Dana L. Wick
Saint Augustine,USA
Summary
Detail-oriented, driven Finance Executive highly regarded for leadership and specialized excellence in all areas of Finance and Accounting, GAAP, IFRS, and STAT. Exceptional analytical skills with the ability to examine and understand business needs, articulate complex problems and solutions through concise and clear messaging, and deliver comprehensive reports for regulatory groups while exceeding stringent expectations. Accustomed to managing multiple projects simultaneously in fast-paced, deadline-driven environments whilst directing the financial review processes. Strong collaborative skills with experience working in a team environment, influencing and leading culturally diverse individuals at a senior level.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Financial Planning & Analysis (CCP Consolidation)
BARCLAYS BANK
Wilmington, DE
01.2022 - 01.2024
- Prepared the Consumer, Cards & Payments (CCP) consolidated financial packages, comprised of 5 entities’ £3.1B annual costs and 3,000 headcount; analyzed the account line data, provided key business commentary, and reported the CCP financials in both IFRS and GAAP, in various forms of Actuals and Forecasts packs, to Executive Stakeholders for approval and sign off.
- Coordinated the life cycle of the CCP cost submission calendar for Bank of England (BoE) Stress Testing; directed and managed the annual process and cost deliverables in accordance with established timelines and regulatory requirements.
- Evaluated and rebuilt the process for monthly reporting of Actuals pack, utilizing dynamic automation to enhance financial reporting procedures and controls; directed the implementation of new internal controls to ensure reporting accuracy.
- Developed, implemented, and managed financial metrics to help drive business decisions and perform monthly re-forecasting at the CCP Consolidated level; drove communications to Executive Leadership summarizing the key business findings.
Strategic Cost Management (BX – Service Company)
BARCLAYS BANK
Wilmington, DE
01.2019 - 01.2022
- Innovatively created and led processes in the end-to-end delivery of Barclays US Consumer Bank (USCB) Service Company (BX) Costs, analyzed and approved annual costs of $930M Provider and consumed $1.15B Recipient whilst proactively resolved regulatory issues.
- Built out and owned the monthly BX procedures and control process for USCB, addressed regulatory concerns whilst ensured compliance risks were effectively identified, measured, monitored, and controlled, consistent with the Bank’s risk appetite.
- Designed and implemented a monthly BX MI Reporting file for the delivery and presentation of complex financial and regulatory reporting to FDIC, Executive Management, and auditors; served as an advisor and subject matter expert of BX.
- Analyzed and provided corporate financial accounting reporting of BX actual consumed costs against STP, Outlook(s), MoM, and YoY, in GAAP for regulatory examiners and in IFRS for Executive Management; as well as performed ad hoc analysis.
Financial Planning & Analysis (Finance Business Partner)
BARCLAYS BANK
Wilmington, DE
01.2016 - 01.2019
- Led strategic financial planning cycle and processes, provided leadership and direction, for five divisions of USCB (CRES, Legal, Finance, Human Resources, Risk), managed over $120M annual expense budget and $30M annual capital budget; collaborated with HR to manage headcount tracking and reporting; focused on year over year efficiency and cost optimization.
- Managed the entire budgeting cycle for Five-Year Plan and Annual Operating Plan whilst ensured thorough assumptions linked to annual and long-term goals; addressed financial and strategic opportunities, risks, and key business drivers; directed monthly close activities and ensured accurate month-end accruals; delivered high-quality variance analysis.
- Routinely communicated business unit and company consolidated financial and operational performance trends, historical and forecasted, using appropriate metrics to executive management and UK parent company; as well as suggested trends, results, implications, key actions, strategic implications, and monitored KPIs to drive scaling.
- Reviewed contracts, SOWs, and purchase orders for compliance with policies and accounting requirements; maintained strong spend controls; collaborated with sourcing and supplier management to identify and deliver productivity opportunities.
Strategic Analytics
BARCLAYS BANK
Wilmington, DE
05.2005 - 01.2010
- Developed and prepared financial modeling, projections, and valuation support for new businesses, products, and investments opportunities sourced from the Business Development Team.
- Built and maintained financial models/statements to forecast the bank’s profitability of credit card products and ventures with prospective partners, working with business owners, FP&A, and corporate finance teams to create the forecasts.
