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