Manager Management

MARC NORDLUND (206-***-****)

(E-mail:

******@*********.***

Professional Profile

Seasoned accounting, financial, and audit professional with leadership

roles involving Treasury, mergers and acquisitions, system integrations of

the GL, initiating and implementing company-wide SOX policies and

procedures, and designing operational procedures and training for internal

customers involving the GL. Self starter with initiative, accountability,

follow-through, and attention to detail specifically involved with company-

wide project management.

Innovatively solve company-wide problems by creating new, sustainable,

streamlined operations/procedures for revenue generating projects.

Recognized for quickly learning unfamiliar processes/procedures and

becoming a Subject Matter Expert in those areas.

Implementing quality decisions based on analysis, experience and good

judgment while engaging stakeholder's input by building and fostering

successful relationships internally and externally on all levels. Managing

relationships to overcome conflicting priorities to ensure complex

financial projects are completed on time and meet end-users needs.

Experience

Treasury Operational Risk - Lead Treasury Analyst Internal Controls

2007 - 2009

JP Morgan Chase, Seattle, WA

Designed, tested, researched, and recorded annual Sarbanes Oxley audits

working with auditors and the core business groups involving approximately

200 controls within the Treasury department. Designed Sarbanes Oxley

controls for monthly GL close, Asset/Liability Derivatives, Loan Sales &

Securitizations, and Credit Card Securitization

Responsible for creating, monitoring, and presenting quarterly model

attestation involving Asset/Liability Management and Enterprise Risk

Management to the SVP of Corporate Cash Management & Treasury Accounting.

Designed and monitored debt covenants working closely with cash management

to maintain compliance of contracts and agreements involving banks and

other financial service providers. Lead quarterly meeting with senior

management representatives from Legal, Tax, Capital Strategy, Cash

Management, and Portfolio Management for agreement involving debt covenant

compliance, changes to covenants, and official sign-off from key

stakeholders.

Created and updated derivatives portfolio and wholesale borrowings model

documentation relating to Asset/Liability and Enterprise Risk Management.

Identified what criteria defined a model and what models the Treasury

Department owned. Developed and presented monthly business reviews

covering business performance drivers and key metrics, including

performance against stated objectives.

. Initiated meetings with model owners to verify existing model

documentation, make revisions where necessary, and facilitate/design

documentation where none existed. Designed and implemented

standardized model documentation for 70+ models within Treasury ahead

of schedule to be in compliance with SOX.

. Designed, tested, and implemented previously three separate MS Share

Point sites into one central location for the different functions of

Treasury Operational Risk involving Basel II, Sarbanes-Oxley, and

Audit Liaison. Created automated approval process via MS Share Point

for key stakeholders. Increased efficiency by 50% involving the

monthly process of requesting, receiving required

approvals/information, and generating detailed reports for managers.

Manager, GL Administration - Corporate Controller's Group

2003 - 2007

Washington Mutual Corporation, Seattle, WA

Managed team responsible for the integrity of the General Ledger (GL)

including monthly maintenance, implementing best practices involving

policies and procedures in accordance with Sarbanes-Oxley, daily

application feeds (30+) to the GL, testing of new and upcoming releases of

interface applications, providing bank wide advisory services on GL usage,

and facilitating the month end close process. Project managed bank wide

initiatives involving regulatory/reporting changes affecting the GL.

Accounted and evaluated cross-functional projects within Corporate

Accounting and the business segments to access the risk to the financial

consolidation and reporting process. This included interface applications

sent to the GL as well as Financial Planning and Analysis (FPA) and

external financial reporting (10Q and 10K). Influenced decision-making to

ensure financial misstatements would not occur.

. Designed a new process involving company-wide general ledger

maintenance utilizing MDM Hyperion tool. Existing MS Access database

inefficient and not in compliance with SOX. Selected to act as

subject matter expert to review/select new system application and act

as lead to ensure internal users throughout the bank maximized the

functionality to create efficiencies. Worked with vendors and

IT/Development to ensure business partners and company-wide financial

objectives were being met during the process, including Hyperion

Enterprise, Reporting, Planning, and Financial Reporting needs.

