Experience

Stay at home dad

• Individual and Family Services
• 400 - 500 Employee

• Stay-at-Home Dad

  • Mar 2014 - Present

  Pennsylvania, United States



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Business Analyst III

  • Feb 2013 - Mar 2014

  Wilmington, Delaware Fraud Operations - Capacity Planning • Responsible for monthly & quarterly forecasting the Capacity Plan for the Fraud Recoveries group • Partnered with Finance to coordinate month end accruals and reclasses for Fraud Recoveries and Fraud Operations vendor expenses • Forecasted the Fraud Operations Vendor expenses on a quarterly basis, leveraging volumes and ratios to properly align future expenses with current expectations • Created Excel-based models to report the Span of… Show more Fraud Operations - Capacity Planning • Responsible for monthly & quarterly forecasting the Capacity Plan for the Fraud Recoveries group • Partnered with Finance to coordinate month end accruals and reclasses for Fraud Recoveries and Fraud Operations vendor expenses • Forecasted the Fraud Operations Vendor expenses on a quarterly basis, leveraging volumes and ratios to properly align future expenses with current expectations • Created Excel-based models to report the Span of Control for Fraud Operations, showing the ratios of Team Leaders, Team Managers & Associates by each sub-business • Responsible for monthly variance reporting of current month’s actual volumes & metrics to the current forecast & original budget iterations for Fraud Recovery • Produced weekly Headcount reporting for Fraud Recoveries, incorporating incoming & forecasted training classes, pending transfers in/out, current headcount targets and pending/approved job requisitions • Partnered with HR Analytics to create accurate headcount reporting for Operations

• Senior Financial Associate

  • Sep 2011 - Feb 2013

  Wilmington, Delaware Chase Card Services - Expense Finance • Coordinated month-end close for Chase Card Services Operations (Fraud Operations, Lending Services, Customer Fulfillment & Payments, and additional smaller groups) expenses which includes monthly monitoring of general ledger • Performed the necessary month end accruals and reclasses for complete and timely representation of monthly expenses in the general ledger • Produced monthly expense report for total Card Services Operations… Show more Chase Card Services - Expense Finance • Coordinated month-end close for Chase Card Services Operations (Fraud Operations, Lending Services, Customer Fulfillment & Payments, and additional smaller groups) expenses which includes monthly monitoring of general ledger • Performed the necessary month end accruals and reclasses for complete and timely representation of monthly expenses in the general ledger • Produced monthly expense report for total Card Services Operations, consolidating direct expense, indirect expense and metrics • Responsible for monthly variance reporting of current month’s actual expense to current forecast iteration • Coordinated Quarterly Forecast production (Budget/Forecast) • Created and leveraged reporting out of Hyperion Essbase (GLFAAS, HCR & EARS) • Developed weekly Headcount reporting for supporting business, including current headcount targets and pending/approved job requisitions • Consolidated and reported monthly metrics specific to business areas (losses, statements, cost per, plastics produced, etc.) comparing to forecast/budget/prior year to senior management

• Associate

  • May 2010 - Sep 2011

  Newark, Delaware Wealth Management - Planning & Analysis • Coordinated month-end close for all Private Banking (Private Bank & Private Wealth Management) expenses which included daily monitoring of general ledger and Consolidated Management Reporting (CMR) entries • Responsible for monthly reporting of current outlook and forecast of expenses for Private Banking • Reviewed outlook and adjusted at the top of the house for vacancy, timing, and items not booked to region/product level • Coordinated… Show more Wealth Management - Planning & Analysis • Coordinated month-end close for all Private Banking (Private Bank & Private Wealth Management) expenses which included daily monitoring of general ledger and Consolidated Management Reporting (CMR) entries • Responsible for monthly reporting of current outlook and forecast of expenses for Private Banking • Reviewed outlook and adjusted at the top of the house for vacancy, timing, and items not booked to region/product level • Coordinated Business Day 9 Salary/Benefits expense and headcount outlooks with all CFO teams • Developed expense variance explanations across lines of businesses and discussed with Private Banking business leads • Created and leveraged reporting out of Essbase (CMR, STEP, EARS, Retail Cube & FDW) • Monitored and maintained SAPCO allocation rules for Private Banking expense reporting • Produced ad-hoc reporting per CFO’s request for controllable expense items: Overtime, T&E, Severance and Expatriate expenses

• Associate

  • Oct 2007 - May 2010

  Newark, Delaware Investment Bank - Credit Trading Financial Control Officer • On-boarded credit derivative activity from Bear Stearns on to JPMorgan platforms, with approx. 200,000 trades migrated • Reconciled & substantiated balances on general ledger (GLRS) for monthly SOX reporting, approx. 700+ unique company-account-cost center combinations • Performed necessary month-end entries for complete and timely closing of the ledger • Managed team of 3 analysts; also coordinated with offshore team… Show more Investment Bank - Credit Trading Financial Control Officer • On-boarded credit derivative activity from Bear Stearns on to JPMorgan platforms, with approx. 200,000 trades migrated • Reconciled & substantiated balances on general ledger (GLRS) for monthly SOX reporting, approx. 700+ unique company-account-cost center combinations • Performed necessary month-end entries for complete and timely closing of the ledger • Managed team of 3 analysts; also coordinated with offshore team in Mumbai • Led numerous projects for America’s Credit Trading & Syndicates • Performed analysis to reconcile Front Office P&L reporting system to general ledger (SAP) for Credit Trading • Liaised with Internal Audit, External Audit (PWC) and Sarbanes–Oxley (SOX) business partners

• Associate

  • Feb 2005 - Oct 2007

  Newark, Delaware Investment Bank - Inter-Entity & Regulatory Group • Consolidated over 80 reconciliations for senior management • Distributed metrics and analysis used in various governance forums • Held monthly meetings for 300+ staff globally to discuss significant exceptions and issues that occurred intra-month • Managed local team of 4 analysts; also coordinated with team members in Europe & Mumbai • Investigated trade matching exceptions to ensure an accurate matching of deals from both… Show more Investment Bank - Inter-Entity & Regulatory Group • Consolidated over 80 reconciliations for senior management • Distributed metrics and analysis used in various governance forums • Held monthly meetings for 300+ staff globally to discuss significant exceptions and issues that occurred intra-month • Managed local team of 4 analysts; also coordinated with team members in Europe & Mumbai • Investigated trade matching exceptions to ensure an accurate matching of deals from both an owner and counterparty perspective, which leads to minimal contribution to Inter-Entity “float” and a smoother, faster close of the corporate books and records

• Performance Financial Analyst

  • May 2004 - Feb 2005

  Newark, Delaware Asset Management - Performance & Financial Reporting • Produced Vestek reports for heritage multi-manager clients • Reconciled the Performance reporting system (APL) back to the Private Bank accounting engine (OMNI) • Performed due diligence of third party money managers participating in the Morgan Plus product



Henry Schein

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Accountant

  • May 2003 - Aug 2003

  Melville, New York Accounting Intern during the Summer of 2003