Senior Financial Analyst

ALLEN B. SCHILB

Fort Wayne, Indiana ***** 260-***-**** ********@*****.*** www.linkedin.com/in/allen-schilb-5a8255131

SUMMARY

An accomplished and driven senior financial leader with extensive experience in cost accounting, financial analysis, accounting operations and sales management in banking industries. Established capabilities in business risks and legal operations, inventory valuation, financial management, and data analysis in helping businesses and individuals achieve goals. Leverages excellent communication, interpersonal, and problem-solving skills to achieve operational excellence. Strong knowledge in financial internal controls, cost accounting, cash flow analysis, financial reporting, fixed assets, payroll reconciliation, Balance sheet, G/L reconciliation, forecasting, and budgeting. Serves as a key contributor to the success of the organization.

TECHNICAL SKILLS

Epicor SAP Oracle Vantage Power BI VLOOKUP SOX GAAP SQL Microsoft Office Suite Advanced Excel

EXPERIENCE

TENNECO, Ligonier, Indiana

Accountant/Financial Analyst, 2024

Spearheaded all accounting functions necessary to exceed customer expectations.

Collaborated with all departments to ensure quality of products met customer requirements in most cost-effective manner.

Reviewed and reconciled balance sheet, prepare income statements, payroll, and journal entries, ensuring accuracy and efficiency.

Participated in annual budget development and assisted in forecasting processes.

Completed daily and monthly spending and scrap report for plant managers and supervisors to use for daily plant meetings.

Managed all aspects of general ledger and maintained fixed assets.

Analyzed and reconciled account balances and participated in other closing activities.

Assisted in preparation of capital appropriation request and prepared customer tooling packets.

Ensured accounts payable and accounts receivable transactions were processed in timely manner.

Conducted cycle counts and annual audits and served as liaison to external auditors.

Provided guidance to the inventory team and ensure that inventory information is accurate. Make adjustment if necessary.

Review, analyze, and make recommendations with supply chain team.

Created requisitions and purchase orders and moved materials as needed.

Prepare budgets and forecasts

Manage cash flows

Review contracts and process payments.

Examine financial discrepancies.

Other duties as assigned.

FORT FINANCIAL CREDIT UNION, Fort Wayne, Indiana

Branch Manager, 2022-2024

Drove the overall growth and success of the branch.

Planned, organized, and managed daily activities of branch.

Oversaw teller operations such as member interaction, account opening, underwriting, processing, and loan closings.

Developed and executed strategies to attract new members and grow existing member experience.

Supported staff through activities such as computer input, preparations for mortgages, preparation of loans recommendation for Lending Review Committee, and discussion of denials with members.

Directed and managed delivery system options within service center to provide quality, efficient member service.

Hired, trained, coached, mentored, and rewarded staff; acknowledged staff feedback or concerns.

Managed personnel activities of staff and built trust among team members.

Defined goals and objectives for team members and guided staff in developing action plans to reach stated goals.

Led advancement or disciplinary matters of staff and recommended termination when necessary.

Ensured service center’s physical facilities were maintained appropriately.

Cultivated service and sales culture within service center to attain established goals.

Promoted and coordinated products and services provided by FFCU.

Fostered “All Team” culture within organization by providing open lines of communication and cooperation between all areas.

Represented Fort Financial Credit Union at community events.

Assisted regional vice president in establishing performance goals for service center and each team member and developing and implementing long-term and short-term business objectives.

Aided senior management with regulatory compliance to ensure credit union was following laws and government regulations.

Interpreted and implemented management policies for service center.

Performed branch’s surprise audits and implemented action plans to maintain compliance.

C&A TOOL AND ENGINEERING, INC., Churubusco, Indiana

Inventory Control Analyst / Cost Accountant, 2019-2022

Analyzed inventory valuations, monitored unit cost variances, and implemented cost standards for materials and labor.

Provided accurate reporting of organization’s inventory level with focus on minimizing costs, while maintaining product availability at right amount and supply needed.

Managed and tracked inventory such as WIP, RAW, and Finished Goods. Prepared and reported progress of monthly inventory forecast.

Performed cycle counts and physical inventory, established guidelines, and analyzed financial reports.

Resolved errors on inventory transactions, maintaining system accuracy for all inventory, including third parties.

Monitored aged and obsolete inventories, communicating with management and all internal and external auditors as required.

Conducted planning and reporting on progress of inventory reduction initiatives.

Championed inventory issues across several functional units including planning, logistics, manufacturing, and finance.

Served as liaison between finance and operations teams to compare forecast versus actual performance and communicate progress, risks, and impacts to annual inventory goals.

Collaborated with other departments and directed cross-functional meetings with production planners, material planners / handlers, and finance to thoroughly examine processes or issues that negatively impacted inventory management.

Recommended corrective actions to improve inventory performance and utilization, guaranteeing efficient and robust inventory controls were in place.

Performed data analytics, research, and response for variances.

