Python
Oscar Romero
Financial Expert
Roselle,NJ
Summary
Outstanding Financial Specialist with a focus on Organizational growth and a background leveraging hands-on experience in statistical analysis, operations and forecasting seeking a position as a Financial Analyst.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
2
2
Certificates
Work History
Licensed Private Client Banker
J.P. Morgan Chase
New York, NY
12.2019 - 08.2021
- Created customized financial plans utilizing accurate client financial data and forecasting. Taking into consideration short-term and long-term variables.
- Analyzed weekly and monthly financial reports as well as forecasts and proposed changes to management team for review and improvement of client interactions and data presentation.
- Used knowledge acquired from financial data to evaluate client’s financial performance as well as areas of interest and recognize which model and concept should be applied.
- Promoted successful investment plans with well-organized and smooth presentations.
Licensed Relationship Banker
J.P. Morgan Chase
Hillside, NJ
10.2018 - 12.2019
- Utilized knowledge of current investment markets, interest rates among lenders and other financial current events to help businesses and individual clients understand their current needs and improve their products and services offered to their consumers.
- Utilized financial data to resolve and improve internal banking processes which ultimately lead to a more efficient retail operating model
- Performed budget management tasks such as monitoring company performance against estimates and preparing annual budgets
Operations Manager
J.P. Morgan Chase
Westfield, NJ
04.2016 - 10.2018
- Devised processes to boost long-term business success and increase profit levels.
- Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Demonstrated exceptional knowledge of process optimization in relation to profit and loss.
- Delivered leadership to executive team dedicated to driving ambitious targets with well-orchestrated plans.
Consumer Banking Representative I
Bank Of America N.A.
Westfield, NJ
04.2013 - 05.2016
- Applied basic consultative skills when interacting with customers and determined specific financial needs.
- Organized client records and financial data in order to ensure accuracy of financial records as well as the current processes of our business.
- Demonstrated operational excellence by helping banking center to achieve satisfactory risk.
Education
Master of Arts - Quantitative Finance
Stevens Institute of Technology
Hoboken, NJ 08.2021 - Current
Bachelor of Arts - Finance
Kean University
Union, NJ 01.2016 - 05.2019
Skills
Financial and operational reporting
GAAP and statutory reporting
Strategic financial planning
Software
SQL
HYPERION Planning
C
Certification
FINRA Series 6
Timeline
Master of Arts - Quantitative Finance
Stevens Institute of Technology
08.2021 - Current
Licensed Private Client Banker
J.P. Morgan Chase
12.2019 - 08.2021
FINRA Series 6
12-2019
FINRA Series 63
12-2019
Licensed Relationship Banker
J.P. Morgan Chase
10.2018 - 12.2019
Operations Manager
J.P. Morgan Chase
04.2016 - 10.2018
Bachelor of Arts - Finance
Kean University
01.2016 - 05.2019
Consumer Banking Representative I
Bank Of America N.A.
04.2013 - 05.2016