performance analyst or financial analyst or database analyst

8/6/2019 Performance Analyst or Financial Analyst or Database Analyst

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Galo L. Almeida43-38 159th Street Flushing, New York [email protected] 718 961 9496 (home) - 718 813 4311 (cell)

SUMMARY

Experienced financial analyst in customer & financial analysis, planning and budgeting with strong PC and relational database analysis skills. Instrumental in the development of automated processes to assist business units, front office staff and client activity to improve business performance profitability.

CORE COMPETENCIES

Technical Skills* Databases: SAP BPC, MS Access, MIS Systems, and Essbase* Expert in MS Access & MS Excel. Advanced skills in MS Access macros.* Business Systems Analysis & Relational Database design.Areas of Ability* Financial Analysis, Funds Transfer Pricing and Business Analysis.* Business Unit and Customer Profitability Reporting, Budgeting and General Accounting.* Experienced in Enterprise Reporting Systems (SAP's BPC/OutlookSoft Product).

PROFESSIONAL EXPERIENCE

Credit Suisse - New York, New York 3/2010 - 6/2010Interim Financial Controller in the IT Financial Management Metrics & Controls Group

* Create, verify and maintain monthly Contractor expense reporting and analyticsusing MS Access. Developed macros to improve efficiency and save time.* Reconcile exceptions between the Contractor reporting database and HR systems* Develop and deliver on action plans to drive improvements in data quality andprocess simplification. Action plans entailed elimination of redundant Access queries and development of a new reporting package.

Bank Leumi USA - New York, New York 1997-2009Performance Analyst Officer in the Financial Planning & Analysis Department

Business Analysis* Developed a Private Banking Performance Management Application used to pay Private Bankers on an Incentive Compensation Reward Program.* Administered, Executed and Finalized Private Banking Reporting metrics used byDepartment Heads to evaluate Private Banker Performance Measurement.* Function as a liaison between business owners and the information technology group to develop and support financial systems solutions to enable business process improvements.* Conducted and participated in meetings with lines-of-business decision teams to understand business processes, anticipate system needs and configure SAP BPC/P

rofit Vision applications to exploit product capabilities.

SAP Business Planning & Consolidation* Provided department heads with monthly financial results summary. Recommendedand implemented solutions to improve accuracy and timeliness.* Provided Business Intelligence and Business Performance Assistance to businessowners in meeting their targeted plan goals and to explain variances versus Budget, Forecast and prior month.* Developed planning and forecasting models that included input schedules, reports and custom interfaces.


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* Researched and provided ad hoc business data and report requests to better manage cost and business unit profitability.* Designed, built and maintained financial reports in partnership with businessmanagers to identify cost savings and productivity that would impact line of business performance.

Customer Profitability (Using Open Solutions Profit Vision)* Involved in the design and installation of the Bank's Customer Profitability Reporting System. The Reporting System allowed decision makers strategic intelligence in how to manage client performance.* Developed Profitability Reporting tools to analyze and measure customers, business units, geographic and Profit Center financial performance on revenues, expenses, ROA & ROE.* Designed a deployment strategy to furnish end-users with timely and accurate reports to gauge Customer Profitability for use in pricing decisions leading to improve client profitability.

Funds Transfer Pricing* Responsible for ensuring the balance sheet is correctly transfer priced to reflect the embedded interest rate risk and the cost / worth of funds reflects thetrue value of the business.* Enhancement and development of the systems and processes to produce financialreports on transfer pricing results.* Assist business lines with FTP queries and issues as they arise and provide va

luable input to the FTP policy.

IBJ Schroder Bank & Trust Company - New York, New York 1989 - 1997Supervisor, Financial Reporting Department

Assets / Liability* Responsible for monthly production of the asset / liability reporting packageusing the bank's interest rate risk model.* Documentation of assumptions used in the interest rate risk model

Regulatory Accounting* Analyzed accounting policies affecting the bank and coordinated reporting system upgrades to meet GAAP and regulatory requirements.

* Developed and implemented an enhancement to the regulatory reporting system, directly resulting in substantial decrease in overtime.* Maintained the monthly production of the bank's financial statements used by the management committee, division heads, and senior management.* Assisted in the preparation of the bank's annual GAAP financial statements which were distributed to all major clients and used as an important marketing tool.* Prepared and analyzed various financial schedules used to evaluate the bank'scredit quality, capital strength and earnings power.

Systems* Assisted in the development of an application system used to enhance financialprocessing of deposits and loans. This system improved the product quality of t

he corporate financial reporting department.* Responsible for coordinating with the systems support group in the design, analysis, and integration of the bank's sub-systems with the information system ofthe department.* Created and developed financial and regulatory reports from the bank's depositand loan system.* Assisted in the development of the bank's interest rate risk model used for assets / liability management.

EDUCATION


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State University of New York at Stony Brook Bachelor of Science, August 1989* Dual major in Mathematics and Economics

ADDITIONAL* Bilingual: English/Spanish

performance analyst or financial analyst or database analyst

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