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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

                                                                                                                                     xxx-xxx-xxxx 

abc@xyz.com

 

Financial Analysis Executive / Chief Financial Officer

Leadership and Development Strategist ~ Research and Analysis ~ Expense Control Practices

 

Performance-focused Financial Analyst and Strategist eager to contribute practical experience and academic background toward actively supporting a dynamic organization in maximizing results.

 

Qualifications Profile

 

Ø  Strong technical background with the ability to work independently on multiple research projects with specialized knowledge of  GAAP Practices, leadership and management initiatives, strategic financial planning, business restructuring, financial instrument management, risk management, budget management, forecasting, comprehensive accounting practices, public company reporting, as well as cross-functional team development.

Ø  Strong accounting and operational background with the ability to work independently on multiple projects simultaneously.

Ø  Skilled at developing and implementing efficiency best practices to increase productivity.

Ø  Uses knowledge of various accounting regulations and company protocols to support executive management.

Ø  Provides client and staff support including related to various administrative, management, and bookkeeping functions.

Ø  Technology savvy and proficient in multiple software applications, including: Microsoft Word, Excel, PowerPoint, Access, Essbase, P&F, MSA, Stars, SAP, Hyperion, PRF, Sapco, Business Object, GLRS and GLW.

 

 

Functional Competencies

 

Ø  In-depth knowledge of SAP R3 FI/CO / FI- GL General Ledger, Accounts Payable, Accounts Receivable, Assets Accounting, Controlling.

Ø  Identify and understand significant variances from budgets and forecasts in order to provide general financial updates to all relevant parties..

Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully steering financial planning meetings and delivering comprehensive strategies.

Ø  Carefully analyze various financial documents and reports in order to identify and reconcile potentially costly errors.

Ø  Develop expert plans of action according to specific financial needs, both expeditiously and effectively.

Ø  Ensure critical internal and regulatory compliance as well as data integrity/quality control by proficiently analyzing financial trends in the market to identify relevant information and advise clients appropriately. 

Ø  Analyze corporate actions regularly in order to plan and execute dissemination of company data in an efficient and timely manner.

Ø  Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure security of the organization.

 

 

Academic Credentials & Training

 

n MBA- Finance, Dowling College

n Bachelor of Science C Business Management, Long Island University

n Specialized Training: Off-shoring, Location Strategy / Migration, Expense Control, Taxonomy

 



 

Professional Career Track

 

JPMorgan Chase & Company                                                                                        1993-Present

 

WSS Operation CFO / Assistant Vice President, Worldwide Securities Services                2008-Present

  Primary responsibilities: Ensure timely, accurate, and controlled financial processes that will provide senior management with financial results and meaningful analysis as basis for critical decision-making.

  Identify and understand any significant variances from budget/forecast and provide general financial update to WSS Planning & Analysis and Operations senior management.

  Developing an annual business plan, weekly headcount reporting, forecasting and financial analysis for Global WSS Operations.

  Work closely with department heads in projecting FTE requirements and operating costs.

  Reviewing current processes, identifying control weaknesses, and delivering solutions to enhance the current control environment.

 

Investment Bank Finance / Controller, Investment Bank                                                       2001-2008

  Primary responsibilities: Provided CFO level functions for Investment Bank support areas (IB Finance, Market Risk, Marketing & Communication and IB Management), including planning, monthly forecasting and reporting, productivity tracking, monitoring the GL close, and cost recovery.

  Responsible for assisting Balance Sheet Substantiation and Reconciliation.

  Managed monthly and year end Income Attributions (Marketer and Trader) for Investment Bank.

  Prepared and analyzed Investment Bank lines of business daily revenue reports.

  Performed and oversaw the monthly closing/accrual process.

  Worked with the systems technical team to support the efforts of DPS (Daily Profitability System) process improvements, upgrades and performance.

  Provided IB Senior Management with daily market commentary for significant daily revenue activity.

  Assisted with monthly revenue and expense forecast including SVA reporting for Institutional Equities.

  Assisted with the development of indirect expense allocation methodologies for the IB lines of business.

 

Marketing Management C Financial Manager, Retail Banking                                                 1993-2000

  Primary responsibilities: Analyzed and monitored forecasted projections versus actual projections for Credit Card Marketing Acquisition Programs.

  Prepared annual business plan and monthly forecast for Marketing Segment.

  Assisted with the preparation of marketing review presentations.

.

Additional Experience

 

-  Financial Analyst, JPMorgan Chase

 

-  Staff Accountant, JPMorgan Chase

 

 

 

 

 

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