Business Analyst

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Charles Bloomberg
New York City, United States charlesbloomberg@wisc.edu (621) 799-5548 in/bloomberg

EXPERIENCE
Junior Business Analyst
JP Morgan June 2013 - Present, New York, NY
• Involved in researching, analyzing and reconciling pending variance data between Operational Risk Center and the General Ledger.
• Worked with various financial instruments like interest rate derivatives, fixed income and other structured products that JP Morgan
o!ers and evaluate any net exposure or negative exposure linked to the products.
• Provided support and oversight in establishing remediation plans to resolve gaps in operational risk management practices at
assigned business units and/or corporate functions.
• Worked with various business units like corporate finance, consumer lending in building monthly and quarterly budgets and
forecasting expenses and losses related to loss events in the future.
• Created business requirement documents(BRD) and functional specifications(FSD) for the loss event monthly result process by
interacting with the technical team and business units stakeholders.

Business Data Analyst Intern


Johnson & Johnson December 2011 - March 2012, New York, NY
• Documented project risks, lessons learned and knowledge base articles to increase future project execution efficiencies.
• Utilized MS Project to develop detailed project plans; gather requirements from project stakeholders, developed efficient work
breakdown structures and established reasonable milestones.
• Successfully managed/delivered two system enhancement projects within budget and hit over 60% of milestones.
• Hosted stakeholder meetings from creation of initial project charters through project planning, execution and monitoring phases.
• Assisted Executive Director PMO with portfolio management, performing valuations, payback periods and return on investments.

Business Analyst Intern


IKEA May 2010 - September 2010, New York, NY
• Enhanced the Customer Relationship Management (CRM) system by negotiating with 6 customers and taking feedback.
• Compiled the balance sheets of 5 products in MS Excel to calculate the net profit generated by each product.
• Improved the production techniques of current and voltage transformers to increase the output rate by 5% per month and
implemented a project for modern testing methods of the transformers to achieve 2% increase in efficiency of products.
• Created a database for inventory management which resulted in a reduced response time of 7-8 minutes in daily operations.

EDUCATION
Masters of Science in Data Analysis
University of Wisconsin - Madison • Madison, WI • 2015 • 3.87

Bachelors of Science in Finance


Minor in Economics • University of Wisconsin - Madison • Madison, WI • 2014 • 3.69

RELEVANT COURSEWORK
Introduction to Financial Modeling
University of Wisconsin - Madison • Python
• Used Python to conduct research on market entry e.g. size of the market, legal requirements for penetration, license price, etc.

INVOLVEMENT
Capital Finance Club
University of Wisconsin - Madison • Director of Events • September 2013 - June 2014
• Developed, planned, and implemented events, to include organizing, prioritizing, and scheduling work activities for development.

SKILLS
Technical Skills: Tableau, R, STATA, MicroSoft Excel, Python, CRM
Soft Skills: Project Leadership, Event Management, Administrative Tasks

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Fields of Interest: Financial Markets, Data Analysis, Financial Analysis

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