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Jordan Marion - Financial Analyst

[email protected]

Location: Brooklyn, New York, USA

Relocation:

Visa: USC

Resume file: Jordan Marion - 2025 FinTech Resumé_1769535357880.docx Please check the file(s) for viruses. Files are checked manually and then made available for download.

Jordan Marion Location: Brooklyn, New York, USA 11218 email: [email protected] https://jordanmarion.net Linkedin: https://linkedin.com/in/jordan-marion Executive Summary: Productive, Technical, Well-rounded Financial Professional with blue-collar industry experience, creative drive, and business acumen. Education: Carnegie Mellon University Degree: Bachelor of Science in Finance Location: Pittsburgh, Pennsylvania, USA 15213 start date: 08/2012 end date: 05/2016 graduation date: 05/15/2016 Professional Experience: 1. Job Title: Financial Data Analyst Company: Navitas Location: New York, New York 10011 start date: 03/2024 end date: null - Analyzed financial data to drive strategic decision-making, performance improvement, and risk management - Developed advanced dynamic forecasting model, leveraged Excel AI for financial analysis & reporting solutions - Delivered 5 year investment plans to lead capital projects & prioritize resource allocation, KPI monitoring - Provided regression trend analysis, deliverables: month-end PowerPoint presentation for executive management - Created primary source documents for payroll tax rates, providing formulaic proof of accuracy & compliance - Collaborated with cross-functional teams for data efficacy, meeting deadlines in fast paced work environment - EPM Uploads: Yearly budget, LE1, LE2. KPI metrics: revenue, profit margin, variance, month-end/year-end close - Wrote meticulous root-cause analysis reports detailing bottlenecks, data conflicts, and inconsistencies Skills: Excel, Power BI, SQL, SAP Reporting, GAAP, P&L, HCM1, cost-benefit, large data set migration 2. Job Title: Accountant Company: Housing Authority of the City of Pittsburgh (HACP) Location: Pittsburgh, Pennsylvania 15219 start date: 12/2023 end date: 03/2024 - Completed general ledger journal entries, revenue expense accounts & variance analysis to support operations - Archived AP/AR organizational correspondences, receipt documentation, payments, contracts & subscriptions - Completed GL adjustments, researched federal & state tax policy to comply with reporting regulations Skills: Emphasys, DocuClass, Yardi, Appfolio, Google Workspace, TenantCloud, ECM, Microsoft Access, Escrow, Tax 3. Job Title: Financial Consultant - Clinical Program Management Company: Roswell Park Comprehensive Cancer Center (Non-profit) Location: Buffalo, New York 14203 start date: 12/2022 end date: 11/2023 - Managed 50+ clinical study portfolio: invoices, payments & patient billing data increasing productivity - Collaborated with clinical, regulatory, pharmaceutical departments for compliance on remittance documents - Automated processes to perform missing payments review, reduce AR balances, and reconcile accounts - MRAR, CRC, SRC, CTA, PM, PI, CRA, QCT, PRMS, PRMC, DSMC, MTCAE, CTC, MRN, CPT, EDC, EHR, ePRO, eCOA, RDC, SOC Skills: Workday, OnCore, Advarra IRB, Regulatory ERP, Hyperion, Merlin, Microsoft Outlook, Roswell FBS, IQVIA 4. Job Title: Audio/Visual Installation Technician Company: Horizon Information Services Location: Glenshaw, Pennsylvania 15116 - Installed & programed professional audio, video, & lighting systems, control systems, projectors, LED walls - Pulled cable (Cat6, mic/speaker, HDMI, fiber), calibrated AV systems (Crestron, QSC, Allen & Heath, Biamp) Tools: wire strippers, soldering irons, modular/ratcheting crimpers, scaffolding, hoists, pulleys, unistrut steel support 5. Job Title: Facility Maintenance Technician Company: Allegheny Country Club Location: Sewickley, Pennsylvania 15143 start date: 03/2022 end date: 08/2022 - Conducted daily maintenance of the clubhouse, tennis courts, pool deck, and parking facilities - Carpentry projects: drywall installation, woodworking, interior & exterior painting, plastering, plumbing - General repair of door handles, hinges, windows, flashing, baseboards, faucets, pipes, appliances, etc. - Ground projects: landscaping, mowing, clearing , weed removal, tree trimming, earth moving, plant pruning - Special projects: antique door restoration, pool deck renewal, window glazing, clubhouse roof restoration * project details can be found on https://jordanmarion.net 6. Job Title: Independent Contractor - Carpentry Company: SSR Creative Location: Mckees Rocks, Pennsylvania, 15136 start date: 11/2021 end date: 03/2022 - Restoration work for a non-profit organization, wall framework