WILLIAM SCHWARTZ

721 COLONIAL CT. BRANCHBURG, NJ 08876

CELL: (908)285-2775 EMAIL: SCHWARW1@TCNJ.EDU

Professional Experience
JP Morgan Chase & Co. Newark, Delaware
Global Finance and Business Management Analyst Program June 2016 – Present
Financial Analyst – CIB Trading Revenue
 Partnered with the BDM technology team as lead point of contact in order to build out a User Interface for a
major monthly process, saving the Trading Revenue team three full days of consolidating data files.
 Enhanced the monthly variance process by working with the technology team to implement a Qlikview tool
that saved the team 8 hours each month and was able to store easily accessible YTD data.
 Developed a summary view of monthly statistics and presented findings directly to senior management.
 Organized a series of sessions in which I trained 50 financial controllers to correctly navigate a new User
Interface.

Financial Analyst – Firm-wide External Reporting Control

 Coordinated major change in the FC-02 Monthly Derivative Foreign Currency Report by working with the
legal team and senior management to ensure accuracy and alignment to federal regulations.
 Streamlined and improved processes for monthly and daily Reg W reporting templates.
 Resolved historical inconsistencies in the quarterly FR Y-8 Affiliate Exposure Report and collaborated with
the Action Plan Management team in order to close out the outstanding ITT Action Plan.
 Utilized complex Excel functions, pivot tables, SQL, and SAP software to manage and analyze outstanding
systemic breaks in daily, monthly, and quarterly exposure report.

Camber Pharmaceuticals, Inc. Piscataway, NJ

Finance/Accounting Intern June 2015- February 2016
 Utilized ERP system and Microsoft excel to analyze sales data.
 Forecasted cash flow and inventory movement for top customer accounts.
 Implemented a new system for saving proof of delivery documents for future disputed claims.
 Communicated with customers about inaccurate billings and outstanding claims.

Key Projects
FC02
FRY8
Qlikview
UI
Moody’s

Education
The College of New Jersey Ewing, NJ
Bachelor of Science: Business Administration, Finance August 2012-May 2016
 Relevant Coursework: Strategic Management, Business Valuation, Bloomberg Aptitude Test - 91st
Percentile, CIT Finance Case Study Winner, Moody’s Independent Study, Johnson & Johnson Case Study
Runner-Up, Corporate Finance, Database Management for Business, Investments

Activities and Interests

TCNJ Varsity Football Ewing, NJ
 Outside Linebacker August 2012-May 2016
 Beta Alpha Psi Business Honors Fraternity, Special Olympics of Delaware Volunteer Football Official, Special
Olympics of New Jersey Camp Shriver Volunteer, Best Buddies Mentor, JP Morgan NextGen Business
Resource Group, TCNJ Financial Management Association, Donnelly Community Center Mentor