Financial Controller Analyst

Daniel Quinn

Senior Financial Analyst

Employment history

VP Financial Controller Jan 2021 - Dec 2022

J.P. Morgan at Newark, DE

Created new team structure to handle all the control needs of the Mexico Trading Desk.

Led new team to successfully complete month end closes and reduced Post Close Adjustments in half.

Effectively communicated with management on open issues in the control environment and the plans in place to resolve.

Managed relationships with stakeholders across teams to ensure smooth transfers of deliverables.

Coordinated with cross-functional teams to standardize control processes, fostering a culture of continuous improvement and operational excellence.

Implemented a new team structure for the Mexico Trading Desk, aligning roles with strategic objectives and boosting overall team performance.

Cultivated strong relationships with stakeholders, ensuring effective communication and smooth transitions of deliverables across teams.

Streamlined month-end closing processes, enhancing accuracy and reducing turnaround time, significantly improving financial reporting efficiency.

Defined and documented role responsibilities and expectations for the newly created team, driving clarity and accountability in operations.

Developed and integrated a new performance tracking system, providing real-time insights into team productivity and fostering data-driven decision-making.

Associate Financial Controller Jan 2017 – Dec 2020

J.P. Morgan at Newark, DE

Promoted from Associate to VP.

Substantiated the balance sheet and messaged high risk items to senior management.

Completed 3 large scale system migrations with over 1mm live trades.

Created quarterly team meetings to engage team members and communicate broader goals.

Executed balance sheet variance analysis, yielding over $1 million in reduced RWA charges and enhancing financial accuracy.

Fostered cross-team collaboration to streamline issue resolution, resulting in noticeable improvements in response times and team efficiency.

Analyzed high-risk items and communicated findings to senior management, driving informed decision-making and risk mitigation.

Developed and implemented 10 new financial products, aligning with business heads to enhance service offerings and drive revenue growth.

Conducted training sessions for a newly formed team in Poland, empowering members with essential skills and fostering a collaborative environment.

Executed balance sheet variance analysis, yielding over $1 million in reduced RWA charges and enhancing financial accuracy.

Analyst Financial Controller Apr 2012 - Dec 2016

J.P. Morgan at Newark, DE

Promoted from Analyst to Associate.

Enhanced financial controls to significantly reduce reporting discrepancies, ensuring accuracy and reliability in financial statements.

Executed comprehensive root cause analysis on large data sets, leading to the successful elimination of aged breaks and improved operational efficiency.

Streamlined monthly close processes by implementing standardized procedures, resulting in timely and accurate financial reporting.

Education

BS in Finance and Accounting Aug 2007 - Jan 2012

University of Delaware at Newark, DE

Skills

Financial Control Project Leadership

Process Optimization Risk Management

Team Management Training

Problem Solving Root Cause Analysis

SAP Oracle

Excel Altryx

Cognos Business Objects

Essbase Access

Financial Reporting Stakeholder Management

Additional information

Leadership

Creator and President of the Grilling Club (Registered Student Organization) Medical Mission Trip Volunteer to Zambia in June 2016 and Brazil in 2017.

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