Results-driven Director experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. Strategic-thinking individual experienced in turning low-performing organizations into top revenue producers. Offering engaging and pleasant personality with expertise improving customer relationships and team building.
Overview
17
17
years of professional experience
12
12
years of post-secondary education
1
1
Certification
1
1
Language
Work History
DIRECTOR OF RESIDUAL CLAIMS & AUDITS
FMSMF
Encino, CA
12.2021 - Current
Developed compliance and oversight plans for 146 million in residual claims remitted to Film Musicians. Investigated, evaluated and adjusted multi-line claims in accordance with standard contracts and laws.
Recruited, trained, managed, and motivated the department’s internal staff of 12 and 60 external staff, while transitioning the positive culture conformity.
Created the first compliance audit program and built staff for the new department. Provided management with the KPI's to efficiently manage future procedures and maintain financial compliance.
Planned, budgeted, and oversaw the Fund’s -procedures and compliance reviews (a/k/a “audits”) of contributing companies (studios, distributors, and other obligated parties), which included the external auditing team's residual calculations
Negotiated settlement terms and signed non-disclosure agreements on behalf of the fund
Prepared information required by the Fund’s outside legal counsel on bankruptcies, litigation, and claims resulting from audits
Prepared monthly reports detailing the status of audits for review and prepared semi-annual reports on statuses for transmittal to the Oversight Committee
Assit. Manager of Audit Compliance and Contracts
MOTION PICTURE INDUSTRY PENSION AND HEALTH PLANS
Studio City, CA
08.2015 - 12.2021
Represented 130 K employees throughout the Motion Picture Industry nationwide and oversaw 12 billion in assets
Led a team of 53 internal and external employees working in Audit, Accounts Receivable, Accounts Payable, and Collections while keeping the Board of Directors informed on all financial matters
Lead corporate quality assurance administered by Blue Cross Blue Shield, Kaiser, UCLA Health, and Oxford
Cut down company liabilities from $15 M to $1.2 M and boosted the department audit output
Organized the outsourced collections of two law firms, Wohlner Kaplon and Bush Gottlieb, regarding Compliance, collections, and collective bargaining agreements issues, under ERISA
Lead multi-departmental projects and improved the company efficiency by 12% by using Six Sigma methodologies in compliance with the USC - Six Sigma program requirements
Reviewed the 4,000+ annual contracts for rate changes, kept the Board of Directors/studios up to date on the contractual changes, and identified potential risks
Designed, developed, and implemented the first-ever investigation policy plan, procedures, and template in adherence to ERISA regulations supporting the enterprise vision and mission.
BANKRUPTCY SPECIALIST II
BANK OF AMERICA
West-hills, CA
01.2012 - 08.2015
Developed 12 analytical reports managing the foreclosed properties for Senior Management teams, identifying each home's specific issues regarding the property condition, attorney performance, and regulatory status
Supervised and trained a team of 12 associates in bankruptcy rules and regulations for all 50 states
Created audit reports on the activities of the 2,000 bank’s contract attorneys across the country and made recommendations that reduced operating loss by 10%
Worked with all regulatory obligations such as Regulation B, Regulation C, Regulation D, Regulation E, filing motions for relief, Unclaimed Property Regulations, Regulation DD, Tax Reporting and etc
Led a beta test to identify gaps in legal services and identified over 240 bank attorneys nationwide requiring improvement
Analyzed the bank’s 3 enterprise groups to reduce costs, including legal fees, regulatory fees, and loss of investment income.
UNIVERSAL BANKER II
US BANK
Woodland Hills , CA
01.2009 - 12.2012
Created new customer accounts for Auto and RV loans, Certificates of Deposit, Money Markets, personal loans, and business banking solutions
Increased new customer engagement by deploying a strategy to track customer contacts, existing services, and future offerings using excel spreadsheets and an MS Access Database
Worked with customer KPIs, ACH processes, and Regulation E, considered business Risk and Accounting
Provided customer assistance regarding the status of accounts and enhanced account sales productivity by 14% annually by resolving account disputes
Generated 30% higher profit for the branch by cold calling business customers, averaging 1 new customer for every 17 calls.
