Yyyyyy x. yyyyyy
Dynamic, ambitious and experienced Financial Planning Executive with a proven track record of optimizing financial results through effectively P&L management, financial research and analysis, and exceptional business acumen. Masters Degree in Economics and a history of leading tactixxxxxxl planning, financial modeling and process improvement strategies for a high profile organization.
Core competencies and skills include:
Advise Senior Management on Financial Planning
Complex Financial Modeling
Income Statements and Balance Sheets
Month End Closing Processes
Mergers and Acquisitions Planning
Due Diligence Processes
S.A.P. Financial Reporting Software
Teambuilding /Performance Management
Extensive experience in budgeting, forexxxxxxsting, financial statement analysis, financial and xxxxxxsh flow analysis, time and expense billing.
Review and analyze financial information for consistency, transparency and proper disclosure.
Provide financial leadership and execute key business initiatives; drive financial results, monitor operations and performance milestones and metrics, and ensure accuracy of financial reporting and integrity of control environment.
Develop appropriate analytixxxxxxl models/schedules to ensure optimal profitability and efficiency of operations.
Deliver solutions for complex problems, business processes and organizational issues; extensive experience in contributing financial leadership, process improvement and cost containment guidance to optimize profitability results.
1995 to Present: Barclays Xxxxxxpital (D.B.A HomEq Servicing)
2003 to Present: VP, Manager / Financial Planning and Management
Provide financial planning and leadership for a full service mortgage company created by Wachovia Bank to service the run-off portfolio from the Money Store as well as 3rd party clients; recently acquired by HomeEq Servicing.
Manage a staff of 5 Finance Professional; incorporate performance management strategies to optimize outcomes, and maintain complete oversight for administration of a $150MM operating budget, and all internal financial reporting.
Develop complex financial models to forexxxxxxst income statement and balance sheet activities for a 3 year term; collaborate with Senior Leadership to provide guidance and recommendations for business decision making, staffing levels, economic profitability, costs, service fee revenues and occupancy costs.
© Develop and implement department headcount xxxxxxpacity plans to decrease labor costs and general expenses.
© Communixxxxxxte cost modeling information to the portfolio valuation team to assist in formulating bids for potential servicing rights acquisitions.
© Instrumental in creating the company s organizational hierarchy to align departmental and financial reporting needs; collaborate with risk management and internal auditing teams to ensure standardization of business and accounting processes.
© Actively participate in external accounting audits with representatives from Price Waterhouse and Ernst & Young.
1998 to 2003: Corporate Financial Planning, Budget Officer / Senior Financial Analyst
Researched and developed comprehensive organizational budget, income statement and balance sheets for mortgage origination, student lending, and small business services; produced detailed monthly financial projections, and worked closely with the Controller and Senior Management to develop financial planning goals.
Integral in leading the organization from a full-service loan origination business to a leading sub-prime servicer; determined financial actuals and analyzed variances to create a full and accurate view of financial activity.
1997 to 1998: Senior Financial Analyst, Investor Relations Department
Compiled, analyzed and disseminated complex financial data to guide CEO and CFO in strategic business planning activities; researched and analyzed relevant competitive data to help position the organization for success.
Communixxxxxxted financial information to Wall Street analysts, investors and research organizations.
Developed and maintained internal stock surveillance process, which allowed the company to xxxxxxncel an $80k annual contract with an outside surveillance firm.
Additional Related Positions
1995 to 1997: Financial Planning Analyst, National Correspondent Lending Department
1994: The Federal Reserve Bank, San Francisco, XXXXXX - Financial/Database Analyst
Master of Science, Economics, University of Idaho, Moscow, ID
Bachelor of Arts, Economics, Xxxxxx State University Stanislaus, Turlock, XXXXXX
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