Rex R. Lundy

309-***-**** ( ab53k5@r.postjobfree.com

Profile: Financial/Business Analyst

Over 12 years of analyzing business processes, financials, and performance

for optimization opportunities.

Career marked by fostering sustainable profitability through analysis and

business plan development. Values-focused professional committed to

championing quality/service enhancements, streamlining delivery, and

optimizing both customer experience and profitability. Equipped and

empowered staff to achieve organization objectives through training,

coaching, and delegation. Effective public speaker skilled in articulating

goals of analysis/assessments and engaging audiences.

Professional strengths and abilities include:

( Strategic Business Planning ( Analytical & Critical Thinking (

Forecasting & Modeling

( Math & Statistics Skills ( Business & Process Analysis ( Financial

& Credit Analysis

PROFESSIONAL EXPERIENCE

Apa & Associates/Dimensions 10, Ltd.; Groveland, IL March 2012 -

Present

Business Analyst/Consultant

Recruited to consult with small business owners to promote sustainable

profitability through business practices assessment, financial analysis,

and new business plan development. Benchmarked clients against their

competitors through market analysis.

< Turned around two small businesses with trend of profit loss by

instituting accounting procedures, restructuring receiving

departments, and facilitating management training.

< Reduced payroll 14% while increasing productivity 8% by streamlining

ordering and receiving process and creating new policies and

procedures.

Hoerr's Blacktop and Sealcoating Inc.; Peoria, IL October 2010 - March

2012

Consultant

Recruited to design and implement policies and operating structure for

year-old business. Managed estimating, scheduling, quality control,

inventory levels, billing, and customer satisfaction. Led team of four

direct reports.

< Played key role in ~500% revenue growth from $350K to more than $2M in

just one year by restructuring business operations, processes, and

procedures.

< Streamlined operations by implementing procedures for advertising,

estimating, scheduling, inventory, billing, collections, and follow-

up.

Associated Bank N.A. Corp.; Peoria, IL May 2009 - September 2010

Financial Analyst/Bank Manager

Recruited to optimize daily bank operations and business growth through

market analysis and research. Tracked economic/investment trends,

conducted financial and credit analysis, and developed budget/profit

forecasts. Generated and presented weekly/quarterly data analysis reports

for senior management. Trained and developed bank staff.

< Added $3.8M in personal banking deposits, $3.2M in business deposits,

and $5.1M in loans in one year through quality analysis and

relationship building in small business customer segment.

< Drove ~11% growth in deposits through B2B marketing efforts to acquire

small business clients.

< Met all branch and personal sales goals including $1.2M in new loans,

25 new business accounts, $964K in deposits, 65 new personal accounts,

and $650K in wealth management each quarter.

Wise Finance of Peoria, LLC; Peoria, IL May 2007 - November 2008

Credit Analyst/Partner

Recruited by former VP of Operations at Heights Finance Corporation to

participate in launch of start-up company by opening independent branch.

Conducted market, credit, risk, and profitability analysis for all loans.

Analyzed risk for delinquency control purposes. Developed investor

relationships and trained new staff. Managed $925K annual budget.

< Achieved and maintained low delinquency rate by conducting risk

analysis and educating/working with customers to rebuild credit and

remain debt-free.

< Educated customers and students on credit, good debt portfolio

building, and bad debt prevention by developing and delivering

financial/credit presentations to local organizations and schools.

< Built new branch from start-up to profitable operation within first

eight months through advertising and new business development.

Herget Bank, N.A. Corp.; Pekin, IL October 2005 - May 2007

Assistant Branch Manager

Managed daily banking operations, business development, and customer

service. Led team of eight direct reports.

< Grew bank's home equity loan portfolio and personal bank accounts

business.

< Contributed to development and launch of annuity sales program.

Heights Finance Corp.; Peoria, IL October 2003 - October 2005

General Manager

Fostered sustainable growth and profitability at new, existing, and slow

growth branches through market research, trend analysis, growth analysis,

and performance assessments. Conducted monthly analysis and report

generation for senior management. Led team of three direct reports.

Managed $1M annual budget.

< Established company-wide collection program complete with metric that

served all 107 branches of this $140M company and collected $750K in

bad debt in program's first year.

< Enabled company to expand into new market and generate loans in all

107 branches across five states by establishing regional office

comprised of new loan branch, loan approval center, and collections

division.

< Jump-started stagnant branches by facilitating management training

workshops and reviewing loan applications for additional business

opportunities.

< Authored collections materials, legal documents, and policy and

procedures manual still used today.

Heights Finance Corp.; Peoria, IL April 2001 - October 2003

Branch Manager

Drove bank growth and profitability through credit analysis, risk

assessment, and budget/growth forecasting. Controlled delinquencies

through analysis and risk assessment. Prepared and presented reports to

senior management. Led team of four direct reports. Managed ~$3.1M annual

budget.

< Doubled loan volume from $754K to $1.6M+ in first year through

strategic in-house marketing focused on new business acquisition and

current customer upselling.

EDUCATION

Ashford University; Clinton, IA

Bachelor of Arts in Finance

VOLUNTEERISM

Peoria Rescue Mission ( Fellowship of Christian Athletes ( Heart of

Illinois Down Syndrome Association

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