Management Financial

ZELJKO NOVOTA

**** ******** ******** *****, ***********, Ohio 43081 740-***-**** *******@*****.***

FINANCIAL ANALYST

Mortgage Banking/Production Ops/Retail Funding and Expense

Proven experience in providing operation support to finance division including responsibility for over 5 billion dollars of retail

funding each month. Exceptional track record at creating customized statistical models in Excel for top management.

Competencies include:

Budgeting & Forecasting Trend & Data Analysis

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Financial Statement Analysis Analytical and Problem Solving

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Projection/Analytical Models Accurate and Detailed

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Financial Planning & Analysis Management Reporting

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Profit & Loss Tracking

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Daily Funding Tracker

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PROFESSIONAL EXPERIENCE

JP MORGAN CHASE, Columbus, Ohio September 2011 Present

Financial Analyst, Mortgage Banking

• Responsible for financial analysis/performance including financial forecasting, financial modeling, budgeting, profit & loss

statement, allocation expenses and variance expense analysis. Hands on experience in using Hyperion Planning,

Essbase, SAP, Macros, Vlookup Formulas, Pivot Tables and other Excel tools to perform above mentioned duties.

• Perform full budget process, cost/benefit analysis, business strategies/initiatives, expense control and headcount

analysis for 3 bank departments with over 1300 employees. Presenting all the reports to the senior management.

• Able to work in a fast paced environment, handle multiple projects at the same time and still met monthly finance

deadlines. Provide accurate and timely data to all levels of management.

Kom Trade, Zapresic, Croatia October 2008 – June 2011

Financial Analyst

Recognized for efforts to identify new ways to improve quality, reduce cost by 3% and increase margin by 5%.

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Responsible for budgeting, financial forecasting and financial analysis.

Expanded financial modeling system using various excel tool such as VBA macros, pivot tables, vlookup and IF function.

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Developed a financial modeling system to evaluate multiple “what if” scenarios for the company, reduced forecast and

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budget preparation by 80%, increased process accuracy and improved staffs’ awareness of actions needed to reach

financial plan.

Prepared company’s financial reports such as balance sheet, income statement, cash flow that helped further financial

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modeling.

AWD Allgemeiner Wirtschaftsdienst, Zagreb,Croatia November 2006 – October 2008

Financial Client Advisor

• Successfully orchestrated financial solutions with AWD to help surpass the company’s financial goals for budget

development and financial forecasting. Responsible to evaluate profitable budget investments.

Used databases to store information and generate specific reports for client investment plans. These actions reduced

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time to produce report by 30 % and saved 200 hours.

Implemented automated financial reporting process to ease work with clients which increased our business revenues by

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10%.

ZELJKO NOVOTA PAGE 2

EDUCATION

ZAGREB SCHOOL OF ECONOMY AND MANAGEMENT Postgraduate, Zagreb, Croatia

MBA, Economy and Management, Finance and Banking

KINESIOLOGY COLLEGE Graduate, Zagreb, Croatia

Kinesiology Sports Management, Bachelors

ADDITIONAL SKILLS

Computer Skills, Six years of extensive experience with computer programs such as Microsoft Word, Excel, Power

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Point and Outlook. Hands on experience with Hyperion Planning and Essbase, SAP General Ledger and Business

Objects, PitchPRO, MS Access and various excel functions such as pivot table, VBA macros, goal seek, vlookup and IF

function.

Interpersonal Skills, Collaborates well with others to accomplish common goals. Self motivator with proven leadership

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skills, professional attitude, punctuality and values. Excellent verbal and written skills.

Communication Skills, Competent in speaking and understanding Croatian and Slovenian. Fluent in English language

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both written and spoken. Basic knowledge of Spanish and able to currently communicate at a novice level.

AFFILIATIONS & CERTIFICATIONS

MBA Alumni Finance and Banking

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Proanima certificate for MS OFFICE programs.

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Sokrat certificate for Business English

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Valuation and Wealth Creation lecture held by Dr. John A. Helmuth.

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Ab Initito certificate for Spanish language.

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JPM Chase certificate for Hyperion Essbase and SAP General Ledger displaying and reporting.

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Contact this candidate