Financial Services Analyst

Craig R. Schwartz

* ***** *****, *** *****, NY **573

Mobile: 516-***-**** E-Mail: ad9jme@r.postjobfree.com

Senior Financial Analyst/ CONSULTANT

Skilled financial analysis with strong interpersonal and quantitative skills with comprehensive experience in financial modeling and analysis of many derivative structures and financial operations within Media Advertising and Financial sectors to develop profitable ideas and effectively streamline financial operations. Self-motivated team player willing to take the initiative to lead and develop individual projects. Ability to successfully communicate and present analysis and recommendations to senior management and cross-functional teams.

Professional Experience

Senior Finance Analyst, Financial Consultant (August 2010 – August 2024)

Wells Fargo & Company, New York, NY – A diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially.

●Provided Financial Support, Analysis & Strategic Planning to the Atlantic Region of Branch Banking & Region Finance team for Strategic Direction, Performance Management & Reporting. Previously provided Financial Support, Analysis & Strategic Planning to the NY/CT Region of Community Banking.

●Developed key reports, analysis & projects for senior Finance & Branch Banking leadership. Partnered with Business Segment leaders to optimize support of region leadership.

●Provided FP&A & Ad-hoc Financial Analysis support to help influence & guide Region leadership. Prepared & presented quarterly financial updates to Senior leadership based on Company Earnings. Created financial & pricing models to support Branch Banking team.

Consultant - Senior Analyst (September 2009 – July 2010)

GMAC Financial Services, New York, NY – A global financial services company that provides automotive finance products and services, mortgage operations, insurance, commercial finance and online banking.

●Re-engineered expense budgeting and forecasting processes for the Finance, Treasury and Risk Management organizations into efficiently managed global corporate functions.

●Developed key reports and analysis for senior Finance, Treasury and Risk management. Transitioned the variance expense reporting from Hyperion to the new GL system (SAP).

FINANCE MANAGER (AUGUST 2008 – August 2009)

Deluxe New York, New York, NY – A film and video Post Production facility. Post Production provides a wide array of services ranging from traditional film lab processes to the latest in digital image processing including HD.

●A key member of the Deluxe New York management team with responsibility for all aspects of Financial Reporting, Budgeting, Strategic Planning and Business Analysis. Maintained the books and records of the facility such that timely financial and management reports are produced.

●Conducted in-depth financial analysis reports for accurately measuring revenue and cost forecasts. Conducted monthly financial reviews with local and corporate management. Developed and implemented efficient weekly invoicing protocols within the ScheduAll production system.

Senior Financial Analyst (March 2005 – July 2008)

JP Morgan Chase, Brooklyn, NY – Statement Processing Services provides JPMC’s business partners with complete, low-cost, high quality output solutions by leveraging their operating infrastructure and resources in servicing their external customers.

●Conducted in-depth financial analysis reports for accurately measuring forecasts to actuals in strategic efforts to implement accurate financial planning models and budgets. Analyzed northeast site budget in the calculation and development of variance analysis reporting.

●Led the development of monthly forecast submissions for distribution to senior management. Interacted continually with management to develop annual budgets for the northeast site of Statement Processing Services.

Consultant (January 2003 – February 2005)

Key projects included:

JP Morgan Chase – Contracted to develop and build analytical models utilizing both financial and non-financial data to forecast operating results and calculate rate of returns for the Performance Measurement department. Led the development of quarterly data comparison analytical reports and of monthly/quarterly product profitability reporting packages for distribution to senior management.

UBS Financial Services – Contracted to complete extensive comprehensive metric analysis of rate of return deviations based on set predetermined tolerances. Conducted testing, research and analysis of financial market discrepancies in value changes, capital additions/withdrawals, pricing and transactions utilizing the IDS/Caliper system and other in-house proprietary systems essential in the implementation and company-wide utilization of accurate performance measurement data.

Financial Analyst (July 2001 – December 2002)

Citigate Albert Frank, New York, NY – An international, integrated advertising and marketing communications agency focused on developing corporate, business-to-business and financial services brands.

●Conducted in-depth financial analysis reports for accurately measuring revenue forecasts in strategic efforts to implement accurate financial planning models and budgets. Researched and analyzed monthly client budgets in the calculation and development of Profit & Loss and variance analysis reports.

●Managed invoicing initiatives, interacting continually with media/production teams and management for on-going billing and invoicing of client projects. Developed, restructured and implemented efficient invoicing protocols and procedures resulting in successfully clearing out and streamlining outstanding receivables.

Skill: Windows, Microsoft Office Suite (Access, Excel, Word, Powerpoint), Internet Proficient, Datatrack & ADMARK (Advertising Programs), GIMII, IDS/Caliper (Investment Management Systems), Bloomberg, Outlook, Lotus Notes, Ariba, SQL, SAP, Hyperion Essbase, Lawson, ScheduAll, Power BI, Google Sheets & Dashboard

Education

Bachelor of Arts (BA) Business Administration, May 1999 – University of Miami, FL

Deans List

Program Abroad, 1998 – The Flinders University, South Australia

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