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Senior Budget Examiner Resume Example

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SENIOR BUDGET EXAMINER
Professional Summary

Experienced [job title]  professional with strong leadership and relationship-building skills.

Interests
Representative at the Good Will Fund with the Division of Budget, 2015-Present *Volunteered to help build new homes for low income families with Habitat for Humanity, 2011-2013 *Volunteered to help rehab an elderly home with Rebuilding Together in Saratoga, 2012 *Volunteered to serve less fortunate families a warm Thanksgiving dinner at the Church of Messiah, 2011
Skills

Bloomberg, Microsoft: Word, Excel, Access, PowerPoint, Outlook Express, Lotus Notes, Oracle

  • Budgeting and finance
  • Self-motivated

Team player

Highly motivated

Work History
Senior Budget Examiner, 10/2015 to Current
New York State Division of Budget – Albany, NY
  • Worked  with public authorities, investment firms, financial advisors, and bond counsel to manage the State's debt portfolio  
  • Assist in the analysis of the size, structure, pricing and cost effectiveness of new bond issues 
  • Review tax law, disclosure, and other legal issues and analyze market conditions and assist in pricing of bonds
  • Review, analyze and make recommendations on financing options being considered by the State, including debt refunding
  • Perform research, prepare reports for use by managers, and make recommendation based on municipal market conditions 
  • Assist in development of the State's debt service appropriation bill, recommend and draft legislation to implement capital and debt policy objectives and initiatives 
  • Assist in other projects and responsibilities as needed.*
  • Researched and updated all required materials needed for firm and partners.
Compliance Specialist, 03/2015 to 10/2015
Wells Fargo Advisors – Albany, NY
  • Reviewed and reinforced all compliance policies and procedures as required for financial advisors 
  • Performed ongoing regulatory, compliance and operational reviews and identified any risks 
  • Worked closely with management to ensure branch compliance procedures fulfilled all compliance requirements
  •  Performed annual audits and evaluated financial advisor procedures
  •  Analyzed and reported findings on financial advisors activities to higher management on daily basis
  •  Informed branch managers and financial advisors on new policies and procedures.
Compliance Officer, 12/2013 to 05/2014
Purshe Kaplan Sterling – Albany, NY
  • Monitored and audited Financial Advisors activities and reinforced policies and procedures.
  • Processed onboarding and termination of financial advisors accordingly.
  • Reviewed clients investment objectives confirming they matched with Financial Advisors activities.
  • Verified monetary transactions were efficient and valid.
Portfolio Analyst, 08/2009 to 07/2013
Goldman Sachs Company – Latham, NY
  • Traded mutual funds, equities and options Maintained and managed clients private investment accounts and initiated money movements Worked closely with Account Managers to help facilitate client accounts and investment goals Obtained exposure to different account types and investment products Gained experience with compliance and regulatory procedures related to account establishment and funding Reduced and maintain turnaround time from 5 weeks to 2 days for account processing and approvals.
Co-Owner and Financial Analyst, 03/2009 to 05/2013
I Love New York Pizza – Troy, NY
  • Took a critical role in financing the purchase of the business and managing finances throughout remodeling.
  • Actively participated in planning, developing and implementing the set up/structure of the business.
  • Consolidated and evaluated financial and operational costs to help minimize costs while maximizing profits.
  • Analyzed and identified the weak points of the business and developed plans to improve them and ensure positive customer experience.
Administrative Intern, 05/2009 to 08/2009
Association Development Group – Albany, NY
  • Worked closely with owner to help increase profits and minimize expenses.
  • Organized and prepared Conference meetings for different businesses in NYS.
  • Sent out invoices, processed checks and followed up on client dues.
Executive Compensation Office Intern, 05/2008 to 05/2009
General Electric – Schenectady, NY
  • Reviewed, verified, corrected, and updated employee information.
  • Analyzed and processed separation agreements and deceased accounts and generated termination letters.
  • Processed monthly grants for the appropriate employees and issued/stopped/voided checks.
  • Ensured Executives of the company received their monthly dividends in a timely manner.
Finance Office Intern, 01/2006 to 09/2007
New York State Office of the State Comptroller – Albany, NY
  • Conducted Market Basket Study Analysis, choosing the most competitive companies to do business with.
  • Responsible for yearly calendar orders throughout NYS offices.
  • Sorting and mailing checks to employees and vendors.
Languages
Fluent in Albanian
Education
Master of Business Administration: Finance and International Business, May 2015
State University of New York, (AACSB) - Albany, NY
Finance and International Business GPA: 3.5/4.0
Bachelor of Science: Finance Marketing & Management, May 2010
Siena College, (AACSB) - Loudonville, NY
Finance Marketing & Management GPA: 3.3/4.0 Deans List 2007 & 2010
Skills
Bloomberg, bonds, competitive, client, clients, equities, financing, Financial, financial advisor, funds, grants, legal, letters, Lotus Notes, mailing, managing, analyze market, Market, meetings, Access, Excel, money, Outlook Express, PowerPoint, Word, Oracle, policies, pricing, research, Sorting, tax law
Additional Information
  • Professional Licenses NASA Licenses: Series 7 and Series 66- Registered Investment Advisor Representative New York State Real Estate Salesperson License- Howard Hanna
  • Awards and Activities Representative at the Good Will Fund with the Division of Budget, 2015-Present Volunteered to help build new homes for low income families with Habitat for Humanity, 2011-2013 Volunteered to help rehab an elderly home with Rebuilding Together in Saratoga, 2012 Volunteered to serve less fortunate families a warm Thanksgiving dinner at the Church of Messiah, 2011 15-LOVE Scholarship, 2006-2010 Charles Pierce Memorial Scholarship, 2006-2010 National Albanian-American Organization Scholarship, 2006-2010 Price Chopper Associate Scholarship, 2005-2009
Accomplishments
  • Creative Problem Solving:
    Resolved product issue through consumer testing.
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Resume Overview

Companies Worked For:

  • New York State Division of Budget
  • Wells Fargo Advisors
  • Purshe Kaplan Sterling
  • Goldman Sachs Company
  • I Love New York Pizza
  • Association Development Group
  • General Electric
  • New York State Office of the State Comptroller

School Attended

  • State University of New York, (AACSB)
  • Siena College, (AACSB)

Job Titles Held:

  • Senior Budget Examiner
  • Compliance Specialist
  • Compliance Officer
  • Portfolio Analyst
  • Co-Owner and Financial Analyst
  • Administrative Intern
  • Executive Compensation Office Intern
  • Finance Office Intern

Degrees

  • Master of Business Administration : Finance and International Business , May 2015
    Bachelor of Science : Finance Marketing & Management , May 2010

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