Analyzed inventory issues, assessed data, generated monthly reports, and applied Lean methods to prepare recommendations for policy / process improvements related to ensuring inventory tracking and accuracy; identified root cause of inventory adjustments and generated and implemented process improvements as required.

Developed performance metrics and reporting tools; established ad hoc reporting to enhance department efficiency.

Resolved errors or exceptions on sales / orders inbound and outbound purchase orders and transfers.

Maintained accuracy of inventory in organization’s showroom and website.

GROUP DELPHI, Fort Wayne, Indiana

Senior Accounts Receivable Specialist, 2019

Oversaw all accounts receivables functions, including generating and sending out client invoices in timely manner.

Calculated and provided cost report for all account managers and sales directors.

Identified areas for continuous process improvements.

Partnered with account managers and sales team to ensure complete and accurate client billing.

Executed billing, collection, and reporting activities according to specific deadlines.

Performed account reconciliations and resolved account disputes with internal customers and clients.

Monitored client accounts for non-payments, delayed payments, and other irregularities.

Researched and resolved payment discrepancies and generated and distributed accounts receivable aging reports.

Maintained client files / records, including all pertinent contact and payment information.

Investigated and resolved client inquiries, processed adjustments, and wrote credit memos.

Performed month-end closing and banking activity reconciliations.

Collected data and prepared monthly metrics for chief financial officer.

FRONTIER COMMUNICATIONS, Fort Wayne, Indiana

Financial Analyst, 2017-2019

Developed and maintained complex financial models to support budgeting, forecasting, and strategic planning processes.

Identified trends in financial data and provided insights to senior management to support decision making.

Monitored annual budgeting process, working closely with department heads to gather input, review assumptions, and ensure alignment with overall business objectives.

Ensured accurate and timely forecasts, highlighting key drivers and potential risks.

Presented financial reports to management, highlighting key performance indicators and variances against budget and forecast.

Identified process improvements within finance function and actively contributed to implementation of best practices.

Monitored financial reporting process to enhance efficiency and accuracy.

Contributed to broader cross-functional FP&A projects.

Provided strategic ideas and options to improve department’s day-to-day operations.

Reviewed, approved, and released invoices to be processed by accounts payable.

Allocated sufficient monthly and quarterly funding for all clients’ projects in 49 states.

Provided systems training and cross-training with appropriate staff for smoother flow and operations.

Communicated with contractors, project engineers, and project managers to ensure all documents were complying and up to date with vendors, such as certificate of insurance, project codes, and work contracts.

Ensured all AP / AR and invoices were properly coded and built into correct project numbers according to services provided.

Monitored all project funding requests and escalated approvals if necessary.

Conducted financial closing, ensuring compliance with company, state, federal, and GAAP standards.

BIPPUS STATE BANK, Huntington, Indiana

Operations Manager, 2016

Managed and directed operations functions for community bank.

Oversaw operation department staff, accounting department management, and treasury department.

Developed and recommended objectives, policies, and procedures.

Participated in operations and technology aspects of bank’s strategic plans and operating budgets.

Collaborated with CEO and CFO on ways to improve overall efficiency.

Managed staff during day-to-day operations (data entry, customer service, software functions, card services, etc.).

Reconciled daily POS debit card transactions and made proper adjustments.

Reviewed and approved cash management requests and internet banking deposits daily.

Utilized report writer software to prepare and send CD / IRA interest notices, IRA RMD notices, and 1099 statements.

Performed business credit analysis and evaluated financial statements to determine risk involved in lending money to clients.

Analyzed clients’ financial statuses by producing financial ratios through computer programs.

Processed mortgage loan modification and renewal requests, including participation loans, SBA, mortgage loans, and other consumer loans.

THE STATE BANK AND TRUST COMPANY, Fort Wayne, Indiana

Certified Customer Service Representative II, 2010-2016

Spearheaded daily branch operations to ensure teller accuracy, audits, and appropriate cash levels were maintained.

Performed sales coaching and customer retention training with staff to ensure every customer received excellent service.

Implemented sales calls to generate leads to meet and exceed overall branch sales goals.

Administered vault, ATM, branch audits, and more to maintain compliance.

ADDITIONAL EXPERIENCE

IAB FINANCIAL BANK, Fort Wayne, Indiana, Client Service Specialist, 2006-2009

COURTYARD BY MARRIOTT, Fort Wayne, Indiana, Auditor, 2006-2008

TORUS MACHINING, Saint Joe, Indiana, Financial Analyst, Office Manager, 2005-2006

EDUCATION

UNIVERSITY OF THE VISAYAS, Cebu City, Philippines

B.S.Ed., Minor in Finance and Accounting

CONCORD TECH INSTITUTE, Cebu City, Philippines

A.S., General Radio Communications and Operations

G.F.T.S., Cebu City, Philippines

B.S., Theology

CERTIFICATION

Notary Public - Current

LANGUAGES

Fluent in English, Tagalog, and Cebuano.

Exposure to Spanish.

Contact this candidate