Senior Financial Analyst

CPA

**** ****** ****, *********, ***** Carolina *8269

(H) 704-***-****  (M) 704-***-****

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

BACKGROUND SUMMARY

Experience includes financial and managerial reporting and analysis, modeling, budgeting, forecasting, strategic planning, accounting for acquisitions, fund accounting, cost accounting, personnel management, and systems implementation and training. Highly responsible with excellent analytical and problem resolution skills. Strong technical skills including Microsoft Excel, PowerPoint, Word and Access. Avid user of Hyperion Essbase, Portal Pipeline Origination System, Corporate & Investment Banking Origination System (CIBOS) and Integrated Reporting Information System (IRIS).

PROFESSIONAL EXPERIENCE

CONCERTO ASSET MANAGEMENT, Charlotte, NC

Consultant – Business Management 01/2008 – Present

Assist Business Manager with Operations and Financial Management responsibilities of this startup asset management firm including maintenance of accurate accounting records, transactions processing, transaction settlement, and ongoing maintenance of accurate collateral accounting. Assist Portfolio Management Analysts by performing loan market research and maintaining loan pipeline information.

WACHOVIA SECURITIES, Charlotte, NC

Vice President – CIB Fixed Income Leveraged Finance 01/2005 – 12/2007

Assisted Leveraged Finance Business Manager with front office activity and coordination responsibility for functions supporting Leveraged Finance which include origination, syndicate, sales and trading of leveraged loans, high yield bonds and credit default swaps. Liaison for the business with support partners including Human Resources, Finance, Internal Audit, Compliance, Legal, Marketing, Technology, Operations and Risk Management.

 Direct oversight of management reporting and presentations, pipeline tracking/reporting, performance analysis, expense management, budget process, compliance audits, policies & procedures updates, business continuity planning, product website, and system access reviews.

 Automated several key reports including product origination report which enables user to download pipeline activity by industry, banker, product, deal status, time period, etc. by selecting desired criteria.

Assistant Vice President/Vice President – CIB Fixed Income Credit Products 10/2002 – 01/2005

Reported to the COO of the Credit Products Group. Responsibilities included development and preparation of management reports, strategic initiatives, performance metrics, and executive management presentations in addition to headcount analysis, facilitating line of business budget input and management of asset held for sale portfolio.

 Developed loan portfolio model to identify drivers of revenue and profitability, economic capital usage and RAROC and to allow for sensitivity analysis. Model was used in planning to reach CIB 2007 stretch goals.

 Created economic profit model to identify profitability by industry, credit grade, financial sponsors versus non-financial sponsors and existing versus incremental business.

Assistant Vice President – Corporate & Investment Banking Special Situations Group 12/2001 – 09/2002

Reported to group Business Manager. Responsible for management and reporting of asset held for sale portfolio, loan sales analysis and reporting, tracking equity positions and oversight of workout portfolio reporting for the workout and troubled debt restructuring group. Interacted with CIB and Corporate Finance on accounting policies and procedures. Consulted in equity conversions and troubled debt restructurings.

WACHOVIA CORPORATION, Charlotte, NC

Officer/Financial Analyst – Corporate Management Reporting & Analysis 12/2000 – 12/2001

Internal Performance Reporting analyst supporting Capital Management and Wealth Management business units. Partnered with Profitability, Measurement & Design team to coordinate consolidation of information at business unit level for internal and external financial reporting.

 Performed advanced analysis of data and resolved issues raised by team leaders and business partners. Participated in the formulation and implementation of methodologies and assumptions. Designed and maintained financial models needed for standard and ad hoc reporting.

ENERGEN RESOURCES CORPORATION, Birmingham, AL

Budget and Financial Reporting Accountant 08/1995 – 11/2000

Reported to Manager of Budgets and Financial Reporting for this oil and gas acquisition, exploitation, development and production subsidiary of Energen Corporation.

 Prepared financial statements, footnote disclosures and budgets during a time of extensive acquisitions and net income growth of 680% over 5-year period. Facilitated preparation of SEC reports and corporate tax return under strict time constraints.

 Reviewed and analyzed data to report acquisition and divestiture profitability to senior management. Developed forecasting models used for strategic planning. Performed analysis of capital and depreciation to compute ongoing DD&A rates for oil and gas reserve pools and booked year-end true up.

 Participated in planning, recommendations, testing, implementation and training for new Excalibur oil & gas accounting system.

 Managed cash and bank accounts requiring daily interaction with Energen’s Corporate Treasury department and SouthTrust Bank. Successfully reconciled imbalanced bank statements.

Revenue Accountant 04/1995 – 11/1995

Responsible for assigned projects’ operated revenue cycle, which included maintenance of division of interest, calculation and filing of severance taxes, budget process and analysis.

UNIVERSITY OF ALABAMA AT BIRMINGHAM, Birmingham, AL

Accounts Receivable Supervisor – Department of Psychiatry 11/1993 – 04/1995

Reported to Director of Substance Abuse Programs for this nationally ranked teaching and research center and Alabama’s #1 employer. Managed the billing and collection operations, which included a direct staff of 5.

 Directed workflow, supervised and trained staff in preparation and reconciliation of billings/receipts and monthly financial reports.

 Facilitated implementation of new patient registration, appointment and billing system.

Staff Accountant – General Accounting 02/1990 – 11/1993

Maintained the accounting records for state funded accounts which included monitoring a budget of $209 million for fiscal year 1992 – 1993 to ensure compliance with accounting standards, policies and regulations. Coordinated distribution of monthly financial statements. Prepared W-2 forms for IRS reporting.

 After 10 months in accountant role, charged with responsibility of conducting training seminars for university-wide staff on accounting procedures, guidelines and proper use of financial systems.

 Extensive relations with university financial managers regarding management of their accounts and day-to-day problem solving.

EDUCATION & CERTIFICATION

UNIVERSITY OF ALABAMA AT BIRMINGHAM, Birmingham, AL

Master of Business Administration – Nov 1993 – GPA 3.5/4.0

Bachelor of Science in Accounting – Aug 1989 – GPA 3.2/4.0

Certified Public Accountant

HONORS/ASSOCIATIONS

Recognized by Wachovia Director of Credit Products as a “Teammate Leading Our Success” in the March/April 2004 issue of CIB Connections newsletter

American Institute of Certified Public Accountants

North Carolina State Board of Certified Public Accountant Examiners

Alabama Society of Certified Public Accountants

Past Member, Institute of Management Accountants, Board of Directors (1993 –1998)

First Presbyterian Child Development Center Advisory Committee (2006 – 2008), Finance Chair

UAB Charlotte Alumni Chapter Leadership Committee

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