Detail oriented Implementation Consultant and Financial Analyst familiar with accounting and finance in public and private sectors. Extensive experience in auditing, budgeting and advanced analysis. Articulate with acquired knowledge of financial forecasting. Skilled at detecting areas within the daily and monthly department process that can be improved to ensure accuracy and efficiency. Strong multitasking and problem-solving abilities. Extremely motivated individual who thrives in a deadline oriented and high pace atmosphere.
Overview
17
17
years of professional experience
Work History
Senior Implementation Consultant
Orion Innovation
03.2022 - 08.2024
Lead Syntellis Axiom software and Fiserv Prologue software implementation projects with financial institution clients nationwide
Part of a team of consultants with a wealth of financial services leadership experience reporting to the Director of Client Services
Managed up to four Axiom implementations simultaneously balancing time to ensure all clients were given ample guidance and training while meeting very strict deadlines.
Head software implementation projects related to general ledger conversions, financial reporting, budgeting, forecasting and FTP analysis
Also responsible for the implementation and design of organizational, customer and product profitability models
Collaborate with client executives to understand client business objectives and design optimal processes and software configurations to fulfill these goals and meet strict deadlines
Configure client systems and validate client software user-adoption
Train client finance leadership teams on software and recommend best practices
Provide advisory services to help clients best use software products being implemented.
Generate ideas for future product development and participate in testing of new product releases
FP&A Finance Manager, Assistant Vice President
Citizens Financial Group, Inc.
11.2019 - 03.2022
Collaborated with business lines and executive guidance to assist in timely completion of monthly forecast, annual budget and strategic plan
Completed multiple revisions of monthly forecasts, annual budget and strategic plans with quick turn around times under highly stressful environment
Ensured completion of annual budget and strategic plan under 4 different economic scenarios
Worked with subject matter experts to provide detailed power point presentations to ensure thorough explanations of variances from prior reports and elaborate on the reasoning behind future expectations
Analyzed business line data, yield curve and macro-economic trends to develop the most accurate forecasts and to ensure all regulatory requirements are met
Mapped general ledger accounts for easy transition, reporting and forecasting of acquisitions
Created files that easily and efficiently show data with multiple views such as the inclusion and exclusion of upcoming acquisitions and notable items
Provided the Board of Director packages detailing the proposed budgets and strategic plans for approval
Trained and managed new employees while finding and utilizing their strengths
Performed adhoc analysis and power points as requested by the executives to facilitate the quarterly earnings release and conferences
Corporate Reporting Senior Financial Analyst
Citizens Financial Group, Inc.
05.2017 - 11.2019
Participated in the organization, drafting and distribution to senior management and auditors of SEC documents such as the 10-Q and 10-K including financial statements, financial statement footnotes and MD&A
Worked closely with external auditors to meet their information needs and to communicate financial reporting issues during quarter and year end periods to the audit firm’s satisfaction
Performed ad-hoc analyses and research of accounting literature and peer benchmarking, as requested by management
Researched SEC regulations to ensure proper disclosure of all material information
Participated in strategic initiatives and projects to identify and execute process streamlining opportunities
Reviewed and analyzed all data provided to SEC Reporting to ensure accuracy and investigate any large variances or fluctuations
Coordinated with Accounting Policy, Credit Risk and Accounting to implement the Current Expected Credit Losses (CECL), the new credit loss accounting standard issued by the Financial Accounting Standards Board
Financial Analyst
Home Loan Investment Bank, FSB
05.2011 - 05.2017
Prepared budget on an annual basis according to the bank's goals and OCC regulations
Prepared liquidity forecasts and develop strategies for various future scenarios
Created stress tests and contingency plans as required by the OCC for liquidity, capital and assets
Identified and analyzed local banks for the possibility of acquisition and present findings to the Board of Directors
Constructed financial and commercial lending section of the monthly board package, ensuring data is correct with detailed analysis of monthly and budget comparisons
Assisted in preparing and filing of quarterly Call Report
Prepared ad hoc financial analysis as needed for management and lending departments
Analyzed and prepared loan loss reserves, taking into consideration past and current trends and regulations
Prepared and assisted with internal, external and government audit/examination process
Trained and advised new employees and interns
Prepared monthly balance sheet reconciliations and fluctuation analysis
Constructed and edited procedures, detecting and improving any inefficiencies found
Staff Accountant
Nortek, Inc.
10.2008 - 04.2011
Analyzed material variances to determine root cause
Responsible for inter-company reconciliations and consolidation process
Prepared and posted monthly journal entries
Composed and distributed Weekly and Monthly Management Reports
Completed, referenced and filed 10Q's and 10K's
Prepared and assisted with the audit process
Assisted with monthly corporate closing and consolidation
Staff Accountant
Bollus Lynch, LLP
07.2007 - 08.2008
Performed financial audits of non-profit organizations, financial institutions and manufacturing companies
Completed audits for non-profit organizations of state/federal grants and financial aid compliance
Tested internal controls, detecting any material weaknesses and significant deficiencies
Examined evidence supporting the amounts and disclosures in the financial statements detecting material errors
Prepared financial statements, correcting any material misstatements
Education
BA - Accounting, Finance
Assumption College
Worcester, Massachusetts
05.2007
Skills
Detail oriented
Implementation Consultant
Financial Analyst
Auditing
Advanced analysis
Financial budgeting and forecasting
Process improvement
Problem-solving
Deadline oriented
Prologue
Axiom
MS Excel
Essbase
Smartview
Word
PowerPoint
Access
QuickBooks
Wdesk
Spreadsheets
Workbook reporting
Lotus Notes
MS Outlook
Vantage
Cleartouch
Ivue
SBA Loan Manager
Timeline
Senior Implementation Consultant
Orion Innovation
03.2022 - 08.2024
FP&A Finance Manager, Assistant Vice President
Citizens Financial Group, Inc.
11.2019 - 03.2022
Corporate Reporting Senior Financial Analyst
Citizens Financial Group, Inc.
05.2017 - 11.2019
Financial Analyst
Home Loan Investment Bank, FSB
05.2011 - 05.2017
Staff Accountant
Nortek, Inc.
10.2008 - 04.2011
Staff Accountant
Bollus Lynch, LLP
07.2007 - 08.2008
BA - Accounting, Finance
Assumption College
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