Brian J. Schneider, MBA
**** ***** ***** *****, *'Fallon, Illinois 62269
Mobile: 618-***-****
abnce5@r.postjobfree.com
Supporting business growth with strong financial leadership
Accomplished financial professional offers 6 years of diverse management,
banking and finance experience. Proven ability to introduce operational
efficiencies while continuing to provide outstanding financial leadership
to an organization undergoing tremendous growth and constant change.
Core Competencies
Financial Reporting/ Analysis SAP Financial Software
Investor/Public Relations
Purchasing/Contract Management Sarbanes-Oxley Compliance Project
Management
Risk Management Internal Controls SEC Reporting
Budget Development & Management Process Improvement Inventory
Valuations
Staff Development
PROFESSIONAL EXPERIENCE
YTB International, Wood River, IL April 2008 -
Present
Online marketing services company with annual revenues of over $100
million.
Director of Finance
> Assist with all accounting, financial reporting, auditing, and
compliance matters for the organization. Conduct periodic financial
performance updates for management and Board of Directors quarterly as
well as maintain compliance with all SEC financial reporting
requirements, including providing support for filing Forms 10-Q, 10-K,
8-K, Proxy and other required filings.
> Manage all facets of Purchasing Department supported by SAP Financial
Software including the creation of Accounts Payable, Purchasing, and
Material Management Policy and Procedures. Led implementation of
American Express Purchasing Card program throughout 13 departments
which consisted of cardholder training, creation of policy/procedures,
and tracking of expenditures.
> Manage risk management for the organization in the United States and
Internationally including D&O, E&O, Commercial/Property, and Workers'
Compensation insurance. Monitor legal expense/reimbursements
associated with all litigation matters as well as liaison for legal
counsel throughout defense strategy.
> Oversee Investor/Public Relations in conjunction with a professional
management firm. Involves daily communication with investors,
creation and editing of press releases for national distribution, and
managing investor relations website. Led implementation of TSO Stock
Purchase Plan including the creation of Plan documentation, tracking
of shareholder participation, and issuance of stock certificates.
> Monitor and enhance control environment to ensure Sarbanes-Oxley
compliance, including process improvement and control remediation.
Interface with external auditors to attain the highest level of
integrity in all purchasing related transactions.
Regions Financial Corporation, Belleville, IL October 2005
- April 2008
Assistant Vice President/Commercial Business Banker
Responsible for managing existing commercial relationships and generating
new business in the appropriate segment for one of the nation's largest
full-service providers of consumer and commercial banking, trust,
securities brokerage, mortgage, and insurance products and services with
more than $140 billion in assets at the time.
> Relationships consisted of over 150 clients with over $60 million
under management.
> Developed strategies for maintaining and further penetrating existing
accounts as well as seeking to develop new business. Executed the
strategy with calls, visits, needs assessment, customer qualification
and meeting follow-up to maintain, enhance and expand customer
relationships.
> Exercised strong credit and pricing skills. Made both credit and
pricing recommendations for credits above assigned authority and
decisions for credits within assigned authority. Interacted with loan
review.
> Maintained and built account profitability with assigned clients,
primarily by providing core banking products and services.
Commercial Portfolio Manager March 2005 - October
2005
Responsible for maintaining complete communication with Relationship
Manager to identify cross-sell and referral opportunities.
> Assisted RM in preparing in-depth, front-end analysis of credits for
the purpose of approval which includes: gathering all necessary
financial information, discussing credit request and financial
information with customer in conjunction with underwriting, initial
preparation of credit approval documents for RM review, and
forwarding of credit requests through appropriate processes.
> Provided front-line portfolio maintenance including, but not being
limited to, preparation of annual credit reviews, past due
collection, loan documentation, supervision of exception clearing,
monitoring of monthly reporting and loan covenant compliance.
> Assisted with regulatory compliance reporting.
Prudential Financial, Swansea, IL February 2004 -
March 2005
Financial Services Associate
Performed financial planning and consultation for Fortune 100 Company.
> Designed comprehensive financial and retirement plans for
individuals and businesses.
> Assisted clients in the creation of financial forecasts seeking long-
term growth, protection and goal management.
> Performed financial and securities research.
EDUCATION
Masters of Business Administration
Southern Illinois University Edwardsville, November 2003
Bachelor of Business Administration, Marketing/Finance
McKendree University, December 2001
Successfully completed Series 7 and 66 NASD Examinations
Life/Health and Long Term Care Insurance licenses for the states of
IL and MO