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

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. Experienced leader in project management with cross-functional partners.

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 in order to
update managers on key metrics, ratios, and variance drivers.
 Organize a series of sessions to train 50 financial controllers to correctly navigate the new User Interface and
work with the controllers on an individual basis to resolve any questions.

Financial Analyst – Derivative Firm-Wide External Reporting Control

 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 proper 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.
 Resolved inconsistencies in a quarterly exposure report and closed out an outstanding action plan by
performing impact analysis on previously reported quarters.
 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 breaks.

Camber Pharmaceuticals, Inc. Piscataway, NJ

Finance/Accounting Intern June 2015- February 2016
 Forecasted cash flow and inventory movement for top customer accounts on a newly released product
offering and presented findings to senior managers in order to make decision about sales strategies.
 Implemented a new system for saving documents for future disputed claims which allowed the company to
prove products were delivered and signed for by the customers.
 Communicated with customers about inaccurate payments and outstanding claims which recovered $8,500
in unpaid and outstanding payments for the company.

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
 Special Olympics of Delaware/New Jersey – Volunteer/Mentor
 Beta Alpha Psi - Business Honors Fraternity
 JP Morgan NextGen - Business Resource Group
 TCNJ Financial Management Association – Student Resource Group