Joe Steinman, Ms In Finance Email and Phone Number
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I am an accomplished, broad-gauged Financial and Accounting Leader who develops effective, complex systems and reporting standards that deliver stakeholder value and sustainability of financial products and services. • Build and lead Corporate Financial, Regulatory, and budgetary reporting with flawless execution while implementing major corporate-wide projects. • Experienced in managing teams in large financial services organizations - banking, insurance/mutual funds: $24- $516 billion in assets. • Sixteen years of experience in the Corporate Office of banking institutions, responsible for the Call Report and Regulatory Reporting, General Ledger accounting, the Consolidated Bank Income Statement and Balance Sheet, facilitating audits and examinations, and major projects. • Revamped and automated the month-end reporting cycles, reducing processing time by over one week and FTE by over 50% [Pilot Bank, Transamerica]. • Led a thirty-three person project team responsible for revamping the operations of over 1200 branches [Security Pacific Bank]. • Led the initiative to seamlessly migrate 50,000 employees to a new Payroll System platform [Bank of America/ Security Pacific Bank merger]. Received three job offers from Bank of America. • Facilitated the completion of over 100 Data Quality projects [Citi]. • Received a 5 out of 5 rating for overseeing the accounting conversion of an $18B merger [Transamerica mutual funds]. • Received the 2013 Employee Outstanding Achievement Award [Transamerica]. • AREAS OF EXPERTISE: Regulatory Reporting [Call Report, FR2900] General Ledger/ GAAP/ SOX accounting Expense reporting and budgeting Management and financial reporting Accounts Payable Accounting Operations Project management / new systems Procedures analysis / improvement Strategic business planning Pro forma on new initiatives Financial analysis Board ReportingContact info: joesteinman@yahoo.com. Cell: (727) 459-9001
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Senior Vice PresidentCitiClearwater, Fl, Us
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Consultant At CitiInsys Group, Inc. Oct 2017Tampa/St. Petersburg, Florida AreaAct as key representative for the Financial Risk Infrastructure Data Management Organization at Citi, helping to shape the future of the Finance and Risk organizations. Working with Citi reporting teams to improve data quality impacting U.S. and Local Regulatory Reporting, Liquidity Reporting, Comprehensive Capital Analysis and Review (CCAR), and Risk (Basel 2). • Served as delegate for the global Loans Director at project meetings to facilitate the completion of over 100 Data Quality projects, helping to shape the future of the Finance and Risk organizations. • Presented most of the Loans projects to the CFO Attestation Committee, clarifying issues and questions on each project so senior leadership could assess the Regulatory impacts and compensating controls for each project, as required by the Bank Regulators. • Monitored Data Quality through the use of “Scorecard” metrics, and reviewed the Critical Data Elements requested by the reporting teams to ensure the requests adhered to global accounting standards. -
Financial Analysis And Reporting ManagerPilot Bank Jul 2015 - Sep 2017Tampa/St. Petersburg, Florida AreaPilot Bank is a full service Florida bank with assets over $361M. The bank provides retail, commercial, and investment services to individuals, businesses, and institutions in the greater Tampa Bay and Lakeland areas.Responsible for Regulatory Reporting, Management Reporting, budgets, and implementing new accounting systems for the bank. • Produced all schedules of the quarterly Call Report and FR2900, and submitted the results to the Fed. Handled all Fed communications. The schedules were heavily scrutinized by the Federal and State examiners in 2015 and 2016, as well as the external auditors, with no findings noted • Served as finance/ accounting lead in the implementation of the bank’s new operating system [Jack Henry/ Silverlake], including coordinating the implementation of the General Ledger, all Call Report schedules, FR2900, and the Management Reporting System [Profitstar]. • Responsible for the Accounting and Finance reports for the monthly Board Meetings, including graphs, ratios, financial reports, and analytics. Automated all reporting processes, reducing processing time by over 50%. • Responsible for developing the Bank’s budgets and forecasts, and the monthly Management Reports. • Prepared ratios, schedules, cash flows, and analytics for the Asset Liability Management [ALM] meetings. • Responsible for preparing the quarterly Allowance for Loan and Lease Losses [ALLL]. • Assisted the Accounting, Loan, and Deposit Operations groups in resolving General Ledger balancing and suspense exceptions, and processing correcting entries. • Generated numerous data queries [Cognos] for the Call Report, Accounting, Loan and Deposit Operations, the auditors and examiners, FASB analysis, and ALM, always providing reconciliations and checks-and-balances to key proof totals. -
Financial Leader/ Senior ManagerFinancial Services Industry Feb 2015 - Jun 2015Tampa/St. Petersburg, Florida Area• Active member of the Financial Executives Networking Group [FENG]. • Published two financial articles in the FENG Newsletter distributed worldwide to 48,000 CEO's, Controllers, and Financial Leaders.
