Joseph Condy Email & Phone Number

Jacksonville, Florida Area

• Partner with management to identify and understand key drivers of the business area• Provide one on one financial consultation and support for senior management• Produce a variety of financial documents to assist management in their decision making • Create ad hoc reports tailored to category level management for financial analysis• Collect, analyze, and interpret data to provide sound financial advice for management • Participate in the build of, and actively maintain, the annual operating budgets within corporate guidelines • Create executive summary level reporting on a monthly, quarterly, and YTD basis to review the financial results by product/segment and provide meaningful insight to management• Proactively identify any variances to budgets/plans and recommend and implement the necessary changes in a timely manner

Jacksonville

• Manage and provide leadership with financial analysis for the financial health and decision making of the business• Works with management to develop organizational budgets, annual objectives, sales goals, and compliance measures• Produces timely financial reports used to drive and analyze short and long-term budgets, forecasts, and benchmarks• Analyzes and interprets actual operating results and related variances to support management decision-making• Utilizes payroll software to ensure paychecks and commissions are disbursed on time, create labor cost breakdown• Evaluates Accounts Receivables to identify department effectiveness as well as potential threats and opportunities• Oversees the Accounts Payable department ensuring payment completion and expense analysis and control

Jacksonville, Florida Area

• Front-line support for clients for portfolio management and reporting software and client billing software• Provide technical and application consultation to address, identify, and resolve client’s product issues• Setup and install enterprise software in client environment, ensuring full scope of product functionality acquired• Test and troubleshoot client data face to face and offline to pinpoint issues, resolutions, and product workarounds• Consult with clients by phone and remote desktop applications to explain and demonstrate best practices, industry standards (GIPS: Global Investment Performance Standards), and compliance requirements • Work collaboratively with clients and global team members to meet service agreements and narrow timelines• Continued internal education, training, and certification of Advent’s product suite to build subject matter expertise

Greater Atlanta Area

• Effectively managed a team of 16 employees, processing 16,000+ transactions daily• Successfully coordinated the efforts of the team to ensure strict bank deadlines were met• Analyzed financial data and balanced interbank transaction statements in excess of $10 million• Through trend analysis and forecasting, increased department productivity by 12% within 3 months• Assisted with the interviewing, hiring, and training of 50 new employees to a new department• Provided input into key employee and department decisions like salary planning, performance management, and staffing

Jacksonville, Florida Area

• Successfully developed and launched the FRR Escalations Team and established team procedures• Assisted in a business support function coordinating associates for effective and efficient workflow performance• Communicated with all levels of management to resolve multiple escalated issues simultaneously within strict timelines • Independently trained up to 20 newly hired, as well as seasoned associates, in a classroom setting • Handled delinquent FHA mortgage loans ensuring that all regulatory, investor, and bank policies were met

Jacksonville, Florida Area

• Reviewed and researched over 6,000 mortgages monthly for foreclosure referrals, requiring pragmatic decision making and judgment• Eliminated all bank liability and risk during the foreclosure process through attention to detail and regulatory compliance• Generated state required letters for foreclosure proceedings to commence

Master Of Business Administration (Mba), Finance, General

Bachelor Of Science (B.S.), Finance, General