)
ï Prepared monthly Management reports with business metrics for senior management.
ï Reviewed and ran reports, journal entries, special projects and reconcile AP invoices.
ï Used Business Objects, Access, Excel and to updates and prepare reports.
ï Prepared invoice to bill vendors. Accruals, expenses, trend reports, billing and monthly closings.

ï Reported to Department Head of Investment Advisory Operations.
ï Planned, organized, delegated, supervised and developed 4 direct reports (2 Assistant Vice Presidents, 2 Specialists)
ï and team of 12.
ï Managed relationships with clients, making sure that requests are met, project milestones, deliverables, timetables and budget. Ensured clients are satisfied with the level of service, and that reporting projects stay on track to meet all deadlines. Effectively coordinated with the various clients departments, auditors, and internal departments to deliver all reporting projects in accordance with the agreed upon productions. Coordinated and oversee all participants assigned to a project to keep it on track and on budget.
ï Reviewed daily, weekly and monthly statistics on operational risk for capital markets control with respects to; breaks exceptions, P&L footnotes and G/L deferrals.
ï Lead process improvement team.
ï Assisted when appropriate in the clean-up process of breaks or issues.
ï Analyzed issues for trends and potential system or process enhancement.
ï Reviewed new system initiatives for risk controls and identify process weaknesses.
ï Assisted in evaluating internal control functions for any new business process.
ï Worked with Technology and Operations to develop and implement process that mitigated risk by automated.
ï Acted as liaison with compliance/audit on regulatory requirements; worked with operations managers to remedy system control deficiencies.
ï Provided trade support and to Portfolio Managers/Traders/Sales/Risk and IT.
ï Developed operational training material for operation group.
ï Ensured staff was 100% compliant with internal policies, regulatory and legal compliance at times.

Citigroup Investment Bank, New York, NY.
Vice President, Consultant (10/04 ñ 1/06)
ï Lead process improvement team.
ï Reviewed daily, weekly and monthly statistics on operational risk for capital markets control with respects to; breaks exceptions, P&L footnotes and G/L deferrals.
ï Assisted when appropriate in the clean-up process of breaks or issues.
ï Analyzed issues for trends and potential system or process enhancement.
ï Reviewed new system initiatives for risk controls and identify process weaknesses.
ï Assisted in evaluating internal control functions for any new business process.
ï Worked with Technology and Operations to develop and implement process that mitigated risk by automated.
ï Acted as liaison with compliance/audit on regulatory requirements; worked with operations managers to remedy system control deficiencies.

ï Provided financial statements analysis, annual budget, reporting and monthly forecast.
ï Provided ad hoc analysis to various functional operating units as well as area VP.
ï Prepared cash-flow analysis on a monthly basic for senior management and produced monthly variance analysis. Complied with GAAP standards and requirements.
ï Worked with invoices, wires transfer, A/P, Lockbox and A/R. Ran financial month-end reports, reviewed reports and made changes. Prepared and inputted journal vouchers.
ï Supervised two Sr. Accountants and one A/P Clerk. Oversee monthly closing.
ï Worked in conjunction with peers in Finance to enhance reporting and systems capabilities.

Manager
ï Supervised rental staff of thirty including hiring, training, appraisal and employee development
ï A/P, A/R, Invoices, billing, Excel reports and pricing.

MBA in Finance.

BS in Accounting and Business Management.