Casey Desmith Email & Phone Number

San Diego, California, United States

Greater San Diego Area

Greater San Diego Area

Greater San Diego Area

-Upload Budgets into TM1 for the new fiscal year-Update various P&L statements to reflect a recent acquisition and to represent the new fiscal year-Various ad-hoc request including a savings analysis, YoY comparisons and a deep dive into what is driving certain variances including general ledgers

South Bend, Indiana Area

-Utilize SAP and CRM softwares to create sales, cost center, customer, and various other reports-Prepare Month-End Analytics files to assist with strategic decision making throughout the organization-Implement several process improvements across various different daily, monthly, and weekly reports-Setup and disable employees in the CRM system to ensure.

South Bend, Indiana Area

-Traveled nationally to perform on site based collateral audits, to ensure clients were upholding all policies and procedures. -Strengthen client relationships during the audit interactions. -Utilize multiple systems including Hyperion to extract data and prepare audit paperwork on over 250+ audits each year.-Report all findings to management and senior.

-Lead all team members in accordance with bank policies and procedures.-Guide the career path of individuals throughout the banking center. -Oversaw the banking center in absence of the branch manager.-Responsible for growth and staffing of the banking center