SENIOR FINANCIAL ANALYST Professional Summary Skills Work History Senior Financial Analyst 01/2012 Current Company Name – City State Manage entire month end accounting close process related accruals reclass Mortgage Banking Technology line business; build checks balances accrual process. Create maintain procedures documentation monthly accrual process. Get business managers validate significant monthly expenses respective towers effort better manage expenses. calculate accruals prepare billing information allocations Manage MBT monthly forecast process annual budget creating detailed Tower budgets pertaining Cap send fixed Price T&M reviewed signed upon Technology directors line overall goals Technology organization. Manage monthly beeline headcount costing process (T&M Fixed Price) consulting expenses used monthly forecast process well monthly accrual process. Manage monthly direct expenses upload Chase companywide corporate reporting system (CSPRA); built checks balances around data upload process ensure direct expenses line items reconciliation Mortgage Banking Technology repository Chase companywide reporting system. Manage monthly expense reporting analysis; prepare Technology Executive Management Reporting built checks balances ensure data flow time series complete accurate support narrative accompanies Technology EMR deck. Create executive-level financial reporting package support LOB business reviews; perform ad hoc financial analysis involving expense trends business drivers Manage weekly signing party process ensure timely relevant expenses management deep thorough analysis beeline items well software spend Sow (Statement work) spend. This helps MBT finance clearly identify risks well opportunities plan put Technology operation better position capture risks/Opportunities forecast process. Participate creation business cases spending requests Assist evaluation, reporting control Capital Expenditure projects Support Mortgage Banking Technology (MBT) business case financial reviews approvals. Manage third party Vendor details actual spend vs. Budget Forecast. Manage monthly capitalization process accounting entries associated it. Revamp improve many business processes within MBT (Mortgage Banking Technology). 2012. Senior Financial Analyst 01/2001 01/2004 Company Name – City State Responsible managing financial aspects IT finance JPMorgan Chase. Main responsibilities involve: Assist nine programs management, DOCS project. Assist Chase Home Finance (CHF) Information Technology management managing project cost. Work senior management complete annual budget process reviewing providing suggestions process department managers. Prepare quarterly financial forecasts presented recommendations based analysis senior management. Lead preparation monthly reporting package include variance analysis budgets, balance sheet, cash flows income statements. Assist creating awareness implementation Home Lending policies procedures Develop present capital request projects, included review analysis business case well providing NPV IRR analysis. Prepare various summaries submitted JPMorgan Chase Home Finance steering committee. Research costs projects requested, using system reporting tools Project Accounting Reporting (PAR), Finance Gate, Team Files, PC Fast, Document Direct Others. Assists standardizing reports, templates Liaison Corporate Finance Corporate Accounting departments financial analysis reporting issues Build maintained local databases (using access) record keeping systems projects data. Assist various Senior Vice Presidents, upon demand, research, documentation preparation reports presentation CHF (Chase Home Finance) business clients groups. Senior Financial Analyst Company Name – City State Responsible day-to-day activities related update maintenance Huntington's mortgage hedging applications: daily update pricing assumptions, perform complex analysis financial markets, Complete complex analysis related mark-to-market Huntington's mortgage position. Oversee on-going maintenance hedging position reporting system required models Oversee compilation detailed reports analysis financial reporting Oversee daily activities less senior Financial Analysts Perform detailed analysis use Access/SQL Databases. Assist monthly forecasting Home Lending revenue expense; responsible forecast segments Servicing, Shared Support, Consumer Lending. Perform monthly reporting Home Lending division emphasis detailed income Expense statements segments Servicing, Consumer Lending, Portfolio, Loan Default, Production, Marketing; create reports Balance Sheet, Margin Analysis, Rate Variance Analysis, headcount analysis. Develop maintain model Servicing profitability per loan, Secondary Marketing performance, Cost Service loans, capitalized servicing, delinquency statistics, retention analysis. Prepare monthly branch profitability reports. Responsible developing