Accomplished Financial Assistant with a MBA and over four years experience in budget forecasting and financial reporting. Who adapts seamlessly to constantly evolving accounting processes and technology.
Financial statement analysis
Budget forecasting expertise
Account reconciliation expert
Effective time management
Strong organizational skills
Superior research skills
Flexible team player
Operated computers programmed with accounting software to record, store, and analyze information.
Reduced office expenses by finding smarter solutions for vendors, suppliers and services.
Fitness Instructor October 2015 to CurrentAiki Academy of Self Defense LLC/CT Krav Maga － North Branford, CT
Explained ways to measure exercise intensity for the best results.
Designed each class to match the skill and learning levels of all participants.
Suggested exercise modifications to individual students to avoid strain and injury.
Financial Assistant December 2011 to CurrentYale University － New Haven, CT
Investigated and resolved discrepancies in monthly accounts while under tight deadlines.
Analyzed costs and revenues to project future trends.
Executed accounts receivable reporting enhancements and reconciliation procedures.
Managed accounting operations, accounting close, account reporting and reconciliations.
Addressed and resolved non-routine, complex and unexpected variances.
Completed monthly, quarterly and annual financial transfers
Assisted in the creation of vendor setups for outside vendors.
Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget.
Represented the department at Business Operation Community Meetings.
Established and maintained effective communication system.
Monitor/Update sixteen current clinical trials and nine pending clinical trials
Create clinical trial transums for new trials/Forward to GCAT3 for processing
Process new sponsor request forms for clinical trials
Attend Clinical Trial Meetings as well as up to date training classes
Member of YDR Outreach Committee: Co-Chair of Adopt a School Program.
Data Control Clerk December 2010 to December 2011City Of New Haven － New Haven, CT
Systematically prepared documents and audited Anthem Medical Records for Medical Benefits Department.
Maintained confidential information, such as pay rates and hours worked for New Haven Police Department and New Haven Fire Department.
Processed payroll, employee pay adjustments, and tax forms (W2) in IT Department.
Communicated with employees and other individuals to answer questions and explain information effectively.
Teller July 2010 to December 2011First Niagara Bank － North Haven, CT
Maintained a client retention rate by suggesting strategic investment plans based on customers income.
Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
Educated customers on the variety of loan products and available credit options.
Balanced batch summary reports for verification and approval.
Assisted in meeting branch goals with individual referrals.
Intern October 2009City of New Haven － New Haven, CT
Assisted in with tracking of grant money.
Created and managed excel spreadsheets
Tracked and prepared invoices for payment
Tracked special duty payroll for NH Police Department
Audited invoices for school lunch program.
Cashier November 2005 to July 2010Forbes Gas Station － East Haven, CT
Trained new employees for available positions.
Worked with customers to resolve issues.
Maintained gift certificate documentation.
Operated cash register with proficiency.
Provided professional and courteous service at all times.
Managed lotto sales.
Assist with employee scheduling when needed.
Marketing, May 2014Albertus Magnus College － New Haven, CTGPA: GPA: 3.58
Coursework in Marketing, Public Relations and Promotions Management
Bachelor of Science : Business Administration Finance, May 2010Albertus Magnus College － New Haven, CTGPA: Dean's list
Dean's list- Spring 2010
Coursework in Finance, Accounting and Business Administration
Business Skills: MBA, computer knowledgeable, communication skills. People skills: enthusiastic people person, advanced problem-solving, great organizational skills