Summary
Overview
Work History
Education
Skills
Timeline
Generic

James J. O’Brien

Sunnyvale

Summary

Software Engineer with extensive experience at JP Morgan Chase & Co., specializing in software development and quality assurance. Led initiatives to develop internal programs that significantly improved operational efficiency and minimized errors. Strong problem-solving skills combined with a commitment to mentoring foster collaborative environments and drive measurable results. Adaptable Software Engineer ready to support operations from conception through post-release support. Skilled creator of efficient code and exciting user experiences. Eager to elevate ongoing development projects or create novel software solutions geared towards driving increased usership.

Overview

28
28
years of professional experience

Work History

Software Engineer I

JP Morgan Chase & Co.
01.2023 - Current
  • Developed and tested JP Morgan Chase and Co. copyrighted, internal programs for raising capital and internal banking use. Creation of code for peer review and implementation into the product program. Quality Assurance testing for optimal program use and reduce inefficiencies in programs.
  • Assisted in UAT environment for daily testing and result orientated driven results of sections tested based on pass/fail option.
  • Fostered minimal loss environment through thorough training of new security employees on correct ID card printing and distribution.
  • Resolved staff issues and concerns regarding the ID system with advanced knowledge of the system’s working as well as potential human errors.
  • Created work guides and FAQ’S guides for the division to enhance productivity and to make BAU transition easier.
  • Trained current staff on procedures with Chase proprietary Access system and managed tech print queues for the division.

Chief Financial Officer

Global Tassels, Inc.
01.2021 - Current
  • Managed financial records and bank accounts for Global Tassels, Inc which includes credit and debits and receivables and payables for the organization. Responsible for yearly tax filings on behalf of Global Tassels.
  • Created reports and new financial forms for organization use.
  • Managed quarterly financial meetings on behalf of GT, providing analysis of spending and future projections of spending for fundraising/organizational use.
  • Assisted in creation of Standard Operations and Procedures guide for the organization.

Business Analysis & Reporting Specialist, Global Security & Investigation

JP Morgan Chase & Co.
01.2015 - 01.2023
  • Developed and tested JP Morgan Chase and Co. copyrighted, internal programs for raising capital and internal banking use. Creation of code for peer review and implementation into the product program. Quality Assurance testing for optimal program use and reduce inefficiencies in programs.
  • Assisted in UAT environment for daily testing and result orientated driven results of sections tested based on pass/fail option.
  • Fostered minimal loss environment through thorough training of new security employees on correct ID card printing and distribution.
  • Resolved staff issues and concerns regarding the ID system with advanced knowledge of the system’s working as well as potential human errors.
  • Created work guides and FAQ’S guides for the division to enhance productivity and to make BAU transition easier.
  • Trained current staff on procedures with Chase proprietary Access system and managed tech print queues for the division.

Vice President of Finance

Global Tassels, Inc.
01.2018 - 01.2021
  • Managed financial records and bank accounts for Global Tassels, Inc which includes credit and debits and receivables and payables for the organization. Responsible for yearly tax filings on behalf of Global Tassels.
  • Created reports and new financial forms for organization use.
  • Managed quarterly financial meetings on behalf of GT, providing analysis of spending and future projections of spending for fundraising/organizational use.
  • Assisted in creation of Standard Operations and Procedures guide for the organization.

Northeast Security

JP Morgan Chase & Company
Jersey City
12.2012 - 06.2015
  • Developed and tested JP Morgan Chase and Co. copyrighted, internal programs for raising capital and internal banking use. Creation of code for peer review and implementation into the product program. Quality Assurance testing for optimal program use and reduce inefficiencies in programs.
  • Assisted in UAT environment for daily testing and result orientated driven results of sections tested based on pass/fail option.
  • Fostered minimal loss environment through thorough training of new security employees on correct ID card printing and distribution.
  • Resolved staff issues and concerns regarding the ID system with advanced knowledge of the system’s working as well as potential human errors.
  • Created work guides and FAQ’S guides for the division to enhance productivity and to make BAU transition easier.
  • Trained current staff on procedures with Chase proprietary Access system and managed tech print queues for the division.

Junior Associate

Constantinople & Vallone Consulting, LLC.
01.2010 - 01.2011
  • Maintained and managed intricate and accurate reports for a variety of lobbying agencies at the local, state, and federal levels including authorizations and annual financial statements. Represented agency at presentations for city and state officials.
  • Uncovered major financial discrepancies after performing a comprehensive audit of all city and state lobbying reports.
  • Scrubbed and polished all pertinent company and client files/records to facilitate an easily accessible, accurate backlog.
  • Drafted lobbying policies and procedure manual for office use.

Gift Processing Assistant II

St. John’s University – Office of Advanced Services
01.2007 - 01.2010
  • Provided ad hoc reports on donors for senior level management and Major Gift Officers using MS Access and Banner. Generated detailed financial reports using Hyperion and MS Access by utilizing ODBC and SDA databases. Cleaned vendor data and alumni survey results for easier filing. Set up payroll pledges and installments and reconciled financial statements monthly.
  • Established a debits and credits reporting sheet for business affairs expenditure tracking which was adopted by all the departments within the university.
  • Balanced stock and wire transfer accounts from previous years by identifying incorrect entries.
  • Gift and Data entry based upon IRS and CASE rules and regulations.

Mitchell Manor Project Assistant

Jeffrey M. Brown Associates, LLC.
01.2005 - 01.2007
  • Managed vendor relations on behalf of project superintendent to expedite workflows to ensure on time deliverables. Liaised between the site foreman and superintendent on project updates and timelines.

Administrative Support Professional

United Federation of Teachers – Legislation & Political Action
01.1998 - 01.2005
  • Facilitated lobbying surrounding education laws and reform for the state of New York including registering lobby groups, tracking and creating bills associated with education, and developing a Political Action Law Library for the foundation’s use.

Education

Bachelor of Business Administration - Finance

Queens College, City University of New York
Flushing, NY
05-2008

Bachelor of Arts - Economics

Queens College, City University of New York
Flushing, NY
05-2008

Skills

  • Software development
  • Quality assurance
  • User acceptance testing
  • Code review
  • Financial analysis
  • Cost management
  • Problem solving
  • Team collaboration
  • Report generation
  • Process improvement
  • Data extraction
  • New employee mentoring
  • Software applications
  • Usage scenarios
  • Software documentation
  • Analytics

Timeline

Software Engineer I

JP Morgan Chase & Co.
01.2023 - Current

Chief Financial Officer

Global Tassels, Inc.
01.2021 - Current

Vice President of Finance

Global Tassels, Inc.
01.2018 - 01.2021

Business Analysis & Reporting Specialist, Global Security & Investigation

JP Morgan Chase & Co.
01.2015 - 01.2023

Northeast Security

JP Morgan Chase & Company
12.2012 - 06.2015

Junior Associate

Constantinople & Vallone Consulting, LLC.
01.2010 - 01.2011

Gift Processing Assistant II

St. John’s University – Office of Advanced Services
01.2007 - 01.2010

Mitchell Manor Project Assistant

Jeffrey M. Brown Associates, LLC.
01.2005 - 01.2007

Administrative Support Professional

United Federation of Teachers – Legislation & Political Action
01.1998 - 01.2005

Bachelor of Business Administration - Finance

Queens College, City University of New York

Bachelor of Arts - Economics

Queens College, City University of New York

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James J. O’Brien