Dan Cheung Email & Phone Number

San Jose, California

Created multidimensional and activity based profitability reports for enterprise and down to the customer relationships level.Engaged Fund Transfer Price (FTP) methodology and capital allocation to produce profitability result, plus utilizing operational metrics to determine relationship profitability from transactions all the way through aggregated household.Using the profitability reports to assist executives and division leaders to manage their portfolio effectively and to maximize client’s relationship.Managed the bank’s warrant portfolio. Track all incoming warrant, reconcile warrant portfolio for reporting and exercised warrant when applicable. Achieved efficiency in bank wide reporting. Lead a three member team converted and consolidated over 1000 reports to less than 300 reports during the bank’s core system from FISERV to current FIS system. Reduced over 70% of duplicate efforts in report creation.Responsible for the bank’s data warehouse report system, Business Intelligent Center (BIC). Centralized report creation and standardized reports. Ensured all users received their reports in accurate and timely through the use of extract generator, the automated scheduler. Reports used for financial reporting, operational function report, regulatory and compliance reports.Produced reconciled portfolio data for external vendors to perform real estate geographical concentration and stress test.Collaborated with Credit and Sales Department to create a database for gathering data on real estate and SBA loans that were not available in the bank’s core system. Created product flow chart for loan booking to meet Call Report requirement.Created data file for the bank regulator’s annual safety and soundness Exam.Certified monthly and constant evaluate accounting procedures and process meet Sabane-Oxley (SOX) requirement.

Santa Clara, California

• Created the quarterly Allowance and Loan and Lease Losses (ALLL) book for the Board and management.• Created the loan portfolio reports for Director Loan Committee (DLC) and management.• Created Access database in gathering additional loan data metric to merge with the bank’s dataware house for loan portfolio reporting.• Lead for loan portion for the data migration project to the new Data Warehouse. Used MS access to supplement the missing loan metric to identified loan portfolio risk.• Managed the accounting functions for the fast growing lease portfolio.• Certified for the quarterly Sarbanes-Oxley (SOX) Compliance and Controls requirement. • Worked closely with key personnel in Finance Department, Note Department, Treasury and International Division to ensure all products are being captured and reported in consistency

Chico, California

• Assisted medical providers in converting paper claims to electronic claim format for accurate submission and faster processing.• Prepared and submitted regulatory reports for government Medicare program.• Assisted CFO to prepare for annual budgets.• Participated in cost accounting study in determine and analyze the cost in processing a medical claim.

San Jose California

* Managed one of the largest savings branch in World Savings. Lead a 9 FTEs employees team provided world class service to our clients. * As loan officer, I was active in the community activities, promoted the company lending policy to the real estate community. * Assisted many home buyers in choosing the right loan products for their home. * Helped qualified many fence sitter buyers into home ownership.