Stanley Han Email & Phone Number

New York, Ny, Us

Part of Bloomberg's Corporate Planning and Analysis team, managing the Operations / Finance Transformation & Automation group.

New York, Ny, Us

Part of the Asset Management Equities Finance & Business Management team, covering the US business that manages over $250 billion in assets and over $1 billion in reported revenues. Partner closely with Equity senior management, sales and product specialists, technology and operations teams in fee discussions, expense control reductions (5% YOY savings), performance metric reporting, and headcount planning. Coordinate monthly forecast and quarter-end close validation between our regional teams, along with managing our global performance fee calculations and accrual processes for over $10 million in fees. Provide financial business analyses, prepare town hall presentations, and offsite reviews for senior management, strategy, and each of our CIO heads and investment teams. Integral member of the Finance Advisory Council and People Committee and assist in the development and build-out of finance learning plans, training documents, work-life balance, recruiting, and mobility agendas.

New York, Ny, Us

Asset Management P&A manager responsible for forecasting and budgeting processes and produced monthly financial reportsand presentations for senior management review. Developed and produced weekly metric reports to senior operating committee reflecting the latest business activity and headcount results. Completed annual benchmarking surveys for McKinsey, Boston Consulting Group, and McLagan for competitor analysis and peer reviews. Participated in CCAR/ICAAP discussions and financial modeling; as well as handled increased regulatory reporting requirements and control risk assessments. Created productivity and efficiency dashboard reporting for businesses to measure and substantiate growth and spending.

New York, Ny, Us

Project Manager and Team Leader for the Global Profitability & Analytics team incorporating Activity-Based Costing modeling to accurately measure growth margins of our sales channel and product related businesses. Oversaw the end-to-end production of SAS Profitability model and developed process efficiencies through new software integration and automation; along with the successful completion of systems updates and decommission. Managed the monthly forecast process and quarterly report analytics to senior management and global business heads. Resolved data inconsistencies and streamlined processes that reduced quarterly reporting cycle by 50% from 6 to 3 weeks.

New York, Ny, Us

Participated in a two-year rotation-based leadership development program providing financial, technology and operations, and project management support for internal businesses across the firm.Financial Analyst, Investment Banking FinancePart of the expense control team and analyzed the direct spend for the Investment Bank support teams (consisting of Finance, HR, Administration, and Senior Management). Allocated Senior Management’s expenditure plan of $290 million and IB Support’s plan of $300 million, and forecasted their expense & accruals, while integrating new methodologies to create transparent processes.Client Engagement Support, Global Procurement ServicesWorked with client relationship managers to proactively engage the lines of businesses and JPM’s 3rd party products and services to analyze ways to reduce and manage their expenses. Project lead for Private Bank initiative to manage their commodity spend of $60 million and negotiate opportunities to reduce expenses through demand management and contract negotiations. Assisted in enhancing vendor software and analytics to consolidate global travel data across multiple lines of businesses, bringing $1.5 million in operational savings.Product Analyst, Global Liquidity & InvestmentsDeveloped product gap reports and prepared competitive profiles through client survey and customer feedback sessions in order to assess current investment capabilities in the marketplace. Analyzed overnight sweep portfolio balances of $24 billion and fee revenues of $13 million to formulate tiered pricing schedules for new clients. Identified gaps in the $13 billion Money Market Mutual Fund portfolios against competitor landscape to determine new pitch and marketing strategies.

New York, Ny, Us

Evaluated and researched client portfolios to measure credit risk exposure and trading limits.

Bachelor Of Science (Bs), Finance

Education record