William C. Brummell, Iii Email & Phone Number

Arlington, Virginia, Us

New York, Ny, Us

The Lloyd Group is a fast-growing technology consulting firm that provides mid-market companies with dedicated IT services, consultants, project managers, and service desk analysts to implement new technology strategies and business solutions. Manage over $13M in financial accounting, P&L budget management, bank loans, assets, payroll and financial data report analysis while working directly with the CEO. Carry out all functions of the procurement cycle including vendor payment management for 107 clients (VitaCoco, Michael Sternik Wines, The Players Tribune, EA Markets, The Tisch Foundation, Puerto Rican Family Institute, etc.) Complete all business financial transactions including bank deposits, withdrawals, transfers and payments. Control all aspects of Accounts Payable, Accounts Receivable, Bank Reconciliation, Invoicing, General Ledger, AMEX Corporate Credit Cards, and Expense Reimbursements of $15k-$30K monthly. Analyze, prepare, and input payroll financial information processing over $250K monthly for the company. Process and document revenue growth for the company's technical product sales increase by 150% in 7 months. Create a financial model for technical subcontractors’ invoices to reduce billing errors and save over $100k yearly. Complete month-end closing processes including Balance Sheet and Profit & Loss reconciliations. Document Discounted Cash Flow/DCF and reconciliation with a focus on improvement of cash position.Create and distribute Budget Reports, Expenditure Reports, Distance Learning Expenses, Financial Reimbursement Reports, etc. for Human Resources and other departments. Report directly to the Executive Leadership Team for monthly report meetings as well as ad-hoc assignments. Serve as a key liaison across the company for all financial matters including sales revenue, budget, expenses payroll data and other financial reporting.

Zurich, Ch

UBS Financial Services Group is a multinational investment bank and global firm providing Financial Services, Global Wealth Management, Asset Management, Investment Banking, Personal and Corporate Banking in over 50 countries. Collected, assessed and analyzed global accrual information for over 107 law firms for financial reporting of over $500M. Established business relationships with executive stakeholders in transactional law firms to complete Legal Spend Analysis and develop monthly metrics for KPIs with a new global electronic invoice system and paper invoice process. Performed monthly accruals process working with large data sets from multiple sources to validate over $250M submitted in single transactions. Developed a new financial model for monthly legal bill expenditures over $250k, accounts receivable and payable paid to evaluate which bills need additional information before they can be processed and paid.Evaluated the effectiveness of new processes and controls; proactively identify gaps, define solutions, and execute on process and control improvements. Created professional business presentations for UBS management team with a review of the global accrual month over month trends; spend data, data quality, variance analysis, process improvement ideas and solutions across the Americas, Europe and Asia regions. Utilized internal UBS internal programs, SAP, Microsoft Excel, Power Point, and FINRA for financial reports.

Parsippany, New Jersey, Us

Managed Health Care Associates, Inc. (MHA) is the country’s leading Health Care Services and Software Company providing innovative technology solutions and exceptional service to long-term care pharmacies, specialty pharmacies, home medical equipment providers, assisted living and skilled nursing facilities. Managed and performed all revenue analysis and data entry to maintain finance/accounting visibility and accuracy of the company’s financial systems.Collected chargeback fees from 200 Vendors & Business Partners through Check/ ACH generating over $50M. Reviewed financial statements and analyzed sales revenues, costs and expenses for all business units. Compiled and reviewed complex data sets to assess multi-million-dollar payments from business vendors. Monitored Vendor data to identify potential sales opportunities/losses by Variance Analysis. Conducted Gap Analysis to identify missing Sales data and identified reported facilities by comparing with Membership Roster using SQL, Cognos, and Outlook. Communicated with wholesalers/distributors, vendors and members effectively to resolve discrepancies. Processed rebates for both Member (Pharmacy) and end users (Medicare & Medicaid) of pharmaceutical drugs. Performed ad-hoc analysis and reporting to assist teams with budgeting and financial forecasting. Maintained database, formatting files received and updating system timely with data and payment information.

Collected and managed financial data for Foreclosed properties in NJ, NY, & PA to process client payments and adjustments. Maintained electronic accounts receivable customer files and records to create receivable collection reports. Followed established procedures for processing receipts, cash, etc to maintain up-to-date billing system. Assisted with month-end closings.

Short Hills, Nj, Us

Created a unique customer experience aimed at improving customer financial well-being and created loyalty program. Completed financial transactions such as deposits, withdrawals, loan payments, and check cashing for members Delivered professional customer service by building genuine rapport and meaningful relationships with customers daily to complete multiple banking transactions (open & closing checking, savings and other deposit accounts). Explained product and service benefits, requirements, restrictions, changes and other related product information to customers. Informed consumers about available banking products, such as checking, savings, certificate of deposits, money market accounts, and types of lending products. Completed bank transactions for customers like opening and closing accounts, making deposits, cashing checks, providing account information, issuing traveler's checks, drafting cashier checks, performing wire transfers, and accepting payments

Us

Managed the sale of over $2.5M in aircraft charter private jets for executives, families, and individuals. Worked directly with the Operations, Maintenance, Crew Planning and Customer Service teams to ensure customers received professional and efficient services.Provided quotes to potential clients or their brokers and made follow-up calls to close sales.Built and maintained relationships with clients and operators.Acted as a liaison to customers for issues with pricing, payments, scheduling and overall satisfactionWorked closely with the scheduling department to ensure aircraft availabilityEnsured accuracy of details on Charter bookings from quoting stage through booking process, as well as invoicing and post flight follow-upParticipated in department training, industry networking events and client meetings.

Actively managed continuous applicant pipeline ranging from 10-20 loans on average, totaling over $2M in financingSold mortgages including new purchase, refinance, home equity lines of credit, and government sponsored loansOversaw processing and underwriting of conventional residential loan applicationFollow all business operation and corporate policies/procedures in accordance with state/federal regulationsGenerated new business through presentations to customers and follow-upProvided loan counseling to clients by answering questions and responding to requestsMaintained customer confidence by keeping loan information confidentialNetworked and built relationships with title agencies, real estate agents/brokers, insurance agents, home builders/contractors etc. to acquire new business.

Contacted prospective investors and assessed the suitability of new clients. Provided investment advice to clients. Performed trading for customers via phone by facilitating equity and option trades upon client's request. Ensured that all operations affecting clients were carried out in accordance with SEC rules. Provided accurate financial information on fixed income, equity, option, and mutual fund products. Educated clients and prospective clients on financial industry market growth

Bachelor'S Degree, Business Finance

Economics