Jamie Mormando Email & Phone Number

United States

Provided financial reporting and analysis of performance trends of the firm to senior executives on a bi-weekly and quarterly basis.

Served as product lead responsible for improving and automating reconciliation and adjustment processes within the Corporate Finance organization.

Wilmington, Delaware

• Directed and engaged a team of seven—including two VPs, three associates, and two analysts in the U.S. and India— in meeting revenue forecasting, finance and variance analytics, and executive reporting requirements for.
• Transforming forecasting process to improve accuracy, cutting variances from 10-15% to <5% while also reducing time commitments from sales teams.
• Successfully reducing manual reporting requirements by directing teams in the planning and implementation of Tableau-based automated reporting, reducing overhead costs by 25% and enabling a shift in focus to analysis.
• Improving the monitoring of fast-changing market conditions by producing reporting to pinpoint trends.
• Facilitating seamless revisions to systems and reporting standards during the transition of Merchant Services to a new business unit.

Atlanta, GA

• For Equifax, I delivered quality-driven budget, forecast, and financial analysis to support a complex $50M billing system backend development project as well as finance support for a future front-end $75M capital.
• Steering the effort to develop a comprehensive capital project budget and producing monthly forecast and variance analyses, improving financial model to create forecasts with a <5% error rate.
• Developing financial models to accurately predict trends in capitalized development by project vendor.
• Spurring the attainment of tight budget and schedule targets by providing the project leader with invaluable finance insights throughout the process.
• Preparing business cases to support requests for an additional $25M in investment based on changes to the project scope.

Atlanta, GA

• For SunTrust, I managed financial forecasting and reporting functions for multiple lines of business, to include delivering monthly and quarterly financial performance packages for review by Commercial Banking.
• Producing valuable insights demonstrating scenarios relevant to changing interest rates and business strategies.
• Leveraging input from business leaders in the creation of the annual plan for the Commercial Banking line.
• Introducing new product-specific reporting to enhance decision making for ongoing production through the improved analysis of performance trends, a first for the business.
• Ensuring accurate allocation methodologies by conducting thorough reviews and updates of cost pools.

Atlanta, GA

• For Equifax, I created and managed the Technology Finance budget while also supporting requests for additional capacity investment. Further, I oversaw monthly close processes and the preparation of variance.
• Developing and maintaining chargeback models to reduce unallocated technology costs by 30% and steering strategy changes through the production of monthly chargeback reports evaluating model accuracy.
• Meeting the needs of the Infrastructure Operations group leadership for monthly financial and personnel status reports.

Charlotte, NC

• For Wells Fargo, I provided forecasts and analysis of balance sheet trends within Wealth, Brokerage, and Retirement and associated business units. Highlights of my contributions include:
• Spearheading the development of an automated loan forecast model reflecting various interest rate scenarios and economic conditions.
• Managing the redevelopment of an Excel-based model to capture significant improvement in accuracy and run times.
• Delivering monthly and quarterly reports on balance sheet line items and trends to business executives.

Charlotte, NC

Master Of Business Administration (M.B.A.), Finance

Bachelor Of Science (B.S.), Information Science

Activities and Societies: Sigma Alpha Epsilon