Accounting Financial
Resume:
Dear Hiring Manager:
As an analytical and experienced senior financial professional with more than 20 years of experience leading a broad range of accounting and controller responsibilities, I am well positioned to exceed expectations as your Controller. From managing comprehensive accounting tasks and analyzing financials and budgets to leading system implementations and producing detailed financial reports, I excel in performing and directing all accounting and financial concerns. My success in efficiently managing cash flows along with my expertise in improving and updating internal controls and processes prepares me to make a significant impact on your organization in this role. Furthermore, I excel at coaching and leading high-performance teams to ensure maximum accuracy and productivity
Below is a list of the highlights that can be found on my attached resume:
• I would bring more than twenty years’ experience working as a Controller to your company. I have the knowledge and expertise it takes to bring about positive changes.
• Coming from a financial industry background, I am no stranger to changes. The banking industry is the second most regulated industry in the country. At my first financial job, we switched operating systems every five years.
• I am very qualified on creating informative financial reports for all levels of executives that are involved in the financial aspect of the company. This includes department heads as well as outside auditors.
• I have the professional education you are looking for with a MBA from Webster University with a degree in Finance and Accounting and a minor in computer science. I have the experience you require, as well as a financially able mind. I am accurate, calculating, and knowledgeable about all aspects of accounting, financial products and analysis.
• My supervision skills, with excellent knowledge of preparing financial statements, profit and loss statements, budget reports, and forecasts make me a key player in the accounting team.
Because of my years of experience as a financial professional, I am frequently called upon to provide the expert financial analysis that drives successful corporate decision making. I take great pride in my work and my abilities. I have made great strides in being recognized as a key player on the Management and Accounting teams. My accomplishments will speak for themselves. Having reviewed the requirements for the job opening you posted, I completely feel that I am capable of delivering you the services your company needs and expects.
I have enclosed my resume highlighting my contributions and accomplishments in the areas of general accounting, financial statements, audits, cash management, budgeting, profit performance, and strategic planning. As you can see by my resume, my career in business, finance and accounting is very extensive. I believe that I have all of the qualifications you are looking for in this position. Your needs and my skills are an excellent match.
I would be pleased to have the opportunity to meet with you to discuss your needs and how I might be able to meet them. Feel free to contact me at the Email address and phone number listed on my resume. I look forward to speaking with you soon.
Thank you very much for your time and consideration.
Sincerely,
Tom Green
Enclosure
Tom Green
314-***-**** *************@*****.*** LinkedIn www.linkedin.com/in/tommylgreen
St. Louis, MO 63123
Professional Summary
Results-driven and team-oriented leader whose accomplishments reflect superior business acumen, financial development skills, and a demonstrated commitment to organizational growth. Expert in analyzing existing operations and implementing effective systems, strategies, and processes to improve organizational performance and profitability. Created comprehensive business plans that demonstrated outstanding short-term and long-term ROI. Proficient in Microsoft Word and Excel..
Skills (10+ years)
Exceptionally strong computer skills, strategic planning, financial management, budgeting, general ledger, business operations, planning, revenue and expense tracking, financial reporting, monthly, quarterly, and yearly close, excellent problem solving skills, financial planning and forecasting, financial modeling and analysis, familiarity with GAAP and bank regulatory requirements, investment portfolio management
Professional Experience
VP Finance at Gateway Metro Federal Credit Union with 8 locations and $175 million in assets (October 2015 to present)
Manage and supervise all aspects of financial and accounting operations. Accountable for finance, accounting, asset liability management (ALM), budgeting, treasury/cash management, allowance for loan loss, risk management, forecasting, IT, and strategic planning.
Selected Accomplishments:
Maintain investment portfolio ($44 million portfolio), making strategies to increase net income and reduce potential risks through strategically buying and selling securities.
Chair the asset liability management committee (ALCO).
Manage interest rate and credit risk.
Analyze potential loan pool purchases as higher yielding investment alternatives.
Develop and implement effective financial plans, policies, and procedures.
Provide complete, reliable, consistent, and timely information and reports to other senior managers, the ALCO Committee, and the Board of Directors.
