ANDREW M. GAERTNER

* ****** **.

Chatham, NJ ****8

201-***-****

ad34lm@r.postjobfree.com

OBJECTIVE

To join a firm where I can utilize and enhance my skills and abilities as an operations/financial analyst.

EXPERIENCE

DePaul Catholic High School Aug 2023- Dec 2023

US Bank, Middle Office Associate Oct. 2022-May 2023

Perform cash and position reconciliations

Preparing documentation related to financial statements

Allocate fund level profits to individual investors

Calculates management, incentive and carried interest fees

Demand solutions when new financial instruments or market opportunities arise.

Global Outreach Charter Academy, Mathematics Teacher Aug. 2021-Jun 2022

Calculus, Pre-Calculus, Algebra 2 Trigonometry, and Geometry

Maintain working knowledge of all student portfolios

Oratory Prep School, High School Mathematics Teacher/Business Curriculum Sept. 2015 – Jun.2021

Teaching includes AP Economics, Calculus Honors, Pre-Calculus, Marketing, Business I and II

Faculty leader of the Federal Reserve Challenge student group.

Create comprehensive lesson plans incorporating various methods to ensure engagement and understanding.

Embrace Tutoring Apr. 2015-Aug. 2021

Involved in creating the SAT Mathematics book.

SAT Math/Subject Tutor/AP Economics

Virginia Academy, High School Mathematics Teacher Sept. 2014 – Aug. 2015

Taught two sections including Geometry and Algebra 2 Trigonometry

Huntington Learning Center, Tutor Aug. 2012-Mar. 2015

SAT Math Tutor

Oasis School, GED Mathematics Teacher Sept. 2012-June 2013

Develop Math Skills necessary for GED success.

Implemented an Individual Educational Plan (IEP) for every student

International Fund Services, Global Operations Associate, New York, NY Jan. 2006 –Jan. 2012

Oversaw a team of three colleagues in settling daily transactions for equity derivatives, and OTC instruments in domestic and international markets for a London-based hedge fund with assets over $20 billion.

Solved daily cash and position breaks on reconciliation statements.

Launched a new confirmation tracking tool for all instruments traded by client which automates the process of putting trades into our system.

Settled termination, upfront and premium fee payments at maturity and confirm cash flows throughout the life of the trade.

UBS Investment Bank, Intern, New York, NY Jun. 2004 – Aug. 2004

Served as financial assistant in the Pachter/Bromberg Wealth Management Group.

EDUCATION

College of St. Elizabeth, Morristown, NJ Sept. 2012 –Dec. 2013

Certification of Eligibility with Advanced Standing

Fairfield University, Fairfield, Connecticut May 2006

Charles F. Dolan School of Business, Bachelor of Science- Finance

SKILLS/PERSONAL INFORMATION_

Head JV Lacrosse coach and Assistant Golf Coach

Proficient in Smartboards, Google Docs/Drive/Classroom, Near pod, MS office suite (Word, Excel, Outlook, PowerPoint), basic knowledge of Bloomberg/Reuters

Contact this candidate