WILLIAM SCHWARTZ

31 BLUE RIDGE CIR NEWARK, DE 19702

CELL: (908)285-2775 EMAIL: William.R.Schwartz1@gmail.com

Summary
Financial analyst with 2 years of experience in the financial services industry. Strong demonstrated history of
improving and streamlining processes using critical analysis and technology. Skilled in MS Excel, Access,
PowerPoint, SAP, and Qlikview.

Professional Experience
JP Morgan Chase & Co. Newark, Delaware
Global Finance and Business Management Analyst Program June 2016 – Present
Financial Analyst – CIB Trading Revenue
• Develop a User Interface for consolidating data files, improving productivity for the Trading Revenue Team
by over 50% and eliminating approximately 4 days of manual work on a monthly basis.
• Enhance the variance process by implementing a Qlikview tool that saves the team 8 hours monthly and
allows for more in depth insight and analysis useful for several different financial reports.
• Create a summary view of monthly statistics and present findings directly to senior management.
• Organize a series of sessions to train 50 financial controllers to correctly navigate the new User Interface.

Financial Analyst – Derivative Firm-Wide External Reporting Control

• Coordinated major change for a monthly foreign currency report by partnering with the legal team and
senior management in order to align to federal regulations.
• Streamlined and improved processes for monthly and daily exposure reporting templates.
• Resolved inconsistencies in a quarterly exposure report and closed out an outstanding action plan.
• Analyzed and reconciled systemic breaks in daily, monthly, and quarterly exposure report.

Camber Pharmaceuticals, Inc. Piscataway, NJ

Finance/Accounting Intern June 2015- February 2016
• Forecasted cash flow and inventory movement for top customer accounts.
• Implemented a new system for saving documents for future disputed claims.
• Communicated with customers about inaccurate billings and outstanding claims.

Education
The College of New Jersey Ewing, NJ
Bachelor of Science: Business Administration, Finance August 2012-May 2016
• Relevant Coursework: Strategic Management, Business Valuation, Bloomberg Aptitude Test – Top 9%, CIT
Finance Case Study Winner, Moody’s Independent Study, Corporate Finance, Database Management for
Business, Investments

Activities and Interests

• TCNJ Varsity Football - Alumnus
• Special Olympics of Delaware/New Jersey – Volunteer/Referee
• Best Buddies TCNJ – Club Member/Volunteer
• Beta Alpha Psi - Business Honors Fraternity
• JP Morgan NextGen - Business Resource Group
• TCNJ Financial Management Association – Student Resource Group