Wesley Grubb
Flower Mound,TX
Summary
Experienced Senior Manager proficient in managing reporting, budgeting and data analytics. Adept at updating and working with executive leadership. Bringing well developed skills in planning and complex problem-solving gained over more than 10 years of Finance and accounting experience.
Overview
13
13
years of professional experience
Work History
Senior Manager Financial Planning and Analysis
Santander Consumer USA, Inc.
Dallas, TX
06.2018 - Current
- Developed the current auto lease portfolio planning model along with managing many aspects of the auto loan forecast.
- Improved processes related to the transformation of data used for modeling and the reporting of historical performance utilizing SQL, Essbase and other tools available.
- Maintained comprehensive GAAP and IFRS forecasts including risk weighted asset forecasts and the underlying capital implications.
Financial Analytics Manager
Santander Consumer USA, Inc.
Dallas, TX
11.2017 - 06.2018
- Development and testing of processes and reports used for multiple functions including external reporting and filings, month end close, journal entries and audit support
- Collaborated with internal and external teams to assist in the execution of ABS securitizations and third party asset sale transactions including ongoing reporting and performance data needs.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
Risk Analytics Manager, Operations and Servicing Strategy
Exeter Finance Corporation
Dallas, TX
11.2016 - 11.2017
- Assisted with the design and creation of a behavioral score driven dialer collections strategy with the goal of expense optimization and adherence with TCPA regulatory considerations.
- Managed the staffing forecast model for servicing.
- Evaluated dialer and servicing data to ensure penetration goals and servicing campaigns were effective.
Senior Financial Analyst
Santander Consumer USA, Inc.
Dallas, TX
08.2012 - 11.2016
- Analyzed financial data to identify trends, discrepancies, and opportunities for improvement.
- Recommended changes in existing accounting data processes and reporting in order to improve efficiency and accuracy.
- Enhanced and created many end to end SQL processes for IT to automate.
- Provided mentoring and assistance to new analysts on analytics, reporting, and the data environment aiding in improved job satisfaction and retention of team strength.
Loss Forecasting Analyst
Santander Consumer USA, Inc.
Dallas, TX
04.2011 - 08.2012
- Conducted periodic risk analysis and evaluation for Provision for Loan Losses (PLL)
- Maintained and updated loss forecasting models as well as the drivers (development and maintenance of loss and amortization curves, as well as the development of seasonality adjustments and stress scenarios).
- Created ad-hoc loss analysis on potential loan portfolio acquisitions.
Education
Bachelor of Science: Finance/ Bachelor of Arts: Economics -
California State University, Fresno
Skills
- Strategic Planning & Budget Forecasting
- Budget & Reporting Management
- ROA/Profitability Analysis
- Financial model creation
- Experience with Oracle Smart View/Essbase
- SQL
- Process development and automation
- Data Analytics
- Data-driven decision-making
- Excel modeling, functionality, and VBA
Additional Information
Planning to register and complete the level 3 CFA exam in the near future
Timeline
Senior Manager Financial Planning and Analysis
Santander Consumer USA, Inc.
06.2018 - Current
Financial Analytics Manager
Santander Consumer USA, Inc.
11.2017 - 06.2018
Risk Analytics Manager, Operations and Servicing Strategy
Exeter Finance Corporation
11.2016 - 11.2017
Senior Financial Analyst
Santander Consumer USA, Inc.
08.2012 - 11.2016
Loss Forecasting Analyst
Santander Consumer USA, Inc.
04.2011 - 08.2012
Bachelor of Science: Finance/ Bachelor of Arts: Economics -
California State University, Fresno
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