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Financial Planning

$15/hr Starting at $250

· Manage the cost recovery of over $1MM in direct and indirect construction charges from the government and private contractors located in Massachusetts and Rhode Island for a utilities company.· Utilize Oracle, Business Objects and Microstrategy systems to analyze construction costs for various projects.· Developed a methodology to monitor ongoing reserves of over $3MM in fee services, resulting in savings of $1MM for a credit card company.· Performed process reviews to ensure that fee based products are being accounted for, provided for and reported in line with US GAAP and the credit card company Policy.· Managed and mentored 4 summer interns per year.· Led a team of 4 in successfully reducing the number of clients’ problems by 60 percent in just 1 month for a financial services company. · Completed project based analyses and management reports using data and information from various applications and systems; identified and researched anomali

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$15/hr Ongoing

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· Manage the cost recovery of over $1MM in direct and indirect construction charges from the government and private contractors located in Massachusetts and Rhode Island for a utilities company.· Utilize Oracle, Business Objects and Microstrategy systems to analyze construction costs for various projects.· Developed a methodology to monitor ongoing reserves of over $3MM in fee services, resulting in savings of $1MM for a credit card company.· Performed process reviews to ensure that fee based products are being accounted for, provided for and reported in line with US GAAP and the credit card company Policy.· Managed and mentored 4 summer interns per year.· Led a team of 4 in successfully reducing the number of clients’ problems by 60 percent in just 1 month for a financial services company. · Completed project based analyses and management reports using data and information from various applications and systems; identified and researched anomali

Skills & Expertise

AccessBusiness ObjectsConstructionExcelFinancial ModelingFinancial ServicesGAAPLeadershipManagementMarketingMaterialsMicrostrategyModelingOracleReportsReviews

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