financial consultant resume example with 20+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Professional Summary
Professional executive experienced in financial
management and operations. Â 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
01/2012 to CurrentFinancial ConsultantAmerican Addiction Centers | Eugene, OR,
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.
1999 to 01/2012Senior Vice President & Chief Financial OfficerCovenant Hospice | Tallahassee, FL,
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.
1995 to 1999Senior Vice President/ControllerLibertyville Bank & Trust CompanyWintrust Financial Corporation, Holding Company | City, STATE,
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.
1992 to 1995Senior Vice President/Regional ControllerFirst Colonial Bank NorthwestFirst Colonial Bancshares Corporation, Holding Company | City, STATE,
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
Expected in to to Bachelor of Arts | Liberal Arts - HistroyFlorida Atlantic University, Boca Raton, FloridaGPA: 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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