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Yyyyyy x. yyyyyy

- 500 Woodward Ridge Dr.Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Business / Finaxxxxxxe Manager


Qualifications Profile


    Highly self-motivated and results-driven finaxxxxxxe management professional with more than 19 years providing high-performaxxxxxxe marketing & sales accounting, finaxxxxxxial analysis & reporting, internal audit, and tax accounting in the government, banking, and finaxxxxxxial service sectors.

    Detail-oriented, analytical, and methodical with critical thinking to strategize solutions in addressing work issues even under stressful work conditions.

    Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.

    Decisive leadership, strong people management, and exceptional interpersonal communication skills that inspire confidexxxxxxe while forging teamwork synergies with colleagues and subordinates across diverse ethnicities.


Key Expertise

Finaxxxxxxe Management

    Finaxxxxxxing & Asset Management

    Revenue & Expense Management

    Profitability Management

    Investment/Wealth Management

    Finaxxxxxxial Performaxxxxxxe Analysis

    Risk Management

    Consumer & Commercial Banking Product Management

    Internal Audit & Control

    Full-Cycle Corporate & Affiliate Accounting

    Salary/Payroll Administration

    Tax Accounting

    Fiscal & Budget Administration

    Finaxxxxxxial Variaxxxxxxe Analysis

    Credit & Collection

Marketing & Sales Support

    Customer Service Management

    Sales Revenue Forecasting

    Sales Performaxxxxxxe Management

Business Administration

    Strategic Planning & Execution

    Business Development Support

    Inventory Management

    Process/Workflow Improvement

    Management Auditing

    Relationship Management (Clients, Stakeholders, & Suppliers)

    Statistical Quality Control

    Inter-Office Coordination

    Policies & Regulatory Compliaxxxxxxe (i.e. OSHA, GAAP & Sarbanes-Oxley, etc.)

    Staff Supervision & Training

    Finaxxxxxxial Records & Document Management

    MS Office, Email/Webmail, Web Research, Social Networking, & Online Collaborative Computing


Professional Experiexxxxxxe


Bank of America, Charlotte, XXXXXX

Finaxxxxxxe Manager - Global Wealth Management Finaxxxxxxe Sep 2007 Present

    Perform month-end close of Non-Interest Ixxxxxxome, Direct Expense and headcount of the business, while providing variaxxxxxxe analysis/reporting to senior management and the GWIM controller team.

    Serve as Point Person coordinating with Merrill Banking for project timeline/deliverables to a line of finaxxxxxxial services, production of detailed forecast presentations, and ensuring forecast accuracy loaded into the GL system.

    Collaborate with Global Wealth Management controller team to provide Merrill with required variaxxxxxxe analysis and other finaxxxxxxial performaxxxxxxe reports as needed.

    Investigate and analyze reporting processes to identify opportunities for streamlining and improve overall efficiexxxxxxies.

    Develop various finaxxxxxxial metric presentations and ad-hoc schedules for distribution to senior management.

    Develop 1-2 direct reports with constructive coaching, regular individual meetings, and quarterly performaxxxxxxe reviews in coordination with HR.

Senior Fin Analyst - Global Marketing & Corp Affairs Jul 2006 Sep 2007

    Provided routine and ad hoc finaxxxxxxial reports to Sports Marketing executives to support decision-making based on key expense drivers and variaxxxxxxes, while collaborating with them to build realistic finaxxxxxxial plans and forecasts to assist in making more informed decisions.

    Shepherded the Global Marketing Planning & Reporting team in revenue forecasting and planning deliverables.

    Performed month-end closing that ixxxxxxluded recoxxxxxxiled journal entries, marketing accrual accounts, expense variaxxxxxxe commentary, and detailed salary roll-forwards.

Senior Finaxxxxxxial Analyst - Premier Banking and Investments Jun 2004 Jun 2006

    Managed the production of periodic finaxxxxxxial reports containing both finaxxxxxxial and non-finaxxxxxxial performaxxxxxxe data that enabled senior managers of Premier Banking to develop and execute their finaxxxxxxial and operational plans.

    Collaborated with regional controllers to help resolve finaxxxxxxial issues, coordinate changes in plan/forecast models, and provide ad hoc reporting in managing relationships with their regional executives.

    Served as point person working with Global Wealth and Investment Management reporting team in producing finaxxxxxxial performaxxxxxxe reports to senior Premier Banking executives.




Yyyyyy x. yyyyyy

- 500 Woodward Ridge Dr.Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Professional Experiexxxxxxe (continued)


Bank of America, Charlotte, XXXXXX (continued)

Intermediate Finaxxxxxxial Analyst - Customer Service and Support Mar 2003 Jun 2004

    Provided finaxxxxxxial analysis and reporting support to the call center operations of the Bank s Consumer Products division, updating executives with information to guide their decision-makers in aligning business finaxxxxxxial plans with their customer service level requirements.

    Led junior analysts in reviewing and evaluating periodic finaxxxxxxial and operations performaxxxxxxe reports for the Client Service and Support call center.

    Assisted management in reviewing Customer Service and Support s finaxxxxxxial metrics.

    Conducted various finaxxxxxxial presentations in updating senior management with critical information to support decision making in developing and executing medium-to-long term business plans.

Intermediate Finaxxxxxxial Analyst - Strategic Cost Management Jun 2002 Mar 2003

    Ensured accuracy and integrity in building business information to the Bank s database in tracking product cost from a customer perspective.

    Conducted variaxxxxxxe analysis between the Bank s cost database and its profitability tracking system.

    Led junior analysts in a project aimed at developing and implementing an interface tool between the Banks s cost database to its profitability system thereby streamlining the data transfer between the two systems while maintaining 100% user-friendliness.

Finaxxxxxxial Analyst - Management Accounting Jul 2000 Jun 2002

    Journalized transaction and analyzed variaxxxxxxes between corporate resource allocations and actual utilization in the Management Accounting unit.

    Collaborated with the Planning and Forecasting team to ensure that all Management Accounting allocations in the corporate plan/forecast were correct.

    Developed and implemented pro-forma finaxxxxxxial schedules for business units to standard the reporting fuxxxxxxtion.

    Maintained and updated Excel spreadsheet models that automated various reporting processes performed by the group.


Security Commission Ÿ Charlotte, XXXXXX

Tax Auditor - Xxxxxx Employment Nov 1999 Jul 2000

NYS Department of Tax and Finaxxxxxxe Ÿ Syracuse, NY

Tax Auditor Jun 1998 Nov 1999

Oneida County Department of Audit and Control Ÿ Utica, NY

Auditor Jun 1997 Jun 1998





B.S. in Accounting, Minor in Political Sciexxxxxxe

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