Rob Rosania, Cpa work email
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Rob Rosania, Cpa personal email
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Rob Rosania, Cpa phone numbers
I am a CPA with over 25 years of financial leadership experience, including day-to-day management of accounting, financial and regulatory reporting, banking, investments, accounts payable and customer service. My main strength is leading departments to great performance. I have a talent for finding solutions that improve both efficiency and quality. I have used my strong knowledge of GAAP and quick learning ability to lead teams successfully implementing government regulations and pronouncements. My experience includes:• Financial Reporting • Development of Policies and Procedures • Systems Integrations/Enhancement • Team Building and Training• Strategic PlanningMy areas of expertise include:• Problem Solving• Workflow Improvement• Raising quality standards to improve service levels and audit resultsI have worked on several accounting and loan systems and am an advanced user of Microsoft Office, including Word, Excel, Access, Outlook, Power Point, Visio, Publisher, and Microsoft Project. Certified Public Accountant with 5 years of “Big Four” CPA firm experience.
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Director Treasury OperationsFay Financial Jan 2020 - Sep 2023Managed a team handling all banking for Fay Financial and affiliates, including 2,000+ deposit accounts and multiple lines of credit at 11 banks. Developed relationships with bank officers and management. Implemented GTreasury as a Treasury Management System to improve efficiency and reporting. Managed unclaimed property reporting for 26 business entities operating in 52 jurisdictions. -
Director-Accounting InitiativesFay Servicing, Llc Oct 2016 - Jan 2020I initiated and led projects to improve financial and accounting processes, and minimize financial risk. Projects have improved data integrity, resolution of compliance and regulatory issues, and re-engineered the accounting for mortgage servicing expenses. -
Independent Management ConsultantRobert A. Rosania, Cpa 1997 - 2016Assisted multiple businesses by providing management and accounting solutions. • Restructured banking and investment arrangements for a mortgage servicer to improve cashflow and ancillary income.• Prepared business tax returns and financial statements for a software company.• Developed and delivered training classes on banking operations and PC software.
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Investor Accounting ManagerJpmorgan Chase & Co. 2010 - 2014Managed a team in Investor Accounting, with primary emphasis on mortgage loan sales to Fannie Mae and reporting on FNMA MBS pools. Automated the department's wire transfer process to improve efficiency in that area by 50%. -
Project ManagerJpmorgan Chase & Co. 2007 - 2010Managed multiple projects, including system enhancements and testing. Created and delivered presentations to management to drive project planning and action plans for implementation. Redesigned the system for home equity line of credit servicing to improve efficiency and reporting, utilizing a collaborative style to achieve buy-in and devotion of resources from 18 departments. Instituted regular audits with investors of adjustable rate mortgages, improving data quality from 96% to 99.5%. Converted customer rate adjustment notices to a new printing vendor, eliminating customer service referrals by 82% and introducing controls to reduce regulatory compliance risk.
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Loan Servicing ManagerJpmorgan Chase & Co. 2003 - 2008Managed the servicing operations for specialty mortgage products and services including ARM loans, payment option loans, construction loans, escrow holdbacks, buydowns, balloon loans, military relief, loan modifications, and second mortgages.• Consolidated three locations into one, reducing operating expenses by 25%.• Automated tasks, reducing operating expenses 20%, improving accuracy 50%, and improving customer service by reducing total process/turnaround times from 3-6 weeks down to 1 week.• Reorganized customer call routing to reduce customer hold time by 50%.
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Manager - Special Loans General Ledger SupportAdecco/Jpmorgan Chase Bank 2002 - 2003Held this management position on a contract basis during a reorganization. • Implemented account reconciliation software to improve efficiency of general ledger reconciliations, reporting, and financial controls, and tracking of key performance indicators.• Retrained employees and eliminated a 3-month account reconciliation backlog.
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Vp-Customer Service & EscrowAmeriquest Mortgage 1999 - 2002Directed the operations of several mortgage servicing departments including customer service/call center, taxes and insurance, payment processing, records, payoffs and releases.• Implemented service level standards and better workflow in correspondence, improving 3-day turnaround rate from 50% to 90%.• Outsourced selected functions and renegotiated existing vendor contracts to reduce operating expenses and improve customer service.• Reduced customer service complaints by 50%.• Developed company website to enable self-service by existing customers.
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Director, Investor Loan ServicingCalifornia Federal Bank 1994 - 1997Directed the operations of cash management, investor fund accounting, accounts payable, and escrow accounting. • Analyzed changes to government laws and regulations, and then developed policies and procedures to implement compliance.
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Manager, Investor And Securities AccountingCalifornia Federal Bank 1989 - 1994Managed a department responsible for investor fund accounting and reconciliation, accounting, financial analysis, and reporting of securities investments, administration of trust bank accounts, and related reporting to governmental and private external parties.• Created an automated bank reconciliation process.
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Assistant Controller, Calfed Bank-BrowardCalifornia Federal Bank 1988 - 1989Responsible for general accounting, reconciliations, financial analysis, management reporting, and governmental reporting for this subsidiary bank.• Automated generation of documentation for government reimbursement claims.
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Manager, Loan Accounting Internal ControlCalifornia Federal Bank 1986 - 1989Responsible for developing and implementing internal accounting controls for the loan operating divisions.• Redesigned accounting entries from loan systems to speed reconciliation and clearing.
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Senior, Audit DivisionPricewaterhousecoopers 1981 - 1986Planned financial audits, supervised teams of accountants, reviewed internal controls, and developed relationships with clients. • Business operations audited included insurance companies, wholesale/retail, HMO, manufacturing, engineering, employee benefit plans, and trust companies utilizing a variety of accounting software systems.
Rob Rosania, Cpa Skills
Rob Rosania, Cpa Education Details
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B.A.
Frequently Asked Questions about Rob Rosania, Cpa
What is Rob Rosania, Cpa's role at the current company?
Rob Rosania, Cpa's current role is Senior Director Treasury Operations and Loan Accounting at The Fay Group.
What is Rob Rosania, Cpa's email address?
Rob Rosania, Cpa's email address is ro****@****aol.com
What is Rob Rosania, Cpa's direct phone number?
Rob Rosania, Cpa's direct phone number is +162680*****
What schools did Rob Rosania, Cpa attend?
Rob Rosania, Cpa attended University Of Southern California, Pomona College.
What are some of Rob Rosania, Cpa's interests?
Rob Rosania, Cpa has interest in Social Services, Kids, Boating, Cooking, Exercise, Electronics, Outdoors, Home Improvement, Reading, Gourmet Cooking.
What skills is Rob Rosania, Cpa known for?
Rob Rosania, Cpa has skills like Banking, Credit, Loan Servicing, Mortgage Lending, Finance, Risk Management, Loans, Financial Services, Process Improvement, Loan Origination, Mortgage Servicing, Loss Mitigation.
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