A detailed, analytical professional with an established history of financial analysis, cash flow modeling and forecasting along with client and employee management developed and fostered over twelve years, in the banking and equity sectors.
Credit structuring and trend analysis
Financial analysis and forecasting
Cash flow modeling
Responsible for maintaining established relationships while developing business both organically and through establishing new relationships, during industry contraction
Met with CEOs and CFOs to determine the financing needs and the best debt structure for stated objectives
Executed the initial credit request to include financial statement analysis, internal forecasting, cash flow modeling and credit structuring
Worked with various business units to improve overall customer ROA through cross-selling bank products
Oral presentations to executive management regarding financing and restructure proposals on credit relationships exceeding $2.0 million
Inherited and managed the largest volume of substandard commercial and institutional credit relationships outside the Special Assets Division
Managed the standardization of the corporate credit analyst group through the consolidation of three banks
Established systems, working with various departments, responsible for cleansing databases and establishing controls to proactively monitor contractual agreements and database integrity
Liaison between the wholesale and analyst department
Lead analyst for two of the largest commercial and institutional portfolios which totaled over $200 million in outstanding credit
Managed departmental work flow while supporting all geographic areas and analysts to ensure deadlines and goals were established and met
Trained and developed analysts regarding key areas relating to credit underwriting, financial analysis, policy and procedural changes
Responsible for the month end reporting which included the board reporting and preparation of the loan loss reserve metrics
Reviewed all third party prepared real estate appraisals with appraised values of $1.0 million or less to ensure applicable methodologies and relevant data were utilized
Completed loan approval memos, in consultation with lenders, including a detailed analysis of repayment capacity, collateral adequacy, financial trends and risk grading
Prepared a weekly credit status memo, in accordance with SEC regulations, which monitored bond yields
Responsible and confirmed the accuracy of portfolio values for a team of six fund accountants
Assisted portfolio accountants with accounting duties and resolving portfolio issues at the asset and fund level
Handled compliance duties determining if funds were adhering to set SEC and IRS regulations
Handled overdraft compliance and fund borrowings
Priced mutual funds in accordance with established accounting principles
Performed daily calculations of cash management and bank reconciliations for portfolio managers
Completed month end fund reporting for executive management
Prepared and reviewed detailed portfolio audits for semi-annual and annual reporting periods
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