• Use ERP Cloud applications performs the following activities:o Strategic planning, financial and operational analysis, budget preparation and analysis, and other critical analysis.o Financial evaluation of agencies and departments.o Strategic financial modeling, annual target setting, and annual business planning process for City Agencies to assess financial implications and support complex business decisions.o Using Process Management to manage the financial review… Show more • Use ERP Cloud applications performs the following activities:o Strategic planning, financial and operational analysis, budget preparation and analysis, and other critical analysis.o Financial evaluation of agencies and departments.o Strategic financial modeling, annual target setting, and annual business planning process for City Agencies to assess financial implications and support complex business decisions.o Using Process Management to manage the financial review cycle.o Development, implementation, and monitoring of financial and operational policies, guidelines, processes, procedures, internal controls, and performance measures.o Partner with City Agencies to develop and monitor multi-year operating and capital plans, reserve forecasts, and long-range financial strategies.• Develop, implement, monitor, and ensure compliance of financial and operational performance measures based on guidance and instructions provided by the supervisor.• Analyze and review as a part of a team prior year expenditures, grant balances, and fund sources and prepares detailed financial forecasts, cost projections, and recommendations based on actual results.• Prepare, provide, and respond to routine and non-controversial requests and inquiries regarding financial, expenditure, revenue/fund status, appropriation transfers, supplemental appropriations, and variance reports to management to enable financial and budgetary monitoring and control.• Evaluate monthly financial and operational performance against plan, prior year, and forecast.• Identify and advise higher level Financial Analysts or on occasion, agency or departmental staff on budget overruns, revenue shortfalls, and other financial problems; recommend options and solutions; and works with the supervisor to resolve problems.• Compiles and analyzes accounting records and other data to determine the financial resources required to implement a program.• Performs special projects and other duties as assigned. Show less

• Provided high-level administrative support to executives, including managing calendars, scheduling meetings, and coordinating travel arrangements.• Manage inbound calls, ensuring professional and courteous communication with clients, stakeholders, and team members.• Screen and direct calls as appropriate, taking detailed messages and prioritizing urgent inquiries.• Prepared and organized documents, reports, and presentations, ensuring accuracy and adherence to… Show more • Provided high-level administrative support to executives, including managing calendars, scheduling meetings, and coordinating travel arrangements.• Manage inbound calls, ensuring professional and courteous communication with clients, stakeholders, and team members.• Screen and direct calls as appropriate, taking detailed messages and prioritizing urgent inquiries.• Prepared and organized documents, reports, and presentations, ensuring accuracy and adherence to deadlines.• Served as a liaison between executives and internal/external stakeholders, facilitating effective communication.• Managed office operations, including supply inventory, vendor relations, and maintenance of office equipment.• Assisted in project management by tracking timelines, deliverables, and resources to ensure successful project execution.• Maintained confidentiality and exercised discretion in handling sensitive information. Show less

• Responsible for Compliance and Risk regulated process. Including Pre-Risk and Control Self-Assessment (pRCSA), Risk and Control Self-Assessment (RCSA), End User Reviews (EAC), Business Resumption Plan (BRP), Crim, Procedure updates & Tax Filing. • Project Analyst for the implementation of 30+ operational processes of new products and enhancements too over 50+ existing product lines.• Ensures over 100+ system related issues are communicated to SmartAuction Remarketing Leadership and… Show more • Responsible for Compliance and Risk regulated process. Including Pre-Risk and Control Self-Assessment (pRCSA), Risk and Control Self-Assessment (RCSA), End User Reviews (EAC), Business Resumption Plan (BRP), Crim, Procedure updates & Tax Filing. • Project Analyst for the implementation of 30+ operational processes of new products and enhancements too over 50+ existing product lines.• Ensures over 100+ system related issues are communicated to SmartAuction Remarketing Leadership and impacted stake holders in a timely fashion, meeting communication goals 90% of time.• Responsible for properly validating 200+ SmartCash and research discrepancies of documentation to ensure accuracy, meeting 100% of goal alignment. • Responsible for properly facilitating and executing account payable and receivables activities for SmartAuction.• Participates in validating and reconciliation of incentive programs.• Provides daily support for trouble shooting SmartAuction payment related concerns.• Creates and maintains all account payable and receivables related policies and procedures.• Aid with technical knowledge to the Sales Support for incentive payments.• Responsibility for coordinating, monitoring, and tracking of SmartAuction contractual agreement and purchase orders.• Troubleshoot common issues with product or service, as necessary, and work with matrix partners to find timely and appropriate solutions. • Continuously drive to exceed internal and external customer satisfaction expectations. Show less

• Communicate effectively with 100+ clients using email, telephone and fax, meeting communication goals 90% of time.• Quickly and efficiently obtain all client conditions required throughout the loan process.• Assess and understand underwriting conditions in order to communicate them to clients.• Maintain professional communication with clients, vendors, underwriters, and mortgage bankers.• Maintain high energy and work calmly and efficiently in a fast-paced environment.

• Accurately spread 50+ financial statements and identifies inconsistencies and inaccuracies.• Maintained statement tracking system and prepare reports to ensure timely receipt of customer financial information.• Monitored 50+ financial covenant tracking system to ensure compliance.• Assisted with the preparation of the RECAP (Record Evidencing Credit Approval Package) shell.• Preformed required personal credit reports, background checks, OFAC (Office of Foreign Asset Control)… Show more • Accurately spread 50+ financial statements and identifies inconsistencies and inaccuracies.• Maintained statement tracking system and prepare reports to ensure timely receipt of customer financial information.• Monitored 50+ financial covenant tracking system to ensure compliance.• Assisted with the preparation of the RECAP (Record Evidencing Credit Approval Package) shell.• Preformed required personal credit reports, background checks, OFAC (Office of Foreign Asset Control) checks and other due diligence reports as required.• Prepared and consolidated Credit Quality Review (CQR) packages.• Prepared various reports including but are not limited to the following: Delinquent Statement Report, Past Due Loans, Covenant Exception Report and/or Input risk rating changes/updates accurately and timely. Show less

• Greeted 50+ potential tenants while providing excellent customer service.• Provided clients with information concerning properties and conduct property tours.• Processed all documentation related to application process while maintaining confidentiality.