Will Arberry
Phoenix,Az
Summary
Dedicated finance professional with a strong academic background and eight years of experience in finance and consumer lending, seeking a challenging position in a dynamic organization that values expertise in financial management and exceptional organizational as well as customer service skills.
Overview
8
8
years of professional experience
Work History
Auditor
Arizona Department Of Revenue, ADOR
01.2022 - Current
- Conducting comprehensive audits to ensure compliance with tax regulations.
- Analyzing financial records, preparing reports, and providing expert advice on tax-related matters.
- Collaborating with internal and external stakeholders to resolve complex financial issues.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
Financial Analyst
Vanguard Financial Group
12.2020 - 12.2021
- Streamlined financial processes, leveraging strong organizational skills to manage multiple tasks and deadlines.
- Processed financial transactions with precision, ensuring compliance with industry regulations.
- Collaborated with cross-functional teams to optimize financial workflows.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
Foreclosure Specialist
Di Tech Financial
10.2019 - 11.2020
- Managed foreclosure processes, ensuring adherence to legal and regulatory requirements.
- Conducted detailed reviews of mortgage documents, demonstrating meticulous attention to detail.
- Collaborated with legal teams to resolve complex foreclosure cases.
- Analyzed foreclosure sale bids, judgments, reinstatements and payoffs.
- Performed proper calculations and prepared payoff figures.
- Streamlined daily reporting information entry for efficient record keeping purposes.
High-Risk Fraud Loan Specialist
Upgrade Fintech
12.2018 - 09.2019
- Specialized in identifying and mitigating high-risk fraud in loan applications.
- Implemented fraud prevention strategies, reducing financial losses and enhancing security measures.
- Conducted investigations and collaborated with law enforcement agencies.
- Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
- Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
Investment Banking Professional
Charles Schwab Brokerage
04.2017 - 11.2018
- Executed and managed investment transactions for clients, providing expert financial advice.
- Conducted market research and analyzed financial data to inform investment decisions.
- Maintained strong customer relationships through effective communication and personalized service.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Monitored market trends and news to identify emerging opportunities.
Loan Servicing Specialist
State Farm Mutual Insurance Company
03.2016 - 03.2017
- Managed loan servicing tasks, ensuring accuracy and compliance with company policies.
- Collaborated with internal teams to resolve customer inquiries and issues promptly.
- Utilized strong attention to detail to process loan documents accurately.
- Proved successful working within tight deadlines and fast-paced environment.
- Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
Education
Bachelor of Science - Business Administration And Management
Mars Hill University
Mars Hill, NC05.2015
Associate of Arts - Accounting And Business Management
Finger Lakes Community College
Canandaigua, NY05.2013
High School Diploma -
Milwaukee Lutheran High School
Milwaukee, WI05.2010
Skills
- Expertise in Accounting and Finance
- Organizational and Time Management Skills
- Strong Customer Service Skills
- In-depth Consumer Lending Knowledge
- Meticulous Attention to Detail
- Excellent Communication Skills
- Budget Management
- Proficient in Microsoft Office Suite (Word, PowerPoint, Excel)
- Problem-Solving
- Decision-Making
- Analytical Thinking
Timeline
Auditor
Arizona Department Of Revenue, ADOR
01.2022 - Current
Financial Analyst
Vanguard Financial Group
12.2020 - 12.2021
Foreclosure Specialist
Di Tech Financial
10.2019 - 11.2020
High-Risk Fraud Loan Specialist
Upgrade Fintech
12.2018 - 09.2019
Investment Banking Professional
Charles Schwab Brokerage
04.2017 - 11.2018
Loan Servicing Specialist
State Farm Mutual Insurance Company
03.2016 - 03.2017
Bachelor of Science - Business Administration And Management
Mars Hill University
Associate of Arts - Accounting And Business Management
Finger Lakes Community College
High School Diploma -
Milwaukee Lutheran High School
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