TANIA T. IVANOVA

 

PROFESSIONAL PROFILE: MBA honors graduate. Master of International Business. Four years experience in financial analysis, design of management/statistical reports, relational database report writing, treasury management and trust accounting functions, regulatory compliance and auditing.

 

 

WORK HISTORY

 

Phelps Dunbar LLP., New Orleans

Leading New Orleans Law Firm with 230+ lawyers and offices in four US states and London, UK

Financial Analyst, July 2000 - present

 

Manage cash activity in clients’ trust accounts, maintain and update financial database tracing transactions involving international clients’ funds. Conduct escrow accounts analysis and communicate findings to the Firm Controller and the Firm CFO. Prepare and analyze financial statements, perform bank reconciliations, and trust accounting functions. Design, maintain and update ad hoc and recurring reports to facilitate executive decisions.

 

Key Accomplishments:

* Spearheaded the development of a customized application for trust accounting and served as a key liaison between the firm and the software developer during the design and implementation process. Efforts resulted in more accurate and detailed records of the escrow accounts of major clients and reduced data retrieval time;

* Analyzed key overseas clients' trust accounts related to the Lloyds’ of London Insurance Market;

* Identified and researched old trust balances and aged accounts receivable issues /more than 140 escrow accounts/ in collaboration with the Collections Department. Findings were used to streamline collection procedures and improved operating results for the firm.

 

 

Regatta Research & Money Management, LLC., New Orleans

Financial Advisory Firm

Intern, January 2000 - April 2000 /concurrent with MBA program enrollment/

 

Conducted research on public companies, stocks and mutual funds. Assisted financial consultants in designing client portfolios.

 

 

Merrill Lynch & Co, Private Client Group, New Orleans

Intern, May 1999 - December 1999 /concurrent with MBA program enrollment/

 

Performed research on securities markets reports and maintained database with client profiles.

 

 

University of New Orleans /UNO/, New Orleans

Department of Management, School of Business

Research Assistant, August 1998 - May 2000 /concurrent with MBA program enrollment/

 

Supported faculty with research on various management issues.

 

National Securities and Exchanges Commission, Sofia, Bulgaria

Dept. of Licensing & Control of Investment Intermediaries and Dept. of Investment Environment Analysis

Senior Expert, May 1997 - August 1998

 

Prepared proposals for granting licenses to prospective broker-dealers, analyzed capital adequacy and liquidity ratios of investment intermediaries. Supervised a team of three examiners performing on-site and off-site audits of broker-dealers for regulatory compliance.

 

Key Accomplishments:

* The youngest professional to be assigned supervision of an audit team;

* Facilitated the decision making of the Executive Body of the Commission by providing analysis for the financial situation of individual broker-dealers and conducted research on a macro level for the investment environment.

 

 

Pari Daily Newspaper, Sofia, Bulgaria

Reporter, March 1993 - April 1994 /concurrent with university enrollment/

 

Researched recent developments on world and domestic commodity markets.

Wrote daily commentaries and weekly trend reports.

 

 

EDUCATION

 

University of New Orleans, New Orleans

MBA Finance, 2000

 

Graduated with honors. GPA 3.71/4.00.

GPA in Finance and Accounting disciplines: 4.00/4.00.

 

University of National and World Economy, Sofia, Bulgaria

Master of International Business, 1997

 

Graduation Thesis: 'The Application of Swap Transactions in External Public Debt Settlement'.

Recipient of state scholarship throughout the study.

 

Completed a full four-year coursework /8 semesters/ in Accounting, equivalent to Bachelor of Science degree

 

 COMPUTER SKILLS

* MS Office Suite - Excel, Access, Word, PowerPoint

* Proficiency in Elite /financial and practice management software product used in professional services organizations/

* Familiarity with Crystal Reports and FRx Financial Reporting

* IQ Objects /software product for designing and running queries against databases/

* Visual Basic for Applications /particularly automating tasks performed with spreadsheets/

* SQL /for designing queries against databases/

* Working knowledge of MS Money, Intuit’s Quicken and QuickBooks

* Familiarity with programming and Web-page design concepts

* Internet Explorer, Netscape

 

LANGUAGE SKILLS

Bulgarian. Conversant in German and Russian.