Revenue Recognition Worked as a liaison business development officers to properly recognize revenues between sold, implemented, designed software for large corporations throughout the world.
Overall, was responsible for accurate revenue recognition and deferrals and preparing monthly revenue journal entries, including currency exchange rate entries.
Experienced in SEC and GAAP reporting requirements.
Maintained integrity of revenue recognition systems, including spreadsheet analysis and automated contract management database.
Interacted with sales, legal, client services, and professional services departments in completing contracts and assessing contract terms and conditions for billing and revenue recognition purposes.
Assisted in merger and acquisition activities including due diligence measures and financial integration of the businesses as needed when Oracle, Incorporated purchased PeopleSoft, in 2004.
01/2000 to 01/2002
Client Service AssociateMerrill Lynch The Gorman Group – Ithaca, New York
Worked for one of Merrill Lynch's top Financial Advisors, who managed an investment portfolio of more than $80,000,000 in assets.
Assisted the Financial Advisor and Lead Client Associate in providing customer service to high net worth individuals.
Focused mainly in reconciling individual investment portfolios to ensure that individual investment portfolio records remained synchronized from the effects of daily trade events that affected gains/losses, asset allocation, yields, earnings, and the net value of the portfolio.
Performed ad hoc security analysis, market analysis, and industry analysis to help aide the financial advisor in his financial advisory practices when meeting with current clients and potential clients; used Morningstar and Bloomberg for research purposes.
Led two marketing campaigns that brought in four new clients into the Financial Advisors practice.
01/1998 to 01/2000
Personal Banker IIVectra Bank Colorado – Denver, Colorado
Offered and sold financial products and services to consumers and small businesses customers.
Interacted with customers to ascertain needs.
Opened deposit accounts, handled loan applications, and handled various customer service requests.
Leveraged in-depth product knowledge to assist the bank in meeting its goals.
Consistently recognized as the #1 salesperson in banking market.
Exceeded 100% of sales goals per quarter.
Presented the bank's SBA lending products to generate new business.
Bachelors of Science: Business Administration Ithaca College - Ithaca, New York Business Administration
Associate of Arts: Red Rocks Community College - Lakewood, Colorado
Expert credit/financial analyst, experienced in all phases of commercial real estate (including: multifamily, office, retail, and residential subdivisions), commercial, and industrial lending.
Lending experience includes underwriting government insured lending products involving: Small Business Administration loans (SBA); Housing and Urban Development (HUD) 542(a) financing; and United States Department of Agriculture loans (USDA).
Further experience includes scripting market research studies for the feasibility purposes when allocating New Market Tax Credits and Low Income Housing Tax Credits on various economic development and affordable housing projects.
Skilled in forming large loan portfolios and working with the teams needed to manage the risk of the portfolio.
Loan loss reserve forecasting, credit grading, credit modeling, cash flow analysis, risk management, are skills provided to lending companies worked for to help meet their lending goals.