Michael Muller Email & Phone Number

Birmingham, Alabama, Us

-Participate in period-end closings, including monitoring of income statement categories, analysis, and reporting to ensure that reporting deadlines are met -Prepare, review and approve journal entries including basic and dilutive share calculations and earnings per share, consolidation entries, tax equivalent adjustments, and post-close adjusting entries-Prepare, compile, and distribute diverse financial reports on a routine basis for internal consolidated monthly, quarterly, and annual reporting including flux analysis and business metrics while maintaining the highest quality, reliability, and accuracy; ensuring compliance with company policies and procedures, GAAP, and other regulatory requirements -Builds, directs, and oversees all financial planning and analysis activities including the preparation and review of financial actuals, financial forecast, and financial budget-Delivers sound financial information to the executive team, including business trends, key performance measures, and in-depth cause and effect analysis on a variety of financial/business/operating issues-Perform analytical review of financial statements providing monthly executive-level written analysis and explanation of P&L performance against budget, forecast, and prior periods-Work closely with the FP&A team to develop accurate commentary of business factors and trends, and to ensure accuracy, completeness, and GAAP compliance accounting issues that require coordination with Business Unit Controllers, FP&A teams and operational areas to identify the appropriate resolution-Assist with the maintenance of the company’s reporting account structure and apply the appropriate professional judgment “filter” when fielding requests from the regions-Review, develop, and maintain SOX controls as the business environment changes resulting in process, system, and policy enhancements. Identify best practices and participate in implementation of process improvements

Birmingham, Alabama, Us

-Lead for Wealth Management CCAR and DFAST stress testing related to Investment Management and Trust Fees (IM&T) and Assets-Maintain Wealth Management SOX reporting related to SOX documentation, testing, evaluation, and necessary remediation-Wealth Management IM&T research via Quantifacts (IM&T fee database)-Wealth Management asset flow analysis and RCT reporting-Develop the financial planning/budget, strategic plan, and forecast process for Private Wealth-Develop outlooks, forecasts and annual plans as required to support the bank’s operating goals-Monitor actual results of financial data against plans, forecasts, and budgets-Create, distribute, review, and analyze monthly P&L for total Private Wealth (PW) and Area Level Executives-Develop, create, and distribute numerous monthly PW financial and sales reports-Analyze financial and sales activities for trends and variance explanation-Analyze and adjust incentive accrual for various PW plans-Research and document PW financial variances-Support PW partners’ achievement of budgeted items by providing guidance on variance items-Create financial models for trend analysis and "what if" scenarios-Present financial analysis to influence management decisions

Birmingham, Alabama, Us

Create and complete financial reporting for the Consumer Services LOB, which includes analyze, consolidate, and interpret financial data-Prepare detailed reports and presentations for multiple levels of management within Finance and the LOB-Monitors actual results of financial data against plans, forecasts, and budgets-Consolidate a wide range of operating and financial projections for the development of both short and long term business plans

Lafayette, La, Us

-Prepare monthly and quarterly single family and non-single family mortgage loss share certificates for submission to the FDIC-Responsible for the accurate and timely preparation of financial reports for both internal and external use-Approve invoice requests for various expenses associated with mortgage loss share and submit approved invoices to the accounts payable department

-Account for capital contributions, investment transactions, valuations and income, management fees, and allocations of profits and losses for Morgan Keegan funds-Perform monthly bank reconciliations and preparing monthly financial reports-Responsible for maintain recorded activity for 5 subsidiary companies-Calculate monthly royalty fee payments, preparing wire request and Treasurer’s Certificate based on monthly royalty fee calculation-Prepare monthly executive report that included information from 7 different divisions which includes analyzed month-end financial results compared to forecast and budget-Prepare Form 1065 tax returns for 11 separate private equity partnerships annually, approximately 600 Schedule K-1’s for the members of each partnership, and submission of the tax returns to the IRS and state authorities-Prepare financial reports and audit schedules in conjunction with Ernst & Young’s annual audits of Morgan Keegan’s 11 private equity funds and other entities for 4 fiscal cycles-Analyze data and produce reports based on legal expenses and case statistics for company and department management to assist with risk management and budgeting reserves-Administer user access request to historical general ledger transactions system for over 160+ employees

-Prepare month-end net asset report-Prepare sales report, performance returns report, dividend history report-Assist with N-SAR, N-CSR, and Form N-Q submission-Assist with board materials for quarterly Board of Directors meetings-Assist with production of prospectuses, annual and semi-annual reports