Jan-Michael Finley
Address: North Canton, Ohio **720
Phone: 516-***-****
Email: acxkuf@r.postjobfree.com
Qualifications Profile
Highly organized, success-driven, and self-motivated professional with comprehensive experience in banking and finance.
Well-versed in preparing financial documents, reports, and budgets. Capable of analyzing budgetary and accounting data. Expert at
identifying opportunities to improve operational efficiency. Adept at managing group dynamics, as well as in motivating, training,
guiding, and leading high-caliber teams of professionals toward the successful attainment of goals. Armed with the ability to
cultivate positive relationships with diverse group of individuals.
Areas of Expertise
Profit and Loss (P&L) Costing and Budgeting Auditing
Accounts Payable and Accounts Receivable Systems Analysis
Professional Experience
Sterling National Bank Great Neck, NY (2008–Present)
Assistant Vice President Finance Director 2012–Present
Carry out key tasks in preparing quarterly financial presentations for the board of directors; along with budgets, profit and loss
(P&L) statements, and other reports summarizing the financial position of the company for senior managers
Administer month-end closing process, which includes the preparation and analysis of financial statements
Serve as the driving force in improving overall efficiency and eliminating waste by employing appropriate procedures
Function as a team member for the merger integration with Provident Bank
Accounting Manager 2008–2012
Supervise staff in ensuring daily and monthly accounting functions were performed as well as handling audit requests in a timely
fashion
Managed call reports, such as past dues, non-accrual loans, leases, and residential mortgage banking activities
Handled the preparation and reconciliation of commissions and payroll for over 100 employees
First Lincoln Mortgage Huntington, NY
Controller 2006–2008
Oversaw staff in handling daily work assignments, audit scenarios, and special projects
Prepared individual P&L statements for 30 branches while issuing loan officer commission checks
Took charge of preparing schedules for mortgage receivable, mortgage payments, and notes payables
Spearheaded diverse accounting functions, which included general ledgers, accounts receivable, accounts payable, job costings,
payrolls, financial statements, cash managements, and fixed assets
eHome Credit Corporation Ideal Mortgage Bankers Ltd. Carle Place, NY
Comptroller 2001–2006
Maintained alignment of cash accounts, accounts receivable, notes payable with bank statements and status
Served as the key person in handling schedules for year-end audits
Efficiently conducted accounts payable and accounts receivable duties
Employed keen attention to detail in reconciling warehouse lines
Interfaced with the senior vice president and the president to report status
Education
Bachelor of Science in Business Management St. John’s University, Jamaica, NY
Technical Skills
Microsoft Office Applications (Excel, PowerPoint, Word, and Access)
Works Genesis Mas90 QuickBooks Encompass Point E3 Prologue JackHenry