maintaining various business models expense management models Servicing, Loan Default (REO), Consumer Lending Shared Support; help executive management understand variances underlying trends. Prepare month-end reporting "decks" upper management review. Help identify risks and/or opportunities within forecast. Any Ad Hoc requests. Manage entire month end accounting closing process servicing department: compile monthly mortgage date purpose MSR (mortgage servicing rights) modeling prepare summary analysis MSR results. Calculate prepare monthly accounting entries related MSR asset. Maintain documentation MSR (Mortgage Servicing Rights) related controls processes. Prepare monthly MSR asset general ledger reconcilements. Manage annual budgets segments Servicing, Shared Support, Mortgage Production, Consumer Lending. 2009. Divisional Financial Manager Company Name – City State Manage Central Division month end accounting closing process work closely regional accounting managers streamline closing process. Review locations P&L transactions accuracy completeness prepare correcting journal entries required.* Prepare analysis write journal entries two companywide programs (the uniform leasing program sign program). Calculate monthly commissions Directors Business Development. Monitor redirect allocations employees' salaries terminated locations. Manage evaluation, due diligence integration processes potential acquisitions. Partner Corporate accounting draft 10Q, 10K similar SEC filings (Form 4, form 5 etc) supporting GAAP research SEC reporting; help coordinate activities associated D&T audit Manage preparation Central Division annual budget compliance company's format schedules information obtained regions.* Consolidate information ensure quality consistency data well explaining key variances. Manage preparation Central Division quarterly forecast; performed process annual budget. Assist performance management process, entails monitoring reporting monthly actual results compared budget, forecast, previous year; explained key variances presentation format. Serve primary support resource division respect budget/reforecast application (SRC). Provides ad hoc analytical support groups Senior Vice Presidents, COO CFO. Prepare financial scorecard variance comments steering committee quarterly review meetings. Review accuracy completion pro forma, return investments (ROI), memorandum awareness (MOA) new locations, existing location renewals, capital investments acquisitions. Assists evaluation, reporting control Capital Expenditure projects Coordinate input selection locations quarterly Control Self Assessment program (Audit) within Division. Assist preparation annual information package Board Directors. Supervise review work nine divisional Accountants Financial Analysts. Report CFO (Chief Financial Officer). Education BBA Corporate Finance The University Toledo City State GPA: National Deans' List Corporate Finance National Deans' List BS Accounting The University Paris Dauphine City GPA: Graduated honors Accounting Graduated honors Accomplishments Career Summary Accomplished Professional P&L responsibility domestic international Fortune 500 companies. Extensive experience strength financial management, financial reporting, internal auditing, management reporting, manufacturing, mergers acquisitions, organizational development, quality assurance, system development, implementation. Record re-aligning organizations achieve better economics scale, including management turnarounds shutdowns. Skilled creating strategic plans leading high performance teams exceed pre-set goals. Proven instincts identify solve unique business issues. Key Accomplishments Oversaw general finance functions supported execution division's financial strategic plans; division generated 2 Billion dollars revenue. Uncovered proved embezzlement former Regional Accounting Manager, company recovered 300K. Redesigned Chart Accounts financial statements preserving comparability adequately reflect company's financial picture. Successfully managed international invoicing leasing equipments. Skills Accounting, accruals, accrual, acquisitions, streamline, ADP payroll, Ad, AS/400, balance sheet, Banking, billing, budgets, Budget, business case, Business Development, business processes, CITRIX, closing, consulting, Corporate Finance, clients, Databases, documentation, drivers, due diligence, Essbase, Executive Management, senior management, Fast, Finance, Financial, financial analysis, financial analysis reporting, financial reporting, forecasting, general ledger, GREAT PLAINS, Hyperion, Information Technology, investments, JD EDWARDS, managing, mark, market, Marketing, meetings, Access, Microsoft Access, MS Access, Microsoft Excel, MS Excel, MS Office Suite, PowerPoint, modeling, performance management, policies, pricing, processes, quality, record keeping, reporting, Research, SAP, SQL, statistics