PROFILE

Financial professional with experience in financial analysis, budgeting,

forecasting and process improvement. Extensive accounting and internal

control enhancement experience. Strong interpersonal and communication

skills, and effective at building trusted relationships at all levels of

management. Proven project management capabilities.

Professional Qualifications

MUTUAL OF OMAHA BANK, Tempe, AZ

2006 - 2013 (formerly First National Bank of Arizona)

Finance Manager/IT Controller

Financial Planning and Analysis position supporting the CIO, EVP Bank

Operations and Services, and Corporate Real Estate Manager. Responsible

for financial budgeting, reporting and analysis, and accuracy of financial

results in support of IT, Operations, Facilities and other bank operation

support groups. Account for, and report on, all bank IT project spend to

assist senior management in managing IT spend. Develop IT billing rates,

support group allocation methodologies, and process monthly ABC billings.

Provide financial modeling for large scale IT project costs to enhance the

decision making process.

Key Accomplishments

. Reengineered and automated numerous existing reporting processes

reducing time requirements by over 50% and greatly enhancing quality

control, using available data sources.

. Assumed over 50% additional responsibilities as compared to prior

Finance Manager, with one less staff.

. Budgeted and reported on annual spend of $60 million.

. Served as Bank liaison to parent company Finance and IS groups with

the assimilation of the former bank into the parent company billing

process and sale of IT assets to the parent company, while enhancing

the accuracy of billings, statistical data, and asset record keeping

(resulting in reduced shared services billings by parent).

SVP - Accounting Senior Manager

Accounting management position within Accounting Office authoring formal

accounting policies and procedures, drafting external financial statements

with footnotes, managing external financial statement audit, and reviewing

various internal controls and processes for opportunities for enhancement.

Key Accomplishments

. Developed, implemented and managed enterprise-wide capitalization

process for internal labor and external costs for internal use

software.

. Implemented electronic work paper software to streamline annual

financial statement audit process with external auditors.

. Successfully managed external financial audit in more efficient manner

than in prior audits based on audit partner feedback in audit

committee.

. Assessed accounting staff, and accounting system, and made retention

recommendations during due diligence stage of successful acquisition

of insurance agency.

. Successfully led workgroups to analyze and improve upon month end

close process and overall collaboration between Finance and Accounting

departments (enhancing communication and working relationships).

STANDARD PACIFIC HOMES, Sarasota, FL

2004 - 2006

Assistant Controller

Accounting manager responsible for month-end close process, corporate

reporting process, including variance analysis. Coordinated with Land

Development, Purchasing, Sales and Construction departments in updating

the rolling quarterly forecast. Managed Accounting and Accounts Payable

departments. Monitored compliance with internal controls for Land

Development, Purchasing and Sales departments.

Key Accomplishments

. Key member of implementation team in successful system conversion to

JD Edwards, including testing, Fixed Assets module implementation, and

report development.

. Implemented a home buyer customer satisfaction survey program which

assisted division in achieving one of the highest customer

satisfaction ratings in the organization.

. Implemented third-party subcontractor insurance tracking process, and

Notice To Owner/Lien release procedures to increase regulatory

compliance and reduce financial risk.

. Assumed Controller role during Controller's extended 3 month leave.

manatee county girls club, inc, Bradenton, FL

2002 - 2004

Finance Director

Financial professional at a non profit organization and its foundation.

Developed financial budgets for grant proposals and annual operations.

Prepared all monthly financial statements and board reports and presented

at Board meetings. Managed Payroll, Account Payable and Accounts

Receivable functions. Filed all state and federal payroll taxes. Performed

center site visits for internal control compliance evaluations. Managed

external financial statement audit and grant compliance audits. Managed

insurance coverage.

Key Accomplishments

. Integrated the foundation's financial records into the general ledger

for enhanced, and faster monthly reporting.

. Improved reliability of financial system reports by implementing

formalized and timely month end close process and monthly account

reconciliation process.

. Successfully teamed with Development Director to achieve higher than

average county grant increases.

pma capitol corporation, Philadelphia, PA

2000 - 2001

Manager of Treasury

Managed Accounts Payable department, monthly investment reporting process,

monthly investment account closing process, and daily cash flow

requirements of Company's four divisions.

pRICEWATERHOUSECOOPERS, Philadelphia, PA

1994 - 2000

Manager

Planned and managed financial statement and information technology audits

of Fortune 500 companies focusing on the manufacturing industry.

. Analyzed internal controls and business processes to develop and

present detailed recommendations to client management.

. Managed up to eight concurrent audits.

Education and credentials

. Bachelor of Science, Accounting and Information Systems, Virginia

Tech, Blacksburg, VA Magna Cum Laude (1993)

. Certified Public Accountant, State of New Jersey

Skills

. Microsoft Excel; Word; PowerPoint; Hyperion Planning; Hyperion

Essbase; JD Edwards

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