. Improved processes through automation. Acted as liaison with internal

users across business lines to determine customer need and ensure user

acceptance testing issues were resolved. Created a "blueprint" to

thoroughly test functionality of the new system to exceed expectations

involving efficiency and scalability. Designed a new process of data

flow, oversaw the creation of user manuals, and developed, documented

and performed financial training for business partners involving new

database.

. Reduced the monthly GL maintenance process by 60% using real-time

maintenance. Gained efficiencies were used for the team to focus on

more value-added research/projects involving monthly financial

variances and reporting. The enhanced security eliminated previous

concerns and certified us being in compliance with SOX.

(Manager GL Administration, WAMU continued)

. Influenced decision-making to ensure business partners met the

financial objectives/deadlines for the organization. Successfully

integrated the general ledger of two acquired accompanies and an

internal company merger within a three-month period. This had never

been attempted before with the company and was successfully completed

on time with 50% less staffing than on previous mergers/acquisitions.

. Performed ad-hoc projects including business case evaluations,

identifying process gaps and driving improvements. Identified,

documented, and implemented a new, repeatable process to remove unused

GL accounts on the chart of accounts. Reduced the number of accounts

from approximately 7,000 to 3,200. This reduced downstream processing

times of the GL and Hyperion Enterprise (financial book of records) by

eliminating "empty" accounts and making available necessary account

ranges for future use.

Senior Accountant, GL Administration - Corporate Controller's Group

2001 - 2003

Washington Mutual Corporation, Seattle, WA

Analyzed and approved monthly requests for new GL accounts, description

changes, and hierarchy movements.

Streamlined the monthly Chart of Accounts meeting process. Separated loans

held for sale from loans held to maturity on the Chart of Accounts enabling

the hierarchy to mirror the 10-K for better transparency and create

efficiencies involving Financial Reporting's quarterly process.

Facilitated various groups with divergent needs to make the best business

decisions from a bank wide view.

Funds Management - Operations

2000 - 2001

JP Morgan Chase, Newark, DE

Researched up to 100 issues daily from clients, funds services, wire

transfer room, and cash management groups.

Resolved questions concerning IRA accounts, missed trades, and share

reconciliation with brokerage accounts.

Set up new client accounts and placed trades involving DST (record-keeper)

and PBIS databases. Placed in-kind transfers between house accounts.

Resolved cash reconciliation and money wire issues involving Morgan's

transfer agency BFDS.

Audit/Control Business Specialist

1999 - 2000

JP Morgan Chase, Newark, DE

Reconciled/forecasted daily cash position (DCP) for approximately 15 US and

international funds. Monitored institutional/retail account funds/share

balances on a daily basis and reported any overdrafts or excess balances to

the portfolio manager. Investigated adjusting entries and money movements

between JP Morgan Chase accounts and customer accounts to correct out-of-

balance situations. Reconciled share positions weekly with custodian

accounts.

Account Specialist-Manager

1998 - 1999

General Employment Inc, Newark, DE

Launched/directed staffing agency satellite office at Amazon.com

Distribution Center in New Castle, DE.

Collaborated with Amazon recruiting staff to meet weekly/monthly hiring

goals.

Accountant/Inventory Control

1996 - 1998

Hansen Pipe & Precast, Tacoma, WA

Analyzed GL activity and prepared financial statements for company with

$12M annual gross sales.

Monitored and maintained monthly inventory of $2M in finished goods and

parts.

Education

Fall, 2010 Scheduled to sit for the Certified Public Accountant (CPA)

Exam Seattle, WA

Sept/2009 University of Washington - Foster School of Business

Seattle, WA Completed

Certificate Program in Accounting (ACCTG 505)

Earned 18 credits applicable as a pre-requisite for the CPA

examination

June/1995 Western Washington University

Bellingham, WA

Bachelor of Arts & Sciences - English

Concentration in Writing

Aug/1994 Tacoma Community College

Tacoma, WA

Fundamentals of Accounting; Computer Applications

Contact this candidate