Daisy Simpson Email & Phone Number

Trussville, Al, Us

• Report Monthly Financials for the Retail bank • Prepare Meeting Presentations with financials for Head of Retail and Retail Bank CFO• Forecast budget and mid-month estimates for each month• Annual and Monthly budget analysis• Prepare Regional and Branch Productivity Reports• Provide Retail Banking data for use in other Line of Business presentations• Load budget data to TM1• Research variance explanations for each line item in P&L• Provide Organization Profitability reporting• Research questions or reporting concerns from Productivity Executives• Provide Preliminary Estimates/Forecasts• Ad hoc analyses• Consistently receive “excellent” or “outstanding” performance ratings annually• Named “Top Performer in the Retail Bank”, took eCornell and Harding courses due to prestigious status• Prepare Small Business Monthly P&L Reporting• Run queries from multiple databases for analysis• Conduct complex assignments involving financial analysis projects• Provide pricing on Small Business lending products to sales staff• Update lending models to ensure proper pricing for bank profitability• Run-off analysis• Ad hoc analyses