Internal Controls Customer Service

Ryan Ferreira

**** * **** ****** •Unit *** Scottsdale, 85251 • *********@**.*** • 619-***-****

*** *** *** *** *****, 92101

Accomplished Professional

Accomplished professional with the expertise and integrity to lead operations and maintain sound practices. Demonstrated success reducing operating expenses while not compromising efficiency, managing reporting activities, working with outside partners, and directing operating activities to ensure compliance and improve cash flow.

Proven talent for building client relationships, penetrating existing accounts, and restoring confidence to distressed accounts. Top Performer with proven ability to achieve consistent, accurate objectives and provide detailed reporting targets while providing stellar customer service.

Develop high-performance teams and facilitate success by recognizing achievements, providing training and being flexible for employees to select the most productive approach to get the job done based on their individual style.

A Track record of success in a highly competitive financial industry applying relationship-partnering approach. Firmly committed to delivering above expectations by investing time to assess individual task needs, while working with tight internal controls. Providing high-impact solutions, by applying extensive accounting background to prepare timely, dependable, useful reporting.

Operations/ Internal Controls

Budget Administration / Management

Policies, Procedures, & Controls

Cash Management & Tracking

Month-end Reports & Bank Reconciliations

Networking and New account acquisitions

Major Account Management & Retention

Customized Marketing / Advertising Plans

Revenue Growth Strategies & Optimization

Customer Relations & Satisfaction Building

Issue Management & Resolution

Staff Management, Training & Coaching

Professional Experience

CWR Phoenix AZ July 09 – Present

DIRECTOR OF OPERATIONS

Hire, Develop and implement solution based projects on a national level. Evaluate, test current process in place. Develop and improve on processes that do not surpass standards. Monitor and assign responsibility for adherence of policies, procedure. Manage and direct a team of thirteen to implement and resolve problems as they arise nationally. Communicate with owners in 22 states to review processes and procedures and assist in areas where improvement is needed. Develop, track and produce reports outlining trends and weaknesses identified.

International Business Development,: Manage and implement new International startup projects. Monitor and manage to sales and revenue reports, Accrual account balancing and departmental budgeting. Indentify industry trends and submit recommendations based upon the findings.

Key Achievements:

Developed internal control systems that streamlined processes that reduced error by 6%

Negotiated vendor terms that lead to greater cash flow and improved vendor relationships

Reduced overall spending with the reduction or deletion of advertising that did not meet established goals.

Developed excel based daily tracking report that gave upper management a real time snap shot.

Implantation and development of incentive based performance programs, which increased production by 17%.

Citigroup / Smith BARNEY San Diego CA 2003 - 2009

VICE PRESIDENT, FINANCIAL MANAGER

Hire, Mentor and develop, a high performing solution-based team capable of meeting the needs of all client segments in the Financial Center trade area. Develop, communicate and implement a value-based solution strategy that produces a predictable and sustainable income stream for the Financial Centers and leverage the full product array available for new client opportunities and relationship deepening to existing client base. Monitor/assign responsibility for adherence of policies, procedures and regulatory requirements related to insurance, investments, banking, credit and fair lending. Build strong working relationships within the community to advance the strategic vision of Citigroup and create opportunities for growth. Deliver on our promise to our clients and each other.

Key Achievements:

Certificate of Excellence Financial Manager: Margin vs. Goal 2006, 2007 / Affluent Client Sales growth 2006,2007,2008 / Business Deposit Growth 2006,2007,2008

Certificate of Recognition: Overall Management Performance 2006,2007

Citi Stars Hawaii 2006 (Highest award bestowed at Citibank)

Citi Stars Florida 2007 (Highest award bestowed at Citibank)

Ranked 2 in region in 2007 and ranked 1st in region 2008

SALISBURY BANK AND TRUST Salisbury CT 2000 - 2003

AREA MANAGER

Manage and coach a workforce to develop business in the community. Develop policies and procedures to prevent fraud and enhance efficiency. Conducted market analysis to determine most competitive processing. Compile Sales reports and presentations for the Board of Directors. Conducted internal audits to verify and improve compliance with State and Federal regulations. Promoted internal sales efforts to bring in deposit growth. Chaired the following committees: Marketing and development, Internet and Phone banking, Visa Debit Cards development.

Key Achievements:

Project manager, committee for Development and expansion launching new branches

Development of an audit process resulting in a 12% decline in fraudulent transactions and new acquisitions.

EDUCATION

UNIVERSITY OF PORT ELIZABETH, SOUTH AFRICA

Bachelor of Commerce, Business Administration, major in Economics & Administration

CONNECTICUT SCHOOL OF FINANCE & MANAGMENT

AIB (American Institute of Banking) accounting and banking classes

Franklin Time Management training

Licenses Held: Series 6, 63 & 26, Life and Health

Computer Skills: MS Office (Word, Excel,) Peachtree, QuickBooks, Great Plains, Camelot, aVANue and numerous custom written DOS based and Window based programs.

PERSONAL ACHIEVMENTS

Completed 8 Ironman Triathlons (2.4 swim, 112 cycle, 24.6 run)

Including world championships in Hawaii.

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