Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Rebecca Lake

Sheridan,United States

Summary

Accounting and Finance professional seeking a challenging new opportunity

Overview

30
30
years of professional experience

Work History

Finance Consultant

Wells Fargo Bank
09.2008 - 07.2023
  • Company Overview: Wells Fargo Commercial Bank division
  • Supported Commercial lending managers with focus on asset-based lending (inventory and receivables financing / factoring), month end close; financial reporting, commentary, analysis at various levels (division, product, customer), special projects included systems and data migration
  • Contributed to the successful implementation of new financial software systems, streamlining data management processes and enhancing overall productivity.
  • Managed complex projects from inception through completion, consistently delivering results on time and within budget constraints.
  • With Flatiron Credit when acquired by Wells Fargo Bank in 2008

VP Finance/Controller

Flatiron Credit Company
09.2000 - 04.2008
  • Company Overview: Commercial insurance premium finance, a specialized lending product
  • Led accounting team, worked closely with managing partners, technology, state licensing and reporting, interfaced with external audit and tax firm
  • Led process to migrate to a new accounting software
  • Flatiron Credit was acquired by Wells Fargo Bank in 2008
  • Participated in the due diligence and merging process

Director of Accounting

Caribbean Cable TV Holdings
01.1996 - 01.2000
  • Developed and managed in-house accounting department for holding company with 6 cable TV subsidiaries in 4 countries
  • Reported to Managing Directors
  • Mentored junior accounting staff, fostering professional growth and promoting knowledge sharing within the department.
  • Conducted regular financial analysis to identify variances, enabling proactive decision-making on corrective actions when necessary.
  • Liaised with senior management on financial matters, presenting regular updates and ensuring complete transparency regarding the company''s financial position.
  • Implemented new accounting software, improving data accuracy and reducing manual input errors while increasing overall productivity.
  • Coordinated with external auditors to ensure a smooth annual audit process, addressing any concerns or discrepancies in a timely manner.

Senior Accountant/ Company Director

Counsel Limited and Malcom Hope-Ross Chartered Accountants
01.1994 - 01.1996
  • Company Overview: Accounting and financial statement preparation services for off-shore and on-shore clients in Anguilla, British West Indies
  • Manager of a small team of accountants
  • The largest client was Caribbean Cable TV Holdings
  • Accounting and financial statement preparation services for off-shore and on-shore clients in Anguilla, British West Indies

Education

Bachelor of Science - Accounting major

Metropolitan State University
Denver, Colorado

Skills

  • Cash Flow Management
  • Credit analysis
  • Relationship Management
  • Financial statement analysis

Accomplishments

  • Varied work history ranging from small corporations to a large national bank
  • Experienced in managing accounting teams, month-end close, financial reporting, profitability analysis, system migration, writing policy and procedures
  • Added depth to routine analysis with by product and key characteristic data
  • Developed positive and productive relationships with co-workers, managers, associates
  • Experience with Oracle GL, Microsoft Office (including Excel, pivots and lookups)
  • Metropolitan State University, Denver, Colorado, Bachelor of Science, Accounting major
  • Previously Certified Public Accountant, Vermont, license inactive

Timeline

Finance Consultant

Wells Fargo Bank
09.2008 - 07.2023

VP Finance/Controller

Flatiron Credit Company
09.2000 - 04.2008

Director of Accounting

Caribbean Cable TV Holdings
01.1996 - 01.2000

Senior Accountant/ Company Director

Counsel Limited and Malcom Hope-Ross Chartered Accountants
01.1994 - 01.1996

Bachelor of Science - Accounting major

Metropolitan State University

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Rebecca Lake