Executed financial projections, budget-to-actual analysis, control capital expenditures, and budget amendments for LISC programs, based on current performance and objectives established in sustainable community initiatives Maximized revenue, controlled expenses, and identified new sources of income within different programs and contracts; negotiated reimbursement rates and ensured that expenses were properly allocated to contracts Prepared financial reports to funding agencies including SF 425s and reconciled reports with the Government Accounting Department Responsible for compliance and financial oversight of US Department of Housing and Urban Development (HUD) contracts: Living Cities, CHDO-TA, and HOME-TA Directed audits/workshops/trainings to evaluate effectiveness and efficiency of local offices, sub-recipients, and programs; provided financial assistance to non-compliant programs Conducted site visits around the U.S., to ensure compliance with reporting guidelines, federal regulations, accounting procedures, internal controls, and corrective action plans JP MORGAN CHASE BANK 2006 – 2007 Financial Analyst Reviewed investment portfolios, managed mortgage loans, home/business credit lines, and investment funds Recommended investments across a range of portfolios Measured operating performance (sales, gross income/margin, and net profit) Performed financial project evaluations (including feasibility analysis/risk-return) Analyzed/structured loans for commercial clients/developers for new construction/rehab Monitored clients' asset allocation / hedging strategies, compliance, and investment plans within the U.S. and Latin America Strategically managed customer interactions, to grow client base and increase revenue volume; implemented plans that targeted client acquisition and relationship development Conducted community outreach efforts Analyzed client profile to effectively identify client needs; recommended products/services
Education
City University of New York: M.S., Risk Management City University of New York: B.S., Pure Mathematics Certifications
Uniform Administrative Requirements: OMB Circular A-102 and 2 CFR Part 215 Cost Principles: 2 CFR Part 220 (A-21), 225 (A-87), 230 (A-122), and FAR 31.2 Financial Administration of Federal Grants & Contracts for Recipients Evaluating Federal Funds Management Capabilities of Recipients and Sub recipients Procuring Federal Service with Federal Funds
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