Open to opportunities

Connor Graser

@connorgraser

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Detail-oriented financial analyst with expertise in operational efficiency.

United States

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What I'm looking for

I am seeking a role that fosters growth, collaboration, and innovative problem-solving in finance.

As a detail-oriented financial analyst, I have developed a strong background in financial systems management and operations analysis across the Americas. My experience at JP Morgan & Chase has equipped me with the skills to manage strategic financial systems, ensuring the accuracy of general ledger accounts while adhering to firmwide reconciliation standards. I take pride in leading projects that enhance operational efficiency and drive accountability among stakeholders.

My previous role as a Mutual Funds Operation Analyst at SEI Investments allowed me to hone my analytical skills by resolving discrepancies and improving reporting accuracy. I streamlined daily settlement processes, contributing to the overall efficacy of the mutual fund team. Additionally, my internship at BpG SPORTS provided me with valuable experience in business management, where I successfully increased participation and revenue through efficient scheduling and budgeting.

Experience

Work history, roles, and key accomplishments

Current

Financial Analyst

Current

JP Morgan & Chase

Mar 2023 - Present (2 years 4 months)

Managed strategic financial systems for CEM/LATAM teams, streamlining BAU functions and enhancing operational efficiency. Ensured the accuracy and validity of the line of business general ledger accounts, adhering to firmwide General Ledger Reconciliation and Substantiation (GLRS) standards. Led weekly reconciliation meetings across Latin America teams, driving accountability and transparency amon

Financial Systems Financial Reconciliations IFRS 9 Cross Functional Team Leadership Data Analysis Stakeholder Management Accounting Policies Project Management Microsoft Excel

Mutual Funds Operation Analyst

SEI Investments

Mar 2023 - May 2023 (2 months)

Analyzed and managed ETS reports, Orphan reports, and VMS Hub actions, ensuring prompt resolution of discrepancies. Responsible for recording and maintaining information for missing trust accounts and improving reporting accuracy. Streamlined daily settlement processes, enhancing operational efficacy for the mutual fund’s team.

ETS Reports Orphan Reports VMS Hub Data Management Settlements Mutual Funds Financial Analysis

Business Management Intern

BpG SPORTs

Jun 2022 - Aug 2022 (2 months)

Developed and managed scheduling for multiple sports complexes, increasing participation and revenue through efficient planning. Utilized Excel to set up worksheets and tables to represent games and times better, which management used to increase participation and revenue. Assisted with the organization’s budgeting by tracking the disbursement of funding for individual teams.

Scheduling Event Planning Revenue Microsoft Excel Budgeting Sports Management

Education

Degrees, certifications, and relevant coursework

Wilmington University

MBA, Finance

Grade: Honor roll Fall 2022

Activities and societies: Honor roll Fall 2022; Student Athlete: Men’s Lacrosse Team, Defensive Player of the Year, CACC 2022.

Focused on finance, with coursework in international finance, corporate taxation, and managerial decision-making. Created a mock company to manage economic constraints and budget allocation based on economic rate fluctuations.

Albright College

B.S. in Business Administration, Marketing

Grade: 1926 Memorial Award for Sportsmanship

Activities and societies: Student Athlete: Captain of Men’s Lacrosse. Defensive MVP and winner of the 1926 Memorial Award for Sportsmanship.

Focused on Marketing, with coursework in Marketing Analytics, Problem Solving in Business, and Digital Marketing. Gained foundational knowledge in business principles and marketing strategies.