Leah Davis Email & Phone Number

Orange County, California, United States

Rancho Santa Margarita, California, United States

Leading 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.

Rancho Santa Margarita, California, United States

Responsible for all financials regarding church activities. Responsible for $1-1.5M budget, analysis and reporting for 2500 member parish.

Des 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.

Des 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.

* 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.

Directed 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.

Strategic 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

Analyzed 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.

Branch 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

The 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

Bsacc, Accounting

Activities and Societies: Alpha Phi Sorority, Alpha Kappa Psi Business Fraternity

Bs Accounting, Accounting

Activities and Societies: Alpha Phi