structuring, drywall installation, plastering - Interior & exterior painting, cement working, electrical wiring, general repair, aesthetic finishing - Addition of seven brand new artist studio rentals, passive income reinvested into community building projects * project details can be found on https://jordanmarion.net 7. Job Title: Event Manager & Production Assistant Company: Flyspace Productions LLC Location: Pittsburgh, PA 15233 start date: 06/2021 end date: 07/2024 - Managed events, product delivery, equipment assembly, set-up, strike, food & drink services, box truck ops - AV Tech Crew: lighting rig, control booth, camera operation, microphone, live streaming, load-in/load-out - Stage Crew: stage-building, talent & entertainment mgmt, stage direction, rehearsal & live event operations - Corporate partners: Pittsburgh Cultural Trust, August Wilson African American Cultural Center, AHN, Duolingo - Gallery attendant: SPACE gallery, 820, 807, 937, 707, Claude Worthington Benedum gallery, Wood street - Supported warehouse inventory operations, operated POS devices for merchandise, concessions, mobile bars Skills: SL50, SL75, SL100, SL260, stage building, live mixing, set-up & strike, truck loading, photo booths Events: Indoor/Outdoor festivals, weddings, graduations, corporate mixers, brand activations 8. Job Title: Product Manager - Marketing & Web Design Company: Timer Rose LLC Location: Dover, Delaware 19901 start date: 12/2020 end date: null - Designed UX/UI site layout, implemented digital payments, created and maintained SKU product inventory system - Created promotional ads on Google adsense, set campaign duration, demographic data, and bid rate - Optimized SEO for e-commerce using Shopify on the back-end, monitored click-through analytics: growth & reach - Secured branding channels via media buying, prioritizing customer retention targeting & lead generation - Completed product sourcing analysis, supporting vendor relations while pathwaying just-in-time delivery Skills: ROI metrics, A/B testing, PR, HTML, B2B & B2C sales, marketing dashboards, creative direction 9. Job Title: Financial Analyst Company: UPMC Hillman Cancer Center (Non-profit) Location: Pittsburgh, Pennsylvania 15232 start date: 01/2018 end date: 12/2020 - Negotiated & finalized clinical trial budgets & contracts, sourced CPT & HCPCS coding for price documentation - Delivered bespoke data analysis to allocate capital purchases, measure profitability & streamline workflow - Completed cost-benefit analysis reports for Government (NIH, Walter Reed, etc.) grant-funded trials - Acted as department liaison for industry sponsor, PIs, clinicians, regulatory, pharmacy & UPMC OSPARS office Skills: Excel, CPT Coding, eCRF, CTMA, HSD, PSD, Power BI, Oracle Peoplesoft, Grant accounting, Salesforce 10. Job Title: Financial Operations Specialist Company: Bank of New York Mellon Location: Pittsburgh, Pennsylvania 15258 start date: 10/2016 end date: 01/2018 - CAMO Corporate Action Middle Office, corporate event processing, stock elections, tenders, bankruptcies - Mergers & acquisitions, reverse stock splits, dividend payments, exchange offers, proxy voting, CUSIP - Market research gathered via Bloomberg Terminal, Depository Trust Company Portal, Workbench, Securities - Global clients: State Street, BBH, JPMorgan Chase, BlackRock, Northern Trust, UBS, Wells Fargo, Arrowstreet 11. Job Title: Billing Associate Company: LA Fitness Location: Pittsburgh, Pennsylvania, 15206 start date: 05/2016 end date: 10/2016 - Call center, check-in desk, update customer billing information, maintain accounts, membership plans - Promotional event support, account set-up, stock & inventory, facility maintenance, laundry services 12. Job Title: Business Management Intern Company: Three Rivers Property Management LLC Location: Pittsburgh, Pennsylvania 15222 start date: 02/2016 end date: 05/2016 - Property management, acquisition deals, scheduled appointments, open houses, utility maintenance, meetings - Inbound calls, company email inboxes, service requests, supervised payment delivery systems, Buildium Professional skills: financial services, financial analysis, forecasting, trend analysis, FP&A, balance sheet, income statement, statement of cash flows, capital modeling, data visualization, valuation, fiscal reporting, cost accounting, GAAP, customer records, attention to detail, Microsoft Outlook, Quickbooks, learning new technology, federal policy and regulation review, tax compliance, new hire training Labor skills: event planning, event hosting, event management, event photography, crowd control, bartender/barback services, merchandise sales booth (POS), food & beverage services, venue