Business/Financial Analyst

Jatan “Jay” Buch

609-***-**** w ****.*****@*****.*** w www.linkedin.com/in/jatanbuch w Level 1 CFA Candidate

wFinancial Modeling

wFinancial Planning & Analysis

wBudgeting & Forecasting

wVariance Analysis

wFinancial Reporting

wExcel / PowerPoint / SharePoint

wBusiness Process Analysis

wBusiness Requirement Gathering

wBRD/FRD/Use Cases/UML

wCommunication Skills

wProject Management

wRelationship Management

wExcellent Time Management

wPresentation Skills

wCrystal Reports / SQL

PROFESSIONAL EXPERIENCE

INDEPENDENT BUSINESS CONSULTANT w New York, NY September 2014 - Present

wCreate and analyze business metrics and dashboards to assist senior management in the decision making process.

wBuild excel templates of various financial models used in budgeting and forecasting for projects.

wSupport financial analysis for projects by budgeting and forecasting the production cost versus the potential benefit.

wConsult with business partners and stakeholders to reconfigure existing business processes and create new business process models to eliminate redundancies and inefficiencies.

wCommunicate with stakeholders to manage change and gather requirements for new processes or to redefine existing processes to support the strategic vision of the company.

BENEFICIAL BANK

Assistant Manager (Business Analysis) w Philadelphia, PA August 2012 - Sept 2014

Provided financial planning and analysis using key business metrics to forecast business trends and identify opportunities. Documented business requirements and proposed a new in-house lending system that eliminated three existing systems reducing redundancies and data discrepancies.

wBuild excel templates of financial models used in forecasting and budgeting for short and long term planning.

wCreate and deliver management-level presentations summarizing data, metrics and trends formulating at an industry level which could have a material affect on the business.

wPerform variance analysis to measure expected versus actual results and their impact on the unit's revenue.

wGuide senior management in making investment and business decisions by analyzing metrics and preparing dashboards.

wConduct financial analysis and cost benefit analysis to assess the benefit potential of a project and place a value on the desired outcome. Conduct NPV analysis on various projects to measure their viability and feasibility along with potential end result.

wProactively communicate and collaborate with the application clients to gather business and functional requirements and deliver artifacts such as FRD, BRD, Use Cases, GUI, Screen and Interface designs.

wConduct Gap analysis and Business Process Mapping, among other techniques, to identify and communicate cost incurring inefficiencies and redundancies.

wWrite test cases based on the business requirements to test the functionality of the system along with the effectiveness of the system based on a traceability matrix

wVisualize problems, prioritize what is needed by identifying critical requirements, and create simplified, robust technical solutions to solve them.

wDevelop relationships with key stakeholders across the various work streams and LOBs to help document process flows and identify potential opportunities for improvement.

wPerform SQL queries such as creating and joining databases.

Client Service Representative w Philadelphia, PA May 2010 - August 2012

wProvided extraordinary and memorable customer service through understanding and anticipating customer needs and exceeding their expectations; built understanding of the importance of customer service, relationship building, customer referrals, accuracy and efficiency.

wConducted KYC procedures based on the regulatory guidelines established by the AML/BSA framework.

wAttended client meetings with financial advisors in order to assess the client's short and long-term goals and objectives.

wPerformed daily account administration and coordinate with clients on any account overdrafts and possible negative drawdown.

wEstablish various types of complex accounts for clients such as retirement trusts, non-revocable and revocable trusts, state-mandated trust accounts and guardianship accounts.

wDeveloped long term trusting relationships with internal colleagues and customers in order to maximize results, provide growth, and ensure retention and profitability.

TD BANK

Client Service Representative w Philadelphia, PA September 2008 - April 2010

Advised clients on a suite of lending products by analyzing financial statements; provided exemplary service while presenting “out of the box” solutions during economic crisis. Conducted due diligence regarding diverse and broad range of financing scenarios. Analyzed credit reports and other metrics to successfully prepare, negotiate and process financial data.

wSteered clients to make good, strategic decisions based on current market trends and other key factors; greatly increased profitability and improved customer retention rates. Appointed by Market Director to create and implement a plan to boost branch sales.

wResearched, proposed and executed strategy to boost interdepartmental referrals; expanded business opportunities approximately 180% and increased net deposits $3.2M over two years.

EDUCATION

Bachelor of Business Administration (BBA) w Business Law w TEMPLE UNIVERSITY w PA August 2012

William C. Dunkelberg Owl Fund - Associate Lead Financial Analyst: Investment Research 1 Year

Elected as Associate Lead Analyst to identify investment opportunities based on fundamental top-down research; wrote investment briefs and presentations; developed investment thesis for potential investments to provide justification for taking the risk. Coached a team of eight junior analysts to help in understanding the financial analysis process and improve due diligence skills.

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