TECHNICAL SKILLS

• Leadership experience; developed knowledge of credit and treasury, as well as investment banking; extensive knowledge of Excel, including Visual Basic, v - lookups, pivot tables, and model building as well as other Windows and Macintosh programs; abundant experience in proprietary bank accounting software as well as SAP and Quickbooks; experience with CaplQ and FactSet; experience with machine learning and FinTech, specifically DataRobot; excellent written and verbal communicator; strong work ethic; detail-oriented and organized

PROFESSIONAL EXPERIENCE

Confidential, San Diego, CA

Vice President, Relationship Manager

Responsibilities:

• Lead a client team, acting as main point of contact for business clients with annual revenues of $5 million to $50 million specializing in craft breweries, entertainment, and aerospace, defense, and government contracting industries
• Develop solutions for clients and prospects based on industry and growth objectives, partnering with product specialists where necessary
• Actively grow a book of business clients through business development efforts
• Develop, participate, and present client presentations, including economic updates, market forecasts, industry updates, industry valuations, pitch books, and relationship reviews
• Regularly attend networking and professional events across San Diego to extend new relationships with prospects
• Research industries, as well as the San Diego market, for prospecting efforts to act as trusted advisor for clients and potential clients

Confidential, San Diego, Orange

Network Executive Advisor

Responsibilities:

• Leader of the employee network, acting as main decision maker and directing and delegating responsibilities to other members of the leadership team
• Plan, manage, market, and recruit for all LGBT-related volunteer events, donations, and sponsorships for the bank in four counties, including the bank’s participation in San Diego and Palm Springs Pride parades, San Diego and Palm Springs Harvey Milk Diversity Breakfast, Dining Out For Life in three counties, and numerous other volunteer events
• Manage budgeting and secure appropriate funding for the network and events through market and regional leadership
• Maintain open dialogue with market executives and leaders for budgeting and sponsorship and to increase awareness of the network internally and externally
• Lead regular meetings with approximately 500 members, discussing upcoming events and relevant topics and recruit new members for the network

Confidential, San Diego, CA

Vice President, Commercial Associate

Responsibilities:

• Participated as an integral member of the core client team, working with commercial public and private clients with annual revenues of $50 million to $2 billion
• Associate for both the Aerospace & Defense Group and the Beverage Group, directly covering Southern California and subject matter expert across the Western United States
• Developed, participated, and presented client presentations, including economic updates, market forecasts, industry updates, industry valuations, pitch books, and relationship reviews
• Partnered with credit and treasury teams as well as various other product partners to develop solutions for clients and prospects
• Regularly attended networking and professional events across San Diego to extend new relationships with prospects
• Researched industries, as well as the San Diego market, for prospecting efforts to act as trusted advisor for clients and potential clients
• Analyzed and reported on internal market revenue and client trends and managed pipeline for Market Executive, acting as COO
• Served as only Commercial Associate member of Executive Council, West Region for Middle Market Commercial Banking

Assistant Vice President, Senior Financial Analyst

Responsibilities:

• Worked with executives on Confidential ’s legal team to manage expenses and develop forecast goals for outside counsel litigation and other legal expenses for the bank, as well as reported on actual spend to executives and management
• Acted as finance liaison to the Legal team as well as legal liaison to all Finance partners across multiple lines of business teams for ad-hoc issues and expense management as well as forecasting expenditures
• Ensured ledger properly reflected legal expenses across multiple general ledger accounts as well as lines of business and legal entities, acting as owner of the bank’s legal accounts
• Developed and implemented processes and methodologies for quarterly Fed mandated enterprise stress testing related to legal expenses, and solely performed quarterly stress processes as well as reported and presented results to both Finance and Legal executives
• Managed and reported on Legal team’s internal expense allocations to lines of business for management reporting
• Volunteered to become one of the pilot users of the new SAP ledger system and to pioneer the new system to teammates
• Directed the Sarbanes-Oxley annual audit process for legal expenses and legal settlements

Confidential, Charlotte, NC

Officer, Intermediate Financial Analyst

Responsibilities:

• Created and maintained Excel models, reports, and macros to provide a meaningful and accurate representation of the Bank’s financial statements for senior management
• Verified month-end and quarter-end financials and ratios were accurately portrayed for a total consolidated level in various executive deliverables
• Performed month-end monitoring of high-level balance sheet accounts to ensure accuracy and focus on the principle of a fortress balance sheet, as well as presented senior management with month-end reporting on these accounts
• Monitored activity and compiled detailed information regarding entity-related monthly activity, ensuring accurate financial statements for both the Legal Entity Reporting team as well as the Bank’s consolidated financial view, acting as a controller for the entity
• Provided ad-hoc reports for senior management on a variety of questions related to the income statement and the balance sheet upon request
• Directed the Sarbanes-Oxley annual audit process for monthly close of ledger and monthly and quarterly internal executive reporting

Confidential, Charlotte, NC

Regional Accountant

Responsibilities:

• Provided assurance through reconciliation that monthly profit and loss and balance sheet reflected the company’s current performance Verified the company was in compliance with contract terms and commitments as it related to investments, commissions, and profit splits Ensured appropriate earnings were booked through accurate journal entries
• Promoted increased understanding of financial and back office accounting systems to field operations by providing up-to-date training Served as the liaison for field operations and provided support for other corporate departments

Confidential, Monroe, NC

Marketing and Finance Manager/Controller

Responsibilities:

• Managed journal entries for inventory, payroll, and sales and completed bank reconciliations monthly to create and analyze financial statements
• Designed and created marketing materials for use in companies’ sales and marketing efforts and worked with local media to create advertisements, improving new customer sales by 9.1% over a one-year period
• Completed monthly payroll for all employees of both branches
• Redesigned and modified company website for ease of use and current information, where along with search engine optimization and other online marketing efforts, increased absolute new user traffic to the website by an average of 450 users per month