Lance Scadden

Work History

Work History
2013 - Present

Business Analysis and Planning

Swift Transportation
- Putting data to work and making it useful. - SQL, Business Objects / SAP BI Suite, Excel, VBA, Tableau, Lumira - Working with the executive team to solve major business problems - Statistical Analysis, custom reporting / automation - Financial and business modeling Education during this period: Completed the CFA Program. Currently diving deeper into data science.
Jan 2013 - Oct 2013

Financial Reporting Manager

Blood Systems Inc.
Financial Reporting: - 25% Excel Analysis, KPI Reporting - 25% Budgeting, working with cost center managers / ad-hoc (internal accounting) reporting - 25% Financial Reporting, at the enterprise and subsidiary levels reporting across 5 subsidiaries - 25% Reporting software administration (Adaptive Planning) - designing the framework/formulas for the financial reporting automation back-end. Education during this period: Studying for CFA Level 3
Oct 2011 - Jan 2013

Sr. Technical Analyst

Edward Jones
- Worked in the Advisory Solutions Operations group - $120 Billion AUM ( ) - Automating much of the manual work in the department, solutions ranging from Excel VBA to Creating logical processes and working with IT consultants on the back end of operational software. - Analyzing the rebalancing process, and reporting to General Partners of the firm, especially in regards to trading / market impact of large trades ($5-10B Mutual funds over the course of 1-2 weeks a few times annually) - Discovering the hardest problems in the department and doing what is necessary to expose and solve them - Required Series 7 (now lapsed) Education during this period: Lots of VBA / advanced Excel, began studying for CFA Level 3
Jan 2009 - Dec 2011

Financial Analyst

Kaplan Higher Education
Education during this period: Completed CFA Level 1 and 2, went from an average Excel user to "guy in the office who can solve your excel problem"


2003 - 2008

Bachelor of Science (BS)

University of Wisconsin



Chartered Financial Analyst (CFA) charterholder