Anthony Cosgrove
Floral Park,NY
Summary
Professional project leader equipped with solid background in driving complex initiatives to successful completion. Strong emphasis on team collaboration, delivering impactful solutions, and adapting to shifting needs. Skilled in strategic planning, resource management, and stakeholder communication. Known for reliability and delivering measurable results.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Project Director – ISG Finance
Morgan Stanley
07.2022 - Current
- Overhauled and managed the Volcker CEO attestation process, streamlining workflows and reducing manual touchpoints for controllers to enhance efficiency and compliance.
- Chaired strategic meetings with senior management focused on FP&A initiatives and month-end P&L process improvements, driving efficiency, accuracy, and actionable financial insights.
- Managed the FID Funding infrastructure build-out by analyzing required accounts for lower-level funding allocations, opening accounts, and assigning appropriate ownership to ensure accurate and efficient funding operations.
- Tracked and documented over 20 joint venture agreements across all ISG Finance business lines, ensuring accuracy, transparency, and compliance in financial reporting and governance.
- Developed a comprehensive runbook for opening new cost center level 7 accounts, consolidating steps, templates, contacts, and resources to streamline the process and enhance operational efficiency.
- Designed and implemented automated workflows, interactive reports, and dashboards using Alteryx and Power BI for the FID Expense team, enabling analysis of sales expenses and month-over-month trends to drive data-informed decisions.
- Managed a banker project involving the setup and testing of accounts across multiple legal entities, creation of new cost centers, and assignment of account ownership to ensure seamless integration and operational continuity.
- Led the development and deployment of an automated workflow for the FID SPG team’s quarter-end process, coordinating cross-functional efforts to streamline reporting and eliminating over 25 hours of manual work per cycle.
- Monitored and analyzed booking model issues across ISG Finance to identify root causes and remediation trends, enhancing transparency and delivering actionable insights to senior management.
TSgt – Comm/Nav Mechanic
US Air Force Reserves
07.2008 - 01.2025
- Diagnosed, troubleshot, and resolved complex aviation system deficiencies on the C-5 Galaxy.
- Supervised and mentored new Airmen, delivering hands-on training in aircraft fundamentals, documentation procedures, and complex avionics/flight control systems to ensure technical proficiency.
Associate – CIB Custody Middle Office
J.P. Morgan Chase
08.2020 - 07.2022
- Oversaw end-to-end client operations, ensuring timely transaction processing, proactively resolving exceptions, and serving as the primary point of contact and subject matter expert to deliver seamless client service.
- Managed and nurtured relationships with 21 corporate investment insurance clients and multiple investment managers, ensuring alignment, satisfaction, and effective collaboration across all stakeholders.
- Collaborated with Client Service to identify and resolve issues with client physical placements, establishing a weekly follow-up between Middle Office and clients to ensure accurate principal and interest payments.
- Identified a $170M principal and interest discrepancy for a client by cross-analyzing transaction logs and credit applications; escalated findings to management and the internal income team, ensuring accurate account reconciliation and timely client crediting.
- Conducted root cause analysis on client-submitted fax directives to identify barriers to SWIFT and JPM tool trade submissions, leading to selection for the Fax Elimination group and contributing to the reduction of manual touchpoints.
- Proactively engaged with clients daily on market trades and managed weekly calls to review physical placement logs between JPM and clients, ensuring accuracy, transparency, and strong client relationships.
- Managed end-to-end trade operations including instruction capture, settlement, fail management, cash projections, overdrafts, asset servicing, dividends, foreign exchange, collateral, derivatives lifecycle, and bank loans, ensuring accuracy, compliance, and timely execution across all transaction types.
Associate/Analyst – CIB Collateral Segregation
J.P. Morgan Chase
08.2015 - 08.2020
- Managed and motivated an 8-person team overseeing verification, assessment, and release of over $1B in collateral transactions daily, achieving 99% accuracy and improving processing efficiencies.
- Reviewed, notarized, and executed legal state documents for statutory accounts, ensuring compliance with regulatory requirements and maintaining accurate, audit-ready records.
- Cultivated a high-performing team that strengthened communication across internal departments- including Middle Office, Client Service, Legal, Risk, and Product- as well as external brokers and state DOIs, enhancing alignment between product teams and senior management.
- Spearheaded multiple process improvements, including revamping the A110 process with Legal by creating a Non-DTS checklist to eliminate bureaucracy, and automating California Monthly Recaps via an Xceptor build- reducing manual touchpoints by 20% year-over-year.
- Mentored junior analysts, fostering skill development and knowledge sharing within the team.
Education
Bachelor of Science - Business Management
Wilmington University
Dover, DE01.2012
Skills
- Tools: Power BI, Tableau, Alteryx, StudioX, Microsoft Office Suite
- Core Competencies: Process Improvement, Data Analytics, Workflow Automation, Project Management, Leadership, Financial Reporting
Certification
Alteryx Designer Advanced Certification, Actively pursuing PMP
Timeline
Project Director – ISG Finance
Morgan Stanley
07.2022 - Current
Associate – CIB Custody Middle Office
J.P. Morgan Chase
08.2020 - 07.2022
Associate/Analyst – CIB Collateral Segregation
J.P. Morgan Chase
08.2015 - 08.2020
TSgt – Comm/Nav Mechanic
US Air Force Reserves
07.2008 - 01.2025
Bachelor of Science - Business Management
Wilmington University