domestic and international sales teams, and resolved reporting and website issues for clients /Client Service Reps. * Developed suite of non-standard reporting (Mark to Market, Account Holdings by Taxlot, Equity Summary with Performance) to meet the growing demands of clients. * Created a proprietary software solution that delivered client reports automatically (via Web or FTP) without any action required of client.
MORGAN STANLEY DEAN WITTER COMPANY New York, NY 1998-2000 Fund Accountant, Managed Futures For global broker/dealer with more than 5,000 employees, performed monthly fund closings, analyses and calculations of NAV, and incentive and management fees for assigned funds, ensuring accuracy in investor reports. Leveraged Excel, Word and Hyperion to extract information from R&N Statements. * Slashed time spent on calculating NAVs and fees 60% by creating Excel macros to automate reporting. * Led 8-member team to implement Hyperion accounting software enterprise wide.