- Prepared, presented, and made recommendations to the Executive Leadership team with financial analysis to support investment decisions and enable informed decision making on opportunities.
- Performed variance analysis of actual partner deals against the original prospective P&L forecasts.
SEC Reporting and Compliance
PRINCIPAL CONSULTANT (self)
Newark, DE
11.2004 - 05.2005
- Complied with statutory filing requirements by preparing and filing the Company’s periodic reports with the SEC (including but not limited to 10-Ks, 10-Qs, 8-Ks, Proxy Statement, including financial statements, disclosures, and MD&A); prepared financial reports, collating the monthly, quarterly, and annual operating information.
- Prepared financial statements; improved financial reporting process by studying, evaluating, and re-designing processes.
- Maintained professional and technical knowledge by tracking and understanding emerging financial reporting practices and standards, kept Company informed of new rules, and liaised with auditors.
Sarbanes Oxley 404 (SOX) Audit and Compliance
PRINCIPAL CONSULTANT (self)
Newark, DE
12.2003 - 11.2004
- Reviewed Company’s SOX Section 404 compliance documentation and produced a gap analysis of documentation and process deficiencies; generated site-wide remediation plans.
- Worked efficiently and effectively with various process owners to develop SOX specific business processes and mating documentation controls; project managed the collection of raw process data and created process flowcharts.
Senior Financial Analyst
BENFIELD INC
Philadelphia, PA
04.2000 - 12.2003
- Analyzed STAT accounting and financial strength of property and casualty insurance companies to develop benchmarks for rating levels based on operating performance, claims-paying ability, and competitive market position.
- Planned and executed financial and operational audits; tested and evaluated controls; identified risks; prepared written and oral presentations to client executive management teams discussing findings and suggestions for improvement.
Financial Analyst
AMERICAN WATER WORKS
Voorhees, NJ
09.1998 - 04.2000
- Prepared rate increase exhibits, supporting files, and written testimony; presented to Public Utilities Commission.
Budget Planner – Summer Intern
WALT DISNEY WORLD COMPANY
Lake Buena Vista, FL, U.S.A.
05.1996 - 08.1996
- Analyzed and prepared the Magic Kingdom, Main Street, U.S.A., operations labor budget; presented the budget to the CFO.
Education
Master of Business Administration - Finance, International Business
Rutgers University
12.2003
Bachelor of Science - Mathematics
Liberty University
12.1998
Skills
- P&L Analysis
- Policy and Controls
- Operational Risk
- Compliance
- Balance Sheet
- Audit & Reporting
- Financial Accounting
- KRI’s & KPI’s
- GAAP, IFRS, & STAT
- Cash Flow Projections
- Transformation
- SOX/QCA
- Capital Allocation
- Testing & Validations
- FP&A
- Risk Management
- Microsoft Excel
- Hyperion Essbase
- SAP
- PeopleSoft Finance
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- FNet
Certification
- Barclays Leadership Development Program (LEAP) Certificate of Achievement 2020 – 2021
- Barclays Chairman’s Award Extraordinary Contribution to the Financial Control Team 2019
Timeline
Financial Planning & Analysis (CCP Consolidation)
BARCLAYS BANK
01.2022 - 01.2024
Strategic Cost Management (BX – Service Company)
BARCLAYS BANK
01.2019 - 01.2022
Financial Planning & Analysis (Finance Business Partner)
BARCLAYS BANK
01.2016 - 01.2019
Strategic Analytics
BARCLAYS BANK
05.2005 - 01.2010
SEC Reporting and Compliance
PRINCIPAL CONSULTANT (self)
11.2004 - 05.2005
Sarbanes Oxley 404 (SOX) Audit and Compliance
PRINCIPAL CONSULTANT (self)
12.2003 - 11.2004
Senior Financial Analyst
BENFIELD INC
04.2000 - 12.2003
Financial Analyst
AMERICAN WATER WORKS
09.1998 - 04.2000
Budget Planner – Summer Intern
WALT DISNEY WORLD COMPANY
05.1996 - 08.1996
Master of Business Administration - Finance, International Business
Rutgers University
Bachelor of Science - Mathematics
Liberty University