Gregory Johnson

About Gregory Johnson

Investment operations and middle office professional with 9+ years of experience supporting fixed income and equity portfolios across trade lifecycle management, settlements, reconciliations, corporate actions, and cash positioning within institutional investment environments.Extensive experience partnering with portfolio managers, custodians, counterparties, and accounting teams to ensure accurate portfolio positioning, timely settlement, P&L validation, and operational control integrity. Strong background in break resolution, cash forecasting, and security-level validation using Bloomberg and investment accounting platforms.Demonstrated success operating within regulated financial environments, supporting audit readiness, strengthening internal controls, and identifying workflow efficiencies that reduce operational risk.Currently serving as Senior Financial Analyst at New York Power Authority, overseeing large-scale financial reconciliations and reporting controls. Seeking to transition back into middle office / capital markets operations roles where I can leverage deep trade support, asset servicing, and portfolio operations expertise.Core Competencies:• Trade Lifecycle Management (T+1 / T+2 Settlement)• Fixed Income & Equity Products• Cash & Position Reconciliation• Corporate Actions Processing• Break Resolution & Risk Mitigation• P&L & Portfolio Reporting Support• Custodian & Counterparty Coordination• Investment Accounting & Controls• Bloomberg & Market Data ValidationI specialize in: • Trade and investment operations • Data validation and internal controls • Regulatory and compliance oversight • Process optimization and reporting automationWhether managing multi-million-dollar reconciliations or improving internal controls, I’m passionate about solving complex problems and delivering solutions that drive efficiency and accuracy across financial ecosystems.Currently targeting Senior Financial Analyst or Senior Operations Analyst opportunities where I can apply my technical skills, financial acumen, and operations experience to help organizations make smarter decisions and maintain regulatory excellence.Let’s connect if you’re looking for a reliable, analytical finance partner who thrives in both numbers and strategy

Experience

1. Senior Financial Analyst

   New York Power Authority

   Aug 2024 — Present · White Plains, NY, US

   Oversee operational financial controls supporting multi-million-dollar power-related investment and billing programs • Perform large-scale reconciliations of customer, utility, and contract data to ensure accurate revenue recognition, forecasting, and cash flow visibility • Investigate and resolve data discrepancies across internal systems and external partners, reducing reporting risk and improving data integrity • Prepare monthly financial and operational reporting packages for senior stakeholders, ensuring timely updates to pricing, forecasting, and billing teams • Maintain data governance standards within Microsoft Dynamics CRM and Collibra to support audit readiness and regulatory compliance • Collaborate cross-functionally with finance, operations, and strategy teams to strengthen internal controls and reporting accuracy

Education

• State University of New York College at Oswego

  Bachelor of Science (B.S.), Finance, General

  2010 — 2014

Skills

• Onbase
• Data Entry
• Microsoft Word
• Team Leadership
• Retail
• Financial Analysis
• Customer Service
• Flexisign
• Investments
• Financial Modeling
• Retirement
• Vlookup
• Accounting
• Time Management
• Bank Reconciliation
• Cash Management
• What-If Analysis
• Financial Statements
• Powerpoint
• Microsoft Excel
• Bloomberg Terminal
• Research
• Leadership
• Public Speaking
• Fixed Income
• Microsoft Office
• Sales
• Finance
• Bloomberg
• Microsoft Powerpoint
• Capital Markets
• Outlook
• Portfolio Management
• Insurance
• Communication
• Data Analysis
• Pivot Tables
• Teamwork
• Corporate Finance
• Valuation