Sheil Patel
Financial Operations Analyst at LBJ Express- Claim this Profile
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Bio
Experience
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LBJ Express
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United States
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Transportation/Trucking/Railroad
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1 - 100 Employee
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Financial Operations Analyst
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Mar 2015 - Present
• Oversee and manage timely transaction processing and submission of toll transactions to NTTA for billing • Monitor the receipt of NTTA’s acknowledgement for each transaction file, payment report and verify funds received • Verify accuracy of disposition files: evaluate and investigate any adjustments, rejections, and/or file disputes where required. • Report trend and monitor adjustments/rejections over time • Reconciliation of system generated Journal Voucher files before uploading into SAP • Manage month end process including preparation of month end operation reporting and coordinate month end documentation for NTTA meetings • Prepare Month End Operations Report while working with lead BSA to follow up and finalize outstanding month end activities to ensure timely month end closing. Oversee and manage the timely clearing of all system queues • Oversee duties of the Image Review Supervisor and Admin Show less
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Financial Analyst
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Sep 2013 - Mar 2015
Prepares journal entries, maintains and reconciles ledger accounts. Maintain and monitored the Accounting Database (RADAR). Generate reporting packets and statements for vendors. Provided ad hoc reporting and analysis to RTV group and management. Assist in departmental process improvement teams. Accurately prepares and load all vendor debit memo information into the Accounting GL system. Maintains good customer/supplier relations to enhance customer satisfaction. Establish and ensure the operating effectiveness of internal controls that are SOX compliant. Represent the department on various project teams. Monitors and evaluates business processes and proposes recommendations and corrective actions. Calculate amounts due from vendors in accordance with contracts Show less
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PrimeLending, A PlainsCapital Company
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United States
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Financial Services
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700 & Above Employee
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Financial Analyst
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Jan 2012 - Sep 2013
Provide ad hoc reporting and analysis to senior management and other departments. Assist the Senior Management team with the monthly/quarterly financial reports. Develop and maintain new data structures needed to produce required reports Provide ad hoc reporting and analysis to senior management and other departments. Assist the Senior Management team with the monthly/quarterly financial reports. Develop and maintain new data structures needed to produce required reports
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MetLife Home Loans
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United States
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Financial Services
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700 & Above Employee
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Financial Analyst
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Jun 2009 - Jan 2012
Compile and analyze mortgage operational data to create reports including trend analysis and performance results for the bi-weekly ALCO Pricing Committee Meeting. Provide management team with weekly, monthly, and quarterly reports, which assist the management team in determining what adjustments needs to be made to the pricing for Jumbo and Correspondent Lending. Analyze and report financial and operational metrics for the risk position. Provide ad hoc reporting and analysis to senior management, and other departments. Interaction with Accounting, and internal and external auditors Create weekly/monthly production reports showing loans that are outside of guidelines. Creation and collaborative design of new reports as needed Assist the Senior Management team with the monthly/quarterly financial reports. Manage pipeline and warehouse risk model for Secondary Marketing Group. Develop and maintain new data structures needed to produce required reports. Audit residential loan files for compliance specific FHA/VA loan programs and government agencies Show less
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