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Financial Consultant Resume Example

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FINANCIAL CONSULTANT
Professional Summary
Professional executive experienced in financial management and operations.  High level of interpersonal skills and commitment, providing constant motivation to staff in order to improve the efficiency, production and profitability of the organization. Specifically managed and controlled the executive financial administration of the institution with emphasis on accounting, regulatory and internal reporting, auditing, cost control and daily processes.
Skills
  • Operations analysis
  • Consolidations
  • Needs assessments
  • Negotiation skills
  • Press release writing
  • Product development
  • Predictive modeling
  • Tax return presentation
Work History
Financial Consultant, 02/2012 to Current
Self Employed – Indianapolis, IN - Chicago, IL
  • Performed various accounting, research, analysis, marketing, data collection and data entry projects for Midwest clients.
  • Reviewed files, records and other documents to obtain information and respond to requests.
  • Additionally engaged by Wimmer Services and performed specialized purchase accounting duties for First Merchants Corporation.  In this position, supported a team in a short term loan project, analyzing and gathering detailed loan information from a prior data processing system so that the records could be mapped for implementation to a new fair value accounting software.
Senior Vice President & Chief Financial Officer, 01/1999 to 02/2012
SCB BankBlue River Bancshares Corporation, Holding Company – Shelbyville, Indiana
  • Responsible for the financial management, regulatory, and SEC reporting of the Bank and Holding Company.
  • Managed the daily operations of the financial management staff.
  • Monitored and oversaw the daily financial activities of the organization.
  • Managed and supervised the financial risks of the Company; liquidity, cash position, accounts payable and financial record keeping.
  • Prepared monthly and quarterly financial reports and conveyed results to the Board of Directors for both the Holding Company and Bank.
  • Analyzed problem loan credits for proper classifications; prepared and review loan portfolio reports; prepared and analyzed the Allowance for Loans and Lease Losses.
  • Analyzed, recorded, reviewed and monitored the Bank's Other Real Estate Owned properties for proper values and accurate tax accruals.
  • Organized the annual financial planning process, created and reforecasted the plan model.
  • Compiled and prepared the Company's Annual Report and Proxy Statement to the shareholders.
  • Key member of the bank's executive management team including ALCO and AML/BSA compliance committees.
  • Monitored and reviewed the bank's daily OFAC list, cross checked the database for possible fraudulent wire transfers before approving and addressed any suspicious OFAC or AML issues.
  • Responsible for the purchase accounting and consolidation of the Company's acquisition of a Kentucky based community bank.
  • Responsible for the accounting of discontinued operations of the sale of a bank within the group.
  • Implemented policies and procedures for general ledger balancing, accounts payable, fixed assets, wire transfers, etc.
  • Previous to this implementation many accounting policies and procedures were never formally in place.
  • Corrected major accounting problems and errors incurred by a prior administration.
  • Primary contact between the Company, its regulator, and its external accounting firm during reporting cycles and annual tax return preparation.
  • Assigned tasks to associates, staffed projects, tracked progress and updated management and clients as necessary.
  • Managed team of four direct reports responsible for on-going financial management.
  • Partnered with executive management to create and revise annual budget for the institution.
  • Managed employee benefits program and filed quarterly sale tax .
  • Managed annual external audit.
  • Accessed computerized financial information to answer questions related to specific accounts.
Senior Vice President/Controller, 01/1995 to 01/1999
Libertyville Bank & Trust CompanyWintrust Financial Corporation, Holding Company – Libertyville, Illinois
  • Responsible in all start-up operations, general ledger and financial policies and procedures for this denovo bank.
  • Member of bank's senior management and reported directly to the President/CEO.
  • Primary responsibilities included the management and supervision of daily, monthly and quarterly financial operations.
  • Prepared all board financial reports, holding company reports; as well as all regulatory reports.
  • BSA Compliance Officer and Compliance Committee member.
  • Direct liaison between bank and external auditors.
  • Detail oriented, consistently met deadlines, and prioritized, managing multiple tasks.
Senior Vice President/Regional Controller, 01/1992 to 01/1995
First Colonial Bank NorthwestFirst Colonial Bancshares Corporation, Holding Company – Wheeling, Illinois
  • Responsible for managing the finance and operation area for three banks within the bank group.
  • Oversaw federal and state compliance as well as safety and soundness to ensure financial well being and integrity of the organization.
  • Structured and supervised financial accounting for banks within the holding company, reported directly to the Regional Executive.
  • Supervised the daily workflow and delegation of duties among the accounting personnel.
  • Managed the preparation and analysis of monthly board reports and holding company financial reports (monthly, quarterly and annually).
  • Prepared annual budgets and analyzed variances to ensure profitability.
  • Directed the group's asset liability management efforts.
Education
Bachelor of Arts: Liberal Arts - Histroy, Florida Atlantic University - Boca Raton, Florida
GPA: GPA: 3.95 Member of Phi Alpha Theta, National History Honor's Society.
  • Dean's List
  • President's List
  • Graduated Cum Laude
Accomplishments
  • Professional courses including accounting, consumer lending, investment securities, bank security, bank secrecy and CALL reporting.
  • Completion of the SEC Institute's - Reporting Skills Workshop, and Financial Manager's Society - SEC Training and - Asset and Liability Management.
  • Experienced and proficient in: Microsoft Office, CALL Reporting, Plansmith Compass - budgeting and financial management software, FAS fixed asset accounting software, Oracle, Jack Henry & Associates 20/20 and Jack Henry & Associates Impromptu (general ledger and data base manager systems).
Skills
accounting, accounting software, accounts payable, accruals, budgets, clients, data collection, data entry, data processing, database, Detail oriented, executive management, senior management, finance, financial, financial accounting, financial management, financial planning, fixed assets, general ledger, managing, personnel, policies, Proxy, Real Estate, record keeping, reporting, research, safety, Structured, supervision, tax, workflow
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Resume Overview

Companies Worked For:

  • Self Employed
  • SCB BankBlue River Bancshares Corporation, Holding Company
  • Libertyville Bank & Trust CompanyWintrust Financial Corporation, Holding Company
  • First Colonial Bank NorthwestFirst Colonial Bancshares Corporation, Holding Company

School Attended

  • Florida Atlantic University

Job Titles Held:

  • Financial Consultant
  • Senior Vice President & Chief Financial Officer
  • Senior Vice President/Controller
  • Senior Vice President/Regional Controller

Degrees

  • Bachelor of Arts : Liberal Arts - Histroy ,

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