James Mormando
Senior Financial Analyst
Philadelphia, PA
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Summary
Finance professional with 10 years of financial services background using analytics for key decision-making. Experience with financial modeling and forecasting with specific accomplishments in corporate, technology, consumer risk, and lending functions.
Specialties: Financial analysis and modeling, Advanced Microsoft Excel (including VBA and macro development), ESSBASE, SQL, and basic experience with SAS
Experience
2015
May
-
Present
Senior Financial Analyst
Equifax / Atlanta, GA
Budget, forecast and analyze financial results for an enterprise project to update backend billing. Develop and present business cases for additional capital investments.
2014
Apr
-
2015
May
Sr Financial Manager
SunTrust / Atlanta
Implement and adjust financial forecasting and provide timely financial reporting for Commercial Banking lines of business
2012
Oct
-
2014
Apr
Director of Business Planning and Analysis
Equifax / Atlanta, GA
Responsible for creating and maintaining the budget supporting the Infrastructure Operations group in Technology
2010
Dec
-
2012
Sep
Financial Consultant, Wealth, Brokerage and Retirement
Wells Fargo / Charlotte, NC
Forecast and analyze balance sheet trends and interest rate sensitivities for Wealth, Brokerage and Retirement business units in varying economic conditions
2007
Jul
-
2010
Dec
Business Technology Integration Consultant
Bank of America / Charlotte, NC
Developed, analyzed and maintained best available income solutions for consumer businesses. Developed and maintained automated credit decision and risk management solutions for consumer credit
Education
2010
-
2012
University of North Carolina - Charlotte
Master of Business Administration / Finance
2003
-
2007
University of North Carolina - Chapel Hill
Bachelor of Science / Information Science
Skills
