STEVEN CHEN

***A Morningside Lane Palisades Park NJ 07650

(H) 201-***-**** (W) 646-***-**** (M) 917-***-****

acz5oy@r.postjobfree.com

EXPERIENCES:

Summary of Qualifications:

Over 19 years of financial services experiences with a strong financial analysis and technical background

Over 11 years of experiences in Activity Based Costing/Management accounting concept to produce product and client profitability analysis

Over 10 years of supervisory and management experiences in developing staff and providing leadership guidance

Expert proficiency in Excel, Access and PowerPoint, intermediate proficiency in SQL, MS Analysis Services Cube, various relational database and business intelligence software to manipulate “big” data

Developed a keen sense of attention to detail, analytical and business acumen over 19 years of professional experiences

Bank of America - New York, NY (2015 ~ Present)

Business Performance & Analytics Manager – Technology Infrastructure COO

Manage 1 financial analyst responsible for developing and delivery of all BAU and ad-hoc expense management related analysis to senior management

Revamped and automated multiple existing processes using Excel and VBA to reduced 20 hours of manual data manipulation tasks each month while improving the accuracy of the data analysis and time to market

Partner with peers and clients to continually drive improvements and standardization of monthly and quarterly KPI reports

Understand and disseminate monthly and quarterly financial data to provide financial and operational insights for base and strategic initiatives infrastructure projects to senior management

Streamlined the quarterly Technology Infrastructure initiatives business case consolidation by creating a database to combine all data points from each template and automatically generate comparative views against previously submitted business cases to identify changes

Act as a liaison between finance and the Chief Technology Office teams to develop and update the Technology Infrastructure capital plan, budget and quarterly forecasts

Brown Brothers Harriman - New York, NY (2006 ~ 2015)

Global Controllers

Managed a staff of 4 tasked with building and maintaining an Activity Based Management model to produce product and client profitability P&L's using the Activity Based Costing (ABC) accounting concept

Automated numerous preexisting processes using advance Excel functions and Access queries to increase accuracy and efficiencies

Provided support to the business line Controllers with “what if” analysis and explanation of the profitability and costing data from our model

Managed and led 3 efforts to upgrade to the latest release of SAS ABM software and hardware

Managed and resolved technical issue related to server/cube performance issues

Trained, developed and mentored staff to be more effective in their daily work activities

Occasionally stepped in to help with management reporting functions by automating existing processes using macros and advance Excel and Access functions

JPMorganChase Inc. - New York, NY (1999 ~ 2006)

JPMorgan Private Bank ~ Financial Analyst

Responsible for producing and presenting quarterly product profitability to all product Chief Financial Officers

Managed a staff of one full time analyst and one rotational program analyst

Partnered with product CFO’s to develop and implement strategic business changes in our profitability model

Translated model allocation and methodologies to the business and support them in making profitability-related decisions

Provided P&L and profitability margin analysis for Custody, Fiduciary, Capital Advisory, Deposit, and Investment products within the Private Bank

Performed ah-hoc and sensitivity analysis to explain margin to product managers and to provide recommendations to improve their margin

Maintained and updated complex Activity Based Costing model to meet business requirement

Chase Cardmember Services – Business Performance & Analytics Analyst

Remodeled and improved existing P&L model to perform ah-hoc and pro-forma analysis for senior management

Used Access to help develop database for Test vs. Control time series performance analysis of previous programs

Interacted with internal and external clients to set-up tracking and forecast response rate trend and weekly dollar transfers

Presented findings from analysis and tracking to marketing management to aid in feasibility and profitability of up coming programs

Developed assumptions based on industry trends and prior learning to better improve accuracy of forecast

JPMorgan Investment Bank - Financial Manager

Built and maintained financial models for forecasting and planning of technology projects

Tracked over 50 technology project’s expenses and performed monthly variance analysis against their planned expenses

Created new model and enhanced functionality of management reporting commentary process

Provided financial support and act as Subject Matter Expert (SME) on Six Sigma projects

Point person for consolidation and summarizing of financial data for 6 groups

Provided ad-hoc analysis and create PowerPoint presentation for Executive Committee member meetings

Pershing - Jersey City, NJ (1998 ~ 1999)

Financial Analyst

In charge of daily reconciliation of all in house transmissions, cash flows, revenues, expenses and settlement accounts

Assisted in the analysis and presentation of monthly management reports detailing revenues, expenses and profitability of our products

Improved effectiveness and efficiency of daily work by automating and upgrading existing Excel workbooks

Created database with Access to enhance presentation and flexibility of data needed for an assortment of purposes

Approved and verified all correcting entries for any out-of-balances and daily settlement sheets from various investment institutions and authorized journal entries from other associates

Resolved differences in a timely manner by demonstrating effective communication with both internal and external associates

SKILLS:

Licensed N.A.S.D. Series 7 & 63 (expired)

Computer: Strong Excel, PowerPoint and Access skills, Intermediate Excel Macros, Business Objects, SAP, Hyperion, Essbase, Cognos, OROS, SAS Business Intelligence, SAS Management Console, SAS Activity Based Management (ABM), SAS Financial Management, SAS OLAP, Oracle Financial Analyzer, Apptio, SQL

Managerial: Career development, Motivational, Training, Coaching, Effective Delegation, Effective Communication, Problem solving

EDUCATION:

University at Albany

Bachelor of Science in Economics – 1997

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