Management Professional

Professional Summary

Capable and successful young Financial professional with over two years

experience in financial control, statistical analysis, operations analysis and

client services. Skill set includes strong analytical skills and excel financial

modeling skills, exceptional organizational skills, and strong attention to

detail. Seeking a finance position with a career-oriented company located in

Cincinnati, Ohio.

education

Bachelor of Business Administration

Ohio University

Athens, Ohio Major: Finance

June 2009

Business Systems Cluster

Winter 2008

Participated in the award-winning project-based learning program focused on

teamwork and critical thinking. Took part in a management consulting practice

which integrated Production/Operations, Management Strategy, Finance, and

Professional Communications courses in an environment similar to a professional

consulting service.

PROFESSIONAL experience

JP Morgan worldwide securities services Cincinnati, Ohio

Financial Control Associate

December 2010 - Present

Provide senior management with detailed statistical analysis of departmental

processing metrics, including cash movement volumes, transaction initiation

accuracy, and check processing costs

Improved departmental processing accuracy of Wire, DDA, and Automated Clearing

House movements between shareholders, cash management accounts, and custody

accounts

Increased processing efficiencies by identifying operational challenges,

developing new procedures, and implementing new processes across the department

Maintain relationships with multiple departments both internally to the Transfer

Agency and with external organizations

Ensure complete and accurate end of day reporting and reconciliation for daily

wire room activity

Comply with USA PATRIOT ACT by enforcing Anti-Money Laundering policies for each

fund family for fraud detection and prevention

JP Morgan worldwide securities services Cincinnati, Ohio

Operations Processing Specialist

September 2009 - December 2010

Utilized excel financial modeling skills to provide insightful statistical

analysis to senior management for evaluation of department processing metrics

Reached above standard quality rating in authentication and accurate processing

of client directives through adherence to JPMorgan risk policies

Developed and updated written detailed procedures for each directive/transaction

type specific to the client

Ensured quality and risk controls were utilized and transactions were processed

accurately

Identified and documented procedural improvement suggestions and defined new

processes

Snider, fuller & Associates

Athens, Ohio

Employee Benefits Consultant Intern

June 2008 - August 2008

Solicited prospective clients and identified strengths and weaknesses in current

benefit plans

Assisted principal of employee benefits consulting and financial planning firm

produce accurate and detailed client reports

Aided in the development of proposals for potential clients

Participated in annual and semi-annual benefit renewal presentations

Researched and analyzed various group benefit products available in the market

activities

JPMORGAN PROFESSIONAL NETWORKING ASSOCIATION (PNA)

Jan 2010 - Present

Mission is to provide a network and supportive forum for young and young-minded

professionals to share ideas about their professional and personal development.

Phi Gamma Delta Fraternity (oufiji.com)

Jan 2006 - Present

Interfraternity Council Delegate

Jan 2007 - Jan 2008

Served on the Ohio University Interfraternity Council (IFC) as a Greek

representative to the governing body for fraternities on campus and served as the

liaison to my own Chapter

Contact this candidate