WILLIAM SCHWARTZ

340 N 12TH ST PHILADELPHIA, PA 19107

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

Summary
Business Management Associate with 3+ years of experience in the financial services industry. Strong demonstrated history
of operational efficiency, business strategy, and process improvement using critical analysis and technology. Skilled in MS
Excel, PowerPoint, SAP, and Qlikview. Experienced leader in project management with cross-functional partners.
Professional Experience
JP Morgan Chase & Co. Wilmington, Delaware
Business Management Associate - Card Technology July 2018 – Present
 Design a model to forecast hiring, transfers, and attrition in the Card Technology organization for senior managers to
make key hiring strategy decisions in order to meet budget and demand.
 Coordinate detailed forecast and actual entry into the time-keeping tool with resource leads and provide analysis on
variances against funded plan or inconsistencies within each organizational program.
 Review current organizational structure and team design for consistency to expected ratios. Assist with the accuracy
and completeness of team information in database tracking system.
 Analyze the Card Technology Workforce Management Index report and work with resource managers to resolve
organizational breaks resulting in an increase in score from 8.99 in August 2018 to 9.30 in the most current report.
Financial Analyst – CIB Trading Revenue June 2017 – July 2018
 Developed a User Interface tool 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.
 Enhanced the variance process by implementing a Qlikview tool that saved the team 8 hours monthly and allowed for
more in depth insight and analysis useful for several different financial reports.
 Organized a series of sessions to train 50 financial controllers to correctly navigate the new User Interface and worked
with the controllers on an individual basis to resolve any questions.
Financial Analyst – Derivative Firm-Wide External Reporting Control June 2016 – June 2017
 Coordinated major reporting change for a monthly foreign currency report by partnering with the legal team and senior
management in order to align to federal regulations and meet industry standards.
 Streamlined and improved processes for monthly and daily exposure reporting templates which saved 6 hours on a
weekly basis and provided a more detailed analysis of exposure.
 Analyzed and reconciled systemic breaks in daily, monthly, and quarterly exposure report by working with the
collateral operations team and product controllers to correctly pinpoint the systemic breaks.
Camber Pharmaceuticals, Inc. Piscataway, NJ
Finance/Accounting Intern June 2015- February 2016
 Forecasted cash flow and inventory movement for top customer accounts and presented findings to senior managers.
 Implemented a new system for saving proof of delivery documents for future disputed customer claims.
 Communicated with customers about inaccurate claims which recovered $8,500 in outstanding payments.
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, Investments
Activities and Interests
 TCNJ Varsity Football – Alumnus/Head of Freshmen  Special Olympics of Delaware/New Jersey –
Mentoring Volunteer/Mentor
 Beta Alpha Psi - Business Honors Fraternity  TCNJ Financial Management Association – Student
 JP Morgan NextGen - Business Resource Group Resource Group