Jon Taylor
Claymont,DE
Summary
Highly motivated employee with a desire to take on new challenges, with a strong work ethic, adaptability, and exceptional interpersonal skills. I am seeking to contribute to the overall effectiveness of an organization, being skilled in working under pressure and adapting to new situations and challenges. I pair well with an organization that fosters a team-like culture with camaraderie, as well as provides an environment for personal growth.
Overview
10
10
years of professional experience
Work History
Financial Analyst
J.P Morgan Chase
Newark, DE
08.2018 - 04.2022
- Provided global support and Strategy guidance to data management project teams regarding system infrastructure and data used for regulatory reporting
- Monitored, investigated, and facilitated accuracy and consistency issues that occur relating to data systems and ongoing data management projects
- Initiated, established, maintained, and developed on-going relationships with internal and external partners across multiple lines of businesses
- Analyzed financial data for financial reporting as well as identify issues, perform root cause analysis, offered resolutions, and ensured compliance with applicable government laws, and regulations
- Automation of daily processes for financial analysis and asset management, saving over 32 hours of paid labor per day.
Mutual Fund Accountant
BNY Mellon
Wilmington, DE
11.2015 - 08.2018
- Assisted project management teams with onboarding and testing new firmwide accounting software, to which implantation for the merging of T.Rowe Price
- Worked alongside project management teams to test accounts on new firmwide accounting software for conversion of current client
- Assisted in the development of operating procedures and workflows that the accounting team would use with the new firmwide accounting software.
United States Patent Classifier
Serco
Harrisonburg, VA
06.2012 - 11.2015
- Analyzed and evaluated complex U.S
- Patent pending legal documents for classification in business, audio, print data and linguistics processing
- Assign patent classifications to patent pending legal documents after analysis and evaluation to be sent to the U.S
- Patent Office for determination of eligibility
- Subject matter expert for all U.S
- Business patents being classified during my time as a Patent classifier.
Financial Advisor
Edward Jones Investments
Fairfax, VA
06.2012
- Managed, Reconciled, and analyzed client portfolios to determine actions which will best suit each client’s individual financial goals
- Perform deep analysis of a client’s financial situation to identify areas of improvement that assist in the client pursuing their financial goals
- Counseled, reviewed, facilitated and advised clients on investment opportunities and recommendations
- Established one-on-one relationships with clients offering personalized attention and financial guidance
- Financial excellence award for managing over 64 million under management and have the highest approval rating over other advisors in my area over a quarter.
Education
Finance -
Virginia Commonwealth University (VCU)
Richmond, VA12.2010
Arts and Science -
John Tyler Community College (JTCC)
Midlothian, VA05.2008
Skills
- Microsoft Office
- Customer Service Excellence
- Written communication & Oral communication
- Compassionate & Empathic
- Building rapport & relationships
- Tech Savvy
- Learning new systems & software
- Executing tasks
- Automatic Systems
- Research and Data Analysis
Corecompetences
- Public Relations
- Teamwork
- Time Management
- Critical Thinking
- Leadership
- Effective Communication
Timeline
Financial Analyst
J.P Morgan Chase
08.2018 - 04.2022
Mutual Fund Accountant
BNY Mellon
11.2015 - 08.2018
United States Patent Classifier
Serco
06.2012 - 11.2015
Financial Advisor
Edward Jones Investments
06.2012
Finance -
Virginia Commonwealth University (VCU)
Arts and Science -
John Tyler Community College (JTCC)