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Beacon Hill Staffing Group

Cleveland, Ohio, 44101

Recruiter:

I would like to express my interest in the IT/Finance Business Analyst position. I am excited about the opportunity because it blends the finance skills I have attained through my position as a Supervisory Analyst at Longbow Research, a sell-side equity research firm with my previous work in IT/Business Intelligence through my previous employment with Bristol West Insurance Group (now part of Farmers). In addition to my work experience, I have an MBA and am a CFA Charter holder, which make me eminently qualified to communicate with leadership staff on financial and accounting issues.

Currently, I use Excel for financial modeling. Data sources used for building financial models at Longbow included financial reports, presentations and other publicly released data; large pools of stock market data; and Government generated data (eg: CPI, US Bureau of Labor Statistics; GDP, U.S. Bureau of Economic Analysis). My work in this area provides me a high degree of proficiency in accounting.

I have experience in KPI reporting through employment at Longbow; and KPI, Claims, Policy and Financial reporting during my tenure at Bristol West Insurance Group. At Bristol west reporting was through Oracle and SQL server giving me a strong aptitude for SQL.

Thank you for your time. Should you be interested, I look forward to hearing from you.

Sincerely,

Jonathan Hartzler, CFA

5525 Ridge Ln

Solon OH, 44139

Jonathan D. Hartzler, CFA

5525 Ridge Ln Work: 216-***-****

Solon, OH 44139 Cell: 330-***-****

acxjkt@r.postjobfree.com

Summary

Financial professional with a primary focus on sell-side equity research, analysis, modeling and valuation.

Experience

Longbow Equities, Independence Ohio.

Sell-side equity research and trading

Operations and Supervisory Analyst, Internal Finance Department, 2008-Present

• Supervisory Analyst: Review notes, reports, marketing packets and public appearance materials for the following (in order of importance): 1) compliance with SEC/FINRA rules and regulations, 2) quantitative accuracy, 3) grammar, punctuation, spelling etc., and 4) overall appearance.

• Operations: Gather and report revenues, expenses and statistical data to senior management including CEO, CFO, Director of Sales, Director of Research and Director of Trading.

Research Analyst (Semiconductor), Research Department, 2006-2008

• Day-to-day activities include maintaining 16 company models, collecting and maintaining supporting industry data, writing notes, writing reports and presenting research in the morning staff meeting

• Participate in the selection of companies for the semiconductor coverage space

• Write initiation reports and build supporting company models from the ground up

• Produce primary research in the form of industry surveys

• Participate in marketing (in the form of customer calls and marketing trips) with institutional clients

Research Associate (Semiconductor, Steel, Construction Materials), Research Department, 2006

• Conduct primary research and channel intelligence, maintain company models, write notes and reports

Bristol West Insurance Group (Now a subsidiary of Farmers Group Inc., Privately Held), Independence, Ohio

Non-standard auto insurance

Business Intelligence and Reporting Developer, Decision Support, 2001-2005

• Created reporting feed that aggregated loss data for quarterly and annual report

• Selected by CIO to work with VP of Finance in the design and implementation of the Streamlined Financial Reporting Project

• Created ad hoc reports for the CEO, Head of Claims and Finance

MAXIMUS (NYSE:MMS), North Canton, Ohio

Consulting, systems solutions and operations program management primarily focused on government agencies.

Programmer/Analyst, CCI-MAXIMUS, 2000

• Analyzed, designed and implemented revisions to judicial management product.

Electronic Data Systems (EDS) (Now a subsidiary of NYSE:HPQ), Plano Texas

International provider of consulting, IT services and business process outsourcing

Information Analyst, Product Development, 1998-1999, St Louis, Missouri

• Built revenue-generating new product with partner company

• Advocated use of the product internally reducing company expenses substantially

Information Analyst, Provident Life & Accident Account, 1996-1998, Chattanooga, Tennessee

• Provided accurate and efficient data that saved clients money by providing to information previously unavailable

• Provided billable hours for EDS at an account that was approximately 40% non-billable

Business Analyst, Jackson National Life Account, 1994-1996, Lansing, Michigan

• Maintained lower costs by using two-class system of business analysts and programming staff

• Leveraged Y2K customer compliancy project to improve commercial product

FINRA Licenses

Series 7

Series 63

Series 86

Series 87

Series 24

Education

Case Western Reserve University, Weatherhead School of Management, Cleveland, Ohio. 2002-2006

MBA: Concentration in Finance

Eastern Mennonite University, Harrisonburg, VA. 1991-1993.

BS: Computer Science with minor in Computer Information Systems

Hesston College, Hesston, KS. 1989-1991

BA: Computer Systems

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