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Data Financial

Location:
Brooklyn, NY
Posted:
February 02, 2014

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Resume:

JOHN SONG

*** ** ******* ***. ***. *C, Flushing NY 11355

Phone: 917-***-**** E mail: accgz1@r.postjobfree.com

Financial Analyst Qualifications Summary

High potential finance professional with experience in middle office operations at large international banks, a strong passion in

corporate finance, managing and analyzing financial data and information. Experience in variance analysis, financial modeling and

valuations, and handling large raw data. Analytical and resourceful financial analyst with experience in internal auditing, financial

processes, reconciliation, and documentation. Adept at working independently or as part of a team to deliver results. Strong work

ethic; able to effectively multitask and complete projects on time. Excellent communication, organizational and follow up skills with

proficiency in Korean.

Education

Baruch College/CUNY, New York, NY June 2010

Bachelor of Business Administration in Finance

Major: Finance and Investments

Minor: Economics

GPA: 3.5

Professional Experience

Sumitomo Mitsui Banking Corporation February 2012 – October

2013

Client Services Group Associate

Managed and analyzed raw data using V Lookups, Pivot Tables, for performance reporting

Experienced in analyzing financial data and information for variance analysis and building financial models

Aggregated quarterly, and year end client/investment account information for major Japanese companies

Prepared, gathered, and entered financial data and information to make regular reports on client accounts

Answered 40 plus major accounting firm audit inquiries a day for client accounts

Repaired and verifying incoming SWIFT transactions for CHIPS and Fedwire in compliance with OFAC/MOFA regulations

Monitored accurate reconciliation of SWIFT messages including those which require clarification or have discrepancies

Conducted end of day reports summarizing individual and team performance and progress

Morgan Stanley June 2011 August

2011

Global Wealth Management Group Regulatory Trade Reporting Analyst (Contract Position)

Responsible for assisting the team with enhancing the productivity of the unit in addition to performing specialized regulatory and

risk control activities to support the firm’s business lines

Financial regulatory reporting using FINRA TRACE, TRAQs, MSRB, OATS platforms

Examined trade discrepancies reported by the firm and its counterparties for completeness and accuracy

Identified and corrected errors in trade reports which were rejected using proprietary internal and external software database

systems

Liaised between traders, compliance, client service group, and regulatory agencies

Prepared daily, weekly reports on firm’s regulatory reporting statistics for audit and review purposes

Brown Brothers Harriman & Co. April 2011 May

2011

Funds Transfer Operations Specialist II (Contract Position)

Instructions receipt and authentication, entry instruction and verification, processing and recording, reporting and

acknowledgement, and reconciliation

Large dollar payments, receipts, and book transfers processed via Fedwire, CHIPS, SWIFT

UBS Financial June 2009 August

2009

Finance Intern

Worked closely with client service associates with creating and tracking client accounts

Performed client account data entry and data maintenance using Microsoft Excel

Demonstrated ability to complete multiple tasks efficiently under pressure

Skills and Training

• Fluent in English, Korean

• Excellent knowledge of computers: Microsoft Excel (Pivot Tables, Lookups, VBA Macros), PowerPoint, Microsoft Word

• Excellent oral and written communication skills



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