Category: FINANCE

         FINANCE MANAGER       Summary     Skilled Finance Leader experienced in budgeting, strategic planning, product analysis, cost allocation, sales plan design and adminstration.       Highlights          Strategic planning  CPA (Inactive License)  Significant Budget/forecasting experience with a focus on process improvement  Experienced Essbase User  Strong Excel Skills              Accomplishments      Developed product report and pricing framework driving decisions regarding minimum pricing and product margins   Partnered with Human Resources and Business Leaders to redesign sales plans to reduce sales cost and improving alignment with sales activity   Streamlined finance support with improved consistency and service levels while reducing staff        Experience      Finance Manager   10/2007   to   Current     Company Name   City  ,   State       Manage forecasting, outlook, reporting and sales compensation process for Structured Product Services Group of Corporate Trust. Asset classes supported includes residential and commercial mortgage products as well as auto, student loans, life insurance and other asset classes  Identify and support process improvements to streamline reporting, simplify and improve forecast models and enhance metrics for productivity to support strategic business decisions  Develop pricing, cost and allocation models for existing products and new business opportunities providing financial data for strategic growth initiatives and pricing modifications  Support business objectives related to expense reduction goals  Manage team of 6-7 Consultants including staff that is located remotely with significant focus on skill development          Finance Manager/Director   12/2005   to   10/2007     Company Name   City  ,   State       Managed team responsible for the weekly 90 day cash forecasting process during time of significant market/liquidity stress. Responsibilities included setting calendar, producing executive and summary reports with commentary, actual to forecast variance and model maintenance  Recommended adjustments to 90 day cash forecast along with risks and opportunities to cash needs  Completed ad hoc reporting requests for Treasury and Senior Management  Coordinated review of balance sheet forecast          Finance Manager/Senior Analyst   04/2003   to   12/2005     Company Name   City  ,   State       Completed monthly and quarterly forecasts and annual operating plan and reporting for the $45 billion residential mortgage financing portfolio  Coordinated pre-close and close process for portfolio  Developed portfolio and deal level yield analytics including net interest margin, provision expense and operating expense as well as rate/volume attribution for forecast and actuals for residential mortgage portfolio  Created and/or enhanced management reporting package of forecast and actual business results  Communicated forecast and actual results to both Finance and Business Management  Led project to develop and implement a new Essbase forecast model for the residential securitization portfolio accounted for as a financing accounting transaction  Implemented additional forecast process controls to improve accuracy and enhance coordination various groups          Financial Consultant   05/2002   to   04/2003     Company Name   City  ,   State       Tracked indicative pricing and secondary fixed rate spread levels for Corporate debt issuance and peer group  Analyzed maturity risk, basis risk and repricing characteristics of debt portfolio  Analyzed consolidated liquidity and balance sheet trends for funding purposes          Finance Manager   04/2001   to   05/2002     Company Name   City  ,   State       Directed early estimate, month-end close, variance analysis, budgeting and forecasting processes  Developedand implemented new internal expense allocation methodology  Managed Analysts that supported the Employee Benefits Support Group  Integrated the daily finance support of Institutional Trust acquisitions          Senior/Lead Analyst   02/1998   to   04/2001     Company Name   City  ,   State       Directed final finance integration of 22 Employee Benefit offices/states  Identified issues, implemented policy changes and conducted training for the general ledger conversion  Led department automation project for financial reporting and development of budget model  Implemented new Trust Operations cost allocation methodology and actual versus plan volume tracking  Led financial tracking for the merger of Norwest/Wells Fargo Trust Operations Groups  Identified and implemented changes to allocation model for un-invested cash balances  Managed analysts that provided daily finance support          Education      B.S.  :   Accounting B.S    Bemidji State University    Bemidji State University May 1992 Accounting B.S. GPA 3.9        MBA  :   Finance & Strategic Management    Carlson School of Management, University of Minnesota    Carlson School of Management, University of Minnesota July 2001 MBA - Finance & Strategic Management GPA 3.9        Certifications    CPA RFC      Skills    Finance, Forecasting, Loans, Mortgage, Pricing, And Sales, Annuities, Compensation, Life Insurance, Metrics, Outlook, Process Improvements, Sales, Sales Compensation, Cash, Budget, Cash Balances, Financial Reporting, General Ledger, Integration, Integrator, Operations, Training, Trust Operations, Balance Sheet, Accounting, Business Management, Essbase, Forecasts, Process Controls, Residential Mortgage, Securitization, Adjustments, Cash Forecasting, Maintenance, Benefits, Budgeting, Employee Benefits, Variance Analysis, Basis, Cpa, Excel, Process Improvement, Strategic Planning, Mba