Financial Analyst Accounting

SCOTT D. CHANTRY

**** ***** *** ****

Orem, Utah 84057 cell 801-***-****

*********@*****.***

SUMMARY

A financial analyst with over fifteen years’ experience in the financial services industries. Experience includes coordinating, monitoring and processing wire and ach cash disbursements. Aggregating and analyzing data to prepare financial reporting packages for various management committees. Monitoring capital and liquidity ratios to ensure that the company is within established internal and regulatory policies. Assisting with liquidity and cash forecast reporting.

SKILLS

Microsoft (Excel and PowerPoint)

Team Building

Financial Reporting

Correspond with all Office levels of management

Financial Analysis

Forecasting

EDUCATION

Bachelor of Science in Business Management/Finance – Brigham Young University, 1991

Master of Business Administration – University of Phoenix, 2001

CAREER EXPERIENCE

STEVENS-HENAGER COLLEGE – Orem, Utah 2017 - 2020

Associate Dean / Business Officer

Provide leadership for academic programs, including strategic planning, resource allocation, implementation, faculty observation and evaluation. Responsible for tuition collection, reconcile monies expended and verify that reports are correct. Collect and maintain all VA files.

Adjunct Professor 1997 - 2020

Teach and instruct students in the following courses: Fundamentals of Accounting, Payroll Accounting, Computerized Accounting, Principles of Accounting, Managerial Accounting, Intermediate Accounting, Principles of Auditing, and Advanced Accounting.

CIT BANK, N.A. – Salt Lake City, Utah January 2011-June 2016

Senior Treasury Analyst

Coordination of wire support and approvals ensuring timely release of funds.

Cash wire settlements on the JPM Access system.

Daily cash management reconciliation

Process cash settlements for the banks investment portfolio.

Aggregating and analyzing data to prepare monthly and quarterly management and Board reports.

Maintain of brokered deposit data on core processing system.

Collaborate with Accounting, Internal Audit, Compliance, Regulators, and external auditors as needed.

Write and maintain desk-top procedures to ensure compliance with policy.

Maintain SOX control documentation for procedures in area of responsibility.

ADVANTA BANK CORP. – Salt Lake City, Utah 1997-March 2009

Asset \ Liability Manager

Manage the Interest Rate Risk process for Advanta Bank Corp.

Maintain capital forecast and monitor vs. board policies.

Maintain liquidity forecast and monitor vs. policies.

Track, monitor and report on the bank’s investment portfolio.

Generate monthly reports for executive management including asset / liability committee meeting, board of director’s meetings, and liquidity committee meeting.

Regularly correspondence with internal, external, and F.D.I.C. auditors regarding reporting procedures related to capital monitoring reports, interest rate risk reports, investment reports and liquidity reports.

Special report preparation as directed by CFO of the Bank.

Proficient with Microsoft Outlook, Excel, Word, PowerPoint, and Fiserv (formerly IPS Sendero). Some experience with COGNOS (a database report writing program) and Hyperion Essbase.

Contact this candidate