RALPH J. POLITANO 17849 South 66th Avenue, Tinley Park, Illinois 60477, (708) 532-2216, E-mail: rp [email protected]
CAREER SUMMARY Well-organized, hard working, reliable, customer focused financial professional with extensive experience in investment reporting, accounting and analysis of co rporate pension trusts. Extensive experience in financial modeling. EXPERIENCE JPMORGAN CHASE BANK, Chicago, IL 2000 - 2010 Performance Analyst - Employee Benefits December 2009 - February 2010 Produced, analyzed and delivered investment reports for pension and welfare trus ts client. Lead contact for clients, responsible for problem resolution. Position being tra nsferred to New York. Client Service Specialist - Employee Benefit Trusts 2000 - 2009 Analyzed client activity in client's pension, welfare and foundation trusts. Pre pared detailed reports for client to assist in their Investment oversight and da ily processing functions. Refined, developed and presented ad-hoc reports based on client needs. Worked on-site at client's office, therefore main contact for problem resolution. * Enhanced reporting to client with a re-engineered daily activity report which assists client in monitoring cash flows related to pension trust * Created process improvement by refining client's directive processing through the development of interactive spreadsheet that creates accounting entries for all wires processed, resulting in time savings for client of 25% * Trained and supported client on bank's internal automated wire processing syst em, resulting in time savings for client of 25% * Created process improvements by re-engineering Source and Application of Funds monthly report with the development of complex Excel spreadsheet that included graphs and charts, resulting in time savings of 30% for JPM. * Assisted client with regulatory reporting for ERISA plans and Endowment Trusts . CHICAGO TITLE CORPORATION, Chicago, IL 1999-2000 Senior Financial Analyst - Employee Benefit Trusts Performed financial analysis of benefit plan costs. Developed quarterly manageme nt reports and presentations. Prepared annual financial statements for benefit plans. Administered corporate employee stock purchase plan. Analyzed 401(k) an d pension plan investment performance to benchmarks. Responsible for annual budg eting, planning and trend analysis development for benefit plan design. * Created process improvements by Re-engineering benefit plan analysis managemen t report, resulting in annual cost savings of $10,000, time savings of 20% and m ore thorough analysis of all benefit plans cost trends. * Created process improvement by recommending and implementing cost tracking dat abase for benefit plan costs, resulting in 25% time savings and costs for employ er and more efficient management reporting. * Developed financial models that assisted plan designers in implementation of n ew benefit plans.
AMOCO CORPORATION, Chicago, IL 1989-1999 Senior Financial Analyst - Employee Benefit Trusts 1997-1999 Lead analyst responsible for managing 4 coworkers in the analysis and reporting of activity in the company's $8B Benefit Plan Trusts (DB, DC, Welfare and Endowm ent). Coordinated the development of quarterly management reports that included analysis of trust performance, plan expenses, and healthcare cost trends. Prepa red annual plan financial statements and acted as main point of contact for audi t. Reviewed Form 5500s and 11-K filing to SEC. Reviewed co-workers general ledg er journal entries and reconciliations. * Mutual Fund m in choosing loyee Defined for Proposal Window Project Team member- created financial models to assist tea a Third Party Administrator for the Mutual Fund Window for the Emp Contribution plan (401k). Also assisted in development of Request and Senior Management presentation.
Financial Analyst - Employee Benefit Trusts 1990-1997 Monitored and analyzed investment activity in the company's defined contribution , defined benefit and welfare benefit plan trusts. Prepared quarterly managemen t report that included analysis of performance, expenses, and trends. Prepared annual financial statements and acted as liaison with auditors. Prepared Form 5 500s and review 11-K filing to SEC. Prepared general ledger journal entries and reconciliations. COMPUTER SOFTWARE EXPERTISE Advanced Proficiency in Microsoft Excel, Access, Word and PowerPoint PeopleSoft, SAP, Investran, Sungard Custody Systems EDUCATION Certified Financial Planner Educational Requirement 2004 College of Financial Planning, Denver CO Masters of Business Administration, Finance 1993 Loyola University, Chicago, IL Bachelor of Science, Business Major: Finance and Business Administration 1986 Illinois State University, Normal, IL COMMUNITY ACTIVITIES District 146 Education Foundation - Vice President and Treasurer 2008-Present Tinley Park Bobcats Softball Organization - Commissioner 2005-Present