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Business Initiatives Consultant Resume

Atlanta, GA

SUMMARY

  • Trusted finance, accounting and risk management consultant: Motivated transformational finance strategy expert with over 30 years’ experience championing strategic, operational, information systems, risk management and financial solutions to solve large and complex global and regional matrix organizational problems.
  • High - performance leadership: Effective business savvy leader with a reputation for developing and motivating multi-cultural teams. Skilled at enhancing productivity by deploying systems and processes that enable people to focus on high-value activities. Excellent talent development and retention track record. Adept at interpersonal communication and skill building.
  • Reliable and disciplined execution: Strong planning and Strategic thinking. Extremely skilled at working through people and managing the implementation of projects, on-time and within budget. Hands-on leadership style with a relentless focus on delivering high-impact projects while maintaining an environment of collaboration and team-work.
  • AS 400 Essbase/TM1 JCL TSO COBOL SAS C SQL Programming JD Edwards Tool for Oracle Application Development (TOAD) Excel - Certified Microsoft Specialist Word, PowerPoint, Visio Data Modeling Data Quality Data Analysis Data Warehousing and Business Intelligence Principles FR Y-14M and FR Y-14Q Reporting Georgia Life Insurance Agent Member of Institute of Internal Auditors QuickBooks Online Pro Advisor
  • Developed tactical process to source Fronting Exposure data for syndicated loans into Commercial and Industrial Loan Submission. Tactical solution is still being used today
  • Converted Operational Loss CCAR submission from tactical Access database to strategic approach which utilizes the Integrated Risk Management (IRM) database. Developed reconciliation process that ties IRM back to Operational Loss Submission
  • Converted Commercial Real Estate CCAR submission from the tactical solution which used a .NET software application known as the CRE App to the strategic solution that sourced data from Commercial Data Marts. Developed process to track the quality of collateral meta data being collected
  • Developed process to source Moody’s Risk Analyst financial statement data from data marts for the Commercial and Industrial Loan Submission until the ETL was updated. Tactical solution is still being used today

PROFESSIONAL HISTORY

Confidential - Atlanta, GA

Business Initiatives Consultant

Responsibilities:

  • The Report Mapping & Issue Identification (RMII) team within Data Management & Insights (DMI) creates an end-to-end view of the in-scope Governance & Oversight (G&O) Risk and Regulatory reports; this includes identifying people, processes, and data used to create and produce the reports, as well as associated risks, controls, issues, and gaps.
  • The report documentation consultant develops and manages documentation for regulatory and risk reports (CCAR: FRY-14A and 165D) in a timely and effective manner. Executes the documentation of end-2-end data/processes for RMII in-scope Risk and Regulatory reports. Facilitate detailed alignment of financial product data elements to reporting logic.
  • Design and maintain processes to ensure accuracy and integrity (i.e. documentation provides accurate end-to-end view) across all documentation. Collaborate and coordinate with executive and key leaders to maintain commitment to Report Mapping& Issue Identification (RMII) strategic objectives. Designs and develops deliverables to document end-2-end data/processes for
  • RMII in-scope Risk and Regulatory reports. Leverage COSO principles, data management standards, and other skills to ensure compliance with G&O Framework, COSO, and EDG requirement/policies.

Confidential, Atlanta, GA

Data Governance Consultant

Responsibilities:

  • Establish report lineage for CCAR/DFAST and Risk & Finance reports using excel templates and upload to report repository (MHUB). Report decomposition and asset registration for CCAR/DFAST and Risk & Finance reports. Enforce enterprise data governance policy and standards for compliance and integrity in the consumption, manipulation, and maintenance of data. Improve oversight and accountability for data across the organization. Achieve effective use of information assets through common business terminology, clear data definitions and improved data quality.
  • Demonstrate control over data and data management processes to both internal audit and external regulators. Establish partnerships with business leaders to align a cost effective business strategy, information reporting and information delivery. Research, analyze, design and maintain data sources in information systems in support of projects, products, equipment, information needs and changing environments.

