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Zachary Rose Resume

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Page 1: Zachary Rose Resume

Zachary A. Rose805 Arbern Place

Newark, DE 19711(302) 494 – 3012 (cell)

[email protected]

Education

Master of Arts, Economics (December 2010)University of Delaware, Newark, DEGPA: 3.8 Graduate Scholar Award Recipient

Bachelor of Arts, History (Spring 2007)University of Delaware, Newark, DEGPA: 3.8

Skills

Strong proficiency manipulating and analyzing data using Microsoft Excel, including advanced formulas and introductory macro programming

Training in OLS and Non-Linear Regression modeling, comprised of 3 semesters of graduate level econometric coursework, with a primary focus on the OLS estimator

SAS/Python/VBA programming experience Tableau experience VBA Programming experience Strong analytical and conceptual skills Experience organizing, analyzing/interpreting and preparing written reports on data. Ability to lead projects and training and develop strategic relationships Familiarity consulting with management and executive level personnel Project Management experience Experience in business planning (analysis of new products / business lines)

Experience

Senior Financial Analyst, Corporation Service Company, Wilmington, DE (March 2015 – Present) Prepare budget and forecasts for Corporate Legal Services business line (>$350 million in

Annual Revenue) in partnership with the Corporate Legal Solutions business team, accounting department, and financial analysis team colleagues.

Produce and automate financial reporting and analysis supporting the Corporate Legal Services business line, including analysis of revenue, sales volumes, employee expense and non-employee expense across multiple product lines.

Participate in weekly, monthly and quarterly meetings with Corporate Legal Solutions Business Line Executive Team (including business line Chief Executive Officer, Chief Operations Officer, Chief Sales Officer, and Chief Technology Officer) and quarterly financial review meetings with Corporation Service Company Chief Executive Officer and Chief Financial Officer.

Prepare financial results and presentation slides for quarterly Corporation Service Company Board of Directors meetings.

Document processes and report update procedures.

Page 2: Zachary Rose Resume

Build strong relationships with Executive team to facilitate inter-departmental cooperation and trust.

Produce monthly financial result analysis and present to Corporate Legal Services Executive team.

Serve as a key analytical resource for Executive team.

Senior Financial Analyst, Capital One Financial, Wilmington, DE (June 2011 – March 2015) Developed Funds Transfer Pricing model to produce forecasted floating rate deposit portfolio

income based on deposit balance growth and interest rate environment assumptions. Created a CD balance and net-interest income forecasting model. Coordinated with Capital One 360 functional areas to collect and combine materials for executive

level monthly business review presentations and financial results analysis presentations. Presented monthly and quarterly financial results to head of Capital One Banking finance

department. Developed and produced a weekly macroeconomic/financial markets forecast report tracking

national and international economic indicators as well as banking sector specific regulatory and economic changes.

Economics Department Research Assistant/Economics Program Graduate Student, University of Delaware, Newark, DE (Fall 2007- Spring 2009)

Conducted an exhaustive review of Colonial American legislative records to locate and catalog data relating to Dr. Farley Grubb’s research into Colonial American and Revolutionary War era monetary policy.

Compiled and organized accumulated data into an easily navigated archive to facilitate ease of use and application towards Dr. Grubb’s research.

Prepared reviews and summaries of professional economic journal articles as well as economic lectures performed by visiting scholars.

Conducted original research into the characteristics of remittances by South American migrant workers, including both econometric/statistical analysis of a survey data set using SAS/Limdep and a review of the existing economic research into remittance characteristics, culminating in the preparation of a professional quality report presenting the results of my research. My report was reviewed by two Professors in the Economics Department for accuracy, logical consistency and quality.

Honors, Memberships, Activities Eagle Scout University of Delaware Economics Master Degree Program - Graduate Scholar Award Mentor to Low Income Delaware Students – Communities in Schools Omicron Delta Epsilon International Economics Honor Society Member Phi Kappa Phi National History Honor Society Member Phi Alpha Theta National Honor Society Member