Shawn Foss
Charlotte,North Carolina
Summary
Highly-motivated analyst with progressive financial industry experience across auditing, financial controls, budgeting, accounting and tax specialties. Strong leader with excellent motivation and communication skills to build and manage high-performing teams.
Overview
10
10
years of professional experience
Work History
Operational Risk Analyst
Wells Fargo Bank, N.A.
Charlotte, NC
01.2023 - Current
- Implemented operational vision for data analytics and reporting, including identification of key requirements and continuous improvement opportunities.
- Developed risk management strategies to mitigate financial losses.
- Performed quantitative analysis to measure the magnitude of potential risks.
- Investigated discrepancies between bank records and customer accounts to ensure accuracy of transactions.
- Analyzed financial statements and identified trends in profitability, liquidity, and capital structure.
- Initiated management action if required to strengthen risk mitigation controls or align residual risk with corporate risk tolerances.
Accounting Analyst
UNIVERSITY OF MINNESOTA
Minneapolis, Minnesota
07.2022 - 12.2022
- Monitored obligations to ensure compliance and minimize loan and portfolio risk.
- Performed ad hoc analyses as needed by senior management team members.
- Prepared and assisted with on-site and external audits.
- Inspection oversight of financial statements and reporting.
- Oversaw annual, quarterly, and monthly certification process related to the deals' parameters.
- Managed month-end close process ensuring accurate reconciliation of all accounts.
Disbursement Analyst
WELLS FARGO BANK, N.A.
Minneapolis, Minnesota
07.2019 - 07.2022
- Analyzed monthly operating budget trends to enhance understanding of budget requirements.
- Verified the accuracy of accounting disbursements, including construction and vendor payments.
- Managed and audited cash balances for various programs, departments, and projects.
- Conducted thorough review of budgetary data to ensure it aligned accurately with organizational goals and objectives.
- Monitored budget execution work, tracking obligations and actual expenditures.
- Evaluated company's expenses and designed financial models.
Senior Mortgage Closer
US BANK
St. Paul, Minnesota
10.2014 - 07.2019
- Ensured loan documents adhered to federal, state, and agency regulations through meticulous review for accuracy and completeness.
- Monitored and managed daily pipeline activity, ensuring prompt completion of transactions.
- Submitted error-free closing documents for processing after carefully reviewing and validating them.
- Performed thorough assessment of loan agreements to confirm adherence to policy guidelines and accuracy.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Analyzed customer financial profiles to determine best options for customers' needs.
Education
Bachelor of Science Degree: Accounting -
University of Minnesota
Minneapolis, Minnesota01.2021
Associate of Science: Business Management -
Minneapolis Community and Technical College
Minneapolis, Minnesota01.2018
Skills
- Team management
- Organization
- Scope and project definition
- Forecasting and planning
- Requirements gathering
- Account reconciliation
- Research and data analysis
- Expense and revenue analysis
- General ledger journal entry
- Self-motivated
- Analytical research
- Report creation
- Operational Analysis
- Risk mitigation
- Quantitative analysis
- SQL experience
- Data analytics
- Credit analysis
References
References available upon request.
Timeline
Operational Risk Analyst
Wells Fargo Bank, N.A.
01.2023 - Current
Accounting Analyst
UNIVERSITY OF MINNESOTA
07.2022 - 12.2022
Disbursement Analyst
WELLS FARGO BANK, N.A.
07.2019 - 07.2022
Senior Mortgage Closer
US BANK
10.2014 - 07.2019
Bachelor of Science Degree: Accounting -
University of Minnesota
Associate of Science: Business Management -
Minneapolis Community and Technical College
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