Experience

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  Confidential

  • Tampa/St. Petersburg, Florida Area

  • Budget Manager / Financial Analysis

    • 2017 - Present
    • Tampa/St. Petersburg, Florida Area

    • Development and use of metrics to determine processing costs of distressed mortgages.• Optimizing profit through scenario analysis of bid and offer prices of pools of loans.• Determination of profitability of various loan segments including utilization of leverage.• Budget development for a new...

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  Trademark Consulting

  • Tampa/St. Petersburg, Florida Area

  • Financial Consultant

    • Jun 2016 - Nov 2016
    • Tampa/St. Petersburg, Florida Area

    Global Securities Accounting. Preparing financial reports and schedules for fixed income investments of MetLife.

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  Citigroup

  • Tampa/St. Petersburg, Florida Area

  • Finance Manager

    • 2008 - 2014
    • Tampa/St. Petersburg, Florida Area

    Managed the Tampa Based Interest Analysis and Control group of three senior analysts. Developed, analyzed and reviewed reports to monitor performance of the Institutional Clients Group ($2 trillion in assets - $2 billion monthly income), Global Mortgage, and Global Retail units. Prior work incl...

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  USF Foundation

  • Tampa/St. Petersburg, Florida Area

  • Assistant Director - Investments

    • 1999 - 2008
    • Tampa/St. Petersburg, Florida Area

    Activities centered on monitoring investment manager performance of a $400 Million endowment. Relationships included Investment Managers; the Investment Advisor; Custodian; and the Investment Committee of the Board.• Made recommendations on investment alternatives and allocations; implemented pe...

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  Salomon Brothers

  • Tampa/St. Petersburg, Florida Area

  • Financial Reporting Manager

    • 1992 - 1998
    • Tampa/St. Petersburg, Florida Area

    Financial Reporting liaison between twelve accountants and Corporate Accounting. Conducted review of price verification, risk analysis, balance sheet presentation and aged inventory. Managed funding, collateral, balancing, rate setting, and interest receivable for $6 billion in assets.• Reduced...

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  Chase Manhattan Bank of Florida

  • Pinellas Park, FL

  • Consumer Division Controller

    • 1988 - 1992
    • Pinellas Park, FL

    • Coordinated all aspects of budgeting Consumer and Commercial loan volumes, spreads, and expenses.• Analyzed indirect automobile loans and leases; determined interest on newly originated products to lock into financing from parent company. Reviewed components of interest income and duration.•...

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  Sunbelt Publishing

  • New Port Richey, FL

  • Accounting Manager

    • 1986 - 1988
    • New Port Richey, FL

    • Oversaw financial operations of a newspaper publisher.• Responsibilities centered about financial reporting, budget development, determining production and distribution costs, cash flows and assisting with an acquisition.• Interaction included heads of production, distribution and sales as w...