Stephen Devall Email & Phone Number

Lafayette, Louisiana, United States

Lafayette, Louisiana Metropolitan Area

Lafayette, Louisiana Metropolitan Area

- Perform real time analysis of current financial data to identify trends and provide management with insights and suggestions on improvements- Monitor daily revenue, adjustments, and profitability of service lines- Gather and analyze financial data from business service lines, investigate discrepancies and variances, and then prepare weekly projections.

Lafayette, Louisiana

- Perform daily cash management activities including wire transfers, exception processing, and cash reporting- Manage and reconcile daily and monthly cash position along with 26 week cash forecast, analyze variances to improve liquidity, and distribute to management- Develop and distribute presentations and dashboards to track analysis of key performance.

Lafayette, Louisiana

- Perform loan accounting and related analytical functions for special assets and prepare Executive and Board level reports as needed- Maintain support and documentation related to all recovery strategies and as may be required by the Board, various Executive Committees, external resources, or regulatory authorities- Insure consistent, accurate data for.

Lafayette, Louisiana Area

- Co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structures as well to manage the client relationship- Perform administrative duties required for the maintenance of a portfolio of clients, including loan renewals, annual reviews, financial statement collection, covenant.

Lafayette, Louisiana Area

- Oversee and monitor the implementation of the Compliance Program; assist Compliance Committee and Company in development, implementation, monitoring and enforcement of the Compliance Program- Chair quarterly Compliance Committee meetings. Report on a regular basis to the Corporate Compliance Committee, Medical Executive Committee and the Governing Board.

Lafayette, Louisiana Area

- Prepare monthly Financial Projections, and Asset/Liability Management Reports, providing updated roadmap and accountability for management in execution of strategic plan and annual budget; A/L reporting to provide context for investment purchases, loan pricing, and funding composition and pricing- Assist in development of Bank’s capital plan on an annual.

Baton Rouge, Louisiana Area

- Responsible for gathering and analyzing financial information on current and potential borrowers- Prepare loan proposal packages for presentation to various committees- Grade overall credit quality of potential borrowers to determine the advisability of granting credit for various types of commercial and consumer loans- Periodically join loan officers on.

Baton Rouge, Louisiana Area

- Perform administrative duties on corporate and municipal bond accounts- Reconcile cash in bond accounts daily; authenticate and execute trades. Execute fund transfers to/from accounts- Correspond with the manager, loan agents, auditors, rating agencies, and investors, among others- Assist Client Service Managers with monthly report preparation, new deal.

- Operate cutters, folders, collators and other bindery finishing equipment. Assist bindery personnel- Communicate with supervisor on job or deadline issues and any other pertinent information- Ensure that print jobs are ready for shipment or delivery to customers by performing the final quality check of the print request

- Cut paper to run size. Set press feeder for next print job- Monitor ink levels during press run- Keep press visual at optimum levels during press run- Prepare press parameters for next run

- Created asset allocation spreadsheet using Excel- Conduct research on various mutual funds and professional money managers- Perform analysis work on client portfolios and prepared reports for client meetings- Make calls for account information and updated account information

Master Of Finance, Finance

Activities and Societies: Intramural Flag Football, SoccerCoursework: Financial Management, Options, Investments, Fundamental Trading.

Bachelors, Finance/Economics

Activities and Societies: HONORS: President's List, 2 semesters; Dean's List, 4 semesters; Delta Mu Delta National Honors Society for.

Bachelors, International Business

Activities and Societies: HONORS: President's List, 2 semesters; Dean's List, 4 semesters; Delta Mu Delta National Honors Society for.