Experience

Postlethwaite & Netterville now EisnerAmper

• United States
• Accounting
• 200 - 300 Employee

• Senior Financial Analyst

  • Mar 2013 - Present

  • Complete mid-level verification tasks, including eligibility review, duplication of benefits analysis, income verification, and level 1 quality control review as part of the Verification of Benefits team. • Complete analytics to ensure accuracy and compliance with Community Development Block Grant Disaster Recovery (CDBG-DR) program requirements. • Performed financial analysis for the largest class action court supervised settlement program in the history of the United States, serving… Show more • Complete mid-level verification tasks, including eligibility review, duplication of benefits analysis, income verification, and level 1 quality control review as part of the Verification of Benefits team. • Complete analytics to ensure accuracy and compliance with Community Development Block Grant Disaster Recovery (CDBG-DR) program requirements. • Performed financial analysis for the largest class action court supervised settlement program in the history of the United States, serving as a business economic loss analyst ﹣ Helped more than 100,000 claimants receive assistance • Identified anomalies related to claim awards using financial analysis skills and professional judgment over 7,000 hours to date • Effectively analyze financial statements, federal tax return, sales and use tax return of start-up businesses and multi-facility businesses in several industries to determine business profitability and possible value of the economic loss. • Determine which claims qualify for a financial award based on analysis of court-approved legal settlement ﹣ Analyze financial records and tax returns (five years) for anomalies or discrepancies ﹣ Review bank statements, general ledgers, customer logs, and other documents, then calculate the award amount (if approved) based on approved formula calculation. Show less • Complete mid-level verification tasks, including eligibility review, duplication of benefits analysis, income verification, and level 1 quality control review as part of the Verification of Benefits team. • Complete analytics to ensure accuracy and compliance with Community Development Block Grant Disaster Recovery (CDBG-DR) program requirements. • Performed financial analysis for the largest class action court supervised settlement program in the history of the United States, serving… Show more • Complete mid-level verification tasks, including eligibility review, duplication of benefits analysis, income verification, and level 1 quality control review as part of the Verification of Benefits team. • Complete analytics to ensure accuracy and compliance with Community Development Block Grant Disaster Recovery (CDBG-DR) program requirements. • Performed financial analysis for the largest class action court supervised settlement program in the history of the United States, serving as a business economic loss analyst ﹣ Helped more than 100,000 claimants receive assistance • Identified anomalies related to claim awards using financial analysis skills and professional judgment over 7,000 hours to date • Effectively analyze financial statements, federal tax return, sales and use tax return of start-up businesses and multi-facility businesses in several industries to determine business profitability and possible value of the economic loss. • Determine which claims qualify for a financial award based on analysis of court-approved legal settlement ﹣ Analyze financial records and tax returns (five years) for anomalies or discrepancies ﹣ Review bank statements, general ledgers, customer logs, and other documents, then calculate the award amount (if approved) based on approved formula calculation. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Sr Finanical Analyst

