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Innovative and analytical problem-solver effective with cross-departmental teams and process improvement initiatives. Highly experienced in Investments, Accounting and Operations, providing the background to lead effective cost saving improvements and new technology within an organization. Detail oriented high achiever with proven organizational skills and leadership ability. Core competencies include:* Process Improvements* Change Management* Software Implementations/Technology Integration* Business Analysis* Financial Analysis* Investment & Finance Operations* Treasury & Cash Management* General Accounting & Investment AccountingSpecialties: Investments, Microsoft Access Programmer, Operations, Finance, Accounting, Investment Accounting, Business Analyst, Cash Management, Treasury, Derivative Assets, Change Management, Project Management, Insurance
Self-Employed
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Business ConsultantSelf-Employed Jan 2024 - PresentOrange County, California, United States
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Business DirectorSan Francisco Solano Catholic Church Oct 2019 - Oct 2024Rancho Santa Margarita, California, United StatesLeading the business operations for SAN FRANCISCO SOLANO CATHOLIC CHURCH, our team has nurtured a thriving community of 3500 household while maintaining a solid financial foundation. With a CPA certification and specialized skills in business development, data management and process improvement, I have spearheaded initiatives that have enhanced our stewardship and fostered fiscal resilience.My tenure as Financial Controller provided a robust platform for developing targeted strategies that streamline operations and optimize resource allocation. Contributing to a mission-driven organization, my focus remains on ensuring that every administrative and financial decision supports our core values and advances our service to the community. -
Financial ControllerSan Francisco Solano Catholic Church Aug 2014 - Oct 2019Rancho Santa Margarita, California, United StatesResponsible for all financials regarding church activities. Responsible for $1-1.5M budget, analysis and reporting for 2500 member parish.
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Business Process Architect & AnalystFidelity & Guaranty Life Jun 2016 - Jul 2018Des Moines, Iowa Area* Project was data oriented to provide quick and effective data to Investment Analysts and Trading Operations. Accountable to the project members to pinpoint data and process improvement areas to ensure data quality and improved accounting close and reporting activities. * In partnership with Data Architect and IT staff designing data flow and warehouse to support streamlined and reconciled datasets for reporting and downstream processes. * Focused on general ledger and reconciliation procedures throughout the process in relation to Oracle and PAM system data.* Focused on having timely, accurate summary data for supporting effective investment decisions. -
Business Process ArchitectAthene Usa Jan 2015 - Oct 2016Des Moines, Iowa Area* Ensured project solutions align with relevant best practice strategies, straight thru processes and up-to-date industry information. * Member of a highly skilled project team brought in to revamp the entire accounting month end close and reporting activities regarding Investment Accounting Data. Led a yearlong project to design and implement a new custom reporting workflow and data management warehouse. * Aligned current processes to streamline and integrate new data warehouse and reporting software in regards to Month End Accounting Close, Investment Holdings/Transactional Reporting, Gain/Loss reporting, Mortgages and Derivative Reporting. -
Improvement ConsultantMiles Capital, Inc. 2011 - Jun 2014* Implemented in-depth Business Process Review for investment trading activities – Fixed Income & Equity Trading, Cash Management & INDATA System Administration. * Designed, programmed and implemented improvements related to Asset & Cash Daily Reconciliations. * Designed and programmed Investment Cash Reporting – Reports & Procedures. * Programmed new Access 2003 databases to support activities to be ‘touch of a button’ results - saving time and money for client that is ongoing and requires minimal IT support. -
Director Investment Operations/Global Analyst - Trade Operations, Reporting, Performance MeasurementAviva Investors Jan 2008 - Nov 2010Directed investment operational functions including valuation, NAV (Net Asset Value) analysis, fund performance measurement, derivative asset operations, security data maintenance, reporting, financial analysis, trade settlement, fund administration, and fund accounting. Developed highly skilled operational and financial management teams of 20 employees monitoring $40B of AUM. Later, assumed role as Global Business Analyst and knowledge expert on London based team dedicated to design and recommend operational initiatives to transition from independent subsidiary asset managers to an integrated global asset management firm. -
Senior Business AnalystAviva Investors Jan 2003 - Dec 2007Strategic leader in process improvements for Investment Operations, Investment Accounting, Cash Management/Treasury, Reporting and Portfolio Management. Active in concept development, design and specifications for:* custom derivative asset systems* cash management & cash forecast automation * investment accounting close & journal entry processing* investment accounting reporting
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Investment Accounting ManagerAviva Investors Oct 2001 - Jan 2003Analyzed and verified monthly financial statements and audit reports. Responsible for monthly account reconciliations and general ledger transactions for GAAP and STAT accounting records. Worked in collaboration with trade operations, portfolio managers, finance and corporate accounting to ensure accuracy and integrity of financial information in support of overall business objectives.
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Manager-Cash Management, Reconciliation, Accounts Payable & Vendor DataArthur Andersen Business Consulting May 2000 - Jul 2001Branch of Arthur Anderson developed to transition, streamline and outsource General Motor’s Operational activities to a cost effective team within Arthur Anderson. Managed 30+ employees through identifying, re-organizing, transitioning and implementing streamlined processes, reducing costs and increasing staff effectiveness
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Manager - Agent Commissions, Contracts, Inventory, Accounts Payable/Accounts RecievableSouthwestern Bell Wireless Sep 1993 - Sep 1999The cellular phone division of Southwestern Bell, which eventually became Cingular Wireless and now AT&T Mobility brand.Managed corporate accounting for mid-west region’s retail mobile phone division. Developed accounting procedures and processes for new products and service plans locally and nationally
Leah Davis Skills
Leah Davis Education Details
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Accounting -
Accounting
Frequently Asked Questions about Leah Davis
What company does Leah Davis work for?
Leah Davis works for Self-Employed
What is Leah Davis's role at the current company?
Leah Davis's current role is Business Analyst/Financial Accounting/Investment, Data & Accounting Experience supporting Investment & Derivative Teams.
What is Leah Davis's email address?
Leah Davis's email address is le****@****ail.com
What is Leah Davis's direct phone number?
Leah Davis's direct phone number is +194963*****
What schools did Leah Davis attend?
Leah Davis attended University Of Missouri-Columbia, University Of Missouri-Columbia.
What are some of Leah Davis's interests?
Leah Davis has interest in Process Improvement Activities, Strategic Planning, Management Training, Technology Innovations.
What skills is Leah Davis known for?
Leah Davis has skills like Investments, Cash Management, Change Management, Accounting, Asset, Derivatives, Financial Reporting, Equities, Fixed Income, Fx, Accounts Payable, General Ledger.
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Leah Davis
United States4gmail.com, bartong.com, me.com, bettydain.com4 +195468XXXXX
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2gmail.com, plansource.com -
Leah Davis
Student At The University Of Tennessee | Haslam College Of Business | MarketingKnoxville, Tn
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