Self-motivated Finance Professional with 8+ years’ experience within the retail, financial and education industries. Possesses strong analytical, communication and collaboration skills with the ability to multi-task, continuously improve through learning and execute results to add value while supporting business growth.
PROFESSIONAL EXPERIENCE
IZASKUN ZABALA JEWELRY LINE, New York, NY Oct. 2017 – Present
Consultant (project-based)
Advise Creative Director, Izaskun Zabala, on financial and business process / strategies to scale business
Create and execute new business opportunities focusing on financially beneficial wholesale expansion
Manage budgeting and financial planning process to ensure measurability of business revenues and expenses
Attend industry trade shows and events to network, communicate and build strong relationships with buyers
Oversee marketing strategies and manage social media content to drive communication and branding awareness
Research likelihood of financial profitability and become knowledgeable about fashion/beauty industry standards
SOCIÉTÉ GÉNÉRALE, New York, NY Sep. 2014 – May 2017
Finance Associate, Structured Equity Derivatives Product Control
Generated, modified and analyzed P&L and income attribution reports for a broad range of investment products including Exotic Derivatives, Hybrids, TRS and CDS; offered ideas on P&L analysis process improvement
Overviewed trading activity for Structured Equity Derivatives desk; communicated frequently cross-functionally with traders, operations, IT and third-party teams to verify asset movements and valuations and resolve system generated breaks, investigated data/position anomalies and provided opinion on process improvement
Monitored and analyzed investment product performance by region and market, tracked current revenue drivers
Developed daily and monthly checks and balances for the flagship SG Indices’ trading activity
Provided support and information for various auditors and regulators; ECB, FED and external auditors
WELLS FARGO SECURITIES, New York, NY Aug. 2013 – Sep. 2014
Finance Analyst, Equity Sales and Trading
Performed daily, bi-monthly, monthly pricing valuation for $9B+ in OTC, Asian, Barrier, Cliquets, FX, Variable Swaps, Equity Swaps/Basket options, month-end journal entries and P&L reporting; communicated data to team
Developed and assembled monthly pricing package; presented data to stakeholders for buy-in; later implemented
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