Report Writer Resume Example Avantor

REPORT WRITER

Experience

report writer

Presented monthly financial overview to the board and strategic management team.
Improved availability of funds with correspondent banks by instituting a deposit reclassification process and an end-point analysis realizing annual savings.
Prepared monthly Asset Liability packet addressing liquidity, CD repricing, capital ratios, loans/deposits ratios, cumulative maturities, interest rate sensitivity, cash flow, and repricing gaps to manage interest rate and credit risk.
Completion of clean, concise annual internal and external audits by establishing that company financial policies/procedures were adequate and operating effectively, ensuring compliance with GAAP and company policies and to provide accurate and complete financial reporting.
Prevented a customer from losing $50,000 in a grandparent scam.
Managed daily funding requirements of the bank at all of its correspondent banks by implementing cash flow worksheets.
Ensured appropriate insurance coverage at the most effective premium by evaluating and overseeing insurance and risk management Oversaw the company's quarterly estimated tax payments and annual filings.
Established branch accounting to enable more accurate branch products and profitability tracking by.
restructuring the general ledger system Represented the financial institution as a liaison with regulatory agency examiners (FDIC, MO) and outside auditing firms (BKD, CliftonLarsonAllen).
Coordinated efforts with the accounting staff to provide all of the requested information for the auditors.
Directed the implementation of any needed corrections as determined by the audits.
Ensured accuracy of the reporting of the FDIC quarterly call report (FFIEC 041) and all bank holding company FR-Y reports (FRY 9C, FRY 9LP, and FRY 6) by keeping up-to-date with federal regulations and GAAP.
Co-managed a comprehensive bank compliance program for the bank's anti money laundering and suspicious activity report (SAR's) programs to comply with a range of regulatory requirements.
Participated in the company's strategic planning committee for growth and opportunities.
Increased net income and reduced potential risks through strategically buying and selling securities in investment portfolio, over $150 million portfolio Provided leadership and technical expertise to financial and non-financial personnel on problems reported.
Supervised, trained, developed and deployed a top-notch accounting team of 5; self-motivated to achieve peak performance, prepared detailed financial reports, reconcilements, accounts payable, maintain accurate accounting records and met aggressive business objectives.
Made adjustments to daily operations when needed to ensure the department met overall goals and objectives.
Insured all financials were properly stated by reviewing all reconciliations and supporting schedules.
Saved over $2,000 on postage expense by instituted combined statements.
Designed a business continuity plan and a pandemic plan encompassing all branch locations and approved by both the Federal and State examiners.
Purchased tax credits to offset 4% of the company's federal and state tax liability saving thousands of dollars Collected and collated all of the bank's financial information for its annual report to its shareholders.
Technology Excel very proficient in pivot tables, dashboards, slicers, Dbase and lookup functionality Viewpoint , over 8 years' experience Cognos report writer, over 12 years' experience Fiserv Navigator & Portico Jack Henry Silverlakes.

VP
October 2015 to CurrentAvantor

Manage and supervise all aspects of financial and accounting operations.
Accountable for finance, accounting, asset liability management (ALM), budgeting, treasury/cash management, allowance for loan loss, risk management, forecasting, IT, Account Fraud, Audit and strategic planning.
Selected Accomplishments: Maintain investment portfolio ($44 million portfolio), making strategies to increase net income and reduce potential risks through strategically buying and selling securities.
Chair the asset liability management committee (ALCO) to manage interest rate and credit risk.
Analyze potential loan pool purchases as higher yielding investment alternatives.
Develop and implement effective financial plans, policies, and procedures.
Provide complete, reliable, consistent, and timely information and reports to the Board of Directors, other senior managers, and the ALCO Committee.
Develop pivot tables, dashboards, and slicers to provide multi-dimensional reports.
Play a key role as a strategic planning partner at the company's short and long term planning sessions.

Senior VP Controller
January 2001 to June 2015Citigroup Inc.

As a key member of the Executive Management team, reported to the Executive Senior Vice President and President and assumed a strategic role in the overall management of the company.
Primary day-to-day responsibility included planning, implementing, managing and controlling all financial-related activities of the company.
This included direct responsibility for accounting, finance, forecasting, strategic planning, budgeting, and institutional financing.
Met with the Board and other company executives to develop strategic and financial goals and annual budgets.
Selected Accomplishments:.
Increased efficiencies and income by analyzing the month-end close, monthly forecasts, budget variances, trends, and other management reports per GAAP and company policies.
Based on this analysis, made tactical and strategic business decisions to increase productivity and income.
Improved the company's reporting system by 60%.
Performed automation of reporting preparation from manual to an enhanced automatic financial reporting system by utilizing my technical expertise in advanced Excel spreadsheet skills and Cognos and Viewpoint report writing software.
This implemented a monthly financial and management reporting process resulting in a more timely, accurate and detailed reporting package for use by the board of directors, and the executive management team.

Education

MBA

BA : Accounting/Finance Computer ScienceWebster UniversityAccounting/Finance GPA: 3.9 Computer Science

Summary

Results-driven and team-oriented leader whose accomplishments reflect superior business acumen, financial development skills, and a demonstrated commitment to organizational growth. Expert in analyzing existing operations and implementing effective systems, strategies, and processes to improve organizational performance and profitability. Created comprehensive business plans that demonstrated outstanding short-term and long-term ROI. Proficient in Microsoft Word and Excel..

Skills

accounting, accounts payable, agency, auditing, automation, budgeting, budgets, budget, business operations, C, cash flow, cash management, CD, Cognos, concise, credit risk, Dbase, Executive Management, external audits, finance, financials, financing, financial, financial and accounting, financial planning and forecasting, financial and management, financial management, financial modeling, financial reports, financial reporting, forecasting, funds, general ledger, insurance, leadership, managing, Excel, money, Navigator, peak, personnel, pivot tables, policies, problem solving skills, report writing, report writer, reporting, risk management, selling, securities, self-motivated, spreadsheet, strategic, strategic management, strategic planning, tax, treasury

Resume Overview

School Attended

Webster University

Job Titles Held:

report writer
VP
Senior VP Controller

Degrees

MBA
BA : Accounting/Finance Computer Science

report writer Resume Example

DISCLAIMER

How this resume score could be improved?

Resume Overview

Create a job alert for [job role title] at [location].

Similar Resumes