Auditing and Compliance Specialist: Finance & Banking

  Offering over 15 years experience in the Banking/Financial Services sector, specializing in auditing, compliance, risk mitigation, analytics, research, data generation, and reporting; sharp financial acumen and well versed in industry practices, policies, procedures, and regulatory guidelines

  Expertise in strategically prioritizing, planning, organizing, and managing projects/workflow to optimize productivity and efficiency, meet critical timelines and achieve performance goals

  Solutions-focused, decisive leader adept at defining, developing and executing strategies to deliver results; self-motivated professional equally effective in independent and collaborative roles

  Proficient in MS Excel, Word and Access

Analyst/Specialist, U.S. Bank Global Corporate Trust 2000-Present

  Expertly compile account information and return audit confirmations to auditors in compliance with standard audit confirmation guidelines

  Deliver detailed weekly and monthly metrics reporting on both completed and outstanding financial data, providing management with critical tools for evaluating performance

  Proficiently interpret complex bond documents to define strategies for mitigating risk and actively consult both with internal and external customers on compliance issues; post financials on EMMA for bondholders access

  Efficiently conduct 10K and 10Q research for corporations involved in bond deals

  Thoroughly analyze corporate trust data sourced both internally and externally for written, legally-mandated procedures compliance

  Effectively draft and monitor state and county Uniform Commercial Codes (UCCs) for Northwest Regional District; ensure timely renewal of UCCs to meet trustee obligations as well as protect bondholder interests

  Collaborate in preparing Arbitrage Rebate statements/5-year interest calculations of trust accounts

Assistant Manager, Extended Stay America, Inc. 1999-2000

  Steered and collaborated in broad-scope operations spanning financial and human resources through sales, business development and guest services; included 24/7 on-call managerial support

  Proficiently prepared detailed payroll and bank records as well as produced quality weekly financial summaries and status reports

  Effectively hired, trained and supervised staff for all positions, with consistent focus on delivering world-class service

  Played key role in maximizing occupancy by assisting with in-house sales, networking and tours

BA, Hotel Management w/minor in Business Administration, Washington State University; 1999

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