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Assistant ControllerAegon Americas Aug 2002 - Jan 2015Saint Petersburg, FloridaResponsible for the General Ledger accounting, financial reporting, expenses, budgets, and variance/product analysis for two companies overseeing $66 billion in assets. • Managed the Accounting Operations and Invoice Processing functions, in compliance with SOX. • Responsible for oversight of the division's staff and operating expenses, and reporting fluctuations to the Divisional Controller/ CFO and the Corporate Office. • Responsible for all management reporting and budgeting for the division. • Prepared SOX and audit materials for the auditors and partnered with leadership in consistently meeting audit and SEC requirements. • Developed operational efficiencies by leading teams in automating reporting and accounting processes, including the development of a Hyperion/ Essbase Cube database used extensively for mutual fund reporting, and development of management, financial, expense and budget systems. The automation accelerated most deliverables on the monthly closing schedule by over one week. • Managed an accounting conversion project of a major merger involving $12 billion in mutual fund assets, meeting all SEC reporting and accounting requirements and achieving a seamless process. • Promoted within first year based on outstanding performance in producing daily, monthly, and annual reports for mutual funds. Functions included pricing, transactions for insurance-policy accounting systems and audits. -
President And CeoEnglish Joe Productions 1993 - 2001California, FloridaOwner of a startup company engaged in projects relating to media production. • Served as a contract employee to assist Capitol Records in implementing their new Project Accounting System. Improved automation and accuracy in tracking the financial performance of every past and current recording artist on the company’s roster. • Produced the theme song for a hit TV show in Germany, which also received placements on a compilation album with major artists as well as an exercise film. • Completed accounting contract assignments within public municipalities, construction / property management and equipment leasing.
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Vice President - Senior Project ManagerSecurity Pacific Bank/ Bank Of America 1982 - 1992Los Angeles, CaliforniaLeader of major accounting and reporting projects at the corporate headquarters. Approximate project budgets: $1.0 - $4.0 million; 100% success rate. • Planned and led a multi-company General Ledger implementation project, and resolved a critical mainframe application issue, addressing all contingencies. Recognized by the management for team leadership and outstanding results with all key deliverables completed. • Led a company-wide Bank Operations Project comprised of a 33 member project team, chartered to modify the MICR encoding fields for thousands of daily transactions to improve management reporting and the tracking of metrics across 1,500 banking offices and back office operations. Directed the high-profile weekly team meetings which included participation by the Bank’s executive leadership team. • Served as project lead on the multi-million dollar Bank Merger of two Fortune 500 companies, facilitating the seamless integration of the payroll and benefits systems, general ledgers, organization and mail codes, and various general ledger applications. • Developed a new management reporting system which delivered vital monthly information faster to all managers, thus enabling the executive team to respond more rapidly to significant financial events. • Managed the GL support team responsible for maintaining the bank’s General Ledgers [Financial Control System-FCS, and Management Science America-MSA], ensuring smooth daily General Ledger processing. -
Assistant ControllerSecurity Pacific Bank 1980 - 1982Los Angeles, CaliforniaResponsible for preparing the Consolidated Bank Income Statement, Balance Sheet, audit materials, and other schedules utilized for the bank’s published Financials and Regulatory Reporting. • Prepared the high-profile, daily “flash” Balance Sheet report used by the Executive Committee to make major daily decisions on satisfying capital requirements and investing available cash balances. Decisions involved the movement of billions of dollars of cash in a single day. • Automated a number of key manual processes which exponentially increased productivity. This resulted in outstanding marks for employee reviews and frequent promotions.
Joe Steinman, Ms In Finance Skills
Joe Steinman, Ms In Finance Education Details
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Business Administration/ Accounting
Frequently Asked Questions about Joe Steinman, Ms In Finance
What company does Joe Steinman, Ms In Finance work for?
Joe Steinman, Ms In Finance works for Citi
What is Joe Steinman, Ms In Finance's role at the current company?
Joe Steinman, Ms In Finance's current role is Senior Vice President.
What is Joe Steinman, Ms In Finance's email address?
Joe Steinman, Ms In Finance's email address is jo****@****ail.com
What is Joe Steinman, Ms In Finance's direct phone number?
Joe Steinman, Ms In Finance's direct phone number is +185932*****
What schools did Joe Steinman, Ms In Finance attend?
Joe Steinman, Ms In Finance attended California State University, Los Angeles - College Of Business And Economics, California State University-Northridge.
What are some of Joe Steinman, Ms In Finance's interests?
Joe Steinman, Ms In Finance has interest in Internet/ Social Media Marketing, Triathlons, Fitness, Completed An Ironman In 2002, Graphic Arts, Digital Photography, Graphic Design, Author.
What skills is Joe Steinman, Ms In Finance known for?
Joe Steinman, Ms In Finance has skills like Finance, Financial Analysis, Budgets, Financial Reporting, Management, Accounting, General Ledger, Sarbanes Oxley Act, Project Management, Internal Controls, Mutual Funds, Financial Accounting.
Who are Joe Steinman, Ms In Finance's colleagues?
Joe Steinman, Ms In Finance's colleagues are Ghanshyam B., Tarek Tati, Silvia Újlakiová, Yue (Mark) Zhang, Hao Tang, Ivan Wong, David Kuramoto.
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