WILLIAM SCHWARTZ

1508 BRANDYWINE ST PHILADELPHIA, PA 19130

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

Summary
Financial Associate with 5+ 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, Alteryx, and Tableau. Recently completed Chase’s Tableau Black Belt Program and received an
Alteryx Designer Core Certification in order to further understanding of data visualization and automation tools.
Professional Experience
JP Morgan Chase & Co. Wilmington, Delaware
Finance Associate: Card Technology July 2018 – Present
• Build out data visualization dashboards utilizing expertise of Alteryx and Tableau to streamline and add value to
financial reports that are utilized by senior management to make key budget decisions.
• Drive business case development and book of work prioritization for the Card Technology portfolio including benefit
valuations based on net present value, demand estimates, and payback period (horizon).
• Assist in the agile transformation of the Card Technology organization to optimize organizational structure and team
design across multiple teams, create cost efficiencies, and maximize organizational productivity.
• Design predictive models to accurately forecast hiring, transfers, and attrition rates in the Card Technology
organization for senior managers to make key hiring strategy decisions to meet budget and demand.
Global Finance and Business Management Analyst Program – Project Management June 2017 – July 2018
• Developed 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.
• 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.
Global Finance and Business Management Analyst Program – External Reporting 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
• JP Morgan NextGen - Business Resource Group • Special Olympics of Delaware/New Jersey –
• TCNJ Varsity Football – Alumnus/Head of Freshmen Volunteer/Mentor
Mentoring • TCNJ Financial Management Association – Student
• Beta Alpha Psi - Business Honors Fraternity Resource Group