Tamara Shaw
Frisco,TX
Summary
A dynamic Accounting and Finance Professional, brimming with vitality and focused on yielding impactful results. Acknowledged for reliability, integrity and quick-learning ability. Highly skilled in treasury and accounting with eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature.
Overview
13
13
years of professional experience
Work History
Investor Accounting Analyst
Newrez, LLC
Coppell, TX (Remote)
04.2020 - Current
- Enhance financial accuracy by conducting thorough analysis and reconciliation of 60 bank accounts.
- Streamline accounting processes for increased efficiency.
- Prepare spreadsheets using formulas, V-lookup and other intermediate and advanced Microsoft Excel skills.
- Analyze aging reports to identify trends and patterns causing missed collections.
Compliance Auditor
Newrez, LLC
Coppell, TX (Remote)
04.2020 - 09.2021
- Improved financial transparency by providing clear communication of audit results to stakeholders through detailed reports and presentations.
- Performed over 20 compliance audits per month.
- Streamlined internal processes by identifying inefficiencies in the existing control systems and recommending improvements.
Analyst, Treasury and Investor Reporting
ORIX USA
Dallas, TX
01.2017 - 04.2020
- Collaborated with the accounting team to ensure proper posting of payments to appropriate accounts.
- Processed the preauthorized ACH drafts for monthly mortgage payments.
- Reconciled the lockbox account to verify payments and resolve variances.
- Mitigated overdrafts and provided sufficient cash flow and funding by preparing daily cash movements.
- Increased accuracy in payment processing through meticulous attention to detail.
Associate, Treasury and Investor Reporting
ORIX USA
Dallas, TX
07.2016 - 01.2017
- Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
- Completed 120 monthly reconciliations to balance to the loan servicing system.
- Calculated and posted monthly interest earnings on custodial balances.
- Examined financial statements and records to collect important details and verify calculations.
Treasury Management Analyst
ASSOCIATED BANC-CORP
Milwaukee, WI
05.2011 - 07.2016
- Worked directly with clients throughout the pre- and post- implementation process while ensuring quality delivery.
- Investigated transactional activities to detect red flags associated with money laundering or terrorist financing.
- Trained commercial clients on Treasury Management services and products.
Education
Bachelors of Business Administration - Finance
University of Wisconsin - Milwaukee
Milwaukee, WIAssociates of Applied Science in Accounting -
Bryant & Stratton College
Milwaukee, WISkills
- SQL knowledge
- Advanced Excel Functions
- Cash Management
- Auditing
- Variance Analysis
- Problem Solving
- Analytical Thinking
- Report Preparation and Presentation
- Analytical research
- Enhanced Due Diligence
- Continuous Learning Commitment
- Financial statement analysis
- Analytical mindset
- Data analytics proficiency
- Account Reconciliation
- Financial records review
- Accounting Principles
Extracurricular Activities
Frisco Football League, 2020 - Present
Timeline
Investor Accounting Analyst
Newrez, LLC
04.2020 - Current
Compliance Auditor
Newrez, LLC
04.2020 - 09.2021
Analyst, Treasury and Investor Reporting
ORIX USA
01.2017 - 04.2020
Associate, Treasury and Investor Reporting
ORIX USA
07.2016 - 01.2017
Treasury Management Analyst
ASSOCIATED BANC-CORP
05.2011 - 07.2016
Bachelors of Business Administration - Finance
University of Wisconsin - Milwaukee
Associates of Applied Science in Accounting -
Bryant & Stratton College