Scott Andrews
Financial Analyst
Milwaukee,WI
Summary
Currently a CFA candidate with a successful completion of the level 1 examination. Scheduled to take level 2 in the winter of 2025.
Overview
8
8
years of professional experience
Work History
Board Member
Village of Sturtevant
Sturtevant, Wisconsin
07.2025 - Current
- Represented the economic interests of the village of Sturtevant.
- Voted on proposals for zoning.
Finance Council
St Sebastian
Sturtevant, Wisconsin
12.2021 - Current
- Advised the local church on efficient use of church funds for the purposes of maintaining the school as well as the overall wellbeing of the church
Portfolio Monitoring Analyst
US Bancorp
Milwaukee, Wisconsin
10.2021 - Current
- By meeting rigorous PCS standards, I became an acknowledged expert in both Creditlens as well as Bukers.
- Assisted Portfolio Managers by underwriting customer loans during heavy stress periods and utilized technical writing skills in the nCino platform.
- Participated in the advanced PMA program. Advanced PMA simulated the process of onboarding a customer loan from identifying deals with sufficient ROE to determine credit worthiness. Extensive credit policy knowledge was needed to execute this. I shadowed a portfolio manager and worked closely with them to learn the process.
- Trained new hires to adhere to the bank’s credit policy, as well as quality-controlled work by less experienced partners, to ensure spreads were up to standard.
- Handpicked by senior staff to action new work in the Union bank merger. This required extensive knowledge on credit policy and required me
- Supported different business lines in financial monitoring and statement analysis.
- Completed spreads on financial statements along with quarterly trend analyses.
- Actioned Covenant tests and maintained a compliance monitoring database that tracked credit approval requirements and the receipt of customer financial reporting requirements on behalf of the Portfolio Managers.
Derivative Analyst/Consultant
Northern Trust
Chicago, Illinois
01.2018 - 10.2021
- This was a visible position where I had weekly calls with the client’s upper management where I had to explain exact breaks in accounts and provide specific solutions.
- Worked closely with different clients, brokers, and internal partners to reconcile investment firm data to broker data to ensure accurate and timely resets.
- Worked with traders on reconciling the economic data of trades to the broker to ensure accurate settlement.
Education
Master of Science - Finance
Lewis University
Romeoville, IL 05.2001 -
Bachelor of Science - Business Administration
Lewis University
Romeoville 05.2001 -
Skills
Credit Policy
Microsoft Office
Statement Spreading
Tax Returns
Financial Statements
Timeline
Board Member
Village of Sturtevant
07.2025 - Current
Finance Council
St Sebastian
12.2021 - Current
Portfolio Monitoring Analyst
US Bancorp
10.2021 - Current
Derivative Analyst/Consultant
Northern Trust
01.2018 - 10.2021
Master of Science - Finance
Lewis University
05.2001 -
Bachelor of Science - Business Administration
Lewis University
05.2001 -
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