Financial Reporting Planning
Resume:
MALLORY TAYLOR
adz3q1@r.postjobfree.com
*** ****** **, ******, ** 71270 • 318-***-****
OBJECTIVE
Self-directed professional pursuing a career in the field of finance and/or business. Thirteen years of diversified financial knowledge; including cost accounting, banking, financial reporting, budgeting, treasury functions, and liquidity analysis. Keen attention to detail and ability to analyze quantitative as well as qualitative data. Leadership experience to contribute to a team work environment and perform above and beyond the standard. EXPERIENCE
2019-Present Century Next Bank Ruston, LA
VP, Finance (June 2019-Present)
Maintains the company’s financial reporting, budgeting, and liquidity on a monthly basis.
Maintains the quarterly financial reporting and press release.
Manages the annual report production.
Helps with reports needed out of the core system for various departments.
Prepares, distributes, and presents plan-to-actual analyses, financials, and performance reports to bank management, ALCO, Board of Directors, auditors and examiners.
Manages the company’s annual financial planning and budgeting process, and the quarterly financial forecasting process.
Develops training materials and trains management personnel in budgeting/planning.
2010-2019 Origin Bank Ruston, LA
VP, Financial Reporting Manager (November 2017-June 2019)
Manages of the company’s financial reporting, budgeting and planning, performance analysis system (Management Profitability Reporting) for accurate and timely reporting.
Manages the company’s annual financial planning and budgeting process, and the quarterly financial forecasting process.
Develops training materials and trains management personnel in budgeting/planning.
Prepares, distributes, and presents plan-to-actual analyses, financials, and performance reports to bank management, ALCO, Board of Directors, auditors and examiners.
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Coordinates deposit pricing analyses and planning across all regions.
Prepares and distributes monthly plan-to-actual analyses, financials, and performance reports to bank managers.
Assists senior management in coordinating financial plans, and with financial research and analysis for the company’s subsidiaries, regions and divisions.
Prepares and distributes Daily and Monthly financials, and other financial presentations.
Manages Financial Reporting ratios/formulas/calculations (expert formula/code writer) for relevance and accuracy.
Assists in forecasting and monitoring interest-rate risk through asset-liability management modeling, and for determining profitability through funds- transfer pricing and relationship profitability.
Assists regional and divisional management with special requests and financial analyses.
Travel to all regions and markets to assist with the financial planning and budgeting process.
AVP, Assistant Financial Manager (March 2014-November 2017)
Maintaining of the company’s financial reporting, budgeting and planning, performance analysis system (Management Profitability and Control “MPC”).
Maintenance of the financial database (“DMS”), including timely loading, reconciliation, and accuracy, in support of other financial systems (ALM, FTP, RPM) to improve the company’s efficiency, effectiveness and profitability, as well as regulatory compliance.
Assist with the company’s annual financial planning and budgeting process.
Develops training materials and train management personnel in budgeting/planning.
Coordinates deposit pricing analyses and planning across all regions.
Prepares and distributes monthly plan-to-actual analyses, financials, and performance reports to bank managers.
Creates and maintains the financial ratios for the bank’s internal reporting.
Assists senior management in coordinating financial plans, and with financial research and analysis for the company’s subsidiaries, regions and divisions. Financial Analyst (August 2010 – March 2014)
Responsible for maintaining the integrity of one or more of the bank’s financial databases and support systems.
Responsible for developing complex reports and analysis.
Responsible for advanced forecasting, modeling, and interpretation of complex financial results.
Responsible for identification of financial risk and potential solutions.
Responsible for training bank personnel on financial systems, financial analysis, and profitability initiatives.
Responsible for developing and maintaining advanced database tables and formulas.
Manages aspects the company’s annual financial plan/budget/forecast 3
process.
Assist in financial stress-testing and monitoring of regulatory compliance directives.
2008-2010 Haynes International Arcadia, LA
Cost Accountant
Assisted in month end closing process
Assisted in yearly inventory in a manufacturing environment
Performed daily/monthly entries
EDUCATION
2007-2008 Louisiana Tech University Ruston, LA
MBA with a focus in Finance
2003-2007 Louisiana Tech University Ruston, LA
Bachelor’s Degree: Finance Graduated Magna Cum Laude SKILLS
Microsoft Excel – intermediate/expert
Microsoft PowerPoint
Microsoft Word
Analyzing data
SQL
Fiserv systems
Ratio formula writing
Budgeting/Forecasting
Project Management
Interpersonal skills/customer service
Excellent written and oral Communication skills
Teamwork
Self-starter
Excellent business acumen and organizational support
Professionalism
Punctuality
Financial reporting
High aptitude for learning
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References available upon request
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