Financial Analyst Quality Assurance

Education

University of Texas at Arlington

Bachelor of Business Administration, Finance - 1997

4.0 GPA Business College, 3.9GPA Overall

Professional Experience

Citi Operational Risk Associate Analyst II – Quality Assurance Monitoring January 2022 – Present

●Risk Analyst II Subject Matter Expert (SME) for Quality Assurance monitoring loans for flood insurance via testing. Also, work on loan monitoring tests such as bankruptcy and performance servicing. Updating monitoring test procedures and presenting walk through presentations of procedures and tests for Internal Audit, Relationship Management, Governance, Internal Control and Management. Training new analysts on final test result reporting.

Farmers Business Insurance Sales Agent February 2017 – January 2022

●Insurance agent selling Commercial, Auto, Home and Life insurance for Farmers Insurance.

Self Employed Stock Investing and General Contracting March 2013 – February 2017

●Left JP Morgan during a layoff period on good terms to general contract and divest a real estate project. Currently stock market investor with self-funding.

JP MORGAN CHASE / TSS Technology Finance September 2005-March 2013

SR. FINANCIAL ANALYST

●Employee 7 yrs 7 mos. Initially a COMSYS consultant working for JPMORGAN 1 yr prior to being made an employee.

●Annual expense planning and quarterly / monthly forecasting for several IT Business Units with 600+ employees / contractors. Software tools included Hyperion Essbase / Project Accounting / Oracle Financial / heavy Excel tools (pivot tables and vlookups) and Powerpoint.

●Monthly closing and variance analysis reporting for the several IT Business Units.

●Planning, forecasting and reporting included salaries, benefits, hardware, software, depreciation and headcount expense accounts. Capable of researching large data sets in great detail.

●Monthly closing included contract labor and software depreciation accrual entries, tracking and reconciliation of expense and balance sheet utilizing a SAP general ledger.

●Project Financials included planning, forecasting and variance analysis. Business Case Reviews for Total Cost of Ownership. Vendor Management included tracking and monthly accruals.

●Previous annual expense planning and quarterly / monthly forecasting for IT Demand Manager’s server / product expense.

●Previous monthly closing and variance analysis for IT Demand Manager's server / product expense. Analysis included billing resolution and cost reduction efforts.

●Previously supported server / product inventory validation and resolution efforts for IT Demand Manager in house database (DCS IMS).

COMSYS Technology Consulting March 2001 - September 2005

SENIOR FINANCIAL / PROJECT ANALYST

●Analyzed and presented to managers monthly expense and budget full variance analysis for 5 IT Cost Centers consisting of 300+ personnel and contractors.

●Analyzed and presented to manager's capital and expense project financials for 5 IT Cost Centers on a biweekly basis. Responsible for 40 capital and expense project financials.

●Coordinated and trained consultants on month end capital / expense financial reporting to Accounting for an MBNA IT division using Oracle reporting, Access, and heavy Excel spreadsheet analysis.

●Coordinated and trained consultants and personnel on a mainframe database time entry and expense system.

Qualification Summary

SKILLS

HEAVY EXCEL (Pivot Tables / Vlookups), ACCESS, POWERPOINT, HYPERION ESSBASE, SAP GL, PROJECT ACCOUNTING REPORTING, BUSINESS OBJECTS, ORACLE FINANCIAL ANALYSIS, ARIBA VENDOR MGMT, LOTUS NOTES, EMAIL, SEVERAL IN HOUSE DATABASES: TITAN Billing, TCO WSS Inventory Database, STARPRO ATTACHMATE MAINFRAME TIME / EXPENSE DATABASE, CIS/BANNER BILLING, AUTOCAD, & GIS UTILITY (IBM Version),

PREVIOUSLY LICENSED: PROPERTY AND CASUALTY, LIFE ACCIDENT AND HEALTH STATE DEPT OF INSURANCE

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