Kevin Baker

Magnolia NJ ***** 856-***-**** ad3nv2@r.postjobfree.com

Linkedin: Kevin-Baker

FINANCIAL MANAGER

History of working in the banking and financial service industries. Strong finance and technical skills. Performed data analysis, prepared/maintained forecast models, and analyzed department budgets. Analyzes consumption of assets to assist with financial analysis and fiscal budget management/planning.

TECHNOLOGY SKILLS

• Advanced skills in Microsoft Office including: Word Excel Access Publisher PowerPoint Outlook Visio Project QuickBooks.

• Analysis Data Systems: Statistical Analysis System (SAS) Tableau Essbase Financial GL System of Record Hyperion Journal Entry System (JESS) PowerPivot Hyperion Advent Axys APX CPI Fidelity Software Clarity PPM.

• Software programming Web page design and development knowledge through Frontpage HTML Java Pearl SQL XML Lawson SAP C++ Visual Basic VB.net UNIX/Linux.

• Extensive Database knowledge through Oracle SQL Microsoft Access Tableau Database Management & Reporting.

WORK HISTORY

CIGNA/EVERNORTH HEALTH GROUP; Philadelphia, PA 01-2020 - 11-2023

Senior IT Financial Advisor-Manager

Management of overall financials within IT department with a special focus on IT Hardware/Software chargeback fee process throughout entire Cigna organization.

• Managed Monthly Financial Management within IT, working with IT Head Managers to ensure accuracy of labor/non-labor: forecasts/budgets/actuals month over month.

Management of team associated with HW/SW items associated with org wide chargeback process.

• As a team we developed and managed service cost recovery activities, including managing service fee tracker tools and communications across the org. (Hardware, Software, Mobile, IT Compliance Fees)

• Supported Business Case Development for key initiatives, including data collection and analysis.

• Developed and tracked compliance adhering to IT asset policy and implemented fees where applicable.

• Project Management: Tracked and managed labor/non-labor to maximize project efficiency and project recovery cost.

TD BANK; Mt. Laurel, NJ 04-2012 - 11-2019

AML Compliance Manager of Reporting and Communications–Anti-Money Laundering 09-2018 - 11-2019

Management of Reporting to AML BSA (Bank Secrecy Act) Officer with detailed metrics and communications which accurately reflect the status of the U.S. AML Program via weekly, monthly and quarterly reporting.

• Identify, collect, and validate of key program KRIs and KPIs of the AML Departments: FIU (Financial Intelligence Unit), HRCG (High Risk Customer Group), TMI (Transaction Monitoring & Investigations), SIG (Strategic Investigations Group), Government Sanctions, Demarketing, KYC (Know Your Customer), CIP (Customer Identification Program) Exception Processing, PEPs (Politically Exposed Persons)

• Connect data and create interactive, shareable dashboards for analyzing data and detecting trends.

• Reported of Government Regulators/OCC (Gov: Office of the Comptroller of the Currency) Exam/MRAs and Internal Audit Findings Reporting for various impacted line of businesses.

• Reporting: Weekly, monthly, and quarterly strategic analysis and reporting of data which effectively communicates the “current status” of our US AML program.

• Communications: Established to provide information, direction, and guidance on TD Bank’s AML program. A formal network of AML Coordinators and/or Senior Executives which represent various departments and business areas that support TD. Create ad-hoc AML communications.

• Business Intelligence (BI) to leverages data, technology, analytics and to improve the decision-making process to link: Customer, Transactional and AML data–for the purpose of producing reports/dashboards and analyzing data to detect trends and manage AML Program Risk that may not have been identified by traditional methods.

Senior Financial Analyst–US Corporate Finance 08-2014 - 09-2018

Carried over all financial responsibilities from previous PMO position with the addition of specific Corporate Finance Project related duties within the financial systems of TD Bank.

• Clarity Financial Project Management-Maintained guardian responsibilities of all US Portfolio Records, responsible to maintain, report, reconcile the integrity of the US Portfolio.

• Overall US Portfolio lead on Monthly Forecasting Process (Assisted Project Managers on updating project forecasts to forecast templates to Clarity entry/reconcile)

• Project Actuals–Pull from General Ledger system (Essbase) to Excel Summary spreadsheet to upload to Clarity per each-record via the Clarity Bulk Upload process.

