Charisse Kellums Email & Phone Number

Raleigh, North Carolina, United States

Utilized financial systems to conduct month end trend and variance analysis accompanied with appropriate narratives.Collaborated, prepared and reviewed annual plan.Designated as primary analyst for review, enhancements and implementation of corporate wide allocation methodologies and metrics. Expanded and improved the month end review process, through automation, to validate and perform variance analysis. Used knowledge of corporate hierarchy, cost center functions and workflow… Show more Utilized financial systems to conduct month end trend and variance analysis accompanied with appropriate narratives.Collaborated, prepared and reviewed annual plan.Designated as primary analyst for review, enhancements and implementation of corporate wide allocation methodologies and metrics. Expanded and improved the month end review process, through automation, to validate and perform variance analysis. Used knowledge of corporate hierarchy, cost center functions and workflow frequently.Led project designed to increase accuracy of expense allocation based on product.Directed project for corporate wide cost center reduction; realized a 10% reduction.Provided management with ad-hoc reporting and standard profitability reports.Researched and identified root cause data source incidents while proactively working to resolve and eliminate issue.Acted as project manager for automation of journal entries to the general ledger; increased efficiency and accuracy.Monitored and maintained allocation rules in OFSA database. Show less

Created and reviewed analyses, made recommendations and influenced management regarding staffing, performance goals, expenses and managing budget.Recognized as subject matter expert for scorecard metrics and goals, time studies and incentive plans.Coordinated and reviewed annual expense plan.Researched and identified source data issues and created action plans for problem resolution.Managed specific components of project for development of goals and metrics, implementation and… Show more Created and reviewed analyses, made recommendations and influenced management regarding staffing, performance goals, expenses and managing budget.Recognized as subject matter expert for scorecard metrics and goals, time studies and incentive plans.Coordinated and reviewed annual expense plan.Researched and identified source data issues and created action plans for problem resolution.Managed specific components of project for development of goals and metrics, implementation and administration of the Lockbox Incentive Plan; designed to increase quality and productivity.Led project to standardize incentive plan’s goals and metrics within Payment and Deposit Operations.Automated and streamlined reporting while instituting a review process between Operations areas and Performance Management team for variance and trend discussions, considered as a trusted advisor. Provided suggestions to optimize performance levels and incentive payouts. Partnered across operations areas to assess and implement opportunities to create efficiencies.Presentations made at Loan Services and Lockbox Services management off sites. Show less

Interacted and partnered with financial analysts dealing with activity volumes, cost center functions and business trends.Collaborated with Operations areas management to develop unit costs and LOB allocation methodologies.Prepared analyses and facilitated review meetings; gained knowledge of strategic plans.Created ABC annual plan, restatements and forecasts for assigned Operations areas.Consolidated billing drivers consistent with business functions and needs. Participated… Show more Interacted and partnered with financial analysts dealing with activity volumes, cost center functions and business trends.Collaborated with Operations areas management to develop unit costs and LOB allocation methodologies.Prepared analyses and facilitated review meetings; gained knowledge of strategic plans.Created ABC annual plan, restatements and forecasts for assigned Operations areas.Consolidated billing drivers consistent with business functions and needs. Participated in month end management reporting compliance review.Designated as a critical team member for design, concept, structure and implementation of Activity Based Costing system.Delivered upload files for ABC monthly billing activity, plan and restatement to financial systems (INEA and Essbase). Show less