JAMES HUGHES

Edison, New Jersey 08817 732-819-7169 jhughesedison@aol.com FINANCIAL ANALYST / REPORTING ANALYST SENIOR ACCOUNTANT Dynamic professional with history providing clear visibility, interpretations, and strategies for complex finances for regionally- and globally-leading financial organizations. Translates complex multi-source data into user-friendly written and visual formats through expert analysis and reporting. Maximizes efficiency of daily activities by continually improving, streamlining, and automating processes. Maintains up-to-date on latest technology, trends, and banking and SEC reporting requirements via ongoing research and self-study. Seamlessly manages high-volume workloads, competing demands, and special projects through superior planning and execution. Financial Analysis & Reporting Strategic Planning Financial Statement Preparation GAAP General Ledger Budgeting Banking & SEC Requirements Hyperion MS Office Suite Process Improvements & Streamlining Technology-Based Enhancements Project Management PROFESSIONAL EXPERIENCE DEPARTMENT OF LABOR, PSG, New Brunswick, NJ -1/2010 - Present Volunteer work to assist in the operations of the area and assist members in locating employment PROVIDENT BANK NEW YORK, Montebello, New York 3/2006 10/2009 Largest full-service community bank in lower Hudson Valley with 35 branches and $2.9B in assets. Financial Reporting Analyst Prepared comprehensive statistical analyses and reports for senior management; included analyses on monthly average balance and yield, monthly loan and deposit activity, and weekly deposit as related to consideration of rate changes, and Management Asset / Liability Committee (ALCO) report, quarterly Board ALCO report, quarterly investment reconciliation report, and various ad hoc reports to meet current and future decision-making needs of management such as Cognos report for average balances, statements of condition, and P&L statement. Achievements: Eliminated +3 hours of preparation time for primary deposit schedules, automating downloading of data into Access database to prepare Deposit Report for weekly Rate Meeting. Perfected Monthly Yield Analysis Report, researching detailed financial reports, and pinpointing and correcting differences to enable report to tie-out to financial statements. Conducted complex Quarterly Investment Custodial Reconciliations, using detailed reports from Federal Home Loan Bank, reports from custodial bank, and inventory from company vault. FINANCIAL NETWORK, Florham Park, New Jersey 9/2004 2/2006 Semi-independent broker-dealer unit of ING Group, Inc. Financial Consultant Developed custom solutions for diverse clientele regarding life and health insurance, annuities, retirement, and 529 college funding plans. Achievements: Built significant client base, devising innovative sourcing strategies to generate sales. Obtained New Jersey Health & Life Insurance License. Attained SEC Series 6 and 63 licenses to sell variable life insurance and annuity policies.

Resume

JAMES HUGHES
Page 2 jhughesedison@aol.com

JPMORGAN CHASE, Jersey City, New Jersey 6/1975 11/2003 Leading global financial services firm with operations in +60 countries and $2.2T in assets. Assistant Vice President Asset & Liability Reporting 11/1986 11/2003 Generated variety of detailed reports including Hyperion reports of corporate and bank statements of condition, P&L statements, and corporate and bank average balances and yield analyses reports for use by internal management and external publication in FRB Call Report and SEC 10Q, 10-K, and annual report. Co-managed deferred compensation of outside directors with Corporate Secretarys office. Coordinated and led 6-member team. Achievements: Maximized efficiency of financial analyses and reporting, leveraging advanced business and finance expertise to streamline operations and drive continuous improvements. Automated Average Balance Reporting, transitioning from manual system involving 20 sheets of 25-column paper each month to PC-based spreadsheet applications, and later to mainframe Dun & Bradstreet General Ledger system. Played major role in seamless implementation of Hyperion financial reporting system to manage average balance calculations. Orchestrated successful migration of Directors Deferred Compensation from PC-based spreadsheet application to system shared with Corporate Secretarys office. Excelled consistently throughout tenure due to outstanding performance including fast-track promotions from Assistant Manager to Manager to Assistant Vice President in only 6 years. NOTE: Additional roles with JPMORGAN CHASE include: Manager Asset & Liability Reporting (11/1982 11/1986), Assistant Manager & Bank Officer Asset & Liability Reporting (6/1980 11/1982), Officers Assistant Asset & Liability Reporting (1/1979 6/1980), Accountant Asset & Liability Reporting (6/1978 1/1979), Junior Accountant Asset & Liability (4/1976 6/1979), and Accounting Clerk Accounts Payable (6/1975 4/1976). Details on request. EDUCATION Bachelor of Arts in Mathematics New York University, New York, New York PROFESSIONAL DEVELOPMENT Accounting Studies Pace University TECHNICAL SKILLS MS Excel MS Word MS PowerPoint Hyperion Cognos

Resume