Providing Insurance and Financial Services. Helping Clients and Business owners meet their DREAMS!!!

I am very passionate about helping others to exceed financially both personally and professionally. After many years in the financial services industry, my goal is to be a valuable resource to friends, family and acquaintances. My financial background and experience in corporate finance, banking and financial management gives me great confidence in this environment.

Banking Center Manager is responsible for providing superior client experience in the center while delivering results that align with business objectives; developing sales plans that are aligned with overall business targets and priorities to achieve goals; inspiring and creating a motivating environment through activity-based coaching and performance development; ensuring clients receive excellent service through ongoing coaching and monitoring of staff activities and direct interactions with clients; and monitoring and adhering to operational controls, including legal, corporate and regulatory policies and procedures to ensure the safety and security of customer and bank assets.

Responsible for sales strategy focusing on the communities in which the Market Banking Centers are located. Responsible for marketing and sales of Group Banking financial products and services (e.g. Direct Benefits, Bank at Work, Bank on Campus) within the market. Identify corporate, small business and other potential Group Banking customers in the consumer market; develop relationships with existing and prospective Group Banking customers; develop effective sales strategies for Group Banking products and services, customizing them for particular customer needs; manage Group Banking sales in the Banking Centers, including establishing and communicating sales goals for Group Banking products, developing processes to ensure that all transactions are conducted in accordance with applicable regulatory and Bank procedures and training and coaching Banking Center associates on Group Banking products, sales strategy and techniques; measure and analyze Group Banking sales, report on trends and recommend adjustments as appropriate.

Oversees strategic budgeting, financial/operational reporting and analysis, financial planning, and competitive analysis for the Direct and Indirect business segments. Provides Direct Senior Leadership with strategic planning activities and initiatives by providing timely, relevant and accurate information to support decision making. Responsible for leading month end closing process for Direct including review of financial statements, investigation of unusual trends or variances for follow-up and resolution. Coordinating internal resources, managing external vendors, preparing and delivering final reports/presentations. Preparing management reports and presentations to facilitate decision making. Managing multiple projects with a focus on providing actionable intelligence for business decision makers.

Finance/Accounting executive with broad experience in all aspects of accounting and financial management. Direct experience with project accounting, corporate financial reporting, budget planning and analysis, and development of finance and accoutning procedures. Specialties:Over 15 years of extensive experience in Project Accounting, Finance Operations, and Budgeting/forecasting. Knowledge of SOX, GAAP, and Corporate Financial Operations. Management and supevisory experience.

Director of Project Controls is the lead Project Controller for the Future Combat System program which is presently valued at $2.7 billion. In this role my primary duties in accurately budgeting, forecasting all revenue generated among 7 business units for SAIC, as well as managing all costs both direct and indirect for the contract. Annual revenues for the program will range due to the contract period of performance however this year revenue will be over $317 million. The team consists of 6 Project Controllers professionals. The position provides direction and guidance to the team, including mentoring and training of best practices.

In this role the Director of Finance reported to the Regional SVP/General Manager and the SVP of Finance with responsibility for the overall financial management, analysis and reporting of the regional financial activities, completing yearly budget preparation and forecasts, variance analysis (monthly and quarterly), monthly regional close process, revenue and gross profit projections and Sales pipeline analysis. The essential duties and responsibilities of this position include, but are not limited to, the following: Worked with all levels of management to gather, analyze, summarize and prepare financial plans, budgets, cash flow projections and sale pipeline analyses, and internal operating forecasts.

Managed a team of 6 Finance professionals within the Government and Communications Market Units. Revenues generated upwards of $75 million annually. The Finance team supported over 300 Accenture consulting professionals with average monthly client billing of $6.25 million. Primary responsibilities include overall financial management for projects and clients, financial analysis, monthly cost statements for each client, forecasting and budgeting. Supported over 40 Accenture Executives across the 12 projects and managing over 20 federal and state contracts.