Assistant Vice President with experience in financial reporting, regulatory compliance, financial analysis, and business development across banking and finance roles. Holds a Master of Science in Finance and a Bachelor o…
Assistant Vice President with experience in financial reporting, regulatory compliance, financial analysis, and business development across banking and finance roles. Holds a Master of Science in Finance and a Bachelor of Arts in Financial Engineering, with technical skills in Python, SQL, SAS, R, Excel, Bloomberg, and financial modeling.
Assisted in evaluating the computation of Daily Net Capital to ensure financial stability within the Futures Commission Merchant-FCM department.
Maintained regulatory compliance in accordance with Chicago Mercantile Exchange-CME requirements.
Oversaw and upheld transparency and regulatory compliance in the review and maintenance of the Statements of Segregation Requirements and Funds, Secured Amounts, and Cleared Swap Customer Segregation Requirements.
Played a key role in the Comprehensive Capital Analysis and Review-CCAR process.
Collaborated with auditors to ensure accurate stress-tested data submission and reconciliation.
Spearheaded communication and fostered collaboration.
Ensured timely submissions to the Federal Reserve Bank-FRB under Basel III standards within the Regulatory Reporting Group.
Used SQL queries to extract, manipulate, and analyze large datasets.
Utilized Excel to organize and consolidate financial data for reporting to stakeholders, auditors, and regulatory bodies.
.Played a key role in the Comprehensive Capital Analysis and Review-CCAR process, collaborated with auditors to ensure accurate stress-tested data submission and reconciliation, while spearheaded communication, fostered collaboration, and ensured timely submissions to the Federal Reserve Bank-FRB under Basel III standards within the Regulatory Reporting Group
Assumed a pivotal role in overseeing and upholding transparency and regulatory compliance in the review and maintenance of the Statements of Segregation Requirements and Funds, Secured Amounts, and Cleared Swap Customer Segregation Requirements
Prepared monthly financial statements using International Financial Reporting Standards (IFRS), including income statements, cash-flow statements, and yearly balance sheets.
Analyzed key performance indicators (KPIs) and produced comprehensive financial reports.
Generated new leads and identified trends and customer needs, resulting in a 40% YoY increase in sales generation.
Led the development of proposals, presentations, and quotations for prospective clients, achieving an 80% customer conversion rate.
Conducted monthly performance analysis of products and recommended corrective measures such as price increase and cost of goods reduction.
Executed Generally Accepted Accounting Principles (GAAP) to compile monthly financial statements and create financial forecast analysis, resulting in a 20% YoY increase in sales profit and a 10% YoY reduction in operating costs.
Assessed current and upcoming projects based on analytical analysis and implemented cost-effective techniques, contributing to a 10% increase in project operating margins.
Monitored budget analysis, reviewed financial reports, and implemented forecasting tools, securing a 15% growth in sales YoY.
Performed comparative financial analysis of the industry for upper management and provided advice on future company plans.
Tracked sales and inventory, increasing on-time deliveries by 40% within two years and decreasing receivables collection period by 30 days on average.
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