Financial Analyst Systems
Resume:
Technology, F i nance, Strategy, Results.
TARA ROSENKRANZ
ABOUT ME
EXPERIENCE
EDUCATION
SKILLS/CERTIFICATION
COMMUNITY
Dynamic Bank Leader with 20 years of consulting, accounting, and operations experience. Expert at quarterbacking quick turnarounds in profitability, operational excellence, and stakeholder management. Significant executive leadership results in the financial services, healthcare, and entertainment industries. Diverse hands-on experience in business operations, finance, strategic planning, and employee/client engagement. Adept at optimizing business performance through organizational restructuring, innovative efficiency gains, and process improvements. Reputation for being trustworthy, adaptable, dedicated, and reliable. Quick learner who is curiosity-driven and excellence-oriented. 805-***-****
New Orleans, LA, USA
**************@**.***
Hancock Whitney Bank
Business Systems Analyst
2024+
Hancock Whitney Bank
Regional Financial Analyst
2013-2024
Caraway Medical Systems
Hired to turnaround profitability and enhance revenue management through performance and process improvements. Consulted across several verticals including Medicare, the geriatric unit, and talent development. Defined strategy and delivered 35% profit lift over first 24-months through improved insurance coding, underpayment recovery, denial reductions, improved case management, and operational improvements. Business & Process Consultant; Geriatric Psych
2009-2013
Isle of Capri Casinos
Led a staff of 9 and managed budget responsibility of $750M. Created an annual strategic plan and quarterly business development reports to present to executive leaders and corporate officers. Inspired turnaround of company’s relationship and engagement with the local community. Collaborated with Senior Director of Marketing & IT to create market assessments, determine market projections, research consumer demographics, and capture regional market share opportunities. Managed all periodic financial reporting and annual budget forecast updates with executive summaries and analysis. Senior Financial Analyst
2007-2009
Master of Education
University of Texas, Arlington
2008-2011
Bachelor of Business Management
University of West Florida
2000-2004
US Army Reserve - 31U, E-4
LEAN/Six Sigma Green Belt
Communication
Proactive
Strategic Vision
Critical Thinking
Leadership
Negotiation
Authentic
Oversaw $13B in assets, $11B in deposits (liabilities), and $135M in operating expense producing $503M in annual revenue. Received increasing levels of responsibility over 10 years, now responsible for a significant portion of the bank’s financial footprint. Lead financial performance reporting and forecasting analysis for bank’s C-suite and business unit executives. Served as Line of Business Controller for Digital Strategy, Consumer and Business Banking, Mortgage, Contact Center and Banker Solutions & formerly Equipment Finance, Wholesale Banking, Commercial Real Estate, and Loan Syndication. Drove cost- saving and profitability improvement strategies, strategic decision-making, and development of business units/product lines.
Leverage quantitative and qualitative data, system enhancements and project management to present findings, influence strategy and drive actionable results. Accounting & Project Manager
Inventory Management & Analysis
District Asset Manager
Five Star Industrial Group
Standard Furniture Mfg
Fastenal Company
2006-2007
2004-2006
1998-2004
Founding member of DEI Council @ HW
Able ARG, Vice President
Chair of LDH Office of Citizens with
Disabilities
Jefferson Parish Superintendents Council
Partners in Policymaking Graduate
Boy Scouts of America Troop Leader
Girl Scouts Financial Merit Badge Counselor
Technology, F i nance, Strategy, Results.
TARA ROSENKRANZ
RECENT EXPERIENCE DETAILS
Hancock Whitney Bank
Oversaw $13B in assets, $11B in deposits (liabilities), and $135M in operating expense producing $503M in annual revenue. Received increasing levels of responsibility over 10 years, now responsible for a significant portion of the bank’s financial footprint. Lead financial performance reporting and forecasting analysis for bank’s C-suite and business unit executives. Served as Line of Business Controller for Digital Strategy, Consumer and Business Banking, Mortgage, Contact Center and Banker Solutions & formerly Equipment Finance, Wholesale Banking, Commercial Real Estate, and Loan Syndication. Drove cost-saving and profitability improvement strategies, strategic decision-making, and development of business units/product lines. Founding member of the Diversity, Equity, and Inclusion Council. Drove growth during the pandemic through liquidity deployment initiatives. Spearheaded organizational development to support employees with disabilities and provide management training for diverse employees through DEI Council & Associate Resource Groups.
Improved EBITDA forecast accuracy and identified return on investment opportunities by evaluating complex budgets, operating records, and financial statements.
Established accountability and effective resource allocation through science-driven, collaborative planning cycle. Managed major acquisition integration by optimizing branch locations. Partner with business unit leaders to advise on financial, strategic, and operational implications of business/corporate development initiatives.
Followed initiatives, measure KPI’s and adjust expectations quarterly. Mentored and provided guidance to mid and junior-level associates. 100% retention/hire of personally mentored interns. Daily use of business/financial software Excel, Hyperion, Essbase, SmartView, BSP, DART, Power BI, Salesforce, and PowerPoint. Regional Financial Analyst
2013-2024
2024+
Business Systems Analyst
Hancock Whitney Bank
Leverage quantitative and qualitative data, system enhancements and project management to drive actionable results. Lead projects, meetings and committees to ensure all stakeholders are engaged and aligned. Ensure all projects are aligned with corporate objectives. Work with peer teams to keep all projects within budget and scope. Present and influence leadership teams in selection of vendors, prioritization and risk mitigation. Develop key dashboards and tracking to ensure KPI's are met, delivering results to stakeholders with solution-oriented recommendations for enhancements, strategic pivots or new business requirements. Analyze national, market, industry, peer and technology trends and best practices.
Conceptually drive ideas from the creation of the proforma, through project implementation to sunset. Communicate issues related to projects/request to the business unit and programming/technical staff as well as documentation related to projects and/or system changes to ensure they are properly relayed to the field and/or clients. Confers with personnel of businesses in a merger or acquisition. Responsible for application(s) being converted and operational and the success of the venture. Analyze current operational procedures, identify problems and learn specific input and output requirements such as forms of data input, how data is to be summarized and formats for reporting to deliver actionable results. Collects quantitative and qualitative data to determine what system, process and human limitations are while ensuring all current technology is being fully utilized.
New Orleans, LA, USA
**************@**.***
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