Management Project

Jason Diptee

**** ********* **** *** **, Jacksonville FL, 32256

E: acb81g@r.postjobfree.com T: 904-***-****

OBJECTIVE

To apply my finance and engineering expertise, skills and 10 years of

experience, in a challenging position with a results-oriented company that

will draw on my project management, analytical and creative abilities.

Keywords: Budget administration, Chemical Engineering, Environmental

Compliance, forecasting, data and variance analysis, performance metrics,

scorecards, business plan, statistics, advanced Excel and Access, financial

modeling, scenario analysis, risk management, process flow, cost based

analysis, NPV, IRR, ROI.

Profile

. Key member of corporate finance team responsible for budget planning,

risk management and regulatory reporting

. Budgeting and Financial modeling to provide senior management with vital

guidance on multi-million dollar decisions

. Results oriented - driven by long and short-term goals, with focus on

improving methods, and generating real bottom-line performance

Education

Masters Business Administration

Finance, Schulich School of Business, York University, Canada

Masters Applied Science

Chemical/Metallurgical Engineering, University of Toronto, Canada

Bachelors Applied Science

Chemical Engineering, University of Toronto, Canada

EXPERIENCE

DEUTSCHE BANK, Florida (2013-Current)

Profit and Loss Risk Support, Markets Clearing Desk

. Project Management for the Markets Clearing Investment Area: coordination

between various departments and facilitation of meetings to delegate

tasks for set deadlines

. Responsible for daily investment performance reporting of bond portfolios

and F/X SWAPs

. Responsible for triangulation (accuracy measures) of P&L statements with

explanations of variances

. Research and provide support to Traders, Managers and Finance Department

regarding questions on a $4 billion portfolio

. Manage accrual and true-up scheduling with Accounting department for

maintaining accuracy of Markets Clearing published income statement

. Training of junior staff and development and documentation of standard

protocols

Jacksonville Universities/Colleges, Florida (2011 - 2013)

Research/Professor

. Design, built and administer the Chemistry Lab and Theory undergraduate

program for Florida Career College, including the setup of safe lab

working conditions for students and staff

. Re-designed Environmental Science college course and lectured the same

. Author of the published research paper "A Thermodynamic Framework for

Economic Production" for presentation at SCIECONF 2013 international

conference

. Co-author of published research on "Tacit Knowledge Acquisition in

Virtual Teams" for presentation at the Wireless Telecommunications

Symposium 2013 Conference (published WTS 2013 Proceedings)

. Design MS Access database, with user forms and performance metric reports

for accurate tracking of instructor statistics

. Build a "qualitative teacher database" to allow instructors to tap into

the shared experience of the faculty and see most effective work policies

to use (obtained via questionnaires to the staff)

. Lecture and administer courses in Problem Solving (Kepner-Tregoe

Analysis), Mathematics Economics and Statistics, Research Methods;

instructor of the Quarter

VyStar Credit Union Jacksonville, Florida (2005 - 2011)

Senior Financial Analyst

. Key player of the Finance team in the development, evaluation,

presentation and recommendation of budgetary policies, precedents,

procedures, and regulations; work with VP Finance in preparation of

company's balance sheet and income statement position for the bi-weekly

committee meeting.

. Interview heads of department to establish core production metrics, lead

and synchronize data measurement timelines and analysis for ongoing

reporting of organization-wide performance scorecards

. Develop and maintain the financial simulation model (Sendero) for balance

sheet optimization; used in identifying, analyzing and resolving a range

of budgetary problems.

. Perform risk analysis on the balance sheet and income statement, as well

as provide insight into the key drivers behind variance to budget;

acquired explicit knowledge of administrative and financial management

systems

. Implement an OPS (Organization Profitability System) across the Credit

Union, allocating expenses via valid statistical drivers to the company's

profit centers

. Work with the various departments (Senior Management, Marketing,

Automated Services, Purchasing & Facilities, Negative Shares Team) to

allow identification, analysis and conceptualization of budgetary

problems and development of alternative solutions

. Develop a report that reviews, trends and evaluates the performance of

the entire ATM network (report is now a company standard)

. Statistical analysis of the institution's member behavior to shortlist a

comprehensive set of options for reducing negative share occurrences

Royal Caribbean International Miami, Florida (2004-2005)

Revenue Analyst

. Revenue manage several ships of the Royal Caribbean fleet ($20 million

revenue)

. Responsible for pre-sailing revenue optimization, including pricing

strategies and inventory control

. Decide on and approve promotions and marketing programs to ensure revenue

forecasts are met

. Financial reporting and accounting for variances to forecast, with action

plan on how to meet shortfalls

. Meet one-on-one with executive management on revenue performance issues

and to discuss pertinent topics

. Independent research on finance projects (including financial modeling)

to test and validate proposed changes to current operational strategies

aimed at increasing revenue

. Develop "critical short forms" to reduce reports and streamline

information going to Department heads

James & Sherman Associates Ltd. Toronto, Canada (2002 - 2003)

Financial Consultant

. Write business plans and conduct project viability analyses for clients

starting business ventures

. Approach loan institutions on behalf of clients to present their business

plans in order to secure funding

. Meet with prospective clients to determine their needs and produce a

specific service package to suit their budget and goals

. Income statement, balance sheet and cash flow statement analysis;

development of pro forma financial statements

. Cost-volume-profit analysis and contribution analysis

. Prepared and conducted a successful three hour seminar on "Global

Investing Using Options" (sole lecturer: group size 30-40 people, ran for

a year); wrote a book on the same topic (published 2004)

. Founder, designer and logistics director for all related services of

EqualEdge Inc.; grew client base by 100 in approximately four months

increasing revenues by 50%

. Supervised a staff of four personnel

Kraft Ltd., Etobicoke, Canada (2000-2002)

Financial Analyst

. Conduct financial analysis for Private Label and Export channels (approx.

$100 million in revenue)

. Support all financial management decision making through variance

analysis, item profitability, scenario analysis; key member in the

development of business plans for the division

. Responsible for all phases of budget preparation including price, volume

and sales budget construction, variance analysis and detailed explanation

of budgeted versus actual performance; including detailed knowledge and

understanding of budgetary policies, precedents, procedures, and

regulations

. Continuous and ongoing review of the performance of Private Label and

Export portfolios, with a focus on formulation of budget and estimates to

support plans, programs, and activities, including presenting and

defending budget estimates

. Facilitate communication among five different teams, ensuring timelines,

pricing strategies and volume production issues are all aligned

. Review and evaluate budget requests, also implement controls regarding

reporting of obligations and expenditures for various product groups to

Kraft's bottomline

. Create templates to help automate general tasks involved in the financial

management (wrt data-mining and analysis) of the Private Label and Export

team

. Train two junior financial analysts

Computer Skills

Word, Excel (modeling/macros), Access, PowerPoint, Outlook,

Essbase/Hyperion, Lotus Notes, Explorer, Crystal Reports; Sendero ALM, DMS,

Monarch (data mining tool); Programming Languages: Fortran

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