Customer Service Sales

Shawn Bryant Rayl

** ******* ***** *********, ** 94965 650-***-**** *****.****@**.***

Finance Professional 20 years of experience in adding value and delivering results supporting:

- Strategic Planning

- Business Partnership

- Leadership and Development

- Analytics and Modeling

- Forecasting and Planning

- Activity Based Costing

- Project Management

- Variance Analysis

- Audit and Reconciliations

CHARLES SCHWAB & COMPANY, San Francisco, CA 1996 – 2016

(10/2016 – 8/2017 Family Sabbatical)

Managing Director Finance - Corporate Functions 2014 – 2016

Led a team responsible for providing financial planning and business decision support for five enterprises (Human Resources, Compliance & Legal, Internal Audit, Finance and Corporate Projects).

Partnered directly with Executive Management in developing the $400M annual operating expense plans.

Evaluated and presented project business case reviews, illustrating the NPV and IRR on Corporate sponsored investment projects.

Developed monthly reporting packages which enabled Senior Management to make financial decisions to better meet strategic goals and manage financial expectations.

Built and developed a highly engaged finance team. Providing them with opportunities to further their career. Managing Director Finance – Advisor Services (Institutional) 2012 – 2014

Led a team which performed planning and analysis for Schwab’s Institutional Technology and Sales teams (7,000 independent advisor base, managing two trillion in client assets).

Partnered with business to drive operational leverage and maximize profitability through rigorous analysis to better support strategic decision making and planning. Managing Director Finance – Individual Investor (Retail) 2006 – 2012

Managed a team providing planning and analysis for Schwab’s 305 Retail branch network and four national call centers. Annual operating budget of $600M.

Performed ad hoc analyses related to understanding business trends, and development of key performance indicators.

Modeled incentive compensation plans for a 1,800 sales and customer service employee base. Evaluated branch ROI based on branch type, location and employee mix.

Performed profit & loss statements for each branch, and worked with branch managers to improve economics.

Optimized call center operating plans through creating and analyzing capacity models which factored average handle time, seasonal call volume, and specialized call teams.

Supported activity based costing models which provided insight into economics per client base.

Consulted and developed a best practice workflow model for the Portfolio Advisor business, thereby aligning four regions with a consistent service framework.

Senior Finance Manager – Retail Sales and Effectiveness 2001 – 2006

Responsible for consolidating the Planning and Reporting functions for the division. Key contributor in developing a Monthly Executive Summary Report that identified key metrics and operational highlights.

Performed standard financial planning and analysis functions, including an extensive buy vs. build analysis for Schwab’s web based Learning Management System.

Performed extensive operating cost analysis and reporting to identify potential savings opportunities.

Improved project tracking and reporting, streamlining communications and workflow between various departments.

Worked with Executive Management to develop performance measurements for 17 regional branch executives. Required modeling quarterly asset growth, contribution margin and bank product sales. Chief of Staff – Schwab Technology (Brokerage Solutions) 1999 – 2001

Provided finance oversight for the organization and coordinated with Enterprise Finance teams.

Ensured all projects had documented plans (Microsoft Project) and developed internal project status reports to Executive Management.

Performed organization development, communications, and coordinated BRS and occupancy requirements, as well as supporting system availability risk management.

Facilitated manager and executive meetings. Worked directly with SVP to create, inform and deliver organization directives.

Supervised a two person team.

Finance Analyst – Finance Manager (Technology & Service) 1996 – 1999

Performed annual and quarterly budget preparation, quarterly business review presentations, monthly volume and activity reporting and various cost/benefit analysis. SCHIEFFELIN & SOMERSET COMPANY, San Francisco, CA Summer 1996 Contractor - Accounting

Conducted internal audit of the western regional sales and inventory levels. NORTHBAY FINANCIAL CORP, Petaluma, CA 1992 – 1994

Staff Accountant

Performed various accounting and operational functions. E.g. processing accounts payable, bank reconciliations, wire transfers, monitoring and reporting return rates on the company’s Marketable Securities portfolio, and oversaw Bank’s compliance with the FDIC reserve requirements. WORLD SAVINGS & LOAN, Corte Madera, CA 1990 - 1992 Customer Service Representative

Provided bank operational services, cross-sold financial products, and performed new account openings. OLD NATIONAL BANCORP, Clinton, IN 1986 - 1990

Bookkeeping/Operations

Supported general ledger accounting functions, resolved client account issues/disputes, transaction processing, client statements processing, and testing data system conversions (subsidiary converting to Parent company’s data system).

EDUCATION

Indiana State University – B.S. Accounting 1996

Santa Rosa Junior College – Associates 1994

TECHNICAL SKILLS

MS Excel, PowerPoint, Word, Access, Cognos TM1, PeopleSoft, Salesforce, Workday, Business Objects, SQL, Situational Leadership, and Strengths Based Leadership

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