Steven Burkes
Financial Planning & Analysis
Wexford,PA
Summary
Business-minded Finance Manager promoting more than 15 years of expertise overseeing transactions and reconciling monthly financial reports. Highly collaborative individual with track record of effectively training and coaching staff members. Offering confidence, team contribution and decision making skills.
Overview
15
15
years of professional experience
7
7
years of post-secondary education
Work History
Finance Manager
Mortgage Connect LP
Moon Township, PA
09.2020 - Current
- Supported operations management, sales and marketing efforts to increase revenue and overall financial health.
- Created documents to display financial reports and data using SAGE.
- Reviewed documentation and identified financial discrepancies where applicable.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Helped to reduce company taxable income by 2% through effective data management.
Finance Manager
PNC Bank Merchant Services
Pittsburgh, PA
06.2018 - 09.2020
- Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
- Managed regular finance tracking for numerous branch offices and headquarters expenses.
- Forecasted trends and recommended improvements based on financial risk analyses. Instrumental in savings of $1-$2 million by delaying pricing increases for economically impacted merchants.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
Finance Expert
PNC Bank Shared Services
Pittsburgh, PA
03.2016 - 06.2018
- Partnered with IT and operational leadership to develop financial business plans with detailed benchmarks.
- Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
- Reviewed documentation and identified financial discrepancies where applicable.
- Identified partnership opportunities and established favorable business connections.
- Helped to reduce company-wide telecom costs by over 20%.
Business Line Controller III
BNY Mellon Global Real Estate
Pittsburgh, PA
02.2014 - 03.2016
- Prepared and managed large capital expenditure budgets to effectively handle infrastructure investment and long-term operations.
- Tracked project and team member performance closely to quickly intervene in mistakes or delays.
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
- Validated project and employment information and completed manual adjustments to financial data.
- Served as Capital Controller for Shared Services and was responsible for financial health of approximately 320-350 projects in-flight, $350 million capital spend per year.
Business Line Controller II
BNY Mellon Global Client Management
Pittsburgh, PA
10.2010 - 02.2014
- Supported financial director with special projects and additional job duties.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures, ensuring 20% savings in expenses vs. budget (2011).
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Business Line Controller
BNY Mellon Wealth Management
Pittsburgh, PA
06.2007 - 10.2010
- Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
- Created and distributed reports on internal and external finances, audits and budgets.
- Updated and reviewed financial reporting packages and managed financial reporting processes.
- Supervised accurate, efficient and compliant completion of monthly financial reporting packages.
- Responsible for allocating approximately $250 million in indirect expense throughout business regions equitably and providing documentation to validate charges.
Education
MBA -
Duquesne University
Pittsburgh, PA 01.2002 - 05.2005
Bachelor of Science - Economics
Clarion University of Pennsylvania
Clarion, PA 08.1994 - 08.1998
Skills
Budget forecasting
Financial analysis and reporting
Teamwork and Collaboration
Database administration
Staff Management
Coaching and training
Cost control and reduction
Skilled in Financial Reporting Software (TM1, SAGE, Hyperion)
Written and interpersonal communication
Accomplishments
- Supervised team of 3 staff members (PNC Finance Manager).
- Achieved Extraordinary Performance Review for 2015 (BNY Mellon Capital Controller).
- Collaborated with a team of 7 in the development of a Capital Expenditure system for forecasting and reporting project spend. (BNY Mellon Capital Controller).
Timeline
Finance Manager
Mortgage Connect LP
09.2020 - Current
Finance Manager
PNC Bank Merchant Services
06.2018 - 09.2020
Finance Expert
PNC Bank Shared Services
03.2016 - 06.2018
Business Line Controller III
BNY Mellon Global Real Estate
02.2014 - 03.2016
Business Line Controller II
BNY Mellon Global Client Management
10.2010 - 02.2014
Business Line Controller
BNY Mellon Wealth Management
06.2007 - 10.2010
MBA -
Duquesne University
01.2002 - 05.2005
Bachelor of Science - Economics
Clarion University of Pennsylvania
08.1994 - 08.1998