FINANCE MANAGER Summary Skilled Finance Leader experienced budgeting, strategic planning, product analysis, cost allocation, sales plan design adminstration. Highlights Strategic planning CPA (Inactive License) Significant Budget/forecasting experience focus process improvement Experienced Essbase User Strong Excel Skills Accomplishments Developed product report pricing framework driving decisions regarding minimum pricing product margins Partnered Human Resources Business Leaders redesign sales plans reduce sales cost improving alignment sales activity Streamlined finance support improved consistency service levels reducing staff Experience Finance Manager 10/2007 Current Company Name City State Manage forecasting, outlook, reporting sales compensation process Structured Product Services Group Corporate Trust. Asset classes supported includes residential commercial mortgage products well auto, student loans, life insurance asset classes Identify support process improvements streamline reporting, simplify improve forecast models enhance metrics productivity support strategic business decisions Develop pricing, cost allocation models existing products new business opportunities providing financial data strategic growth initiatives pricing modifications Support business objectives related expense reduction goals Manage team 6-7 Consultants including staff located remotely significant focus skill development Finance Manager/Director 12/2005 10/2007 Company Name City State Managed team responsible weekly 90 day cash forecasting process time significant market/liquidity stress. Responsibilities included setting calendar, producing executive summary reports commentary, actual forecast variance model maintenance Recommended adjustments 90 day cash forecast along risks opportunities cash needs Completed ad hoc reporting requests Treasury Senior Management Coordinated review balance sheet forecast Finance Manager/Senior Analyst 04/2003 12/2005 Company Name City State Completed monthly quarterly forecasts annual operating plan reporting $45 billion residential mortgage financing portfolio Coordinated pre-close close process portfolio Developed portfolio deal level yield analytics including net interest margin, provision expense operating expense well rate/volume attribution forecast actuals residential mortgage portfolio Created and/or enhanced management reporting package forecast actual business results Communicated forecast actual results Finance Business Management Led project develop implement new Essbase forecast model residential securitization portfolio accounted financing accounting transaction Implemented additional forecast process controls improve accuracy enhance coordination various groups Financial Consultant 05/2002 04/2003 Company Name City State Tracked indicative pricing secondary fixed rate spread levels Corporate debt issuance peer group Analyzed maturity risk, basis risk repricing characteristics debt portfolio Analyzed consolidated liquidity balance sheet trends funding purposes Finance Manager 04/2001 05/2002 Company Name City State Directed early estimate, month-end close, variance analysis, budgeting forecasting processes Developedand implemented new internal expense allocation methodology Managed Analysts supported Employee Benefits Support Group Integrated daily finance support Institutional Trust acquisitions Senior/Lead Analyst 02/1998 04/2001 Company Name City State Directed final finance integration 22 Employee Benefit offices/states Identified issues, implemented policy changes conducted training general ledger conversion Led department automation project financial reporting development budget model Implemented new Trust Operations cost allocation methodology actual versus plan volume tracking Led financial tracking merger Norwest/Wells Fargo Trust Operations Groups Identified implemented changes allocation model un-invested cash balances Managed analysts provided daily finance support Education B.S. Accounting B.S Bemidji State University Bemidji State University May 1992 Accounting B.S. GPA 3.9 MBA Finance Strategic Management Carlson School Management, University Minnesota Carlson School Management, University Minnesota July 2001 MBA Finance Strategic Management GPA 3.9 Certifications CPA RFC Skills Finance, Forecasting, Loans, Mortgage, Pricing, And Sales, Annuities, Compensation, Life Insurance, Metrics, Outlook, Process Improvements, Sales, Sales Compensation, Cash, Budget, Cash Balances, Financial Reporting, General Ledger, Integration, Integrator, Operations, Training, Trust Operations, Balance Sheet, Accounting, Business Management, Essbase, Forecasts, Process Controls, Residential Mortgage, Securitization, Adjustments, Cash Forecasting, Maintenance, Benefits, Budgeting, Employee Benefits, Variance Analysis, Basis, Cpa, Excel, Process Improvement, Strategic Planning, Mba