Roberto Lancellotti
About Roberto Lancellotti
Roberto Lancellotti is a Senior Financial Analyst with extensive experience in financial performance analysis and securitization reporting. He has held positions at notable firms including State Street, Lincoln Financial Advisors, and JPMorgan Chase & Co., and currently works at Sallie Mae.
Work at Sallie Mae
Roberto Lancellotti has been employed at Sallie Mae as a Senior Financial Analyst since 2019. In this role, he focuses on financial analysis and reporting, specifically in the area of asset-backed funding programs. His responsibilities include developing and preparing monthly securitization reporting and cash flow reconciliation, which enhances modeling and reporting platforms. He also coordinates new securitization issuances in the debt management system, ensuring compliance with regulatory requirements.
Previous Experience at State Street
Before joining Sallie Mae, Roberto Lancellotti worked at State Street as a Senior Associate from 2017 to 2019. During his two years there, he analyzed trends in financial performance and provided recommendations for business process re-engineering. His role involved significant financial analysis that contributed to the efficiency of the organization.
Experience at Lincoln Financial Advisors
Roberto Lancellotti served as a Retirement Consultant at Lincoln Financial Advisors from 2008 to 2012. Over the course of four years, he provided retirement planning services and financial advice, contributing to the financial well-being of his clients. His role involved direct interaction with clients to assess their retirement needs and develop tailored financial strategies.
Education and Expertise
Roberto Lancellotti has a strong educational background in finance and taxation. He studied at Widener University, where he earned a degree in Finance from 1999 to 2003. He later returned to Widener University to achieve an MBA with a focus on Taxation in 2016. His education has equipped him with the necessary skills for financial analysis, reporting, and compliance in his current and previous roles.
Professional Skills and Tools
In his professional career, Roberto Lancellotti has developed expertise in various financial analysis tools and methodologies. He has acquired authoritative knowledge of asset-backed funding program reporting, model execution, and securitization analysis. Additionally, he implemented SAS business intelligence software to enhance data analysis and productivity, achieving significant improvements in operational efficiency.