William Stein

Mt. Pleasant, SC ***** 513-***-****

adgr2c@r.postjobfree.com www.linkedin.com/in/steinwm

Senior Financial Consultant

Improve Efficiencies Through Data Analysis and Manage Team Projects

Comprehensive background within fast-paced, deadline-driven environments, including financial planning, analysis, and strategic initiatives development with strong attention to detail. Collaborate effectively, supporting and encouraging team members, building strong relationships. Recognized for communicating with all organizational levels and commitment to improving operations and stakeholder satisfaction through identifying root cause and correction actions.

Product Management Financial Forecasting and Reporting Accounting

Process Implementation Variance Analysis Employee Training Cash Flow Analysis

Professional Experience

METLIFE, New York, NY

Senior Financial Consultant FP&A 2017 – Dec 2019

Forecast Pension Risk Transfer Earnings 3 years out and adjust monthly, better aligning with actual numbers by looking into the ledger for trends, discussing methodologies with business partners and understanding the market environment. Served as liaison between Finance and Retirement Income Solutions departments.

Illustrated change in margins between specified time periods and provided detailed notes on variations by creating process and maintaining walks with metrics.

Prepared dashboards and PowerPoint decks for CFO for Earnings and Analyst calls, explaining variances in projections and defending changes between current and prior projections.

Provided risk management measure to asset management team by stress testing future short- and long-term scenarios and anticipating results under USGAAP and Statutory financial measures.

Supported analysis / reporting and data integrity by developing systems infrastructure, establishing controlled financial transaction processing through administrative systems and providing technical support.

MIZUHO BANK, LTD., New York, NY

Credit Risk Officer 2015 - 2017

Aggregated exposure and risk figures by various measures, including company, industry, sector and country. Created reports with analysis and interpretations of data for senior management to present to Portfolio Management Committee.

Streamlined and automated workflow process using Excel formulas, Access queries, and macros.

Organized and maintained data set used for credit risk calculations through process of collection from 10 different sources, standardization and reconciliation.

Monitored Secondary Loan Trading activity, ensuring trading line limits, rating requirements and holding periods had not been breached.

William Stein adgr2c@r.postjobfree.com Page Two

BNY MELLON, New York, NY

Senior Analytics Analyst 2013 - 2015

Created, reconstructed and reverse engineered equation discrepancies between analytical models and governing documents by comprehending, interpreting and analyzing legal documents on complex financial structures.

Produced bond payment waterfalls used by operations for release to investors by working with servicers on consolidated loan information.

Satisfied client requests and increased opportunity for repeat business by meeting with clients, gaining understanding of reporting and modeling needs.

Corporate Trust Administrator- Structured Finance 2011 - 2013

Administered life cycle of new and existing complex Structured Finance business while managing portfolio of 90 accounts of large institutional clients with over $1B in monthly debt service payments.

Verified daily account balances and reconciliations in accordance with company policies and procedures by reviewing indentures and trust agreements.

Handled investor inquiries, tracked receivables and verified transfer and delivery of bond certificates by collaborating with internal, external and foreign clients.

JOHN WILEY AND SONS, INC., Hoboken, NJ

Royalty Analyst 2010 - 2011

Analyzed royalty terms in contract agreements, inputting data into AS/400 system, ensuring accurate royalty payments and distributing foreign and domestic rights to payees after gathering proper background information.

Utilized royalty website, collaborating with colleagues by sharing documents and participating in group discussions.

Ensured customer satisfaction by handling author and editor requests via phone and email.

Education / Professional Development

Master of Business Administration (MBA), Central Michigan University, Mt. Pleasant, MI

Bachelor of Art (BA), Communications, Business emphasis, Michigan State University, East Lansing, MI

Mentoring Program at BNY Mellon

Technical and Analytics Skills

Microsoft Office Suite - Word, Access and Outlook SharePoint

Advanced Excel - pivot tables, graphs, VLOOKUP, IF function, formula evaluation

cubus EV on Oracle Essbase Oracle Task Manager Asana

Community Involvement

USO Holiday for Heroes

The Bowery Mission

Building Bikes, Building Dreams: 9/11 Day of Service

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