-Preparation of quarterly forecasts and annual budget for largest business segment within UMB-Ad hoc financial analysis on a monthly/quarterly basis used by business leaders -Financial modeling to assist lines of business with forecasting and pricing decisions-Disseminate financial data to lines of business as well as executive management-Preparation of monthly/quarterly financial reporting packages for senior management-Creation of loan pricing models for various businesses to support credit decisions on prospective loan deals

-Assist in coordination and review of rolling quarterly forecast/annual budget and 5 year strategic forecast model-Analysis and review of rolling quarterly forecast/annual budget at consolidated holding company level via reporting and presentation with senior/executive management-Prepare, review, and analyze financial reporting packages for various board meetings and C-level executives on a monthly/quarterly basis-Lead monthly finance process to explain actual versus budget results which is presented to executive management-Business intelligence analysis on peer competitors and industry-Ad hoc financial analysis on a monthly/quarterly basis used by senior/executive management-Assist investor relations in summarizing quarterly reports from sell-side analysts after corporate earnings call-Create and maintain standard management reporting using Hyperion Financial Reporting Studio-Creation and design of standard and ad hoc financial reporting utilizing PowerPoint-Maintain and prepare separate set of financial statements used in management reporting

-Preparation of monthly and quarterly GAAP compliant financial statements-Implemented and developed ad hoc profitability analysis tools and processes-Analyzed financial information in order to improve processes and financial performance across operational business units-Disseminated financial data to operational heads via reporting and presentations on a regular basis-Preparation of monthly and quarterly flux analysis explaining actual versus budgeted and forecasted results-Assisted with quarterly and annual budget preparation and explained actual versus budgeted results-Identified key internal controls and implemented quarterly SOX testing procedures to comply with corporate standards-Prepared and evaluated project budgets-Managed all financial and accounting aspects of assigned projects

-Preparation of monthly and quarterly GAAP compliant financial statements-Prepared monthly and quarterly journal entries and account reconciliations-Assisted with budgeting and forecast process for multiple regions-Prepared and explained actual versus plan and actual versus prior period variance and trend analysis-Worked closely with internal and external auditors to ensure SOX compliance-Implemented accounting policies and procedures for acquisitions-Prepared fixed asset schedules and reporting to ensure compliance with corporate capitalization policy

-Participated in month, quarter, and year end close and review process including quarterly 10Q and annual 10K reports-Compiled internal reports detailing revenues, business trends, and company productivity for board of directors and executives-Prepared monthly reconciliations for all balance sheet accounts as well as short and long term debt-Extensive work recording general ledger activity for cash, 401k, supplemental retirement plan, accruals, amortizations, stock repurchase, payment of dividends and insurance premiums-Stock option accounting and disclosure in compliance with SFAS 123R

-Compilation work consisting of the preparation of standard monthly and quarterly financial reporting packages for various clients-Prepared income tax returns, 940 and 941 payroll taxes, and sales and use taxes-Participated in audit engagements