Financial Analyst Assistant

Michael Joseph Brzeczek

***** ****** *****, ****** *********, CA • 480-***-**** • *******.*.********@*****.*** EXPERIENCE

Blue Cross Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas Chicago, IL Sr. Financial Analyst – Project Financial Management & Accounting May 2019 – Present

• Provides reporting and financial support to all levels of Internal Operations, Enterprise Portfolio management and customers in the development and monitoring of divisional budgets and corporate projects.

• Support project managers in their monthly forecasting activities as needed.

• Process improvement across all areas of finance. Automate manual processes using VBA, Excel and Oracle.

• Support Leadership team in the management of the Divisional Portfolio.

• Perform actuals analysis, variance analysis, and track spend against approved budgets.

• Monthly close, reporting and analysis of all Corporate and Divisional Projects. US BANK Chicago, IL

Assistant Vice President – Global Structured Finance April 2014 – May 2019

• Lead a team of analysts to ensure accurate and timely reporting across a shelf of deals

• Review MBS and ABS payment models

• Look for opportunities to improve efficiency by working with servicers and examining their raw data files.

• Gather & analyze internal monthly processing data across all GSF-IR to locate pain points and improve overall product.

• Main point of contact with Asset Managers, Servicers, Admin, Cash Analysts and Audit team.

• Onboard new analysts.

Senior Financial Analyst – Global Structured Finance

• Build and maintain MBS and ABS payment models.

• Build tax forecasting models for monthly, quarterly and annual reporting

• Analyze and verify principal and interest distributions to bondholders

• Create monthly and quarterly MBS and ABS payment and tax reports

• Prepare timely and accurate financial reports including SEC reports, Trustee Reports, ad hoc reports and special projects.

• Loan accounting.

CHARTER ONE BANK Lincolnwood, IL

Senior Licensed Banker August 2011 – April 2014

• Support new and existing customers by understanding their financial needs, recommend appropriate products and services and actively consult with customers about bank insurance and investment products

• Consult with current and prospective customers to ensure they meet all their banking needs

• Provide support with branch operations and clerical duties

• Connect customer needs and goals to the banks products and services by maintaining good customer relations Achievements

• Consistently received the highest employee rating possible in annual sales, service knowledge, operational soundness, customer service and leadership

• 2012 recipient of the Citizens of Excellence Award given to the company’s bankers ranking in the top 5% of performance

• Recipient of Charter One Bank Director’s Award

EDUCATION

ARIZONA STATE UNIVERSITY Tempe, AZ

Bachelor of Science – Science, Economics December 2010 NORTHWESTERN UNIVERSITY Evanston, IL

Certified Financial Planner – Certificate Program

KAPLAN FINANCIAL EDUCATION Chicago, IL

Illinois State Life & Health Insurance License

INTERNSHIPS

OXFORD INVESTMENT PARTNERS Phoenix, AZ

MORGAN STANLEY SMITH BARNEY Scottsdale, AZ

VOLUNTEER ACTIVITIES

Pat Tillman Foundation, Ronald McDonald House Charities, Habitat for Humanity Interests: Chicago Sports, Hiking, Golf, Strategy Board Games, Football, Baseball, ASU alumni association

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