Financial Analyst Engineering

Ian Lorentz

*** ********* ****** #*** – Union City, NJ 07087

adcg0x@r.postjobfree.com 732-***-****

EDUCATION

Monmouth University, School of Business West Long Branch, NJ MBA, Finance

University of Central Florida, School of Business Orlando, FL Bachelor of Science, Finance

Michigan State University, School of Business East Lansing, MI Compensation & Reward Management, Graduate Certificate RELATED EXPERIENCE

JPMorgan Chase Jersey City, NJ

Finance & HR Management Analyst – CCB Technology December 2016 – Present

* Provide financial and business management support to business partners within Consumer & Community Banking

* Partner with the Senior Leadership Team to assist with monthly forecasting and reporting, headcount planning/tracking, and productivity tracking across Engineering & Architecture - $50MM with 200 Headcount

* Apply HR metrics and workforce analytics to make yearly budget and forecast headcount decisions

* Analyze building/location E&A headcount for Corporate Location Strategy forecast

* Build HR analytics dashboards to communicate current and future strategies

* Validate month end close expenses and headcount with necessary commentary for E&A

* Partner with Engineering & Architecture to execute budget and annual planning

* Monitor and analyze the approval process of weekly Employee/Contractor hiring along with associated labor rates for E&A on a weekly and monthly basis

* Provide trend analysis on hardware, software and professional services costs for monthly review

* Manage project time booking in Clarity for both managed services and employee expenses

* Monitor consumable and vendor management related expenses to ensure efficiency

* Compile and analyze monthly T&E expenses across CCB

* Compile the Monthly Business Review and support dashboard’s which consists of metrics, visualized data and month end commentary to properly communicate the direction of E&A on a monthly basis to be viewed by Senior Leadership

Bank of America Corporation Pennington, NJ

Financial Analyst – Global Wealth & Investment Management Controller March 2015 – November 2016

* Provide financial, accounting and business support to business partners within Global Wealth & Investment Management for Financial Advisor Compensation

* Validate month end close results with necessary commentary for Stock Amortization

* Partner with HR Finance for review of long term incentive comp plans during month end close and forecast

* Manage and oversee Short Term & Long Term Deferred Awards distributed to Financial Advisors

* Compiled award database to track weekly awards and forfeitures of Financial Advisors

* Provide award trend analysis for monthly & quarterly review

* Process Financial Advisor fee exemptions and award journal entries

* Collect and process stock amortization journal entries

* Process Financial Advisor Finder Fee’s & Speaker/Training Compensation

* Ad-hoc compensation reporting for GWIM Controller Group

* Conduct incentive compensation models during stress test cycles

* Monthly Financial Advisor Compensation reconciliations are compiled to tie to general ledger for distribution

* Part of Employee Satisfaction (ESAT) Team to create sustainable actions related to feedback from survey Bank of America Corporation Jersey City, NJ

Financial Analyst – Global Technology & Operations Controller September 2011 – March 2015

* Provide financial, accounting and business support to Technology Groups within Global Markets & Operations

* Collaborate with Technology Groups to validate month end close results with necessary commentary

* Partnering with teams to meet forecast deliverables and analytic review during forecast cycles

* Consolidate monthly financials, forecasts, actuals and related commentary for Central Controller Group

* Monitor and provide guidance on technology and initiatives costs across Global Markets & Operations

* Create and distribute Allocation Reports across Global Bank & Markets during forecast cycles

* Manage and conduct hierarchy maintenance for Global Markets & Operations

* Collect and process headcount contractor journal entries

* Managed Charge Out Model to track contractor hours and close out any issues across organization

* Extensive usage of various Essbase systems to generate income statements for technology groups

* Ad-hoc expense reporting for Technology Groups and Central Controller Group

* Conduct remediation and data validation requirements for ledger transition GCLR LLC. New York, NY

Financial Analyst July 2009 – August 2011

* Managed a six-figure student loan portfolio consisting of two loan programs

* Implemented an efficient reconciliation process for loan programs to General Ledger

* Assemble monthly student enrollment and attrition reports to provide financial forecasts

* Monitor student database to ensure accuracy of reports

* Create queries for student analysis in Access student database

* Ad-hoc projects and reporting for student loan data

* Communicate with local finance team to create forecasts and conduct variance reports

* Created and implemented credit card expense template for cardholders to properly code charges

* Creation and use of macros for spreadsheet functions and analysis

* Support preparation and monitor yearly budget and headcounts

* Conduct local payroll through ADP services

SKILLS

* Excel, PowerPoint, Access, Oracle, Tableau, ADP, SAP, VBA, SQL, PCM, TCOA, Insight, Hyperion, Essbase, eLedger, Business Objects, PitchPro, Clarity, Salesforce, Workday, Taleo

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