Customer Service Management
Resume:
Robert K. Bardot
[pic]
Huntsville, AL 35824
*********@*****.***
SUMMARY
Finance professional experienced in forecasting and budgeting,
reconciliations, periodic and ad-hoc reporting, performance metrics, trend
and variance analysis, process improvement, and process development. Self-
starter with proven problem-solving and analytical abilities. Recognized
as creative and adaptable, able to work well independently or as part of a
team, with a demonstrated ability to enhance the efficiency of the work
environment. Proficient with Word, Excel, Power Point, Access and Hyperion
Essbase.
KEY SKILLS
Analyzing Reporting Project Management
Forecasting Reconciling Coordinating
Process Improvement Customer Service Detail Oriented
Developing Communicating Problem Solving
PROFESSIONAL EXPERIENCE
WASHINGTON MUTUAL BANK - Seattle, WA
Mortgage Servicing Valuations Analyst, Lead
September 2007 - January 2009
Perform daily profit/loss attribution for asset and hedges for two
portfolios totaling more than $6 billion in assets. Analyze performance in
context with market movements and risk metrics and provide commentary for
senior management. Model hedge cost for monthly forecast, annual plan, and
long range forecasting cycles. Report trend and variance analysis on a
periodic and ad hoc basis.
. Created, tested, and implemented new P&L attribution process designed
to decrease operational risk through automation, while providing
greater actionable detail
. Decreased dedicated employee hours for attribution process by 66%
Financial Planning and Analysis Analyst, Lead
March 2005 - September 2007
Model and report to senior management non-interest income/expense for plan
and forecast cycles by assimilating information from multiple sources into
one report. Provide periodic and ad hoc trend and variance analysis.
Prepare, analyze, provide commentary, and maintain suite of monthly,
weekly, and daily reports.
. Forecasted net non-interest income up to $1B annually across 4
channels of business, 15 products per channel
. Created, tested, and implemented new forecasting model and methodology
. Organized, designed, and maintained broker dealer expense
reconciliation, resulting in a $125,000 reimbursement.
. Designed and implemented automation process for monthly reporting,
decreasing dedicated head count from three to one
FARMERS NEW WORLD LIFE- Mercer Island, WA January 2004 -
October 2004
Investment Analyst
Provide fixed income and equity portfolio analysis on a periodic and ad hoc
basis to senior management. Ensure compliance of investments with
portfolio guidelines and state guidelines. Prepare and analyze investment
advisor and custody management expenses. Review and write a weekly summary
of economic conditions relative to the impact on the investment portfolio.
Calculate and recommend fixed income yield targets for upcoming periods.
. Developed a suite of weekly and monthly reports to facilitate
investment decision making
. Conducted a review of all state guidelines to ensure reserve
requirements were met
. Modeled investment portfolio income for 2005 budget
QUELLOS GROUP, LLC - Seattle, WA
October 2000 - December 2003
Senior Associate-Fund Accounting
Provide daily accounting for seven fixed income investment funds in
compliance with GAAP and SEC regulations. Calculate the Net Asset Value
(NAV) daily, weekly, and monthly. Review and analyze prices, spreads, and
yields to ensure correct asset valuations. Prepare and analyze monthly
asset, expense, fee, and interest reconciliations for annual audits.
Produce financial statements at month, quarter, and year end. Review
monthly client account statements.
. Simplified cash reconciliation process saving over 1,200 hours and
$27,500 annually
. Improved efficiency and accuracy of fund performance calculation,
decreasing dedicated employee hours by 33% and saving $10,100
annually.
. Led development of monthly audit packages for all financial statements
and reconciliations to ease year-end audit
. Established metrics to illustrate an average 20% improvement on
deliverables over a one year period.
. Led development of performance reporting cycle as the number of funds
grew from two to nineteen
. Contributed to infrastructure development as assets under management
grew from $40 million to $1 billion.
STATE STREET-KANSAS CITY - Kansas City, MO August
1999 - June 2000
Senior Fund Accountant
Provide daily accounting of four mutual funds in compliance with GAAP and
SEC regulations. Calculate the Net Asset Value (NAV) per share to report
to NASDAQ daily. Generate daily cash by accounting for trades, corporate
actions, principal and interest payments, and maturities. Analyze the
effects of market activity, corporate actions, trends, and news on
calculated NAV.
. Provided on the floor training for new hires in addition to normal
duties
. Promoted from Fund Accountant to Senior Fund Accountant after eight
months
EDUCATION
University of Alabama in Huntsville, Masters of Business Administration,
expected completion 2010
University of Kansas, Bachelor of Science, Business Administration, 1999
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