financial analyst
Resume:
Mac Wolf
Dallas, TX *****
******@*****.***
Professional Experience:
**/** - **/** **** Coast Western Dallas, TX
Staff Accountant
Reported directly to the CFO in all manners of day to day financial activities detailing bank deposits, accounts receivable and payable, and bi-monthly payroll utilizing Microsoft Excel, QuickBooks, and Netchex
Prepared annual K1’s totaling over 3,000 partners invested in each one of our oil and gas drilling exploration joint ventures
Calculated quarterly return on investments to be published in each joint ventures Confidential Information Memorandum booklet
Conducted end of month bank reconciliations as well as oil and gas revenue distributions for each joint venture investor
Forecasted bi-monthly and quarterly cash flow projections
06/09 - 09/13 Equifax Ft. Worth, TX
Production Traffic Control
Expedited the loan underwriting process and decrease risk exposure by working daily with the Internal Revenue Service to verify the accuracy of income data provided by borrowers
Partnered closely with IT Development to create a back office system to more efficiently monitor the daily business correspondence done with the Internal Revenue Service
Created spreadsheets to calculate the daily and weekly volume of work to metrically evaluate operations of the Internal Revenue Service. Production Traffic Control saved Equifax $10,000 in just the first month this new data was audited
04/05 - 11/08 Bank of America Dallas, TX
Assistant Vice President
Proactively managed a growing portfolio of clients to increase investment, mortgage, and deposit growth
Analyzed client’s goals and risk tolerance to create a customized and tailored investment portfolio for mass affluent clients with a net worth of $100k - $5 million
Lead classroom training courses as well mentoring for entry level representatives
Education:
08/01 - 12/04 Texas A&M University College Station, TX
Bachelor of Business Administration, Finance
Completed December 2004, 3 and years
Member of Phi Eta Sigma, National Honor Society
Four year recipient of the T.A. Cheeves Jr. Academic Scholarship
Activities and Interests:
Part Time Total Golf Adventures D/FW, TX
Golf Instructor
Provide the area of D/FW’s youth to the fun, positive, and character-building aspects of golf through after-school and summer camp programs
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