Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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SARAH C. HALEY

Goodyear,AZ

Summary

~ FINANCE MANAGEMENT ~ Seeking a new and progressive role supporting operations, growth and financial stability. Experienced financial analyst with exceptional advanced background utilizing data from diverse financial and information systems to memorialize pertinent facts in written summary reports. Excellent oral and written communication skills to provide conclusions and work products. Interpersonal skills to work well in a team environment and to interact with staff and executive management at various Financial Institutions. Seeking an opportunity that will utilize my analytical and communication skills gained from previous work and education experience. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

19
19
years of professional experience

Work History

State of, BANK & TRUST COMPANY EXAMINER
Phoenix, AZ
01.2018 - Current
  • Performs work of unusual difficulty in the examination and analysis of the conditions and overall operations of financial institutions including conditions of credit, financial statements, internal controls, general operation and methods, and trust operations
  • Applies and interprets state and federal laws, rules and regulations; establishes priorities and scope of examination and analysis
  • Applies examining and accounting methods and techniques including researching, analyzing and interpreting complex financial data
  • Promoted to Journeyman within 3 years’ time by demonstrating the necessary skill and technical knowledge of a Journeyman Examiner
  • Served as an Examiner in Charge of 8 Trust Companies leading a team of 3 other examiners to complete the examination process
  • Produced final written reports of examinations for Trust Companies
  • Participated on safety and soundness exams with the FDIC for state regulated banks
  • Reviewed areas assessing Capital, Earnings, Liquidity and Sensitivity to Market Risk for banks ranging from $100 thousand to $50 billion in asset size
  • Conducted exit meetings with executive management and directors on overall ratings for safety and soundness including any exam recommendations
  • Investigated applications for proposed Trust Companies by reviewing items such as Interagency
  • Biographical and Financial Report (IBFR), Financial Statements, and business plans
  • Verified compliance with state and federal laws for Banks & Trust
  • Conducted ongoing monitoring and analysis of State Chartered Banks and Trust between on-site examinations
  • Liaison between Bank & Trust department and developers during integration of new core systems for the

SENIOR FINANCIAL ADVISOR

State of Arizona, University of Phoenix
Phoenix, AZ
01.2010 - 01.2017
  • Interfaced and partnered with military students throughout their program to facilitate financial awareness, assess needs, and create financial plans to help them achieve graduation
  • Facilitated the delivery of financial planning and analysis services to government and DoD employees, and military personnel to identify and attain educational goals
  • Worked collaboratively with colleagues, students, community/military partners and the general public
  • Partnered with upper management in creating and enforcing new policies and procedures within the
  • Military Finance Department; successfully increased student retention from 80% to 90% for new students
  • Reduced Accounts Receivable by over $210K ($514K to $300K) by working proactively and forecasting
  • Increased account handling from $4M to over 7M spanning over 250 accounts
  • Identified and addressed past due accounts/balances by reviewing an aging report in order to resolve and minimize loss
  • Drove substantial increases in student awareness regarding responsible borrowing; assisted upper management with initiatives to create common practices across the University
  • Facilitated the training and mentoring of new staff; shorten the duration of onboarding by 40%.

MEMBER SERVICES

Better Business Bureau
DuPont, WA
01.2005 - 01.2007
  • Represented members and provided assistance with complaint processes in order to open communications between consumers and organizations
  • Collaboratively resolved issues/disagreements, while acting as a neutral third party/mediator during all communications
  • Partnered with local business to create and ensure advertising was in compliance
  • Assisted with the set-up and facilitation of arbitrations between members and consumers; achieved 95% resolution rating
  • Increased performance and knowledge of new staff via participation in the creation of a new training manual; updated processes and increased efficiency by over 15%.

Education

MASTER OF BUSINESS ADMINISTRATION -

University of Phoenix
01.2013

BACHELOR OF SCIENCE - BUSINESS

Western International University
12.2010

Skills

  • Critical Thinking
  • Annual Examination Management
  • Compliance Review
  • Computer Skills
  • Organizational Skills
  • Good Work Ethic
  • Team Management
  • Microsoft Office
  • Training & Development

Additional Information

  • Awards: , "People’s Choice Award "; "All-In Award"; "Empower Excellence Recognition"

Timeline

State of, BANK & TRUST COMPANY EXAMINER
01.2018 - Current

SENIOR FINANCIAL ADVISOR

State of Arizona, University of Phoenix
01.2010 - 01.2017

MEMBER SERVICES

Better Business Bureau
01.2005 - 01.2007

MASTER OF BUSINESS ADMINISTRATION -

University of Phoenix

BACHELOR OF SCIENCE - BUSINESS

Western International University

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SARAH C. HALEY