Quality Control Insurance

Scott Grande

*** ******* ****** ( Cliffwood, NJ 07721 732-***-**** (

*********@*****.***

FINANCIAL ANALYST

> Top-ranked, detail-oriented financial analyst with proven research,

analytical and reporting skills. Exceptional ability to develop keen

insights and analyses through quantitative and quantitative

interpretation of financial data. Provide innovative and creative

solutions to complex problems. Consistently praised for high level of

professionalism, productivity, work ethic and the ability to meet

aggressive deadlines. Constantly improving current professional skill-

set and always looking to learn more.

Areas of expertise include:

( Financial Information Systems ( MS Excel,

Word, Access, PowerPoint

( Financial Statement Analysis ( Client

Support / Account Management

( Private Equity Fund Level Reporting (

Process Improvement

( Database Management and Analysis (

Reconciliations & Adjustments

PROFESSIONAL EXPERIENCE

Financial Analyst ( The Burgiss Group ( Hoboken, NJ 1/2008 - Present

Private equity software and reporting firm

Accountable for creating and auditing customized financial reports based on

private equity funds for over 300 institutional investors. Analyze private

financial statements from venture capital, distressed debt, energy, and

real estate partnerships. Generate information based on Balance Sheets,

Schedule of Investments, Income Statements, Statement of Cash Flows and

Statement of Operations.

. Utilize multiple proprietary systems to track and record investment

cost and market values, sale and proceed information, merger and

acquisition details and relevant information regarding IPOs and

fund/investment liquidations

. Create and maintain fund-specific MS Excel models which assist in

reporting by capturing and translating obscure information, applying

exchange-rate conversions and determining select investor exposure

percentages

. Act as a liaison with Entity Research department. Perform in-depth

research on specific fund holdings to discover company status

information, industry codes, business descriptions and public trading

history

. Spearheaded the Fast Track projects for 2 major clients. Provide

customized weekly updates on current investments in MS Excel database,

designed reporting presentation, acted as an account representative

and provided dedicated client support. Resulted in a quarterly revenue

increase of 30% for each client account.

. Lead project to create new internal partnership tracking guidelines

team-wide. Designed and presented detailed instruction on creation and

maintenance of guidelines. Managed implementation process for 20

employees.

. Selected to work on Quality Control team. Performed due diligence

across SQL-generated data sets to ensure compliance with reporting

methodology.

. Assisted in forecast of quarterly internal production cycle and

quarterly general partner reporting cycle by gathering historical

information, offering insight, and organizing a MS Excel database.

Data Analyst ( Proformance Insurance Company ( Freehold, NJ 6/2006

- 8/2006

Provider of homeowners and automobile insurance

Processed and completed incoming automotive and homeowner insurance claims.

Scanned, archived and managed all claim-related documentation within

company database.

. Designed a process using MS Excel to archive and track current and

past insurance claims. Provided assistance to managers when

researching older claims to locate their physical location.

. Performed various customer support functions.

EDUCATION

Richard Stockton College of New Jersey, Pomona, NJ - December 2007

~ BS in Accounting ~

GPA: 3.4, Dean's List, Accounting Club

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