Bob Lavin work email
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Bob Lavin personal email
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Performance-driven, insightful Financial Services Professional with over 15 years of experience. A solid reputation built on achievement and the ability to identify and implement process improvements while increasing efficiency and productivity.o Operations Management: Skilled organizer and time manager, able to meet deadlines and handle multiple tasks under continuously changing climates with strong risk assessment and decision making skills.o Communication & Presentation: Effective communicator with the ability to interact diplomatically with internal business partners, outside vendors and co-workers.o Technical Skills: Proficient in AS400, Dynamics, Xtrac, FPRS, Microsoft Excel, Word, Power Point, Access and Outlook.Specialties: Accountancy, analysis, auditing, customer service, leadership, operations management, organizational skills, performance analysis, process engineering, project management, quality, strategic, transaction processing, workflow analysis, mergers and acquisitions, financial and data conversions, qualified domestic relations orders, trust reconciliations, training, reconciliations.
Unemployed
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Financial ProfessionalUnemployed Sep 2015 - Present
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Treasury AnalystOcwen Financial Corporation May 2011 - Aug 2015West Palm Beach, Florida Areao Conducted and oversaw outgoing and incoming wire transfers to ensure accurate and timely processing through multiple banking platforms in excess of 300 million dollars daily.o Analyzed operating procedures for the purpose of improving or replacing with substitutes that are more effective.o Prepared daily/monthly treasury journal entries, upload into Dynamics, and effectively manage cash inflows and outflows while maintaining liquidity.o Investigated and resolved reconciliation issues and track cash balances, wire account reconciliations and bank adjustments.o Supported Treasury Department Sarbanes Oxley review, compliance and document control -
Residential Tax AnalystOcwen Financial Corporation May 2010 - May 2011West Palm Beach, Florida Areao Coordinated and updated Tax Amount Reporting (TAR) batch processing for loan level property tax disbursements and installments to taxing authorities following applicable regulations.o Performed reconciliations, control functions and compile special projects where analysis of data is required.o Interfaced and worked with property tax and hazard insurance vendors to ensure all escrow functions are handled according to established policies and procedures o Assisted Tax Manager with updating and implementing internal controls and procedures as risks are identified.o Collaborated with prior Outsourcing Vendor to ensure all tax functions, processes and related procedures were seamlessly reintegrated.
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Team LeadFidelity Investments Jun 2007 - Oct 2007Marlborough, Mao Supervised and reviewed associate transaction processing totaling between $1 billion and $10 billion per quarter.o Monitored workflows, identified issues and reviewed/approved all work to ensure that accuracy standards and deadlines were met for a team of Conversion Analysts. o Worked closely with Directors to execute and maintain performance and quality standards and adhere to performance measurements in an effort to control costs. o Led the re-writing, condensing and process improvement of all Conversion Services procedures used in the transfer, training and implementation of the Conversion Analyst role from Massachusetts to Kentucky. -
Senior Conversion AnalystFidelity Investments Apr 2005 - Jun 2007Marlborough, Mao Coordinated, communicated and executed asset transfers representing an excess of $4 billion per quarter for new and existing clients. o Audited Fidelity created conversion reports to prior record-keeper/trustee backup for accuracy and reasonability; presented the conversion reports and auditing results to the client. o Reconciled trust assets to the participant account balances; explained any variances and worked with business partners to resolve differences. o Proactively identified, communicated and resolved all financial and data issues; incorporated all required changes into the ongoing project plan.o Designed Excel spreadsheets to automate and replace manual paper based calculations, which increased accuracy and efficiency.
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Operations Team SpecialistFidelity Investments Nov 1999 - Apr 2005Marlborough, Mao Coordinated the formation of a centralized Qualified Domestic Relations Order (QDRO) team, which allowed for all QDRO transfers to be processed uniformly across Fidelity Investments Retirement Services Operations Company.o Audited daily processing for a 10-member team of associates to ensure essential work was assigned, work levels were balanced and procedures were followed. o Assessed associates daily processing efficiencies and quality for performance appraisals and development plans. o Created and implemented tools to improve daily processes and procedures across all teams and segments for Qualified Domestic Relation Order transfers and withdrawal processing. o Trained and mentored new and senior associates while serving as central point of contact and technical expert for procedural questions and policy issues.
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Operations Specialist / Senior Operations SpecialistFidelity Investments Aug 1996 - Nov 1999Marlborough, Mao Aided in design and testing of system enhancements. o Automated and created efficiencies to improve existing manual processes.o Piloted the implementation of the first daily share accounting stock fund.o Monitored processing for newly implemented plans to ensure procedures were followed. o Trained associates across teams and departments on complex and time sensitive processes.
Bob Lavin Skills
Bob Lavin Education Details
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Accounting
Frequently Asked Questions about Bob Lavin
What company does Bob Lavin work for?
Bob Lavin works for Unemployed
What is Bob Lavin's role at the current company?
Bob Lavin's current role is Experienced Mortgage and Financial Services Professional.
What is Bob Lavin's email address?
Bob Lavin's email address is bo****@****wen.com
What schools did Bob Lavin attend?
Bob Lavin attended Worcester State University.
What are some of Bob Lavin's interests?
Bob Lavin has interest in Financial Reporting, Cooking, Golfing, Reading Novels, Travel, Movies, Swimming, Income Taxes.
What skills is Bob Lavin known for?
Bob Lavin has skills like Process Improvement, 401k, Account Reconciliation, Defined Benefit, Treasury Services, Qualified Domestic Relations Orders, Positive Pay, Financial Analysis, Financial Reporting, Journal Entries, Bank Reconciliation, Tar.
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