Accounting Manager

• Oct 2020 - Present

Finance Manager- Reporting and Analysis

• Dec 2019 - Oct 2020

Director of Accounting & Finance

• Sep 2018 - Dec 2019

1) Directs the development, implementation, and the management of accounting practices thatresult in providing a comprehensive financial accounting and reporting system, including themaintenance and supervision of the general ledger system involving daily, monthly and annualentries, fixed assets, and account reconciliations. 2) Directs the development, implementation, and management of mortgage loan servicingpractices that result in accurate and timely investor reporting and remittances to GovernmentSponsored Enterprises (GSEs), Partner Credit Unions and other investors according to publishedinvestor guidelines.3) Directs the development, implementation, and management of mortgage loan servicingpractices that result in accurate and timely receipt and application of mortgage loan payments.4) Manages the account reconciliation process for all general ledger accounts, all CUSO bankaccounts and all custodial bank accounts. Assures that all reconciliations are prepared,reviewed and approved timely, and reconciling items are cleared according to accountingpractices. 5) As the Director of Accounting & Finance, provides recommendations to secondary market personnel as to hedging and pricing strategies as a part of the CUSO’s overall interest rate riskmanagement process. 6) Manages the CUSO cash flow through oversight of cash receipts, mortgage payments, accounts receivable, accounts payable, multiple lines of credit, and funding disbursements related to mortgage loans. 7) Prepares the annual financial budget and performs regular analysis to compare actual results to projections. 8) Works closely with external auditors, regulatory agencies, GSEs and taxing authorities. 9) Expands the capabilities of subordinates through coaching, training, and appraisal. Show less

CUSO Accounting Manager

• Jan 2014 - Sep 2018

•Directs the development, implementation, and the management of accounting practices that result in providing a comprehensive accounting system, including the maintenance and supervision of the general ledger system involving daily, monthly and annual entries, and account reconciliations. •Appraising myCUmortgage’s financial position and issuing periodic financial reports and analyses that accurately portray the financial position of this and, to the extent necessary, other WPCU-owned CUSOs. •Manages the CUSO cash flow through oversight of cash receipts, mortgage payments, accounts receivable, accounts payable and funding disbursements related to mortgage loans. •Responsible for all accounting costing techniques which include but not limited to Activity Based, Full Absorption, Standard and Job Costing.•Overseeing third party relationship management as well as managing due diligence efforts of partner credit unions. •Works closely with external auditors, regulatory agencies and taxing authorities.•Responsible for quarterly reporting to GSEs•Prepares tax schedules including CAT, UBIT, and State Taxes •Prepares annual budget and performs regular analysis to compare actual results to projections. •Expands the capabilities of subordinates through coaching, training, and appraisal. Show less

CUSO Accountant

• May 2011 - Jan 2014