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Financial Analysis and Reporting

Location:
Oceanside, CA
Posted:
March 23, 2017

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Resume:

Natalie A. Nuño

Cell: 760-***-****

aczggf@r.postjobfree.com

linkedin.com/in/natalie-nuno-42a5728

SUMMARY

Blending academic training in project, tax, and business administration with hands-on experience in financial reporting and operations support to offer employers a track record of delivering tasks accurately, efficiently, and in a timely manner. Known for providing best-in-class customer service and communications in a variety of business settings. Most recently took a break from employment to pursue a degree; now enthusiastically re-entering the work force. EDUCATION

Mira Costa College, Oceanside CA 2014 to current

Student, Business Administration, Associate of Science

• Critical thinking courses focused on the development of decision making and problem solving

• Enhanced understanding of business environment, accounting practices and tax laws

• Emphasis on theories, strategies, and practices that are applicable to small entrepreneurial ventures as well as business conducted in the global marketplace

• Current Major GPA 3.5; completion in Fall 2017

WORK EXPERIENCE

JP Morgan Chase, Irvine CA 2011 to 2014

Operations Analyst, Mortgage Banking Technology

• Managed and maintained 800+ job function profiles for the Mortgage Banking business; ensured requests to modify profiles were handled with accuracy, in a professional manner, and remained in-line with audit guidelines. Extra focus in this task resulted in Service Level Agreement decrease from a standard 10 day turn-time, to an improved 2-3 day completion

• Liaison to internal business partners; insured operational processes were understood, modified profile assets identified, and an accurate on-boarding experience

• Monitored profile issues using an internal Pending Issues Tracker and discussed plan for completion with business partners and management

• Transformed the Profile Management Team functional guidelines; relied upon as a department training tool. The creation of this material helped alleviate extra training resources and was utilized for disaster recovery planning

• Designated script tester for new application releases; this included participation in application release meetings related to the upgrade of internal applications. Contribution to this process created a reliable, user-friendly tool with increased efficiency in routine tasks

• Compiled inactive asset reports containing profiles impacted by deactivated assets Washington Mutual, Irvine CA 2006 to 2008

Product Manager, Insurance Services

• Compiled budget data for Insurance Services; included monthly re-forecast, annual planning projections and a 5 Year Forecast

Natalie A. Nuño

2 Page

• Responsible for the preparation of the monthly Financial Review, which included variance commentary, trends by insurance products, and consolidated P&L statements to aide management in the budget decision process

• Executed month-end estimates of commission income, investment income, direct expense, and indirect allocated expenses for Accounting team pre-close meetings

• Assessed accruals monthly and submitted projection of accrued expense to Accounting

• Researched large and unusual variances; presented summary of variances to management, which typically resulted in re-forecast uploads to Essbase

• Reconciled and preformed extensive research of building occupancy versus allocated expense for the Human Resources department and training facilities

• Point of contact in the absence of the department Supervisor; provided budget data and financial reporting assistance on an as-needed basis

Washington Mutual, Irvine CA 1997 to 2008

Financial Analyst II, Home Loans Support

• Constructed the monthly Financial Review package; compiled financial data used to aide department managers in budgeting and finance reporting to Corporate

• Prepared annual plan, Long Range Forecast and monthly re-forecast reports; collaborated with Human Resource & Risk Management department managers in gathering projected department expense

• Assembled project Cost Benefit Analysis documentation for management approvals

• Reconciled project operational and capital expense; presented bi-weekly budget status to the Project Manager and team

• Developed and managed a Project Issues Report and tracking tool

• Evaluated and prioritized project issues, while insuring a timely completion of assigned tasks by the business partners

• Prepared Project Closeout and Lessons Learned documentation for management review; used to improve future project outcomes

• Consolidated Mortgage Banking daily loan application vs. funding data; used by management to gauge overall mortgage production

• Organized President Club standings for the HR Rewards team, which included production rankings for Loan Consultants and Account Managers

TECHNICAL SKILLS

Proficient in MS Office Excel, Essbase Add-in, PowerPoint, Access, Word, Outlook and SharePoint VOLUNTEER WORK

VITA TAX PREPARER / San Diego CA, 2009, 2010, 2016 GOOD WORKS – JPMC Representative / Various CA Locations, 2011-2014 FUTBOL CLUB TEAM MANAGER / San Diego CA, 2010-2013



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