Summary
Overview
Work History
Education
Skills
Computer Skills
Timeline
Generic

Conrad Cosey

Lewis Center

Summary

Diligent, detail-oriented and experienced tax analyst offering solid understanding of legal and regulatory issues surrounding tax reporting activities. Background reviewing large data sets with speed and accuracy to verify integrity of information. Works effectively with cross-functional teams in ensuring operational and service excellence. Knowledgeable in QA methodology with proven history of reducing errors to increase quality.

Overview

14
14
years of professional experience

Work History

Business Analyst

JPMorgan Chase
08.2021 - Current
  • Successfully managed business analysis for US and IPB programs, including COB, FinCen, Authority, and Account Openings.
  • Developed a strong understanding of business processes and system workflows, enhancing my ability to challenge Lines of Business (LOBs) and build rapport with Areas of Responsibility (AORs), managers, and stakeholders.
  • Scheduled and led regular calibration sessions with key stakeholders, actively participating in discussions to resolve outstanding exceptions.
  • Implemented the practice of sending meeting minutes with action items post-calibration to ensure consistent communication and follow-up.
  • Collaborated with teams to improve quality and set higher benchmarks for audit accuracy.
  • Worked with QA analysts to enhance loan audit efficiency and simplify procedures.
  • Gathered, input, and manipulated data for business and financial analysis and reporting.
  • Analyzed data to identify patterns, root causes, and opportunities for efficiency improvement.
  • Recommended CII (Opportunity) tags in ACES for high errors, tracked daily in CII reports.
  • Updated high error tags Remediation Status in ACES for lending and non-lending programs.
  • Input tags in ACES for FQR and QAR deck error and remediation tracking.
  • Sent green light emails to initiate FQR/QAR deck preparation.
  • Provided valuable suggestions for enhancing the COB US and LatAm job aids and played a key role in their overhaul.
  • Engaged in the 2024 COB US/LatAm Annual Program Review, offering insights to update the ACES checklist, contributing to strategic improvements.

Tax Analyst

JPMorgan Chase
01.2014 - Current
  • Perform audits to ensure accurate and timely reporting of Year End information to clients and IRS by reviewing work completed by other areas that effect tax reporting.
  • Publish weekly and monthly power point decks used to communicate audit results to senior management and various lines of business.
  • Provide oversight of year end reporting areas and mitigate reporting errors.
  • Communicate with lines of business to identify and resolve tax reporting issues and process gaps.
  • Collaborating with project managers, remediation groups and lines of business on regulatory guidelines, procedural updates, data management and data transfer.
  • PC Capture macro testing, director script execution, and data mining via SQL queries.
  • Participate in tax projects including requirements gathering, testing and project implementation.
  • Create procedures for various lines of businesses to ensure quality control.
  • Deliver productivity and process improvements related to year end reporting.
  • Facilitate deliverables with business areas and LOBs.

MBEO Research Analyst

JPMorgan Chase
01.2013 - 01.2014
  • Complaint management across lines of business, aligning standards with regulatory requirements.
  • Improving reporting and root cause analysis with goal of enhancing customer experience.
  • Validated incoming data to check information accuracy and integrity while independently locating and correcting concerns.
  • Streamlined research processes to meet tight deadlines for multiple projects.
  • Collaborated with staff to develop and implement best practices and accomplished all team goals.

Loss Mitigation Specialist

JPMorgan Chase
01.2011 - 01.2013
  • Contact customers by telephone and assist them on various programs such as reinstatement, payment plan, short sale or modifications to prevent foreclosure.
  • Review loans and evaluate whether processed in accordance with HAMP, other proprietary modification or other applicable program guidelines and requirements.
  • Remained updated with latest information related to mortgage products and services being offered.
  • Mentor new hires coming into collections department and would assist them with side by side training and coaching.

Education

AA - Elementary Education

University Of Phoenix
Phoenix, AZ

Skills

  • Tax Compliance
  • Project coordination
  • Process improvements
  • Data Analytics
  • Advanced Problem Solving
  • Collaboration
  • Data analysis
  • Strategic Planning
  • Quality assurance
  • Workflow Analysis
  • Time Management
  • Data Validation
  • Operations analysis
  • Critical Thinking

Computer Skills

  • MS Office (Word, Excel, Outlook, Powerpoint, OneNote, Access)
  • Spreadsheets (Excel, Google Sheets, pivot tables, comparative analyses)
  • Presentations/Slideshows (Powerpoint, Google Slides, Tableau, Qlik Sense, Spectrum)

Timeline

Business Analyst

JPMorgan Chase
08.2021 - Current

Tax Analyst

JPMorgan Chase
01.2014 - Current

MBEO Research Analyst

JPMorgan Chase
01.2013 - 01.2014

Loss Mitigation Specialist

JPMorgan Chase
01.2011 - 01.2013

AA - Elementary Education

University Of Phoenix

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Conrad Cosey