Financial Analyst

PATRICK ATAMAN

Manor Ave, Claymont, DE ***** (C) 412-***-**** ******.*******@*****.***

Professional Summary

A finance graduate with hands-on experience in driving profitable growth in competitive sectors through proactive system management and research. Adopts a consultative approach to ensure specific client requirements are met whilst focusing on exceeding expectations. An innovative strategist who has successfully contributed to projects that have enhanced efficiency and business development. Works well in a team and excels within fast-paced and challenging working environments.

Skills

Team leadership

Data management

Interpersonal and written communication

Extremely organized

Self-motivated

Skilled in Bloomberg & SAP

Data analysis

Client assessment and analysis

Budgeting and finance

Process implementation

Risk management processes and analysis

Project management

Work History

Fund Conversion Analyst 03/2017 to 02/2018

The Bank of New York Mellon – Wilmington, DE

Responsibilities

Oversee transition of mutual fund assets from various accounting systems to Eagle systems, and from conversion team to line of business with strengths in identifying discrepancies/errors.

Essential role in NAV and accounting production functions including construction, validation, reviews, dissemination and reporting activities for higher-level complex funds/portfolios.

Reconcile daily converted funds to decipher irregularities in collaboration with NAV Operations.

Contributor to administrative efforts including database management, documenting on issue logs and recordkeeping to ensure research conducted have been properly documented for.

Produce reports and templates through advanced data sets reconciliation and validation.

Key Achievements

Decreased conversion time and errors by up to 40% through introduction and successful incorporation of new macros and formulas; streamlined entire process.

Reduced bi-weekly recon process to 7 days while maintaining standards and minimizing errors.

Converted up to 4 funds on a weekly basis with high accuracy and efficiency levels.

Developed relationships within the Firm, both internally and externally, to have the resources necessary to meet clients’ informational needs in less than 24 hours

Finance Intern 08/2016 to 12/2016

Junior Achievement – Erie, PA

Responsibilities

Utilized BCRM- a resource management tool to maintain and monitor material inventory system with aim to identify red flags, prioritize business needs and recordkeeping for completed work.

Analyzed service trends to identify new improvements, frequent occurrences and risks within existing processes, procedures and policies; highlighted potential changes to management.

Pivotal role in tracking and monitoring fund development records, project program materials, program outcomes and expenses to ensure compliance and prepare presentations/reports.

Developed and analyzed various budgets and performed financial statement analysis.

Organized financial analysis, market research and due diligence filings materials for potential Clients.

Key Achievements

Supported decision making process during annual budget development, income projections across various operational aspects and developing financial goals for special events.

Improved Just in Time (JIT) operations by implementing scheduling reports.

Enhanced inventory monitoring spreadsheet by introducing new formulas to support annual inventory forecasting; essentially reducing time spent and increasing efficiency during auditing.

Education

Bachelor of Science: Finance 2016

The Pennsylvania State University

Minored in Economics and Operation & Supply Chain Management

Graduated with 3.45 GPA

Dean's List FA 13, SP14, FA16

Currently preparing for the CFP designation

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