Summary
Overview
Work History
Education
Skills
Key Competencies
US Bank - Extraordinary Performance Review Award
Work Availability
Timeline
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Steven Osborn

Boston

Summary


Professional with strong background in financial analysis, adept at leveraging analytical skills to drive business growth and financial stability. Expertise in data interpretation, risk assessment, ensuring informed decision-making and strategic planning. Known for collaborative approach and adaptability, consistently meeting team objectives and organizational goals. Proficient in utilizing financial software and tools to streamline processes and enhance accuracy.

Overview

14
14
years of professional experience

Work History

Financial Analyst

U.S. Bank
01.2011 - 12.2024


  • Managed high-volume CDO finance payment operations across multiple office locations (NYC, Chicago, Boston).
  • Strengthened investor relationships through timely and accurate processing of complex payments.
  • Streamlined financial reporting using advanced Excel functions including PivotTables
  • Reduced payment errors by enhancing DWAC process accuracy and timeliness.
  • Overseen complex tasks such as reconciliation reporting, rate reallocation, exception research, and critical path analysis.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
  • Strengthened relationships with external partners through timely communication and collaboration.
  • Conducted detailed variance analysis to identify cost-saving opportunities, leading to more efficient allocation of resources.
  • Streamlined financial reporting processes, significantly reducing time required for monthly close.

Education

Bachelor of Science - Business Management

Winston-Salem State University
Winston-Salem, NC
01.2008

Skills

  • Financial Tools: Microsoft Excel, PivotTables, SDDB, STA, and Acaria
  • Financial and operational reporting
  • Financial management
  • Data collection & research
  • Excellent attention to detail
  • Flexible team player
  • Strong organization
  • Analysis & Reporting: Financial Statement Analysis, Reconciliation, and Journal Entries
  • Process Improvement: Workflow Automation, Internal Training, Exception Handling
  • Soft Skills: Critical Thinking, Stakeholder Engagement, Team Leadership, Client Management

Key Competencies

  • Financial Reporting & Compliance
  • Strategic Data Analysis
  • Team Mentoring & Development
  • Audit Preparation & Support
  • Cross-functional Collaboration

US Bank - Extraordinary Performance Review Award

Received December 2024.

Work Availability

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Timeline

Financial Analyst

U.S. Bank
01.2011 - 12.2024

Bachelor of Science - Business Management

Winston-Salem State University

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