• Monthly Financial Reporting–Create Summary reports to be used for Executive Project Investment Committee Reports/Decks.

• Worked with project teams to ensure effective delivery of financials meet fiscal plan budgets.

• Managed Project General Ledgers: Journal Entries to reconcile, Re-Classes to fix incorrect postings, Accruals for future spend count.

• Trained, mentored and monitored new financial team members, supporting groups such as Dodd Frank, TDAF, NACCMS, Direct Channels, Real Estate.

• Annual Project Planning–Successful rollout and completion of Fiscal Years 2015-2018.

• Managed, Created and Closed out all project Financial RC codes for all US PIC funded Projects.

• Worked with Tech Finance to ensure efficient cross work and demand of teams with each Lines of Businesses.

• Member of Clarity Time Tracking Team to help develop and align to the US Financial systems of record and train all supporting user once implemented.

Senior Project Management Reporting Manager–Project Management Office 04-2012 - 08-2014

Clarity Project Management-Acted as guardian of all US Portfolio Records, responsible to maintain, report, reconcile the integrity of the US Portfolio.

• Monthly Reporting–Managed all PMO Reporting on Financial and Non-Financial reports.

• Creator of the monthly PMO Executive PIC Deck/Report (Executive Project Investment Committee)

• Consulted with the Lines of Business Heads, Project Managers and Executives to ensure effective delivery of financials meet fiscal plan demands.

• Trained, mentored and monitored new PMO members, Business Analysts, Project Managers/Specialists.

• Annual Project Planning–Successful rollout and completion of Fiscal Years 2012-2014.

• PMO lead with the Technology PMO to help insure efficient cross work is achieved.

• Implemented Project Management Methodologies and Governance and conducts analysis to ensure compliance within TD Processes.

• PMO lead on the Monthly Forecasting Cycle Process for the entire portfolio (Assisted Project Managers on updating project forecasts to forecast templates to Clarity entry/reconcile)

• Worked to overall haul the forecasting process and move from a Quarterly process to Monthly.

• US Lead on the Clarity Financial Redesign of 2014–Worked with Clarity Development team to rollout in the US.

EARLIER WORK HISTORY

PHH Mortgage; Mt. Laurel, NJ - Private Investor Analyst

Facilitating the daily and monthly accounting, reporting and remittance processes for various private investor portfolios for PHH Mortgage. Analyze forecast rollups to identify existing or potential issues or inconsistencies; analyze real time forecasts to anticipate developing issues and recommend action steps in response/Ad-Hoc requests. Provides analysis and reporting on actual project performance metrics versus budget and forecast and suggesting corrective action to improve efficiency and financial performance.

Accusource; Exton, PA - Investment Operations Analyst

Developing and implementing client rate model, and economic capital framework and Perform analyses using the Firm’s fixed income tools, and models. Monitor all portfolio activity within the funds. Liaison with the portfolio analysts on the activity and valuation of the investments held within the fund on a weekly and month-end basis. Provide forecasting, budgeting, and variance analysis of operating properties, including consolidating market and investment-level results into presentation for investors.

United Capital; Marlton, NJ - Financial Analyst

Responsible for the analysis/guidelines of underwriting of mortgage loans pending approval. Conduct monthly financial presentation to Staff and preparation of quarterly reporting schedules. Coordinate development and analytics related to investor’s cost budget. Ratio Analyst of: Debt to Income, Loan to Value, Payments to Debt.

Prudential Financial; Marlton, NJ - Financial Advisor/Consultant

Obtained my FINRA Securities Series 6 license; Achieved my NJ, NY, PA state Life, Health, Property and Casualty Producer licenses. Analyzes and determines appropriate financial products for clients for investment purposes, applying knowledge of securities, investment plans, market conditions, regulations, and financial situations. Provides consultation and recommendations to new and existing clients on the purchase or sale of securities, financial services, and investment plans, based on specific customer profiles.

EDUCATION

Bachelor of Science (Major: Finance - Minor: Economics)

Rutgers University, School of Business

Technical Diploma - Business Software Programming and Analysis - The Chubb Institute

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