Experience

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  Independent Bank (i-bank)

  • Memphis, TN

  • Vice President, Retail Banking

    • Mar 2012 - Present
    • Memphis, TN

    - Planning and budgeting for branch locations and online banking systems.- Financial analysis, GL research and reporting for all retail and online banking departments.- Oversee physical security including security systems for corporate offices and retail locations.- Oversee corporate office, branch and tenant property facility management.- Maintain hardware, software and compliance for automated teller machines.- Responsible for maintaining vendor and tenant relationships, payables and receivables.- Manage the Customer Relationship System and customer reporting for branch staff and upper management.- Manage non-sufficient funds customer accounts and allowable overdraft program.- Represent the Retail Bank Division as a Compliance Council and Information Technology Council member.

• 

  Hilton

  • Memphis, TN

  • Financial Analyst

    • 2005 - 2010
    • Memphis, TN

    - Assisted with budgeting and forecasting for IT and Hilton Worldwide brands.- Reviewed financial statements to resolve any accounting discrepancies and prepared journal entries for corporate accounting.- Analyzed and documented IT allocation methodologies for auditing and legal purposes.- Generated monthly P&L and general ledger reports for IT, Technology Funds, and Brand Funds.- Tracked and processed check and credit card revenues for Brand and Owner’s conferences.- Provided account reconciliation for Brand and Owner’s conferences in addition to other special projects.

• 

  Storage USA, GE Capital

  • Memphis, TN

  • Financial Analyst

    • 1998 - 2005
    • Memphis, TN

    - Provided site analysis for the Acquisition, Development, and Franchise departments.- Assisted with strategic planning and analysis for the third largest self-storage company in the nation.- Spearheaded a software customization project to enhance and automate demographic reporting and site analysis processes.- Instrumental in creating an affiliate program to provide customer coverage nationwide for commercial businesses.- Additional duties included assisting with public reporting, training employees on software programs, and tracking local and national competitor information.