Sales Project

Lon A. Varns

Home: 830-***-**** http://www.linkedin.com/in/lonvarns

Email: *********@*****.***

SUMMARY

Financial Business Analyst with 10 years of solid analytical and financial

operations experience. Proven ability to communicate and build strong

relationships across an organization including senior level executives,

management teams and external vendors. Excellent multi-tasking

capabilities with strong ability to plan, prioritize, and manage complex

projects. Strengths include:

Forecasting Budgeting Financial Analysis

Financial Reporting

Cash Flow Analysis Project Management Process

Improvement Accounting

SYSTEMS PROFICIENCIES

MS Office Suite Crystal Reports Hyperion MS Excel

PROFESSIONAL EXPERIENCE

GUARANTY BANK/BBVA COMPASS, AUSTIN, TX 2008-

2010

With approximately $16 billion in assets, Guaranty Bank was one of the

largest Texas-based financial institutions with more than 165 banking

centers in Texas and California, serving over 300,000 families. Guaranty

Bank was purchased by BBVA Compass Bank in August, 2009 and all accounts

converted to BBVA Compass in February 2010.

Operations Analyst

. Completely re-designed the methodology and GL structure for the

month-end close process allocating check card and ATM income and

expense to 165 banking centers.

. Prepared the annual operating budget ($4MM) for the ATM Operations

and Check Card Services departments and presented monthly variance

reports to upper management.

. Improved internal and external reporting by introducing key ratios

to benchmark sales and profitability.

. Served as an essential team member on the Visa DPS Conversion

project, (major processor conversion from eFunds to Visa DPS),

participating in weekly meetings, monitoring transactions,

establishing user profiles for applications, coordinating training

and served as point of escalation during conversion.

. Played leading role in EFT Source conversion project - the

conversion of check card production from Metavante to EFT Source,

and was the key contact person for the mass reissue of 180,000 check

cards reissued over nine weeks; coordinating with systems,

marketing, vendors and the call center.

. Selected for a process improvement project to reduce excess cash in

banking centers by $8 million and projected potential annual savings

in excess of $320,000.

GUADALUPE COUNTY - ADULT DETENTION CENTER, SEGUIN, TX 2006-2008

The Guadalupe County Detention Center houses more than 600 county, state

and federal inmates. The commissary department provides hygiene and food

items for purchase by the inmates.

Commissary Officer

. Reduced operating expense significantly by negotiating quantity-

discount pricing, introducing competition with new suppliers and

consolidating shipping services resulting in profitability increase

of more than 20%.

. Completely overhauled the commissary department by implementing a

perpetual inventory system and establishing weekly reports to analyze

expenses, sales and profitability.

Lon A. Varns

Home: 830-***-**** http://www.linkedin.com/in/lonvarns

Email: *********@*****.***

USAA - FINANCIAL ADVICE CENTER, SAN ANTONIO, TX 2004-

2005

With approximately 6.4 million members, USAA is the only fully integrated

financial services company in America with annual revenue in excess of $13

billion.

Financial Advisor

. Consistently was in the top five producers among more than one

hundred advisors; maintained the highest products sold per call and

exceeded all performance standards the entire time.

. Performed investment analysis, investment sales, debt counseling and

small business retirement planning.

. Received Series 65 license, CRPC designation and completed 2 of 5

CFP courses and 2 of 6 ChFC courses.

EDWARD JONES INVESTMENTS, SEGUIN, TX 1999-

2004

Edward Jones has more than 30,000 employees worldwide and is a leader in

the financial services industry providing investment advice and counseling

to millions of customers through its offices in the Unites States, Canada

and the UK.

Investment Representative (2002-2004)

. Accumulated and managed more than $16 million of assets for more

than 400 households. Created and implemented financial plans and

sold financial products to customers and exceeded performance

standards the entire time. Hired, trained and supervised a full-

time sales assistant.

Branch Office Administrator (1999-2002)

. One of 27 individuals selected from a pool of more than 3,000

applicants for the 2001 Investment Representative Internship Program

(Phoenix, AZ).

ORGANIZATIONS

. Seguin Evening Lions Club

. Seguin Chamber of Commerce - Freedom Fiesta Committee

. Alpha Kappa Psi - Business Fraternity

. Phi Sigma Chi - Social Fraternity (President)

EDUCATION

B.A. Business Administration - Finance, Texas Lutheran University Seguin,

TX - 2002

CRPC Designation, College for Financial Planning - 2005

Edward Jones Investment Representative Internship - Edward Jones

(Phoenix, AZ) - 2001

U.S. Navy Veteran (Honorable discharge) - Electronic Warfare

Analyst/Operator - 1998

IN PROGRESS

CFP Designation - Certified Financial Planner (2/5 courses complete) -

American College

ChFC Designation - Chartered Financial Consultant (2/6 courses complete)

- American College

INVESTMENT AND SECURITIES LICENSES

Series 7 Securities License (inactive) Series 63

Securities License (inactive)

Series 65 Securities License (inactive) Group 1

Insurance License (inactive)

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