John Segerson

• Subject matter expert in fee accounting for loan syndications. Provided guidance to senior leadership on complex loans to ensure reporting is accurate and compliant with accounting policy
• Taken ownership of global held for sale loans tracking and balance sheet reconciliation
• Facilitated stakeholder meetings to identify needs, ensuring alignment with corporate priorities and goals.
• Implemented and developed operational standards, policies and procedures.
• Reviewed and analyzed reports, records and directives to obtain data required for planning department activities.
• Hosted cross-region training sessions and guided team members to maintain high productivity and performance metrics.
• Mentored junior staff, fostering professional growth and strengthening team capabilities.
• Cultivated and strengthened lasting colleague relationships using strong issue resolution and dynamic communication skills.
• Assisted in interviews for open positions on various product control teams to determine the strongest candidates

• Produced daily P&L to track revenue movements, enabling informed decision-making
• Reviewed loan syndications to determine appropriate allocation of fees to ensure compliance with accounting policy
• Delivered monthly and quarterly variance commentary for regulatory reporting, ensuring compliance and transparency
• Generated and shared daily reports to monitor balance sheet movements, supporting timely financial assessments
• Worked closely with colleagues from related departments and fielded Ad Hoc requests to deliver timely and accurate solutions

• Taken ownership of numerous financial files and processes that effectively price test various financial products each month. These products include futures, swaps, stocks, options, and others.
• Demonstrated effective time management to deliver accurate results under tight deadlines.
• Developed proficient skills in excel, effectively using tools such as pivot tables, vlookups and other functions, and xlScripter. Able to navigate very large data sets using helpful shortcuts.
• Prepared monthly financial presentations that conveyed critical insights to senior traders.
• Aided in the migration of the Latin America region's processing and reporting responsibilities to our North America region.
• Provided training to a newly hired analyst from August 2021 to present.
• Established and improved financial controls by building, documenting, and executing repeatable accounting processes.

• Worked Summer 2018, Winter 2018, Summer 2019, and January 2020
• Monitored status of accounts in Accounts Payable to facilitate efficient processing
• Applied proper codes to invoices, files and receipts to keep records organized and easily searchable

Graduated May of 2019