Financial Analysis Funding Analyst

CT Christopher Tanner

Philadelphia, PA ***** 267-***-****

***************@*****.***

PROFESSIONAL

SUMMARY

Proven Funding Analyst with a track record of enhancing financial strategies and operational efficiency at Spring EQ. Leveraged analytical thinking and advanced financial analysis to develop funding systems accepted by industry leaders like Goldman Sachs. Demonstrated problem-solving excellence, improving auditing processes for several different departments. A dedicated professional who consistently exceeds performance expectations. An independent worker who has a passion for continuous learning and development, striving to become a stronger and more valuable employee.

SKILLS Problem-Solving Financial and operational reporting Analytical Thinking Data Interpretation

Performance Analysis Statistical Analysis

Comparative analysis Quality Evaluation

Invoice Verification Advanced financial analysis

Tableau Visualization Basic SQL analytics

WORK HISTORY FUNDING ANALYST 01/2022 to CURRENT

Spring EQ Conshohocken, PA

Ensured accuracy in financial reporting with rigorous attention to detail and adherence to established guidelines.

Evaluated financial data to identify trends and make informed funding recommendations.

Spearheaded the development of innovative funding strategies Developed a comprehensive funding system workbook for new warehouse lines, utilized by Goldman Sachs, JP Morgan, and Nomura Created a new auditing process for closing, resulting in a weekly time savings of over 20 hours for the team.

Established an efficient auditing system for collateral, effectively addressing and resolving persistent issues in closing, finance, and accounting

Consistently exceeded expectations of both the manager and vice president through performance and dedication

FUNDING SPECIALIST 05/2020 to 01/2022

NewRez Fort Washington, PA

Organize and verify various aspects of the mortgage loan funding process to ensure timely disbursement to borrowers.

Ensure all documentation, including title reports, credit reports, appraisals, and inspections, is complete and accurate.

Communicate with credit companies and banks to confirm the availability of funds.

Maintain thorough records and documentation to support the loan funding process.

Collaborate with internal and external stakeholders to streamline and expedite the loan approval process.

SALES REPRESENTATIVE 12/2018 to 04/2020

CubeSmart Malvern, PA

Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.

Generated additional sales opportunities with upselling and cross-selling techniques.

Retained excellent client satisfaction ratings through outstanding service delivery.

Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.

Increased sales revenue by identifying and targeting high-potential accounts.

PROJECT ACCOUNTANT 01/2017 to 09/2018

RECON Wayne, PA

Manage and oversee all aspects of project accounting, including budgeting, forecasting, and financial reporting.

Handle invoicing processes, ensuring timely and accurate billing to clients. Assist the project manager in developing and monitoring project budgets, identifying and addressing variances.

Prepare and review financial statements and reports to track project performance.

Ensure compliance with financial regulations and company policies throughout the project lifecycle.

Coordinate with project teams to gather and analyze financial data, supporting informed decision-making.

EDUCATION No Degree

Penn State, Main Campus

Penn State University, Main Campus

Enrolled for one year, focusing on foundational coursework Acquired essential skills that facilitated career advancement into project accounting

University of Pennsylvania Data Analytics Bootcamp Mastered advanced Excel (pivot tables, VBA scripting) Gained skills in fundamental statistics (modeling, forecasting) Proficient in Python programming with NumPy, SciPy, Pandas, Matplotlib, and API interactions

Experienced in database management using PostgreSQL/pgAdmin, MongoDB, and ETL processes

Developed front-end web visualization skills with HTML, CSS, Bootstrap, dashboarding, JavaScript charting, and geomapping with Leaflet.js Skilled in Tableau for business intelligence

Covered advanced topics including data ethics, big data analytics with Hadoop, and supervised/unsupervised machine learning Built a comprehensive portfolio through real-world projects, demonstrating industry readiness and practical expertise

Achieved a 98% final grade, showcasing strong proficiency and commitment to the field

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