management, security detail, stage/set design, talent management, stage management, product delivery, carpentry, painting, drywall installation, woodworking, restoration, sanding, plastering, plumbing, lawn care, framing, concrete, landscaping, gardening, roofing, pool chemical panel testing, lifeguarding Technical/Computer skills: Excel (Pivot Tables, VLookUp/XLookUp, Macros), VBA SAP Reporting, Power BI, Queries, Database managing & editing, Oracle Netsuite, Hyperion, Workday, Tableau, ADP, IBM Cognos, Quickbooks, Xero, Microsoft Dynamics 360, Access, SQL, R, Python, Jira, Visio, OnCore, CTMA, FBS, Merlin, ERP, EMP, Pro-Tools, Logic Pro X, Final Cut Pro, Adobe Suite, Lightroom, Snapseed, Inshot, Canva Foreign language: Chinese (mandarin, simplified) Work Authorization: US Citizen Gender: Male Pronouns: He/Him/His Veteran Status: Not a Veteran Disability Status: Not currently disabled Open to travel: Yes Open to relocation: Yes Top talent, Open AI, Anthropic, Google, Meta, Amazon, Cloud, ACS, Oracle, Generative AI, Tech, Technology, Implementation, ETF, Stock, Bond, Stocks, Bonds, Wall Street, Executive leadership, Strategic vision, Organizational transformation, C-suite, Director, VP-level experience, Stakeholder management, Board interaction, Project management, Data analysis, Predictive analytics, Machine learning applications, Artificial intelligence integration, Digital transformation, Technology adoption, Business analyst, Process automation, Workflow optimization, Revenue impact, Cost savings, Efficiency improvements, Emotional intelligence, Adaptability, Change agility, Cultural competence, Inclusive leadership, Creative thinking, Innovation mindset, Entrepreneurial spirit, Resilience, Stress management, Cross-cultural communication, Global perspective, Continuous learning, Remote collaboration, Virtual team leadership, Distributed team management, Hybrid work, Digital communication, Cloud-based tools, Online facilitation, Agile methodologies, Rapid scaling, Resource optimization, ESG reporting, Sustainability initiatives, Diversity and inclusion, Social impact, Community engagement, Carbon footprint reduction, Responsible supply chain, Green technology, Environmental compliance, Professional certification, Qualified, Performance management, Compensation package, Degree, Hands-on, Passionate, Profit and loss management, Compliance, Valuation, Return on investment, Forecasting, Financial modeling, Asset management, Risk mitigation, Portfolio optimization, Credit analysis, Underwriting, Corporate finance, Treasury operations, Cash flow forecasting, Investment strategy, Mergers and acquisitions, IPO, Leveraged buyout, Hedge funds, Derivatives, Debt issuance, Equity research, Financial controls, Audit readiness, SEC reporting, SOX compliance, Basel III, Dodd-Frank, Stress testing, Financial restructuring, Fiduciary responsibility, Investment banking, Private equity, Venture capital, Real estate finance, Capital budgeting, Wealth management, Client onboarding, Fiduciary duty, Financial due diligence, Earnings call, Analyst coverage, Investment committee, Liquidity provision, Financial stewardship, Quantitative research, Financial projection, Asset allocation, Strategic investment, Sensitivity analysis, Capital markets, Peer benchmarking, Transfer pricing, Financial covenant, Business valuation, Tax strategy, Fundraising, Investor relations, Equity financing, Debt structuring, Reconciliation, Risk modeling, Financial statement analysis, Securitization, Merchant banking, Cross-border financing, Financial planning, Expense tracking, Cost allocation, Trust services, Fixed income, Variable compensation, Incentive alignment, Financial simulation, Rate of return, Loan syndication, Risk rating, Commercial lending, Buy-side, Sell-side, Custody services, Securities trading, Alternative investments, Capital adequacy, Financial reporting, Revenue recognition, Anti-money laundering, KYC compliance, Client acquisition, Financial literacy, Trade settlement, Budget forecasting, Financial benchmarking, Endowment management, Actuarial analysis, Fee structuring, ATS integration, SWIFT payments, FX hedging, Collateral management, Prime brokerage, Tax optimization, Financial software, Yield curve analysis, Structured products, Regulatory filings, Quant investing, Exception processing, Loss provisioning, ISO 20022, payment solutions, crypto, cryptocurrency, bitcoin, BTC, etherium, ETH, XRP, ripple, currency, API, platforms, automation, AI, artificial intelligence, HLD, SLA, RCA, SWIFT, SQL, SSIS, SSRS, FED, .NET, CHIPS, ISG Keywords: cprogramm artificial intelligence user interface user experience business intelligence rlang Arkansas Louisiana Pennsylvania