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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Tantilla CircleCharlotte, NCPHONE NUMBER AVAILABLEProfessional Profile: Over twenty years experience in the financial industry analyzing financial statements with proven ability to problem solve and meet deadlines. Dedicated to professionalism and highly motivated to achieve results.Professional Experience:Harmon Construction Project Manager July 2015 to PresentEnter journal entries using QuickBooks when checks are received as well as AP entries including supplies and payrollProcess payroll for 20 employees, both W2 and 1099 through QuickBooksCOIs including OCIPS and CCIPSProvide client estimates and proposals for residential home remodeling for homes valued up to $3M primarily in Myers Park, Ballantine, Queens RoadSchedule home improvement projects with employees, subcontractors, and homeownersReconcile general ledgerCreate reports and review with owner on monthly basisHelp HR tasks such as benefits and answering employee questionsClient resolutionBank of America Charlotte, North Carolina- Senior Vice President - Sept 1993 to June 2015VP Senior Financial Analyst- Legacy Asset ServicesMarch 2010 to June 2015Facilitated monthly & quarterly financial reviews with business executives & partnersDeveloped forecast & financial plan for business segments & investment initiativesResearch plan/forecast variancesDeveloped capital expenditures databaseTrained associates on workforce software for initiativesVP Senior Financial Analyst- Legal & Supply Chain ManagementMay 2005 to March 2010Business Unit Controller responsible for budgeting, forecasting, month-end analysis and reportingResponsible to adhere to compliance requirements for applicable regulations, internal controls corporate policies and proceduresDocumenting, updating accounting policies and procedures for various SOXSupport month-end process by working with managers to analyze variances and document the impacts on profitabilityRevised suppliers contractual agreements Chester EnglandIdentify & managed tier 1 suppliers for Line of BusinessVP Senior Financial Analyst - Human Resources Finance & CompensationMar 2002 May 2005Facilitated the month-end close process, including incentive compensation for total Corporation & Business Segments, annual profit plan of $2.3B, facilitated accrual process for both domestic & international payrollsNegotiated the outsourcing of domestic payrollReconciled numerous general ledger payroll accountsManaged associates on daily operational duties & developed performance appraisals & tracked resultsSeverance executive reportingAVP Intermediate Financial Analyst- Personnel FinanceNov 1998 Mar 2002Partnered with Leadership team on expense management for various Business SegmentsPrepared month end reporting packages and variance explanations for Leadership TeamInvestigated and analyzed expense fluctuationsCoordinate analysis and preparation of annual profit plansControl Analyst - Technology and Operations GroupSept 1993 Nov 1998Analyzed Treasury & Tax general ledger accounts for all legal entitiesAnalysis of security transactions for fluctuations and economic conditionsPartnered with Regulatory Reporting to ensure all transactions complied are accurateMonitored general ledger average balances and facilitated correcting entriesReviewed daily and prepared monthly reconcilements of assigned general ledger balance sheet accountsEducation:University of North Carolina at CharlotteBachelor of Science Degree FinanceProfessional Training:Six SigmaCultural Awareness Training |
