Elena Osmanski

Experience

1. Financial Analyst Iii, Vice President - Wealth Management Fp & a

   M&T Bank

   Feb 2022 — Present · Buffalo, NY, US

   Forecast, prepare, and present monthly financial analysis and reports to executive management of the Affluent Markets business line as part of the bank\'s Wealth & Institutional Services Division. Execution of the full year plan for the Affluent Markets Segment which includes forecasting and modeling of the revenue streams and opportunities, expense analysis, and headcount planning in collaboration with senior leaders. Perform both strategic and ad hoc financial analysis for executive management through financial modeling and data analysis to support profitable decision making. Contributed to the transition of M&T Securities to a new broker-dealer and financial platform, which involved forecasting and modeling of financials, collaboration with business partners to understand financial impacts and ensure a successful conversion, and opening of a new general ledger account structure. Supported M&T’s acquisition of People’s United Bank, which involved forecasting and modeling the brokerage business (People’s Securities Inc), monthly analysis and presentation of financial impacts, execution of PSI conversion to their new broker-dealer/financial platform, and renegotiating the contract held between M&T Bank to the new broker-dealer to accommodate additional assets in all future acquisitions. Deliver timely financial reports, variance analysis, and annual forecast to Strategic Business Planning & Analytics group.

Education

• University of Rochester

  Bachelor of Science - BS, Business with focus in Accounting

  2014 — 2018