Tatyana Livshits
Brooklyn
Summary
Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help the team. Reliable and dedicated team player with hardworking and resourceful approach.
Overview
17
17
years of professional experience
Work History
Stay at Home Parent
09.2012 - Current
- Mediated between family members to facilitate conflict resolution and build healthy family relationships.
- Responded to crises and emergency situations to provide immediate assistance to persons in need.
- Developed education and social situations to provide with knowledge and skills for healthy, productive lives.
Associate/Portfolio Administrator
Euro Pacific Asset Management
09.2019 - 05.2020
- Assisted in account set-up, processed and allocated trades, daily download, and posting of applicable client custodial data feeds
- Maintained, updated, monitored client accounts and transactions in Advent Axys and on custodian platforms
- Responsible for error remediation, data resolution, account reconciliation including resolving trade settlement/reconciliation issues with brokers and custodians and addressing any discrepancies with portfolio manager
- Facilitated portfolio performance review and implemented new strategies.
Financial Analyst, Information Technology/Infrastructure
New York Institute of Technology
09.2010 - 04.2012
- Assisted with preparing & submitting capital & operating budgets
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends, and potential areas of improvement by monitor ITI budgets, expense commitments, verification of requests (validity and fund availability) in support of ongoing expenditures
- Analyzed, verified and prepared financial statements, reports, accounts and records of expenditures
- Monitored and reviewed account reconciliations, research, and report and resolve differences
- Provided ongoing analysis of budget versus spending trends in order to better align budget with operations
- Assisted with utility, security contracts, and busing contracts forecasting
- Maintained individual project budget vs actuals accounts
- Responsible for monthly labor charge-backs reports
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
Junior Financial Analyst, Maintenance/Engineering
North American Airlines
06.2008 - 01.2010
- Established and maintained common financial reporting processes and data standards for weekly and monthly performance metrics and analysis
- Managed databases for cost saving initiatives across Technical Operations, Purchasing and Vendor Management
- Liaisoned between Accounts Payable and Internal Management on open invoices
- Managed month end closing and reconciliation of accounts and ledger
- Assisted in yearly budget and monthly forecasts
- Performed variance and P & L analysis routinely
- Managed fixed asset and inventory levels for accounting purposes
- Monitored contract terms with regard to pricing and contingencies and gathered data for reimbursements
Private Wealth Management Intern
UBS
01.2008 - 05.2008
FX Operations Intern, Capital Markets
Sumitomo Mitsui Bank Corporation
06.2006 - 06.2007
Education
Bachelor of Arts - Economics/Mathematics, Business Administration
Fordham University - Lincoln Center
New York, New York05.2008
Skills
- Advent Axys
- Microsoft Office 365, including Excel (pivot tables, nested formulas, V_LOOKUPs, and conditional formatting); SharePoint; OneNote; Cloud Accounting Software, including Quickbooks; PowerPoint; Outlook; Adobe Acrobat, Bloomberg; Great Plains, Accpacc, Oracle Database
- Database Management
- Google Workspace
- Organization and Time Management
- Multitasking Abilities
- Critical Thinking
Languages
English
Native language
Russian
Upper intermediate
B2
Spanish
Elementary
A2
Timeline
Associate/Portfolio Administrator
Euro Pacific Asset Management
09.2019 - 05.2020
Stay at Home Parent
09.2012 - Current
Financial Analyst, Information Technology/Infrastructure
New York Institute of Technology
09.2010 - 04.2012
Junior Financial Analyst, Maintenance/Engineering
North American Airlines
06.2008 - 01.2010
Private Wealth Management Intern
UBS
01.2008 - 05.2008
FX Operations Intern, Capital Markets
Sumitomo Mitsui Bank Corporation
06.2006 - 06.2007
Bachelor of Arts - Economics/Mathematics, Business Administration
Fordham University - Lincoln Center
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