Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Business Risk Professional
U.S. Bank
Milwaukee, WI
10.2021 - Current
Collaborate with assigned Line of Business, other Business Risk Professionals, and Business Risk Managers based on their function to create, implement, maintain, review, and oversee practical risk management framework for six regions.
Execute strong analytical and problem-solving skills to develop practical solutions for challenging situations when evaluating, creating, educating, and implementing QC Procedures.
Demonstrated strong organizational and time management skills while managing multiple projects
Acted as team leader in group projects, delegating tasks and providing feedback for 1000+ monthly call review samples.
Create, analyze, and provide findings related to risk based ratings for 145 credit analyst and six regions monthly. Complete a review 2500 processed loans monthly across 125 Credit Analysts and provided quantitative and qualitative analysis to business line and senior leaders.
Alternative Investments Admin II
U.S. Bank
Milwaukee, WI
09.2018 - 10.2021
Utilize internal and external sources to research and accurately prepare net asset value for nine complex funds with values exceeding 200 billion monthly and quarterly.
Prepared and completed analysis for periodic fund financial statements and issued investor statements.
Independently completed cash portfolio, and capital reconciliation, investigated and resolved any discrepancies.
Assisted with new fund onboarding and partnered with PwC or KPMG to complete fiscal year-end audits.
Collaborate with both internal and external parties to ensure client needs are exceedingly met daily.
Created and maintained detailed records of daily cash activities and obtained customer trust and confidence by demonstrating a compelling, persuasive, and composed professional demeanor.
Paycheck Protection Program Lead (Accountant
U.S. Bank
South Milwaukee, WI
10.2020 - 05.2021
Led a team of 9 processors for loan origination/forgiveness per SBA regulation and guidance revolving around the Paycheck Protection Program
Execute payroll validation and document verification for the transmittal of loan applications to the SBA via ETRAN
Direct customer outreach to assist in finalizing loan applications for review by the SBA
Utilization of NCino Salesforce, ACAPS (Automatic Credit Application Processing System), and LDRS (Loan Document Retrieval System to ensure completeness and accuracy of borrower application
Manage the assisting of internal teams on a regional level (Business Service Center and Wealth Management, CCB, and Community Commercial.
Banking Bankers ) with borrower inquiries related to pending applications)
Streamlined and monitored quality programs to alleviate overdue compliance activities.
Evaluated employee performance and conveyed constructive feedback to improve skills.
Accountant II (CA&P)
U.S. Bank
Milwaukee, WI
12.2015 - 09.2018
Utilize internal and external sources to research and accurately process simple and complex corporate actions on securities held by mutual funds.,
Price securities in a manner consistent with SEC regulations under a strict timeline.
Reconciliation of cash and expenses using the accrual method daily and recordkeeping of all processed and researched corporate actions per GAAP and SEC regulations.
Prepared working papers, reports, and supporting documentation for audit findings.
Maintained general ledger in conjunction with the completion of full cycle accounting for for 10 portfolios with individual values exceeding 300 billion.
Accounting Clerk
Promo 540 LLC
Pleasant Prairie, WI
07.2014 - 12.2015
Partnered with Controller and Senior Accountant to prepare Financial Statements analysis,
Created a budget and performed variance and analysis reviews,
Evaluated and provided feedback on the cost accounting model, and work order analysis
Supported the Finance / Accounting Department for accounts payable and accounts receivable.
Reviewed, reconciled, and evaluated general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
Input 3000+ monthly invoices with consistent accuracy and created and maintained a tracking system for monitoring the consistency and accuracy of invoicing.
Education
Corporate Management Training Certification -
Mchinsey Leadership Academy
Online
09.2022
Master of Science - Accounting
Southern New Hampshire University
Manchester, NH
12.2021
Bachelor of Science - Business Studies (Accounting
Southern New Hampshire University
Manchester, NH
12.2017
Small Business Accounting Cerification -
Gateway Technical College
Kenosha, WI
05.2015
Financial Planning Certification - Finance
Gateway Technical College
Kenosha, WI
05.2015
Associate of Applied Science - Accounting
Gateway Technical College
Racine, WI
05.2015
HSD - HSD
Jerome I. Cas High School
Racine, WI
06.2000
Skills
Account Reconciliation
Accounting
Bank Reconciliation
Financial Statement Preparation
Accounts Payable
Financial Report Writing
Business Analysis
Payroll
Auditing
Financial Analysis
Tax Experience
Lending
Office 365
Additional Information
Willing to relocate: Yes, Authorized to work in the US for any employer
Certification
Certified Business Management, McKinsey Leadership Academy (Training)- September 2022
Resident Care Technician-ADV at Southern Wisconsin Center for the Developmentally DisabledResident Care Technician-ADV at Southern Wisconsin Center for the Developmentally Disabled