Financial/Tech Support Leader for Remote Roles

Herbert Kummer

*** ******** ***** ****.

Myrtle Beach, SC 29579 704-***-****

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

Financial and Technology Customer Support

Summary:

Contract Employee:

** ***** ** ** ******ndent contractor in financial customer and technology support roles. Duties included most back-office functions (AR, AP, Payroll, G/L, etc.) as well as customer / technology support (help desk, sales and marketing support, etc.) Clients included Bank of America, Wells Fargo, Pfizer, Citibank, Allstate, LPL Financial

Management:

15 years as IT manager for a variety of companies, including wealth management, mortgage banks, small start-ups, and logistics companies. Employee at Long Beach Mortgage Bank, Plaza Mortgage Bank, Talleyrand Capital Management, and Sameday.com

5 years of finance management, including FP&A, Treasury, and project management

Competencies:

Technology: CRM systems, Accounting software, Microsoft Office suite (Word, Excel, PowerPoint). Data ETL, aggregation and analysis, including forecasting. Data visualization software (PowerBI). Mortgage software.

Finance: Wealth Management, Accounting expertise. Financial Planning and Analysis (FP&A). Income Statement, Balance Sheet, Cash Flow statement preparation. Forecasting model development. Logistics, including inventory control and supply chain management. Customer support and issue resolutionCusotmer

PROFESSIONAL EXPERIENCE

Independent Strategic and IT Advisory. Dallas, TX / Charlotte NC 2013-present

Contract employee for companies throughout US tasked with IT, customer and financial support operations. Clients included Bank of America, Wells Fargo, Citibank, LPL Financial

CitiMortgage, NY, NY/St. Louis, MO/Dallas, TX 2010-2013

Team leader responsible for designing and implementing the analytic foundation, approaches and engines utilized in the Decision Management, Risk Management, Customer Acquisition, Portfolio Management, and Data Management business units within CitiMortgage. Also was project manager for mortgage loan processing re-design

Talleyrand Capital Management, LLC, Los Angeles, CA/Charlotte, NC 1999-2009

Manager of a team that built and managed the technology analytics and data foundation for this multi-strategy hedge fund for HNW individuals. Also assisted in the design of the marketing efforts to institutions.

Sameday.com, Los Angeles CA 1999-2001

First employee of this internet-based logistics company incubated at Idealab! Provided leadership of the tech group which built the accounting system that provided internet supply chain logistics for retailers that wished to enable “same-day” ordering and delivery from strategically placed warehouses and fulfillment centers.

EDUCATION

Massachusetts Institute of Technology, Cambridge, MA

Bachelor of Science: Electrical Engineering and Computer Science; Minor in Finance

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