  • Aug 2005 - Oct 2012

  •As part of the New BAC Finance Team, worked alongside management in assisting the bank in meeting cost savings objectives after the economic downturn. Received reports from internal teams on cost savings through a New BAC database and reviewed business plans and financial statements to ensure all accounting was done properly and there were no discrepancies. Documented unexpected cost savings and relayed them to management. In total, successfully produced and verified a total of $5 billion in… Show more •As part of the New BAC Finance Team, worked alongside management in assisting the bank in meeting cost savings objectives after the economic downturn. Received reports from internal teams on cost savings through a New BAC database and reviewed business plans and financial statements to ensure all accounting was done properly and there were no discrepancies. Documented unexpected cost savings and relayed them to management. In total, successfully produced and verified a total of $5 billion in cuts bank-wide. •Efficiently coordinated with over 30 liaisons across various departments, eventually whittling down to 10. Tracked the reduction of expenses of profit & loss statements over times. Collected and consolidated LOB MTM reporting graphs and templates. •As part of the Planning and Control Finance, performed extensive severance reconciliation for company mergers in 2010 and 2011. Oversaw severance expense for Merrill Lynch, Countrywide, and US Bank and Trust merger. Successfully saved expenses of $5M in unrelated severance expense during the Merrill Lynch merger. •Effectively led a team of 2 other analysts and liaised with internal and external auditors. As Team Lead, handled primarily severances but reviewed legal duties and liability as well. Employed Excel macros to determine various payouts on severances. Provided severance expense reporting per request for Line of Business Finance management teams. •As part of Capital Markets Wholesale Banking Technology Finance, provided proficient and capable back office support in the development of new technologies. Responsible for developing business plans, including financials, for new projects. Created and produced monthly Total Cost Application (TCOA) controller reports by gathering application level detail using Essbase Hyperion. Allocated costs to businesses that earned revenue and provided explanations for allocations, including variance analysis. Show less •As part of the New BAC Finance Team, worked alongside management in assisting the bank in meeting cost savings objectives after the economic downturn. Received reports from internal teams on cost savings through a New BAC database and reviewed business plans and financial statements to ensure all accounting was done properly and there were no discrepancies. Documented unexpected cost savings and relayed them to management. In total, successfully produced and verified a total of $5 billion in… Show more •As part of the New BAC Finance Team, worked alongside management in assisting the bank in meeting cost savings objectives after the economic downturn. Received reports from internal teams on cost savings through a New BAC database and reviewed business plans and financial statements to ensure all accounting was done properly and there were no discrepancies. Documented unexpected cost savings and relayed them to management. In total, successfully produced and verified a total of $5 billion in cuts bank-wide. •Efficiently coordinated with over 30 liaisons across various departments, eventually whittling down to 10. Tracked the reduction of expenses of profit & loss statements over times. Collected and consolidated LOB MTM reporting graphs and templates. •As part of the Planning and Control Finance, performed extensive severance reconciliation for company mergers in 2010 and 2011. Oversaw severance expense for Merrill Lynch, Countrywide, and US Bank and Trust merger. Successfully saved expenses of $5M in unrelated severance expense during the Merrill Lynch merger. •Effectively led a team of 2 other analysts and liaised with internal and external auditors. As Team Lead, handled primarily severances but reviewed legal duties and liability as well. Employed Excel macros to determine various payouts on severances. Provided severance expense reporting per request for Line of Business Finance management teams. •As part of Capital Markets Wholesale Banking Technology Finance, provided proficient and capable back office support in the development of new technologies. Responsible for developing business plans, including financials, for new projects. Created and produced monthly Total Cost Application (TCOA) controller reports by gathering application level detail using Essbase Hyperion. Allocated costs to businesses that earned revenue and provided explanations for allocations, including variance analysis. Show less



Enterprise

• United States
• Travel Arrangements
• 700 & Above Employee

• Staff Accountant

  • Jun 2001 - Aug 2005

  • Analyzed monthly, quarterly and annual financial statement • Prepared monthly area highlights • Wrote training guide for parking/traffic violations • Reviewed and approved branch journal voucher and journal entries on a monthly basis • Produced monthly schedule for major account items • Accrued ARMS and Mexican Insurance on a monthly basis • Reconciled monthly bank statements and credit card fees for Discover and American Express • Assisted in performing branch… Show more • Analyzed monthly, quarterly and annual financial statement • Prepared monthly area highlights • Wrote training guide for parking/traffic violations • Reviewed and approved branch journal voucher and journal entries on a monthly basis • Produced monthly schedule for major account items • Accrued ARMS and Mexican Insurance on a monthly basis • Reconciled monthly bank statements and credit card fees for Discover and American Express • Assisted in performing branch audits • Processed and approved accounts payable vouchers using PeopleSoft A/P • Trained new staff in accounting duties including accounts payable, monthly schedules, close procedures, month end reporting and bank reconciliations as needed Show less • Analyzed monthly, quarterly and annual financial statement • Prepared monthly area highlights • Wrote training guide for parking/traffic violations • Reviewed and approved branch journal voucher and journal entries on a monthly basis • Produced monthly schedule for major account items • Accrued ARMS and Mexican Insurance on a monthly basis • Reconciled monthly bank statements and credit card fees for Discover and American Express • Assisted in performing branch… Show more • Analyzed monthly, quarterly and annual financial statement • Prepared monthly area highlights • Wrote training guide for parking/traffic violations • Reviewed and approved branch journal voucher and journal entries on a monthly basis • Produced monthly schedule for major account items • Accrued ARMS and Mexican Insurance on a monthly basis • Reconciled monthly bank statements and credit card fees for Discover and American Express • Assisted in performing branch audits • Processed and approved accounts payable vouchers using PeopleSoft A/P • Trained new staff in accounting duties including accounts payable, monthly schedules, close procedures, month end reporting and bank reconciliations as needed Show less