HARDWARE/SOFTWARE ASSET SPECIALIST
COUNTRYWIDE HOME LOANS
Simi Valley, CA
01.2008 - 12.2009
Analyzed over 130 IT asset management groups, ensuring all data is in line with corporate policies and procedures
Reviewed all systems and programs used throughout the company to ensure data integrity and security at 100%
Increased the accuracy by 33% of tangible asset reports by enabling asset tracking and implementing a remediation audit for laptop computers, cell phones, and office equipment at assigned locations
Organized 12 hardware repositories throughout the nation and monitored various vendors and vendor agreements
Recognized by management for exceeding the IT department's Service Level Agreement for 1,300 branches nationwide.
Education
Master of Business Administration (MBA) - Finance
UNIVERSITY OF CALIFORNIA LOS ANGELES (UCLA)
Los Angeles, CA
08.2021 - 06.2023
Bachelor of Science - Management
CALIFORNIA STATE UNIVERSITY NORTHRIDGE (CSUN)
Northridge, CA
09.2007 - 12.2017
Skills
Business office administration
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Accomplishments
Six Sigma (Greenbelt) - University of Southern California
Lead several Six Sigma Programs, including a multimillion-dollar project for ascertaining delinquent contributions from various employers and improving payroll processes
Finance Certification – University of California Los Angeles (UCLA)(In Progress) – Expected June 2023
<ul>
<li>Operational Support - Serving as a trusted vault custodian to assist in branch operational support, such as opening, closing, balancing ATMs, cash management, branch differences, ATM claims, and assisting team leaders. Currently acting as the Workforce Management Liaison in the branch to produce schedules for the team.</li>
<li>Mentoring - Assists in mentoring and coaching new and tenured team members in developing the necessary skills for the demands of NFCU's enterprise strategy. Current mentee to one tenured MSR and one untenured. Contributed to the training of five ATM/vault custodians.</li>
<li>Trusted Partner - Meeting branch digital targets for new and existing members by assisting and educating members to leverage the benefits of ATM usage, digital products, and services penetration. Consistent top OneView user.</li>
<li>Currently serving as a Quality Assurance Champion, working with branch leaders to help maintain focus on quality assurance as a critical and central aspect of each team member’s day-to-day function. Assists in quarterly quality control checks, and weekly internal audits.</li>
<li>Change Agent - Subject Matter Expert for the Coconut Pilot. Currently participating in pilots for MORE and Business Solutions to provide critical feedback to help improve process and member experience.</li>
<li>Member-centric universal MSR who consistently receives high marks and positive comments from BES.</li>
</ul> at NFCU, Avenues Jacksonville, AVW<ul>
<li>Operational Support - Serving as a trusted vault custodian to assist in branch operational support, such as opening, closing, balancing ATMs, cash management, branch differences, ATM claims, and assisting team leaders. Currently acting as the Workforce Management Liaison in the branch to produce schedules for the team.</li>
<li>Mentoring - Assists in mentoring and coaching new and tenured team members in developing the necessary skills for the demands of NFCU's enterprise strategy. Current mentee to one tenured MSR and one untenured. Contributed to the training of five ATM/vault custodians.</li>
<li>Trusted Partner - Meeting branch digital targets for new and existing members by assisting and educating members to leverage the benefits of ATM usage, digital products, and services penetration. Consistent top OneView user.</li>
<li>Currently serving as a Quality Assurance Champion, working with branch leaders to help maintain focus on quality assurance as a critical and central aspect of each team member’s day-to-day function. Assists in quarterly quality control checks, and weekly internal audits.</li>
<li>Change Agent - Subject Matter Expert for the Coconut Pilot. Currently participating in pilots for MORE and Business Solutions to provide critical feedback to help improve process and member experience.</li>
<li>Member-centric universal MSR who consistently receives high marks and positive comments from BES.</li>
</ul> at NFCU, Avenues Jacksonville, AVW