Summary
Overview
Work History
Education
Skills
Websites
Timeline
Hi, I’m

THOMAS M. ZACHER

Richmond,TX
THOMAS M. ZACHER

Summary

Detail oriented financial analyst with 3+ years of experience in the finance industry. Leveraging analytical skills to manage client portfolios of over $500 million in assets comprised of collateralized debt obligations and leveraged loan facilities through securities, bonds, and equity. Quickly adapt to new technologies and business processes to provide thorough and accurate information to facilitate executive level decision making in individual and team environments. Ability to multitask various projects honoring commitments with experience as a former student athlete. I’m looking to expand my knowledge using my previous experience to contribute to a growth minded company.

Overview

14
years of professional experience

Work History

Computershare Trust(acquired Wells Fargo 11/2021)

Securities Admin Services Analyst II
05.2019 - 07.2022

Job overview

  • Analyze client portfolio and loan level data providing prompt, accurate customer service
  • Perform compliance testing cash reconciliation, waterfall creation, payment calculations, disbursements, and investor reports to ensure accuracy during reporting period
  • Partner with external and internal parties to troubleshoot and improve production process
  • Execute movement of money, system enhancements, new deal setup and document review
  • Assist account manager to provide monthly earning and portfolio data performance reports to client for investor repayment
  • Research discrepancies to identify issues and communicate with bank counter parties to obtain missing information

Zacher Construction

Construction Worker
01.2009 - 08.2018

Job overview

  • Assisted in construction of new homes, renovations, residential and commercial
  • Worked with more knowledgeable professionals to grow understanding of principles and construction standards.
  • Collected measurements and marked locations as part of project preparations.

Education

Canisius College
, Buffalo, NY

Bachelor of Science from Finance
05.2018

University Overview

  • Relevant Coursework: Portfolio Analysis, Intermediate Macroeconomics, Intermediate Microeconomics, Financial Institutions, Business Statistics, Investments, Cost Accounting
  • Economics & Finance Club Member
  • Canisius D1 Men's Lacrosse Team Member

Skills

  • Attention to Detail
  • Analytical Thinking
  • Microsoft Office programs such as Excel, Word, and Outlook
  • Communication
  • Teamwork
  • Financial Management
  • Data Research and Validation
  • Balance Accounts
  • Leadership

Timeline

Securities Admin Services Analyst II

Computershare Trust(acquired Wells Fargo 11/2021)
05.2019 - 07.2022

Construction Worker

Zacher Construction
01.2009 - 08.2018

Canisius College

Bachelor of Science from Finance
THOMAS M. ZACHER