Develop pivot tables, dashboards, and slicers to provide multi-dimensional reports.
Play a key role as a strategic planning partner at the company’s short and long term planning sessions.
Senior VP Controller at Southern Commercial Bank, with 10 locations and $505 million in assets. (2001 – June 2015)
As a key member of the Executive Management team, reported to the Executive Senior Vice President and President and assumed a strategic role in the overall management of the company. Primary day-to-day responsibility included planning, implementing, managing and controlling all financial-related activities of the company. This included direct responsibility for accounting, finance, forecasting, strategic planning, budgeting, and institutional financing. Met with the Board and other company executives to develop strategic and financial goals and annual budgets
Selected Accomplishments:
Analyzed the month-end close, monthly forecasts, budget variances, trends, and other management reports per GAAP and company policies. Based on this analysis, made tactical and strategic business decisions.
Performed automation of reporting preparation from manual to an enhanced automatic financial reporting system by utilizing my technical expertise in advanced Excel spreadsheet skills and Cognos and Viewpoint report writing software. This implemented a monthly financial and management reporting process resulting in a more timely, accurate and detailed reporting package for use by the executive management team and the board of directors. Improved the company’s reporting system by 60%.
Tom Green
314-***-**** *************@*****.*** LinkedIn www.linkedin.com/in/tommylgreen
St. Louis, MO 63123
Page 2
Instituted a deposit reclassification process and an end-point analysis realizing annual savings due to
improved availability of funds with correspondent banks.
Prepared monthly Asset Liability packet addressing liquidity, CD repricing, capital ratios, loans/deposits ratios, cumulative maturities, interest rate sensitivity, cash flow, and repricing gaps.
Established that company financial policies/procedures were adequate and operating effectively, ensuring compliance with GAAP and company policies and to provide accurate and complete financial reporting. This led to the completion of clean, concise annual internal and external audits.
Prevented a customer from losing $50,000 in a grandparent scam.
Built cash-flow worksheets to manage daily funding requirements of the bank at all of its correspondents.
Evaluated and oversaw insurance and risk management. Ensured appropriate insurance coverage at the most effective premium.
Oversaw the company’s tax payments and filings.
Strategically structured branch accounting on the general ledger system to enable more accurate branch profitability tracking.
Represented the financial institution as a liaison with regulatory agency examiners (FDIC, MO) and outside auditing firms (BKD, CliftonLarsonAllen). Worked closely with accounting staff to coordinate efforts to provide all of the requested information for the auditors. Directed the implementation of any needed corrections as determined by the audits.
Kept up-to-date with federal regulations and GAAP to ensure accuracy of the reporting of the FDIC quarterly call report (FFIEC 041) and all bank holding company FR-Y reports (FRY 9C, FRY 9LP, and FRY 6).
Co-managed a comprehensive bank compliance program for the bank’s anti money laundering and suspicious activity report (SAR’s) programs to comply with a range of regulatory requirements.
Participated in the company’s strategic planning committee for growth and opportunities.
Maintained investments, over $150 million portfolio, records and investment ledgers, analyzed investments and reports and booked monthly interest, amortization, accretion, gains, and losses.
Investigated problems reported by end-users and provided technical accounting research.
Supervised, trained, developed and deployed a top-notch accounting team of 5; self-motivated to achieve peak performance, prepared detailed financial reports, reconcilements, accounts payable, maintain accurate accounting records and met aggressive business objectives. Made adjustments to daily operations when needed to ensure the department met overall goals and objectives.
Instituted combined statements to save on postage expense.
Designed a business continuity plan and a pandemic plan encompassing all branch locations and approved by both the Federal and State examiners.
Spearheaded the purchase of tax credits to offset 4% of the company’s federal and state tax liability.
Collected and collated all of the bank’s financial information for its annual report to its shareholders.
Technology
Excel very proficient in pivot tables, dashboards, slicers, Dbase and lookup functionality
Viewpoint report writer, over 8 years’ experience
Cognos report writer, over 12 years’ experience
Fiserv Navigator & Portico
Jack Henry Silverlakes
Education
MBA and BA Webster University in Accounting/Finance (3.9 GPA), minor Computer Science
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