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yyyyyy x. yyyyyy                         139 rochelle avenue #0000 xxxxxx xxxx , xxxx , xxxxx 00000




driven financial professional eager to contribute dynamic analysis, accounting, database management, automation, project administration, relationship building, communications and customer relations skills in a challenging financial analysis assignment.


career profile

ø  m.s., financial services.

ø  mba.

ø  b.a., economics.

ø  upcoming chfc® / cfp®.

ø  over nine years of financial services background.

ø  knowledgeable in business/financial analysis, risk valuation, and database management.

ø  expertise in all facets of effective financial control.

ø  contributor in critical process improvement.

ø  comprehensive understanding of business and operations management.

ø  record of promotion to positions of increasing responsibility and authority.

ø  provide exceptional customer service.

ø  adept in relationship development to upgrade productivity and effectiveness.

ø  proven accomplishments in coordination, strategic planning, and project management.

ø  notable coordinator and facilitator.

ø  highly motivated self-starter.

ø  well-organized multi-tasker with strong detail orientation.

ø  proficient in advanced business software applications including ms office suite, vba, visio, monarch, sas, sfw, miac, sql and lotus notes.



professional experience

the vanguard group, malvern, pa                                                                                             2005 - present

data implementation administrator

         recruited to assess and evaluate participant data to achieve technical/business requirements in readiness for conversion to new pension system platform (vpas).

         analyze data issues related to successful processing/maintenance while developing solutions to data issues.

         originate and update audit log to ensure issues are resolved or escalated to client for corrective action.

         facilitate transition and administration of client information into corporate systems.

         design and implement new queries/validation reports to effectively meet client needs.

         perform in-depth data audits to maintain ongoing processes, ensure proper controls and achieve data integrity for all stakeholders.

         designated for critical special projects.


jpmorgan chase, fort washington, pa                                                                                          2003 - 2005

mortgage officer, risk valuation group

         retained to author monthly/quarterly presentation for residual valuation of $7bb of loans securitized by advanta.

         efficiently used wall street analytics software for above task including performing quarterly stress/test analysis delivering data for management decision-making.

         analyzed valuation results with advanced financial modeling techniques.

         gained expertise in dynamic interplay of sub-prime residual assumptions.

         assessed impact of stressing variables while identifying associated risks/opportunities.

         orchestrated use of advanced economic factors including prepay speeds, interest rates yield curves and delinquencies/losses for projecting performance and analyzing results.

         initiated development of new reporting formats/enhancements.

         originated and utilized written operational procedures achieving positive audit control environment


yyyyyy x. yyyyyy

page two




bank one corporation, columbus, oh                                                                                        1997 - 2002

application developer ii, business support group administration (2002)

application developer i (2001-2002)

       promoted to direct design, implementation and rollout for client applications.

       effectively used ms access/excel programs to upgrade applications and enhance productivity.

       spearheaded launch of workflow upgrades and business rules in technology group.

       ensured rapid and effective turnaround in above project.

       drove design, development, testing, debugging, troubleshooting and process development for existing applications.

       attained 100% system efficiency in above task.

       played key role in extraction/manipulation of data from supporting data warehouses/mainframes including bloomberg and sei for reporting and research functionality.

       ensured outages were resolved rapidly and client satisfaction significantly improved.

      coordinated with internal clients and it at senior management level to identify/review complex business requirements.

      assumed responsibility for offering statements online to product competitive advantage in market.

       advanced to design/develop desktop client applications database using access and monarch applications.

       upgraded functionality and efficiency while adding database management tools to track error rate and assigned workload.

       authored standard procedure manuals for downloading mainframe data and using database application through powerpoint and visio professional.

       facilitated procedure manual training for new users.

       developed well-received recommendations for improved policies/procedures for database enhancement and workflow automation.

       aided new hires in training.

       improved product delivery turnaround time 25%.

       achieved department standard rework level of 5%.

      coordinated with programmers to integrate unit business rules into database.

      implemented testing of all new applications and recommended upgrades before implementation.


financial analyst (1999-2001)

       tasked to audit transactions for up to 200 accounts value at over $10bb in plan assets.


earlier background

prior to 1999, served bank one as process analyst. in this assignment, built outstanding evaluative, assessment, financial control, account conversion, project management, financial reporting and client service skill sets.





saint joseph s university, philadelphia, pa

master of science, financial services, 2008


university of ashland, ashland, oh

mba finance, 2005


ohio wesleyan university, delaware, oh

bachelor of arts, economics, accounting minor, 1995


the american college, bryn mawr, pa

chfc® / cfp®, november 2008


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