Paul Stortz Email & Phone Number

Atlantic Beach, Fl, Us

Columbia, Maryland, United States

Tampa, Florida, United States

Responsible for building Citi's new regulatory reporting platform with an expertise in financial data, the enrichments that happen to the data, and how the data is aggregated to display on the final reporting line item.

Jacksonville, Florida, United States

• Designed and built an R and SQL based platform for data exchange / storage, customized predictive model training, model‑as‑a‑service predictions, and dashboard visualizations.• Modeled time series loan, deposit, equity, and investment data for budgeting and forecasting financial institution data.• Designed multiple customer / financial databases and built the infrastructure from scratch on AWS.• Designed different model-as-a-service platforms to help financial institutions discover insights about their data.

• Managed all of the Finance department’s systems including the production of internal/external financial reporting, dashboards, ERP administration, AP system administration, GL system administration, database management, and data analytics. Lead and coordinated with other departments when implementing new technology within the Finance department.• Automated the internal and external financial packages including the external reporting rounding function saving 30 hours of work for the department in the time-sensitive month-end financial environment.• Led a team to automate methods to submit GL entries to the FIS core system using flat files for ROU assets, PPP reporting, acquisition reporting, and CECL reporting, saving the department 10 hours per week of processing time.• Increased ERP system efficiency after discovering a process which was repeating rows at certain parent levels down toward leaf levels. After creating a new process, the database size was reduced by 94%, which lowered exports/imports from 20 minutes to 5 minutes, reduced recalculation times from 2.5 hours to 10 minutes, and made different processes 50%-80% faster, redistributing valuable hours for time-critical month-end financial reporting cycles.• Created and managed a database tool which analyzed financial information by vendor, cost center, and account. After analysis, it was found that the same services were being expensed in multiple departments unnecessarily. This tool also allowed renegotiations of new contracts at lower costs with group contracts.• Spearheaded development of the new Asset and Liability Management system Empyrean, which managed liquidity risk, interest rate risk, market risk, and capital risk.

Olney, Maryland

• System Administrator for the dimensional database driven ERP system Longview, which provides the bank’s internal and external financial data to business line managers, executives, and external investors that were reported to the SEC.• System Administrator for DisclosureNet and Workiva, both of which are used for external financial reporting that publishes the bank’s external financials to the SEC via XBRL to EDGAR.• Built new automated processes for allocation of federal & state taxes, allocated provision & allowance, allocation of equity, GL daily reporting, GL month-end reporting, fair value marks, non-accrual loans, yield reporting, and capital tier management saving 12 hours of processing time each week.• Maintained and automated the Funds Transfer Pricing methodology that the bank uses for cost of funds, spread, margin, and yield metrics at a business line and corporate level, saving 8 hours of work at month-end.

Hunt Valley, Maryland

• Performed first-level research of operational issues in Oracle PL/SQL, provided an impact list to Account Management, then worked with the Production Support department and Development to fix the root cause.• Created custom financial and operational reports with PL/SQL and Microsoft Excel for clients, account managers, and the executive leadership team.• Created web tools using MySQL, PL/SQL, and JS that allowed Account Managers to run reports and analyze first-level research themselves, saving the Quality and Operations department 10 hours per week.• Managed and created tools in PL/SQL that allowed Analysts to quickly process returns, reducing time spent on the task from 1 hour to 15 minutes.• Created and deployed operational controls in PL/SQL to query problems and run routines that would correct issues not yet scheduled for the Development department, saving them valuable time and resources. • Analyzed FTP files to troubleshoot complex problems with insurance company carrier files.

Master Of Science - Ms, Data Analytics

Bachelor Of Science - Bs, Business Administration And Management, General