Management Analyst

610-***-**** (H)

** ********* ***

Avondale, PA 19311

William Mebane

Experience 2000-2009 JPMorganChase Newark, DE

Investment Bank Operations

Investigate and resolve settlement of failing trades

involving high volume of communication externally

with clients, brokers, and custodians along with

internal trading desks.

Trade discrepancy reconciliation and mitigating the

risks related to the settlement of equity and

convertible securites.

Supported borrow/loan trading desk through

settlement of their trades.

MIS Business Analyst/Developer

Developed and maintained Access databases used for

collecting, holding, and querying MIS data, and

producing reports for senior level management.

Responsible for monthly production, reporting, and

analyzing client service capacity loading and

management information statistics.

Subject matter expert for MIS capabilities for

management teams within the organization.

Development Specialist

"Control Award" winner for the MCC location for

first quarter 2001 for a project increasing the

efficiency and accuracy of a business unit through

the automation of a manual process.

Developed, implemented and supported Access and

Excel based applications as SME for the Financial

Information Center.

1996-2000 The Franklin Mint

Franklin Center, PA

Financial Analyst

"Employee Of The Quarter" for first quarter 1998 for

a project comprised of building a database to model

revenue and cost projections based on orders across

multiple business segments, products, and

timeframes.

Designed and constructed Access and Excel

applications for finance department, including

revenue and cost projections, budgeting, royalties

management and attrition analysis.

Monitored and evaluated return rates at all levels

of detail and produce regular and ad hoc reports.

1994-1996 MFI Associates Bala Cynwyd, PA

Research Assistant

Assisted with technical analysis research on stock

and bond markets.

Updated and maintained market indicators, databases

and reports.

1993-1994 SEI Corporation Wayne, PA

Portfolio Analyst

Performed securities processing, pricing and

prospectus monitoring daily.

Communicated with advisors, custodians, brokers and

internal departments.

Education May 1992 Virginia Tech Blacksburg, VA

B.S. in Finance

Dec 2010 Goldey-Beacom

College Wilmington, DE

Certificate in Accounting (B.S. equivalent)

GPA: 4.0

Certifications Certified Public Accountant - 2011

Skills Visual Basic, Microsoft Access (with VBA), Excel

(with VBA), Word, and SQL experience. Classes in

Financial Accounting, Cost Accounting, Federal

Taxes, JAVA, SAP-FI, SAP-OIM and Dreamweaver.

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