Richard Song 99-05 63rd Drive #11L, Rego Park, NY 11374

347-701-0018 (Cell) h10song@gmail.com

SUMMARY
Financial reporting professional with demonstrated ability in processing large s
cale data and producing financial reports. Expertise in Excel VBA for data proce
ssing, financial modeling, and securities pricing. Highly effective in financial
data integrity, reconciliation, and manipulation. Hands-on experience in financ
ial system enhancement and development, QA analysis, UAT testing, and defects re
porting. Experienced in financial database administration.
TECHNICAL SKILLS
Programming: Visual Basic, VBA, SQL, HTML, SAS, C, UNIX
Data Bases: Oracle (OLAP), Sybase, SQL Server, Access
Highly Proficient: MS Word, PowerPoint, Excel (PivotTable, functions, charts, et
c), Acrobat
EXPERIENCES
Citigroup New York, NY Oct. 1998 - Sep. 2010
Senior Financial Reporting Analyst Long Island City, NY Jun. 2000 - Sep. 2
010
Generated key package of management financial reports for CFO and senior manager
s in Citigroup. Provided financial analysis for Financial Control. Performed fin
ancial data validation and qualification. Solved problems in data integrity and
reconciliations. Implemented testing and enhancing management database and repor
ting systems.
* Created and maintained over 800 reporting books in the Management Database. Pr
epared and produced Controllables reporting deck. Generated over 6,750 pages of
financial reports monthly for CFO group. Delivered reports without errors or del
ays for last 5 years. Generate ad-hoc reports as required.
* Reconciled the financial data, resolved inconsistencies or discrepancies. Anal
yzed, identified and corrected errors in entities, measures, formula, formats an
d names in the reporting systems. Continuously reduced and cleared data attribut
e errors in the Management Database.
* Provide monthly and quarterly standard management reports for Financial Contro
l. Ensured all calculations, variance and trend analyses were accurate. Prepared
and produced mid-year forecast and annual plan reports.
* Programmed Excel VBA modules and functions in data processing tools. Updated a
nd enhanced VBA modules for team members in financial analysis. Improved data pr
ocessing and analyzing procedures through automation.
* Played a key role in Oracle OLAP and Portal system development. Provided enhan
cing requirements and suggestions to developers. Tested, analyzed the system and
reported defects. Increased system efficiency over 100% based on the processing
volume, and reduced data download time by at least 50%.
* Created testing plan and performed thorough tests for standard financial repo
rts in the Pearl reporting system development. Reported defects with derails in
Quality Center. Contributed to complete the project on time.
Technical Analyst (Database Administrator) New York, NY Oct. 1998 - May 20
00
Managed financial database. Implemented financial data reconciliation and integr
ity. Performed data mapping, data manipulation, data analysis and problem resolv
ing. Generated and analyzed financial reports.
* Maintained GAAP Financial Database. Opened / Closed accounts, units, types and
periods in the databases. Created and updated the mappings of accounts, units,
entities and organization hierarchy trees. Ensured highest-level of financial da
ta quality. Cleared all errors in the database.
* Ran various monthly and quarterly financial reports. Reduced monthly reporting
processing time by about 25%. Produced ad-hoc reports as needed. Manipulated an
d updated UNIX shell programs for ad-hoc reports.
Richard Song
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* Reconciled data among financial systems (MRS, DAS, GAAP, FDR, REGIS, etc.). Fr
equently found errors or mistakes in the received data or documents, avoided man
y potential problems. Analyzed and solved problems in the database, such as erro
neous attributes of variables.
* Created and maintained the users' database for Oracle (GCMD and NACMD) system.
Setup and granted access privileges for the users. Communicated with Oracle Sys
tem Center and users for security issues. Granted users access privileges for Sy
base (GAAP and Restruct) Databases.
* Implemented parallel run in Sybase and Oracle system enhancement. Made data tr
ansitions between systems.
Prudential Insurance Co Newark, NJ Jun. 1996 - Oct. 1998
Quality Assurance Analyst
Created test plan and test cases, implemented QA tests, and reported defects in
software development. Ensured all calculations and procedures are correct agains
t functional specifications.
* Involved in developing and revising new systems functional specifications. Des
igned and redefined systems test cases, conditions and plans in the project of s
oftware development for insurance products.
* Analyzed new PC system of Prism (V. 2.0 - 6.0) and ISP (V. 1.0) in the product
concepts, process logic, functional procedure, calculation formula, interface d
esign, input fields and output formats.
* Developed Test Tools (for ISIS and SVUL) and tested the PC software of new pro
duct systems. Provided new systems Year 2000 testing and compliance. Constructed
and updated financial models for testing systems.
* Requested and tested data for mainframe and PC systems. Analyzed the data stru
ctures for data integration between Mainframe database and PC database. Implemen
ted linkage module (VB) of new system enabling automated ability to receive main
frame data.
* Tested new systems through all phases. Debugged intermediate values for troubl
eshooting errors. Reported at least double defects more than anybody else. Provi
ded very detailed explanations to help programmers quickly identify and clear th
e errors.
* Discovered a few critical defects that didn't covered by the specifications. R
eported them to senior management for future analysis. Helped to clarify and enh
ance the functional specification and project plan.
PaineWebber Inc. New York, NY May 1995 - May 1996
Trading Assistant
* Maintained clients' database. Searched financial market information and sent s
elected information as well as (broker's) recommendations to clients daily.
* Recorded daily transactions and maintained client's account. Followed up for c
onfirmations and settlements.
CERTIFICATES
Financial Analysis: Banking and Finance
New York University New York, NY July 2010
Diploma of Computer Programming Chubb Institute, New York, NY Aug. 1998
Programming in COBOL, CICS, DB2, C, Visual Basic, SQL, Access
EDUCATION
M.B.A. in Finance, Baruch College of CUNY New York, NY Jan. 1995
Concentration in Corporate Finance and Investments
M.A. in Philosophy, Nankai University Tianjin, PRC Nov. 1984