career objective

senior financial services professional eager to contribute superior analytical, consulting, and leadership skills toward supporting operations and bottom-line profitability of a progressive organization

profile

ø  numerous years of financial services experience, with expertise in financial analysis and reporting, budget management, team leadership, and regulatory compliance

ø  facilitate a client-focused, service-oriented environment vital to maximizing customer satisfaction, retention, and referrals; maintain and far-reaching network of industry contacts

ø  build, train, and manage top-performing support teams; strategically plan and coordinate workflow and human resources for optimal coverage while containing labor costs

ø  develop and implement corporate policies, standard operating procedures, and process improvements to increase productivity and eliminate waste; perform cost analyses to increase accountability and profitability of business units

ø  proactive team player equally effective in independent and collaborative environments; dynamic communication, presentation, negotiation, and relationship management skills

ø  sharp technical proficiencies including sap, sap-bw, hyperion, essbase, and ms office (word, excel, access)

professional experience

homeq servicing                                                                                                                                    2000 c present
assistant vice president / sr. financial analyst (2010 c present)

• in recognition of outstanding performance, steadily progressed within this leading national loan servicing company to attain executive-level position  
• play an integral role in preparing and administering $150m annual operating budget for 15 distinct business units; prepare monthly revenue, expense, staffing, and production forecasts, cost analyses, and  variance analyses instrumental to senior management in anticipating business needs and assessing performance
• serve as business continuity management coordinator for the finance department; additionally establish and enforce standard operating procedures and create key documentation, including capacity plan to optimize staffing levels
• conduct internal training sessions addressing investor accounting topics; work closely with staff to ensure thorough understanding of all functions

sr. financial analyst (2003 c 2010)

• collaborated with it department on developing financial data warehouse resulting in increased efficiency of monthly variance analysis report processing   
• eliminated $400k in yearly losses from recoverable corporate advances by successfully executing complex analytical project

financial analyst (2000 c 2003)

• accurately performed monthly reconciliations of hud paid claims and expertly oversaw the application of liquidation proceeds

sr. investor reporting accountant, the money store                                                                                  1997 c 2000

• performed a broad scope of financial administration, analysis, and reporting functions and supervised five personnel in all aspects of day-to-day activity
• reconciled 20 bank accounts with balances <$10m, researched and resolved discrepancies between cash ledger and trial balance, posted and balanced incoming mortgage payments and payoffs, transferred funds, prepared daily ledger entries, produced and analyzed monthly remic certificates for trustees, and provided daily, weekly, and monthly mortgage loan data reports and fund remittances to multiple secondary market investors
• developed and implemented cash department controls and coordinated annual investor accounting audits; ensured compliance with all corporate policies and regulatory guidelines

 

~ additional experience ~

treasurer, kingmont homeowners association                                                                                        2005 c present

education

bachelor of science in business administration, california state university, fresno, ca