A well-seasoned, strategic and analytical finance professional with years of experience in financial reporting, data analysis, risk assessment, and consulting. Committed to meeting tight deadlines and producing high-level work. Thrives in fast-paced environments.
Summary of Skills
Microsoft Office Suite, Tableau, Microsoft Visio, QuickBooks, various Social Media outlets
Language Skills: I've spent a total of 12 weeks in Germany over the last 4 years; limited working proficiency in German
Financial Analyst consultant06/2016 to CurrentAtlas Executive Consulting, LLC
to the U.S.
Navy's Space and Naval Warfare Command (SPAWAR) Finance Competency, I work directly with stakeholders across the country, assisting in the analysis of account balances and financial reporting in which I am responsible for:.
All financial inquiries and data collection efforts relating to the Tri-Annual Review, including formulating data call guidance and developing financial reporting templates; including the distribution, collection, and analysis of fund holder responses.
Compilation of both monthly, and Tri-Annual financial statements for outstanding Commitments, Obligations, Accounts Payable, Accounts Receivable, and Unfilled Customer Orders; and ensuring the financial reports are reconciled and accurate to support Audit Readiness, and validating General Ledger balances to support testing efforts with Statement Budgetary Activity (SBA) and Beginning Balances.
Collaborating and integrating all stakeholders during the Tri-Annual Review in an effort to implement effective procedures to ensure open balances are properly reviewed and validated; and providing adequate oversight to ensure the results are accurate, properly documented, and properly supported.
Establishing sample populations of open balances contingent on various risk characteristics, and selecting sub-populations for testing in accordance with thresholds established by the Assistant Secretary of the Navy's Budget office.
Increasing each Program Office's ability to use available appropriations by tracking, managing, and compiling monthly financial metrics for contracts identified as having excess funds; working diligently to initiate the deobligation process of available funds in a timely manner.
Briefing the SPAWAR Funds Control Branch Head, Accounting Officer, and Comptroller regarding our findings of account balances and Program Office budgetary performance.
Leading monthly Funds Holder trainings on updated financial management regulation on an ad-hoc basis.
RAC Contractor05/2015 to 05/2016FDIC
Privately contracted by the FDIC to be a part of an on-site internal audit review team tasked with performing high-level reviews of acquiring institution (AI)'s files.
Our reviews provided the FDIC with an enhanced degree of oversight for functions that were not inherently governmental, but closely supported the performance of governmental functions.
The team was appointed to ensure the AI was in compliance with FDIC and other government contracts and regulations and was protecting the interests of the FDIC in its day to day operations.
In an effort to assist in winding up the affairs of failed insured depository institutions for acquisition, I reviewed large samples of mortgage and commercial loans in order to highlight any instances where issues with non-compliance were found and subsequently brought to the attention of FDIC and AI officials.
The reviews addressed public concerns regarding the acquisitions and our findings were highly involved in the bundling decisions.
Senior Credit Risk Analyst08/2014 to 05/2016Clayton Holdings, LLC
As a Senior Credit Risk Analyst in Clayton's Fixed Income Services department, I managed 30 mortgage-backed securities containing 21,628 active loans, totaling nearly $3.4 billion as of April 2016.
I analyzed individual loans to identify and highlight various risk factors and potential servicing issues to ensure investor losses were minimized, servicers adhered to CFPB guidelines and regulations, and borrower harm was prevented.
Some of the issues I identified and sought to correct included:.
Assisting servicers with adhering to appropriate foreclosure and default timelines and prevent unnecessary delays in the processes to minimize investor loss.
Preventing unnecessary expenses from being passed to the investor by educating servicers on industry best practices.
Ensure mortgage insurance claims were filed in a timely manner and that proceeds from claims were passed accurately.
Ensure investors were correctly paid by reconciling losses and gains to ensure that applicable proceeds were accounted for.
In my time at Clayton, I was personally responsible for 127 recoveries totaling $653,053 in added value to my clients through adding transparency to reporting, ensuring compliance, monitoring and facilitating the correct flow of funds, and preventing borrower harm.
I also received a promotion to Senior Analyst within my first 10 months at the Company.
I also maintained written monthly and quarterly reports for my clients on each security's performance, detailing cash flow and recoveries made to the trust.
I also performed data entry tasks on an ad-hoc basis.
I was also a member of the Exception Management Committee who works to adjust existing, and develop new risk filters to ensure the floor is identifying loans with the highest risk characteristics to maximize value for the client.
I also took on responsibilities to aid the training department in leading progressive new hire trainings on various subjects of mortgages and mortgage-backed securities.
This responsibility granted me the opportunity to strengthen my skills as an analyst as well as develop a leadership role within my position.
Awards and Recognition: Employee of the Month, May 2015.
Competitive Coach06/2011 to 06/2015FC Boulder
I coached both recreational and competitive youth soccer in the greater Boulder community, primarily working with kids aged 9 through 15, providing an energetic and positive learning environment.
I designed and coordinated training session plans multiple times per week, for groups that ranged in size from 10-60 members.
Specially trained by the CDC to recognize, and evaluate sport-related concussions.
Bachelor of Science: Business Administration FinanceAugust 2014University of Colorado Boulder - Leeds School of BusinessBusiness Administration Finance
Investment and Portfolio Analysis, Financial Markets and Institutions, Corporate Financial Reporting, Corporate Finance, Senior Seminar in Finance, International Financial Management, Critical Leadership Skills
University of Colorado Boulder - Leeds School of Business
Job Titles Held:
Financial Analyst consultant
Senior Credit Risk Analyst
Bachelor of Science : Business Administration Finance August 2014 Investment and Portfolio Analysis, Financial Markets and Institutions, Corporate Financial Reporting, Corporate Finance, Senior Seminar in Finance, International Financial Management, Critical Leadership Skills
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