Experience

Criterion Systems

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• IT Budget Analyst - Master

  • Jun 2020 - Present



State Street

• United States
• Financial Services
• 700 & Above Employee

• Compliance Consultant

  • Apr 2015 - Jun 2020

  *Collaborate with global Compliance team to ensure controls to mitigate risk are working effectively. *Primary Compliance contact for Ethics themed risks. *Write, implement and test controls to ensure compliance with local regulations.

• Financial Analyst

  • Apr 2001 - Apr 2015

  • Create and maintain a $1.7B annual revenue budget for a global business division. • Coordinate forecast adjustments and all reporting with business partners. • Provide commentary on monthly management reports detailing variance explanations. • Prepare financial presentations for Senior Department Leaders and deliver the results. • Design and updated proforma fee models in coordination with client relationship managers. • Maintain revenue and expense allocation metrics and… Show more • Create and maintain a $1.7B annual revenue budget for a global business division. • Coordinate forecast adjustments and all reporting with business partners. • Provide commentary on monthly management reports detailing variance explanations. • Prepare financial presentations for Senior Department Leaders and deliver the results. • Design and updated proforma fee models in coordination with client relationship managers. • Maintain revenue and expense allocation metrics and produced quarterly client profitability statements.



CSC

• United States
• Information Technology & Services
• 700 & Above Employee

• Account Manager

  • Sep 1989 - Apr 2001

  *Liaison between CSC and multiple clients. *Coordinated and distributed work to the technical and business staff. *On call 24-7-365 for client support. *Liaison between CSC and multiple clients. *Coordinated and distributed work to the technical and business staff. *On call 24-7-365 for client support.



TreviPay

• United States
• Financial Services
• 700 & Above Employee

• Accountant

  • Jun 1989 - Sep 1989