Vice President and Treasury Management Strategist

• Jun 2022 - Present

Assistant Controller

• Oct 2019 - May 2022

- Lead and support a cross functional staff of eleven full time accountants and clerks responsible for traditional accounting practices including accounts payable, payroll administration, and inventory management. - Implemented a successful strategy to minimize the administrative burden and automate control sheets reducing the number of uploads by 6x for payroll clerks in their respective areas. - Oversee month-end closing activities ensuring timely accruals, production entries, inventory adjustments, and royalty payments for three companies (APAC MS, APAC TN, and TN Marine) - Adapted the company's standard financial packages into an area format providing management a refined view of plant performance enabling leadership to execute morel localized strategic plans. - Prepare custom financial and customer analysis reporting to better understand profit center performance and identify opportunities for improvement. - Assisted regional and divisional financial partners with due diligence and implementation of acquisitions ; Show less

Profitability Manager, AVP

• Aug 2018 - Oct 2019

- Manage the company's Funds Transfer Pricing and Relationship Profitability systems which are used in the preparation of financial packages presented to executive management and Board of Director's Finance Committee.- Maintain the company's loan and deposit pricing models which are used to analyze the creation of new offerings to customers and validate the structure of existing products to provide input towards product restructuring and rate changes dictated by internal and external market pressures.- Responsible for developing training guides and educating operations personnel on pricing system to ensure banking practices are in line with strategic direction of the institution developed by senior leadership.- Supervise and mentor staff in their respective roles to aid in the progression of their respective career paths and benefit the firm at large. Show less

Assistant Financial Manager, AVP

• Mar 2018 - Aug 2018

• Design and implement initiatives to enhance the accuracy and timeliness of departmental reporting for various levels of organizational leadership by leveraging historically untapped financial software capabilities.• Prepare monthly scorecards for executive management that identify and analyze the company’s interest rate risk, liquidity risk, and capital surplus (deficit).• Analyze macro-economic forecasts and rate trends to be used as inputs in interest rate risk projections during annual budget and forecasting exercises.• Interpret results from institutional capital models used to monitor and asses both regulatory and economic risk indicators and present findings they refer to risk adjusted returns on capital.• Assists regional and divisional management with unique and ad hoc financial analyses aimed at improving business profitability and efficiency. Show less

Financial Analyst III

• May 2016 - Mar 2018

• Manage the FISERV Asset Liability Management (ALM) suite of financial tools to model and report on the Company’s current balance sheet position as it pertains to interest rate risk.• Coordinate with department and regional leadership to diagnose the company’s current energy exposure and provide a detailed portfolio analysis to executive management and the Board of Directors.• Design and deliver custom reports and analyses for various internal and external entities utilizing the bank’s business intelligence platforms, specifically IBS Insight and BIC. Show less

Financial Analyst II

• Nov 2013 - May 2016

• Analyze macro-economic forecasts and rate trends to be used as inputs in interest rate risk projections during annual budget and forecasting exercises.• Support FP&A team in timely closing of financials and preparations of presentations for regional and executive finance committees.• Conduct monthly compliance audits to ensure organizational performance is in accordance with the bank’s internal and federally regulated finance policies.

Staff Accountant

• Jan 2011 - Nov 2013

• Perform traditional accounting functions including but not limited to performing appropriate journal entries and subsequent monthly bank and general ledger account reconciliations as required for monthly and annual closing procedures. • Perform daily deposit transfers between parent company and intercompany accountants. • Audit and provide technical assistance to bookkeepers in satellite offices. • Prepare various forms of tax returns. • Perform traditional accounting functions including but not limited to performing appropriate journal entries and subsequent monthly bank and general ledger account reconciliations as required for monthly and annual closing procedures. • Perform daily deposit transfers between parent company and intercompany accountants. • Audit and provide technical assistance to bookkeepers in satellite offices. • Prepare various forms of tax returns.