Tracie Lewis

Tracie Lewis Email and Phone Number

Finance Executive | Dedicated Business Partner | Modeling Guru | Senior Managing Partner Financial Planning & Analysis @ Mortgage Advisory Partners
Tracie Lewis's Location
Dallas-Fort Worth Metroplex, United States
About Tracie Lewis

Tracie Lewis is a Finance Executive | Dedicated Business Partner | Modeling Guru | Senior Managing Partner Financial Planning & Analysis at Mortgage Advisory Partners. They possess expertise in p&l reporting, powerpoint, sec financial reporting, accounting, global consolidation and 32 more skills.

Tracie Lewis's Current Company Details
Mortgage Advisory Partners

Mortgage Advisory Partners

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Finance Executive | Dedicated Business Partner | Modeling Guru | Senior Managing Partner Financial Planning & Analysis
Tracie Lewis Work Experience Details
  • Mortgage Advisory Partners
    Senior Managing Partner Fp&A
    Mortgage Advisory Partners Jan 2021 - Present
    As Senior Managing Partner of FP&A, Tracie Lewis brings over 20 years of mortgage finance, analysis, data management, and report development expertise to Mortgage Advisory Partners.With a passion for numbers and analytics, Tracie has an unparalleled ability to develop financial and analytical models at various levels of granularity to drive operational and transactional insights, as well as construct impactful reports and presentations that enhance key stakeholders’ understanding of business trends and drivers.Prior to joining Mortgage Advisory Partners, Tracie was SVP of Finance for Closing Mark Financial Group, a wholly owned subsidiary of William Lyon Homes, where she was responsible for leading financial modeling and analysis for the financial services division. Tracie has also held senior leadership positions in Finance at CBRE, Stearns Lending, MetLife Home Loans, and Bank of America where she was responsible for multi-business unit financial planning and analysis in mortgage lending and commercial real estate. Her experience encompasses all channels of mortgage lending, including third-party originations, Distributed Retail, Direct to Consumer, and Joint Venture partnerships.Tracie's educational background includes a Master of Finance degree from the University of Oklahoma and an undergraduate Bachelor of Business Economics degree from the University of California, Riverside. Tracie is Principal of IKS Consulting, in addition to her role at Mortgage Advisory Partners.
  • Insights~Knowledge~Synergy
    Iks Consulting, Principal
    Insights~Knowledge~Synergy Sep 2020 - Present
    Lead cross-functional work to evaluate financial impact of the near- and long-term strategic initiatives and collaborate with broader FP&A team and Finance functions to incorporate into financial plansDevelop financial and analytic models at various granularity levels to drive operational and transactional insights, as well as budgeting, forecasting, and long range planning related to strategic initiativesAnalyze financial results, distilling key trends, highlighting opportunities, and communicating impacts and recommendationsDevelop short- and long-term financial projections and create sensitized scenarios that help leaders envision the impact of different decisionsConduct financial and business due diligence to assist with various investment and growth decisionsPerform detailed analysis and synthesize actionable insights from data sets and unstructured information sourcesConstruct impactful reports and presentations that enhance key stakeholders’ understanding of business trends and driversPerform data transformations in SQL or other ETL toolsSmall business bookkeeping

Tracie Lewis Skills

P&l Reporting Powerpoint Sec Financial Reporting Accounting Global Consolidation Corporate Finance Outlooksoft Financial Modeling Forecasting Microsoft Sql Server M&a Analysis 10k Process Improvement Foreign Currency Translation Commission Plans P&l Analysis Account Reconciliation Expense Allocation Financial Accounting Annual Reports Hyperion Enterprise Microsoft Word Microsoft Excel Hyperion Reports Financial Analysis Demand Management Department Budgeting Essbase 10q Financial Close Process Financial Reporting General Ledger Accounts Payable Accounts Receivable Consolidated Reporting Access Internal Audit

Tracie Lewis Education Details

Frequently Asked Questions about Tracie Lewis

What company does Tracie Lewis work for?

Tracie Lewis works for Mortgage Advisory Partners

What is Tracie Lewis's role at the current company?

Tracie Lewis's current role is Finance Executive | Dedicated Business Partner | Modeling Guru | Senior Managing Partner Financial Planning & Analysis.

What is Tracie Lewis's email address?

Tracie Lewis's email address is tl****@****rns.com

What schools did Tracie Lewis attend?

Tracie Lewis attended University Of Oklahoma, University Of California, Riverside.

What skills is Tracie Lewis known for?

Tracie Lewis has skills like P&l Reporting, Powerpoint, Sec Financial Reporting, Accounting, Global Consolidation, Corporate Finance, Outlooksoft, Financial Modeling, Forecasting, Microsoft Sql Server, M&a Analysis, 10k.

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