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Yyyyyy x. yyyyyy
9115 Vintage Oaks Ct. | Dallas, TX 7523xxx-xxx-xxxx | abc@xyz.com
Finance & Accounting Expert
Dynamic, expert-level professional with 25 years of progressive finance and accounting experience
Call on strong attention to detail to consistently garner positive results
Excel in deadline-driven, fast-paced environments under pressure to achieve or surpass corporate goals
Adept at creating processes that serve to bolster levels of operational efficacy and accuracy
Leverage acumen in problem solving and interpersonal communication to thrive as a leader and show others, by example, how to deliver the utmost in quality customer service
Able to make swift, accurate decisions definitively and with confidence
Technical savvy includes use of accounting software programs, as well as Microsoft Excel and Word
Experience
Supreme Lending | Accounting Manager 2014-PRESENT
Oversee all daily accounting functions such as Accounts Receivable/Payable, monthly closing loan-level processes and balance sheet reconciliations
Prepare daily profit and loss (P&L) statements for all branches and handle accounting for serviced loan portfolio
Reconcile all investor wires for loans purchased with LOS and warehouse banks
Improve and automate the company s proprietary commission system, wire desk application and other projects in partnership with the IT Department
Utilize the wire desk function daily to order wires for loan funding using four warehouse lenders
Join with external accountants to engage in tax preparation and annual financial audit processes
Supervise, guide and mentor a top-performing staff of 14 professionals
Complete commission calculations for 900 Loan Officers and Branch Managers
Oak Mortgage Group, Inc. | Director of Finance (Controller) 2014
Handled all accounting operations and accurately prepare all financial statements
Succeeded in converting the General Ledger from QuickBooks to Accounting for Mortgage Bankers
Fostered and sustained positive working relationships and with warehouse lenders, banks, auditors and tax accountants in order to keep day-to-day processes running smoothly
Great Western Financial Services, Inc. | Vice President Finance (Controller) 2011-2013
Led accounting processes, as well as payment processing and escrow servicing on an interim basis
Nurtured trust-based professional relationships, both internally and with warehouse lenders, banks, auditors and tax accountants
Headed treasury management including mortgage loan funding; also handled regulatory reporting for HUD and FannieMae
Here, also converted the General Ledger from QuickBooks to Accounting for Mortgage Bankers
JBishop CPA | Principal 2009-2011
Solely supervised bookkeeping, accounting and tax services
Worked with a variety of both small business and individual clients
StratifiPartners | Director of Accounting 2009
Oversaw processes within an outsourced accounting setting
Ensured the delivery of first-class service at all times; also maintained a strong sense of precision and accuracy across all processes
Yyyyyy x. yyyyyy
Continued
Resources Global | Consultant, Citigroup Project 2008-2009
Worked in an advisory capacity to offer expertise in a consultative role
Aided the company in completing an important intercompany account reconciliation project
Lending.com | Controller 2007-2008
Headed accounting duties in a start-up mortgage company setting; included converting the General Ledger from QuickBooks to Accounting for Mortgage Bankers.
Also collaborated with ADP to implement an automated General Ledger entry used for payroll purposes
Integral in the implementation of DataTrac
PrimeLending | Vice President Finance 2004-2007
Managed a 10-perdon Accounting Department and succeeded in merging the Accounting Departments of both PrimeLending and PlainsCapital McAfee Mortgage
Completed closing at the end of each month and reviewed financial statements to ensure accuracy
Developed and implemented balance sheet reconciliations across 100 accounts, as well as a new chart of accounts
Played a key role in converting payroll software to ADP and crafting automated software used to calculate commissions
Vastly improved relationships between the Accounting Department and others within the organization to help ensure seamless cross-functional operations
CitiFinancial Auto | Accounting Manager 2001-2003
Drove smooth operation accounting functions with the aid of two directly-supervised Associates; collaborated to develop faster, more efficient account reconciliation methods
Acted as an effective intermediary to develop lasting working relationships with various operating units that offered valuable accounting input
Managed the conversion to PeopleSoft General Ledger and led all related personnel trainings, including a full-scale cross-training program
Earlier Roles
Accounting Finance Manager, Centex Home Equity Corporation, 2000-2001
Financial Services Manager III, Bank of America, 1998-2000
Senior Accountant, Bank of America, 1998
Auditor, Bank of America, 1996-1998
Associate Bank Examiner, Federal Reserve Bank, 1995-1996
Assistant Bank Examiner, Federal Reserve Bank, 1993-1995
Education & Credentials
Bachelor of Science, Business Administration, Accounting, University of Texas at Dallas
Certificate, Certified Public Accountant (Current License)
Also hold a FBI Top Secret Security Clearance
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