JAMES KEATY
Centennial,CO
Summary
Accomplished financial executive with over two decades of expertise in driving business development within the banking and financial services sectors. Demonstrated success in spearheading strategic acquisitions within the financial services industry, coupled with a track record of devising innovative plans that fuel substantial revenue growth. Proficient in streamlining reporting metrics through the implementation of cutting-edge technical process improvements. Recognized for expertise in identifying market indicators through meticulous industry research and analysis. Seeking opportunities to forge strategic alliances with organizational leaders to effectively align with and bolster key business initiatives Seasoned financial leader with over [Number] years of experience in accounting, financial planning and reporting. Highly accomplished in [Area of expertise]. Demonstrated development and adapting complex financial reporting processes to achieve organizational profitability goals and capitalize on new revenue streams.
Overview
37
37
years of professional experience
Work History
Controller
General Steel (Building Services Group)
Littleton, Colorado
01.2015 - 01.2024
- Manage daily and month-end close processes
- Oversee accounts payable process for timely and accurate payments
- Manage general ledger for timely and accurate postings
- Handle fixed assets management
- Perform billing tasks
- Oversea sales and use tax reporting for forty-five states
- Control inventory
- Manage full-scale payroll process and reporting
Director of Accounting & Finance
CORELOGIC (FORMERLY FIRST AMERICAN CORPORATION)
Denver, Colorado
05.2008 - 03.2014
- Manage budgeting, forecasting, and planning for Accounting and Finance, REO, BPO, and Appraisal divisions
- Supervise a U.S. staff of 25 individuals and an overseas staff of 65 individuals handling accounts payable and accounts receivable
- Implement invoice policy guidelines to meet or exceed client standards
- Ensure robust financial controls for pricing Appraisal and BPO products
- Develop intuitive models for accurate long-range financial forecasting
- Conduct monthly financial audits and implement efficiency improvement programs for revenue billing
- Administer annual budgets and monthly forecasts for revenues and costs
- Analyze financial data to adjust fiscal and sales plans in alignment with company goals
Vice President of Finance
AURORA LOAN SERVICES
Denver, Colorado
10.2006 - 03.2008
- Finance Manager, Financial Planning & Analysis
- Developed and implemented a daily tracking report within the first 60 days of employment
- Created a production forecast model within the first 120 days, incorporating individual account executives' activity
- Generated a monthly business review package for the executive management team
- Included production and productivity trends and analysis with benchmark goals
- Led weekly meetings with sales and operations teams to discuss volume forecasting, performance assessments, and capacity management
Vice President, Finance Manager
BANK OF AMERICA
Charlotte, North Carolina
08.2003 - 10.2006
- Managed a $500 million budget for the bank's retail channel as finance partner
- Prepared profitability analysis, forecasts, and financial reports
- Managed partner relationships as a key business advisor
- Ensured sound financial decisions with sales channel executives
Senior Finance Analyst
BANK OF AMERICA
Charlotte, North Carolina
10.2000 - 08.2003
- Educated finance support units on loan portfolio types and their impact on loan spread
- Managed relationships with senior finance associates supporting major business segments
- Identified value-added aspects of FTP for business units' performance measurement and product pricing
Senior Finance Analyst
BANK OF AMERICA
Charlotte, North Carolina
10.1998 - 10.2000
- Planned, forecasted, and monitored financials for the mortgage business unit and portfolio
- Conducted forecast and variance analysis specifically for the mortgage portfolio
- Designed a model to monitor channel profitability
Secondary Marketing Analyst
HSBC MORTGAGE CORPORATION (ACQUIRED FFS&L OF ROCHESTER)
Buffalo, NY
03.1997 - 10.1998
- Performed detailed analysis of loan origination data and provided recommendations for pricing strategies.
- Developed spreadsheets to track and analyze mortgage loan performance, including prepayment speeds, delinquencies, and losses.
- Compiled data from multiple sources into comprehensive reports for senior management review.
- Reviewed industry regulations related to secondary marketing activities to ensure compliance with all applicable laws and regulations.
Secondary Marketing Coordinator
HSBC MORTGAGE CORPORATION (ACQUIRED FFS&L OF ROCHESTER)
Buffalo, NY
10.1993 - 03.1997
- Analyzed data to identify trends in customer behavior and preferences.
- Resolved customer complaints in a timely manner while upholding company standards.
- Facilitated communication between different departments in order to resolve issues quickly.
- Conducted interviews with potential candidates for open positions within the organization.
Staff Accountant
HSBC MORTGAGE CORPORATION (ACQUIRED FFS&L OF ROCHESTER)
Buffalo, NY
06.1987 - 10.1993
- Reviewed and analyzed financial statements for accuracy and compliance with standards.
- Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
- Interacted with internal and external auditors to help complete audits and resolve issues.
- Published financial statements according to preset deadlines.
Education
MBA - BUSINESS
BABCOCK SCHOOL OF MANAGEMENT, WAKE FOREST UNIVERSITY
01.2005
BACHELOR OF SCIENCE - ACCOUNTING
Queens University
01.2002
Accomplishments
- Strategically increased productivity of the accounting staff by 50% through the implementation of various process improvements.
- Reduced financial adjustments by 70% by implementing billing process changes.
- Maximized cash flows by 60% by A/R process changes.
- Reduced operations cost per file successfully each year by 2% by recognizing and controlling variable costs.
- Developed pricing models to ensure corporate revenue margins were achieved on a product/services basis.
- System migration to Sage.
Timeline
Controller
General Steel (Building Services Group)
01.2015 - 01.2024
Director of Accounting & Finance
CORELOGIC (FORMERLY FIRST AMERICAN CORPORATION)
05.2008 - 03.2014
Vice President of Finance
AURORA LOAN SERVICES
10.2006 - 03.2008
Vice President, Finance Manager
BANK OF AMERICA
08.2003 - 10.2006
Senior Finance Analyst
BANK OF AMERICA
10.2000 - 08.2003
Senior Finance Analyst
BANK OF AMERICA
10.1998 - 10.2000
Secondary Marketing Analyst
HSBC MORTGAGE CORPORATION (ACQUIRED FFS&L OF ROCHESTER)
03.1997 - 10.1998
Secondary Marketing Coordinator
HSBC MORTGAGE CORPORATION (ACQUIRED FFS&L OF ROCHESTER)
10.1993 - 03.1997
Staff Accountant
HSBC MORTGAGE CORPORATION (ACQUIRED FFS&L OF ROCHESTER)
06.1987 - 10.1993
MBA - BUSINESS
BABCOCK SCHOOL OF MANAGEMENT, WAKE FOREST UNIVERSITY
BACHELOR OF SCIENCE - ACCOUNTING
Queens University
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