Experienced finance professional with over 25 years in mortgage and financial services. Proven expertise in financial risk management, SOX compliance, and SEC/GAAP reporting. Demonstrated ability to reduce financial risk by 25% and achieve 100% SOX compliance within the first year. Successfully implemented new accounting systems, driving productivity and managing over $500 million in monthly production. Adept at leading multiple system conversions and new system implementations within a three-year timeframe.
Overview
28
28
years of professional experience
Work History
Controller
Granite Point Mortgage Trust Inc.
07.2020 - 03.2024
Implemented a comprehensive financial risk management framework, achieving 100% SOX compliance within the first year by establishing rigorous internal controls
Cultivated a culture of teamwork and accountability, leading to improved financial reporting accuracy and zero compliance deficiencies over a sustained period
Worked closely with senior executive team to implement a company-wide financial risk management framework, reducing financial risk by 25%
Cultivated a proactive compliance culture, leading to zero deficiencies in financial reporting over a sustained period through continuous training and audits
Enhanced planning and performance management processes, ensuring 100% compliance with SEC and GAAP standards within 6 months through detailed analysis
Controller
Verus Mortgage Capital
06.2018 - 06.2020
Established a robust financial reporting framework that improved decision-making and compliance, ensuring alignment with GAAP standards and zero deficiencies
Drove a culture of continuous improvement, leading to significant enhancements in financial reporting accuracy and compliance without any deficiencies over a sustained period
Cultivated a high-performance finance culture, enhancing collaboration and accountability, resulting in zero compliance deficiencies over 12 months
Transformed financial reporting accuracy by establishing a new loan accounting system, resulting in improved decision-making and compliance without any deficiencies
Implemented a strategic cash management framework that improved financial forecasting accuracy, enabling better decision-making and resource allocation
Prepared and examined financial statements for 2 companies, achieving zero discrepancies and ensuring adherence to GAAP reporting standards over a sustained period
Collaborated with cross-functional teams to integrate new accounting systems, driving productivity and ensuring seamless transitions without operational disruptions
Implemented strategic changes in accounting operations after promotion in 04/2012, resulting in improved reporting accuracy and operational effectiveness
Spearheaded the financial reporting team's transition during a major organizational shift, ensuring 100% SEC compliance within 6 months through effective leadership and training
Established a streamlined financial reporting process that enhanced operational efficiency and reduced discrepancies, fostering a culture of accountability and precision
Transformed the accounting policy framework, fostering a culture of compliance and precision, which significantly improved financial reporting accuracy without deficiencies
Led the transition to a liquidation accounting framework, fostering a culture of precision and accountability, which significantly improved financial reporting accuracy
Facilitated cross-departmental collaboration to enhance financial reporting processes, leading to zero compliance deficiencies and improved decision-making
Resolved complex financial discrepancies within 3 months, enhancing accuracy and compliance through targeted problem-solving strategies