Management Manager
Resume:
Jason Troini
** ******* ****, *******, **. *****
Email: ******@*****.***
LinkedIn Profile
VALUE CONTRIBUTION
Experienced Finance professional skilled in portfolio, analytics and risk analysis, seeking a rewarding corporate
opportunity within a dynamic company. Expertise includes:
•
• •
Financial Modeling Budgetary Forecasting
• •
Forecasting and Regression Analysis Cost Analysis
• •
Cost Accounting and Business Debt and Equity Research
Management
PROFESSIONAL EXPERIENCE
Goldman Sachs – New York, N.Y. October 2012 – March 2013
Investment Bank – Senior Financial Analyst / Internal Auditor – Contract Role
As a member of the Chief Executives Group, I am responsible for driving data collection of plan information for purposes of
identifying variances and improving accuracy.
• Reviewing of Project Managers progress. Reviews encompass the scoping and planning phase through to the production
of reports for senior management, providing an important contribution to management controls.
• Follow up and reporting on overdue action items on individual reviews.
• Assist management in identifying risks, developing action plans and monitoring to completion.
• Discuss audit issues with Internal Audit management, and assist in formulating recommendations for process
improvements.
• Design new reporting models; improving the efficiency and effectiveness of monitoring division management and business
unit performance.
Credit Suisse – New York, N.Y. April 2011 – August 2012
Investment Bank – Senior Financial Analyst / Business Management – Contract Role
Responsible for the financial planning, budgetary and cost analysis of business management functions for Global Financial
Accounting IT (approx. 250 people, 57.1M budget) in 2011 and Product Control IT (approx. 260 people, 53.2M budget) in 2012.
• Prepared monthly and quarterly forecasts submitted by business units for the purposes of cost accounting, portfolio and
headcount management.
• Collaborated with resources company-wide to develop unique reports that address business needs/requirements based
on established performance metrics.
• Consolidated "Flash" financials; this includes consolidating business unit submissions and generation of analysis and slide
deck for our CFO division.
• Drive data collection, analysis, and reporting of plan information to ensure timeliness, accuracy, and added value.
Effectively communicate key issues to management and provide overall financial guidance.
• Designed / developed new reporting and analytical models; improving the efficiency and effectiveness of monitoring
division management and business unit financial performance.
UBS – Stamford, CT. May 2010 – February 2011
Investment Bank – Financial Analyst / Business Manager Support – Contract Role
Executed monthly Independent Price Verification (‘IPV’) processes, reviewed and analyzed results and investigated significant
variances.
• Prepared reports based on IPV to ensure accuracy; documented findings and made recommendations to senior
management.
• Prepared monthly and quarterly analyses on the global Fair Value Hierarchy (‘FVH’) balances for review and quarterly
reporting.
• Performed monthly reconciliations within a robust control environment for the purpose of identifying substantial
discrepancies.
• Prepared monthly and quarterly valuation reports for upper management.
• Recommended and implemented improvements to the IPV process through the development of macros resulting in the
reduced analysis time of commodities and futures by 90%.
• Interacted with various levels of the Business: Global Valuation Control (‘GVC’) and Risk groups.
GE Capital – Norwalk, CT. January 2008 – June 2009
Energy Financial Services - Portfolio Analyst
Managed a portfolio of more than 50 cash flow and asset-based loans to corporate and middle-market customers within the energy
sector.
• Monitored liquidity positions of companies within portfolio such as wire transfers and investment settlements; tracked both
incoming and outgoing deposits for 100% accuracy.
• Ensured accurate accounting and complete reconciliation of all accounts within portfolio, i.e., credit limits, contractual
pricing, accruals, and borrowing bases.
• Analyzed balances and spreads for accuracy for impact to the General Ledger.
• Performed P&L analysis of companies in portfolio to ensure financial covenants were upheld.
• Analyzed variable expenses vs. fixed expenses to determine monthly variances.
• Managed expense reconciliation and ongoing analysis of capital utilization.
Arbor Capital Management Corp. – Amherst, N.Y. 2007 – 2008
Research Analyst - Graduate Internship
Presented investment recommendations to the fund manager based on earnings growth potential, industry and economic trends.
• Completed fundamental and economic analysis of various sectors, industries and companies.
• Analyzed financial statements: cash flow, balance sheet and income statements.
• Built financial models using, Zacks financial database; focusing on ROE, ROA, EBITDA, Financial Leverage, Asset
Turnover, Profit Margin, and Operating Margin.
• Performed time series regression analysis of macroeconomic indices on S&P 500, to gain insight and forecast potential
market movements.
• Executed both variable and fixed expense analysis of possible investment companies.
• Examined P&L of potential investment companies. Resulted in additional positions of integrated oil sector within portfolio
for potential revenue growth.
Smith Barney – Williamsburg, N.Y. 2007
Financial Analyst - Graduate Internship
Assisted with the VP of Wealth Management with the financial planning of various clients.
• Researched and analyzed companies as investment opportunities.
• Performed options research to assist brokers in options trading strategies.
• Analyzed holdings of mutual funds and exchange traded funds.
• Monitored cash balances and portfolio allocations to consistently confirm wise investment strategies.
• Generated purchase / sell trade orders for effective trading desk execution.
Argent Mortgage Company, LLC – White Plains, N.Y. 2003 – 2006
Senior Underwriter
Recommended strategies to minimize risk and maximize organizational profit, using debt to income ratios and loan to value ratios.
• Responsible for the supervision, selection and training of underwriting unit personnel.
• Accepted, declined, modified and rated the risk of offerings submitted by loan producers.
• Performed credit analysis of each potential borrower; judged credit worthiness and assessed loan risk based on analysis
of credit report, title work, appraisals and savings instruments within specified underwriting guidelines.
• Approved or declined loans based on Argent guidelines; presented counter offers to original loan requests, if needed, to
provide potential borrower with maximum mortgage loan benefit.
Robert Half International – White Plains, N.Y. 2002 – 2003
Financial Analyst
Performed financial analysis for various corporations on a consulting basis.
• P&L, expense reconciliation, auditing and research.
• Reconciled financial information on a monthly basis.
• Examined sales effectiveness and income generation of marketing campaigns.
EDUCATION & OTHER SKILLS
University at Buffalo, SUNY, Buffalo, N.Y., Master of Science, Financial Economics, 2006 - 2008
Clarkson University, Potsdam N.Y., Bachelor of Science, Finance, 2001
Advanced Excel skills (i.e. Macros, Pivot tables, Vlookups), PowerPoint, MS Office, Oracle Hyperion Essbase, SAP Business
Objects, Bloomberg Terminal, SAS, EViews,
FRED, EDGAR, Debt Wire, Intralinks, Zacks
PAWS Animal Shelter Volunteer
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