Senior Financial Analyst
This versatile Senior Financial Analyst, CPA, MBA, has a blend of accounting, finance and audit experience. Recent experience includes working with cross-functional teams to understand how data flows between transactions and creating reporting tools towards continuous monitoring, problem-solving and operational result (KPI) analysis. Systems experience includes SAP, Oracle, Sage, Blackline, Workday and advanced Excel.
Additional qualifications include:
- Prepared compliance and regulatory reporting and reviews for financial institutes such as banking, lending, trust and insurance
- Built compliance control matrix in regards to regulatory risks, operational risks and financial reporting risks
- Knowledge of regulatory reviews AA -ZZ in consumer lending industry
- Experienced in risk assessment as well as strategizing control testing and evaluation; Familiar with business processes and corporate control matrix and regulatory frameworks
- Reviewed statutory reporting process and procedures to make sure there were no material misstatements on their liquidity for a public insurance client
- Sox 404 experience, performed walkthroughs, prepared narratives and flowcharts, risk assessment, documented and communicated findings to executives
Senior Financial Analyst
This versatile Senior Financial Analyst, CPA, MBA, has a blend of accounting, finance and audit experience. Recent experience includes working with cross-functional teams to understand how data flows between transactions and creating reporting tools towards continuous monitoring, problem-solving and operational result (KPI) analysis. Systems experience includes SAP, Oracle, Sage, Blackline, Workday and advanced Excel.
Additional qualifications include:
- Prepared compliance and regulatory reporting and reviews for financial institutes such as banking, lending, trust and insurance
- Built compliance control matrix in regards to regulatory risks, operational risks and financial reporting risks
- Knowledge of regulatory reviews AA -ZZ in consumer lending industry
- Experienced in risk assessment as well as strategizing control testing and evaluation; Familiar with business processes and corporate control matrix and regulatory frameworks
- Reviewed statutory reporting process and procedures to make sure there were no material misstatements on their liquidity for a public insurance client
- Sox 404 experience, performed walkthroughs, prepared narratives and flowcharts, risk assessment, documented and communicated findings to executives