Garry Simpson
Stockton,CA
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
20
20
years of professional experience
Work History
Senior Financial Analyst
Bank of the West
07.2016 - 09.2023
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
- Increased financial accuracy by conducting in-depth analyses of financial data and trends.
- Coordinated numerous data acquisition and reporting processes across various departments for internal & external reporting purposes
- Developed comprehensive financial models that informed strategic decision-making for organization.
- Manage several teams for Data quality improvement projects
- Delivered accurate projections by designing robust forecasting techniques tailored to specific business segments.
- Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
- Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
Bank Examiner
FDIC, Federal Deposit Insurance Corporation
06.2012 - 07.2016
- Led or assisted in review of financial institutions, including operational components, loans and other assets, and compliance with regulatory guidance and applicable laws
- Monitored ongoing progress of corrective actions taken by banks following examinations, providing feedback as needed for further improvement steps.
- Reviewed loan portfolios to assess credit quality, identifying potential issues that could impact overall financial stability.
- Assisted banks in achieving full compliance through targeted recommendations and guidance on policy improvements.
- Worked closely with other state and federal regulatory agencies to coordinate examination efforts, promoting unified approach to financial oversight and risk management within banking sector.
- Reviewed and discussed findings, conclusions and areas of concern with board of directors, committees of board or senior bank management in coordination with EIC.
- Train less experienced examiners.
Owner/Program Director
Carolina Healthcare Services
09.2009 - 03.2011
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Established foundational processes for business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Trained and motivated employees to perform daily business functions.
- Managed financial aspects of business, including budgeting, financial reporting, and tax preparation.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Managed day-to-day business operations.
Accounts Receivable Manager
AIT, Inc
04.2007 - 09.2009
- Reconciled daily AR ledger and verified proper posting.
- Processed incoming payments, chargebacks, and other transactions in accordance with established financial policies.
- Updated aging reports based on daily audits.
- Verified discrepancies and resolved clients' billing issues
- Created monthly reports detailing accounts receivable performance metrics for senior management review.
- Reduced outstanding account balances by 83% ($1.8 million) through diligent follow-up on past due invoices.
- Negotiated payment terms with clients to facilitate mutually beneficial agreements while maintaining company profitability goals.
- Managed team of accounts receivable specialists, providing guidance and support for optimal performance.
Financial/Compliance Officer
Peterkin & Associates
03.2004 - 04.2007
- Spearheaded system improvements to automate manual processes, increasing overall finance team productivity and reducing errors.
- Reviewed, revised and updated finance and compliance policies and procedures to confirm continual compliance with applicable laws.
- Collaborated with internal and external stakeholders, auditors and legal counsel to confirm compliance with applicable laws and regulations.
- Present financial reports and data to Owner and other Senior Managers and Officers.
- Developed comprehensive training programs to increase employee awareness of financial or compliance requirements and expectations.
- Administer client account transactions and audits
- Manage and train finance office staff and compliance team
Education
Bachelor of Science - Banking And Finance
Fayetteville State University
Fayetteville, NC05.2012
Bachelor of Science - Management Information Systems
Fayetteville State University
Fayetteville, NC05.2012
Skills
- Financial Analysis
- Auditing
- Financial Modeling
- Forecasting
- Process Improvement
- Strategic Planning
- Business Analysis
- Risk Management
- General management and Leadership
- Financial report writing
- Financial statement preparation
- Accounting software
- Financial management
- Account reconciliation
- General ledger reconciliation
- Supervising experience
- Analysis skills
- Financial modeling
- Team management
- Microsoft Office
- Tableau
- Hyperion
- Management reporting
- Oracle
- Workday
- Project management
- Senior leadership
- Data analytics
- Conflict management
- Program management
- Quantitative analysis
- Business development
- Root cause analysis
- Customer relationship management
- Data analysis skills
- Data mining
- SQL
- Data management
- PeopleSoft
- Power BI
- Scenario analysis
- Internal Controls
- Financial statement analysis
- Account Reconciliation
- Financial Management
- Cost-benefit analysis
- Business Operations Analysis
- Budget Forecasting
- Variance Analysis
- Auditing procedures
- IFRS Compliance
- Strategic financial planning
- MS Office Suite
- Database Management
- Business intelligence tools
- SPSS/STATA/SAS software
- PeopleSoft expert
Timeline
Senior Financial Analyst
Bank of the West
07.2016 - 09.2023
Bank Examiner
FDIC, Federal Deposit Insurance Corporation
06.2012 - 07.2016
Owner/Program Director
Carolina Healthcare Services
09.2009 - 03.2011
Accounts Receivable Manager
AIT, Inc
04.2007 - 09.2009
Financial/Compliance Officer
Peterkin & Associates
03.2004 - 04.2007
Bachelor of Science - Banking And Finance
Fayetteville State University
Bachelor of Science - Management Information Systems
Fayetteville State University
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