Summary
Overview
Work History
Education
Skills
Timeline
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Mitchell Hardy

Burlington

Summary

Detail-oriented Financial Analyst with 7+ years of experience in financial reporting and analysis within the Investment Banking sector. Proven track record of enhancing productivity, accuracy, and operational efficiency through advanced analytical skills. Seeking to leverage my expertise to drive organizational success by delivering insights that support strategic decision-making, with a strong commitment to integrity and excellence.

Overview

7
7
years of professional experience

Work History

Senior Financial Analyst (Associate Director)

UBS (Credit Suisse)
Raleigh
07.2024 - Current
  • Conducts daily conference calls to discuss P&L reporting issues for the Credit, NCL, and Rates trading businesses
  • Provides supervisory Balance Sheet sign-off on a daily and monthly basis
  • Utilizes Power BI and Excel to analyze trading performance and economic trends to provide weekly and monthly P&L commentary for multiple sectors averaging $8m in monthly revenue
  • Summarizes commentary for daily P&L reporting variances to Senior Management

Senior Financial Analyst (Assistant Vice President)

UBS (Credit Suisse)
Raleigh
01.2022 - 07.2024
  • Trained and supervised a team of controllers responsible for daily, monthly, and yearly P&L variance analysis
  • Oversaw the month-end close process by ensuring that all deadlines are met and that the processes are performed in accordance with guidelines and policies
  • Provided monthly supervisory sign-off for SOX control testing and compliance
  • Subject Matter Expert for the Global Credit Products Product Control Team
  • Applied US GAAP Accounting standards, including revenue recognition and balance sheet item classification for a business that averages $12b in gross notional balances
  • Established and maintained effective relationships as the primary point of contact for GCP senior management and 25+ front office traders
  • Developed and implemented multiple Excel-based processes that successfully increased the efficiency and accuracy of daily and month-end reporting
  • Played an integral role in multiple large-scale projects such as the P&L System Consolidation Project, IMBS Testing, Convergence, and Book Closure

Financial Analyst

UBS (Credit Suisse)
Raleigh
04.2018 - 12.2021
  • Reconciled and validated daily P/L for the Global Credit Products business line with average annual revenue of $300m
  • In less than 6 months with the team, became the lead GCP controller and began training and supervising junior employees
  • Ran and troubleshooted many advanced macros within Microsoft Excel used to increase the team’s efficiency in producing timely and accurate P&L reporting
  • Coordinated with many teams across the bank, including Front Office traders, Operations, Valuations, and IT to resolve P&L and interest breaks

Education

Bachelor of Science - Finance & Banking

Appalachian State University
Boone, NC

Skills

  • Microsoft Excel
  • Power BI
  • Process Improvement
  • Financial Analysis
  • Financial Reporting
  • GAAP Accounting
  • Detail Oriented
  • Problem Solver
  • Multi-Tasker

Timeline

Senior Financial Analyst (Associate Director)

UBS (Credit Suisse)
07.2024 - Current

Senior Financial Analyst (Assistant Vice President)

UBS (Credit Suisse)
01.2022 - 07.2024

Financial Analyst

UBS (Credit Suisse)
04.2018 - 12.2021

Bachelor of Science - Finance & Banking

Appalachian State University

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Mitchell Hardy