JP Morgan Chase & Co
- Prepare and analyze documents.
- Achieve and maintain all departmental cycle time, service, and volume standards.
- Adhere to compliance and program guidelines.
Carry out functions ensuring quality of current customer initiatives consistent with company and regulatory compliance. Additionally, improved business performance and efficiency through research and development that included implementation of a customer management software. Mentored and advised team members to enhance overall core competencies and structure of the team.
· Timely and accurate financial statement analysis for CEO and internal stakeholders to drive sustained profit improvement.
·Creation and maintenance of operating/capital budget and forecasts in line with company strategic vision.
·Evaluate strategic initiatives by identifying and mitigating risk through analysis of potential and existing client relationships and market factors, including governing legal agreements and regulatory laws.
·Utilize six sigma methodologies to develop and implement process flows and control charts to mitigate risk and streamline business processes.
·Oversee successful implementation of new and improved business processes.
·Lead, coach, and mentor team members in a variety of analysis processes and procedures.
·Weekly business performance reporting (Clarity, basic SQL, SharePoint).
·Monthly pro forma financial impact analysis of strategic company initiatives to drive increased sales of 8% per quarter.
·Maintenance of long-range financial model including business development, leadership review, margin and expense improvement.
·Monitor sales performance and identify risk trends in order to evaluate variances and provide ad hoc data analysis to upper management.
·Championed various team projects directed to enhance customer experience and satisfaction. Gathered requirements to streamline business processes and solve complex issues following project management methodologies approved by the Project Management Institute (PMI).
·Assisted in the development and implementation of a training and career development model.
Administered day to day operations with responsibility for marketing, clerical, accounting, budgeting, and human resources functions; responsible for profit/loss performance; ensured compliance with local and national laws governing industry; secured and maintained licensing of all sales personnel; recruited and trained sales, administrative and management staff.
·Led branch to profitability within 2 months and improved revenues each month thereafter; branch received Star Status within first 6 months in operation; facilitated via strategy securing business from CPAs, realtors, and insurance companies.
oEnabled additional funds allocated to marketing budgets and office resources (expanding production and building branch presence throughout market); included marketing budget increase from $2,000 to $5,000 per month.
·Cumulative improvements and enhancements included accounting program (maintaining control of revenues and costs); business origination program (assisting with pipeline management follow up); advanced telecommunications system (providing autodialing feature and doubling new customer applications).
I enjoy golfing, visiting the ocean, and spending quality time with my family.