• Senior Financial Analyst

    at Cushman and Wakefield

    August 2013 - at Present


    • Facilitate and evaluate the forecast and annual operating plan for all US cost centers • Develop financial models to analyze various scenarios which meet the company’s financial goals • Prepare monthly and quarterly analytics for the total US P&L • Consolidate and report semi-monthly revenue forecasts of over $80 million for the US offices • Calculate incentive compensation for the US cost centers based on the financial performance of the company on a monthly basis • Setup monthly journal entries, complete account reconciliations and use the SAP financial tools to complete ad hoc reporting and analysis for the US cost centers • Liaise with branch managers and strategic partners monthly to provide effective and timely reports

  • Financial Analyst

    at ICAP North America

    July 2011 - August 2012


    • Assessed and allocated over $8 million of infrastructure costs on a monthly basis • Produced monthly dashboards for senior management in order to review their performance • Prepared the forecast and budget for all US infrastructure departments • Worked with department heads to provide financial support and strategize cost reduction methods • Created ad hoc reports to analyze potential cost savings • Assisted with the development of new allocation models to improve cost transparency • Operated as a liaison between the infrastructure heads and the revenue generating business

  • Graduate Recruit

    at ICAP North America

    October 2010 - July 2011


    • Maintained and reconciled IT prepaid expense and fixed asset accounts • Analyzed and allocated over $3 million of market data and telecom expenses on a monthly basis • Setup IT projects and monitored their budget and actual spending • Collaborated with the global IT Finance team to complete monthly close procedures • Prepared monthly journal entries for various accounts


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