Confidential, Atlanta, GA

Strategy Business Analyst | Consultant

Responsibilities:

  • Perform analysis and reporting for Bank Holding Company’s Comprehensive Capital Analysis and Review (CCAR), Dodd Frank Act Stress Test (DFAST), Commercial Real Estate (CRE), Corporate Loan (C&I) and Operational Loss Data Federal Reserve Submissions in compliance with policies and procedures.
  • Presentation to key business stakeholders briefing on global reporting, establishment of production processes and quality assurance. Formed strategic partnerships Audit Committee, Chief Auditors (CAs), Heads of Audit (HoAs) and Chief Operating Officer (COO) and served as first point of contact.

Confidential, Atlanta, GA

Sr. Financial Auditor | Consultant

Responsibilities:

  • Provided strategic independent, objective assurance and consulting services designed to help improve operations by partnering with leaders and introducing new concepts. Performed risk assessments and developed gap analysis reports.
  • Reviewed the adequacy of control systems including the reliability and integrity of financial and operational information, the effectiveness and efficiency of operations, and the effectiveness of the organization's risk management and compliance systems.
  • Maintained awareness of, performing appropriate testing for, and conducting investigations of, suspected fraudulent or illegal acts. Consulted in the development of systems, supervisory responsibilities, procedures, and policies to help ensure adequate controls that are established are cost effective.

Confidential, Atlanta, GA

Financial Business Analyst | Consultant

Responsibilities:

  • Managed accounts receivable and collections issues and brought them to successful resolution.
  • Performed analysis and research using AS 400 and JD Edwards. Monthly reconciliation of major accounts and created billing adjustments.

Deloitte Consulting, Atlanta, GA

Team Manager

Responsibilities:

  • Responsible for supervising employees; a team of 3 controller managers and 25 - 30 controllers. Provided leadership and strategic vision for the Atlanta Center of Excellence. Developed internal controls and standardized processes within the Atlanta office to better manage projects from Information Technologies to HR (Human Resource) capital. Initiated process changes to achieve improvements and efficiencies for staff through the implementation of new processes & procedures.
  • Developed staff with interpersonal influence, managing relationships and communication.Direct responsibility for contract review, financial planning and analysis, financial reporting, accounts payable, accounts receivable and providing accurate and timely financial analysis to Partners, Principals
  • Directors and other senior management. Managed budget forecast and profitability on all components of large complex IT engagements: clients include the Canadian Government, The Department of Homeland Security, the Department of Justice, banking, large retail and the nonprofit sector. Identified and resolves issues; closely managing scope; Applied appropriate program/project management methods.

Confidential, Atlanta, GA

Business Analyst Supervisor

Responsibilities:

  • Accountable for overseeing a team of Financial & Marketing analysts and portfolio managers in support of the Business Unit’s goals. Managed General Ledger, Income Statement, AAR, Balance Sheet, Capital and O&M budgets, document and explain monthly variances. Forecast and predict financial results using various modeling processes and assuring alignment and accuracy within the overall company’s financials. Developed the financial and operational goals, monitoring and overseeing key performance metrics, utilizing dashboard reporting.
  • Accountable for the accuracy of financial and accounting reporting, including long range planning. Accountable for compliance with Sarbanes-Oxley and internal control operational audit requirements using the COSO framework. Coordinated the audit with the external auditors. Liaison with Information Technology, Corporate Financial Planning and Corporate Accounting to develop and maintain all financial, accounting and operational systems.
  • Led a team of Accountants and Analysts in support of $8 BILLION per year revenue stream. Accountable and provided leadership for revenue month end close procedures for all operating companies within Confidential . Daily-reconciled cash, accounts receivable, accounts payable and taxes. Managed and maintained documentation and the processes used in daily, month end and year end close balancing routines for revenues and taxes, including Local, State and Federal tax. Documented and taught majority of initial internal controls for the revenue cycle.
  • Assisted in the coordination of the internal control walkthroughs for several cycles including: Financial Reporting, Revenue, Investment, Treasury, Close Process, Supply Chain, Disbursements, Payroll and Corporate Tax.

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