Galo L.

Almeida
43-38 159th Street Flushing, New York 11358
galo.almeida@gmail.com 718 961 9496 (home) - 718 813 4311 (cell)
SUMMARY
Experienced financial analyst in customer & financial analysis, planning and bud
geting with strong PC and relational database analysis skills. Instrumental in t
he development of automated processes to assist business units, front office sta
ff and client activity to improve business performance profitability.
CORE COMPETENCIES
Technical Skills
* Databases: SAP BPC, MS Access, MIS Systems, and Essbase
* Expert in MS Access & MS Excel. Advanced skills in MS Access macros.
* Business Systems Analysis & Relational Database design.
Areas of Ability
* Financial Analysis, Funds Transfer Pricing and Business Analysis.
* Business Unit and Customer Profitability Reporting, Budgeting and General Acco
unting.
* Experienced in Enterprise Reporting Systems (SAP's BPC/OutlookSoft Product).
PROFESSIONAL EXPERIENCE
Credit Suisse - New York, New York 3/2010 - 6/2010
Interim Financial Controller in the IT Financial Management Metrics & Controls G
roup
* Create, verify and maintain monthly Contractor expense reporting and analytics
using MS Access. Developed macros to improve efficiency and save time.
* Reconcile exceptions between the Contractor reporting database and HR systems
* Develop and deliver on action plans to drive improvements in data quality and
process simplification. Action plans entailed elimination of redundant Access qu
eries and development of a new reporting package.
Bank Leumi USA - New York, New York 1997-2009
Performance Analyst Officer in the Financial Planning & Analysis Department
Business Analysis
* Developed a Private Banking Performance Management Application used to pay Pri
vate Bankers on an Incentive Compensation Reward Program.
* Administered, Executed and Finalized Private Banking Reporting metrics used by
Department Heads to evaluate Private Banker Performance Measurement.
* Function as a liaison between business owners and the information technology g
roup to develop and support financial systems solutions to enable business proce
ss improvements.
* Conducted and participated in meetings with lines-of-business decision teams t
o understand business processes, anticipate system needs and configure SAP BPC/P
rofit Vision applications to exploit product capabilities.
SAP Business Planning & Consolidation
* Provided department heads with monthly financial results summary. Recommended
and implemented solutions to improve accuracy and timeliness.
* Provided Business Intelligence and Business Performance Assistance to business
owners in meeting their targeted plan goals and to explain variances versus Bud
get, Forecast and prior month.
* Developed planning and forecasting models that included input schedules, repor
ts and custom interfaces.
* Researched and provided ad hoc business data and report requests to better man
age cost and business unit profitability.
* Designed, built and maintained financial reports in partnership with business
managers to identify cost savings and productivity that would impact line of bus
iness performance.
Customer Profitability (Using Open Solutions Profit Vision)
* Involved in the design and installation of the Bank's Customer Profitability R
eporting System. The Reporting System allowed decision makers strategic intellig
ence in how to manage client performance.
* Developed Profitability Reporting tools to analyze and measure customers, busi
ness units, geographic and Profit Center financial performance on revenues, expe
nses, ROA & ROE.
* Designed a deployment strategy to furnish end-users with timely and accurate r
eports to gauge Customer Profitability for use in pricing decisions leading to i
mprove client profitability.
Funds Transfer Pricing
* Responsible for ensuring the balance sheet is correctly transfer priced to ref
lect the embedded interest rate risk and the cost / worth of funds reflects the
true value of the business.
* Enhancement and development of the systems and processes to produce financial
reports on transfer pricing results.
* Assist business lines with FTP queries and issues as they arise and provide va
luable input to the FTP policy.
IBJ Schroder Bank & Trust Company - New York, New York 1989 - 1997
Supervisor, Financial Reporting Department
Assets / Liability
* Responsible for monthly production of the asset / liability reporting package
using the bank's interest rate risk model.
* Documentation of assumptions used in the interest rate risk model
Regulatory Accounting
* Analyzed accounting policies affecting the bank and coordinated reporting syst
em upgrades to meet GAAP and regulatory requirements.
* Developed and implemented an enhancement to the regulatory reporting system, d
irectly resulting in substantial decrease in overtime.
* Maintained the monthly production of the bank's financial statements used by t
he management committee, division heads, and senior management.
* Assisted in the preparation of the bank's annual GAAP financial statements whi
ch were distributed to all major clients and used as an important marketing tool
.
* Prepared and analyzed various financial schedules used to evaluate the bank's
credit quality, capital strength and earnings power.
Systems
* Assisted in the development of an application system used to enhance financial
processing of deposits and loans. This system improved the product quality of t
he corporate financial reporting department.
* Responsible for coordinating with the systems support group in the design, ana
lysis, and integration of the bank's sub-systems with the information system of
the department.
* Created and developed financial and regulatory reports from the bank's deposit
and loan system.
* Assisted in the development of the bank's interest rate risk model used for as
sets / liability management.
EDUCATION
State University of New York at Stony Brook Bachelor of Science, August 1989
* Dual major in Mathematics and Economics

ADDITIONAL
* Bilingual: English/Spanish