William (Bill) Magee Email & Phone Number

Coppell, Texas, United States

- - CHANNEL FINANCIAL REPORTING - Create and lead operational and financial review meetings for Retail, Joint Venture, Wholesale, and Direct to Consumer channels. Business profit and loss results shared to drive accountability with business partners measuring KPI results against trends, forecast, and plan. Upon assuming responsibility for channel reporting in 2023, standardized both format and monthly reporting process across channels, including KPIs, variances, and presentation to leadership team.- SUPERVISORY RESPONSIBILITY - Lead, develop, evaluate, and encourage one finance manager and two senior analysts.- MARKETING SPEND AND CAMPAIGN EVALUATION - Worked across multiple areas evaluating marketing expense presented to CEO resulting in annual reduction of $6M in direct mail spend. Analysis around propensity models, interest rates, available cash, and ROI by propensity tranche.- MBA STRATMOR PEER REPORTING - responsibility for compilation of production, fulfillment, servicing, and corporate data for semiannual submission to Mortgage Bankers Association including representing Newrez at semiannual conferences and resulting after conference reporting including overcoming challenges related to combining data from different reporting platforms for Newrez and Caliber Home Loans.- COMPENSATION PLAN DESIGN AND EVALUATION - work with channel leadership in building and quantifying compensation plans related to loan offers (Retail and Direct to Consumer) and account executives (Wholesale).- BRANCH PROFITABILITY - Evaluation of branch profitability from both revenue and expense perspective along with recommendations for improvement.

Irving, Tx

Caliber Home Loans, Inc., acquired by Newrez in 2022, is a full-service national mortgage lender and agency direct seller/servicer with over $80B in originations and $150B in serviced loans. • BUDGETING AND FORECASTING - Developed, prepared, and oversaw annual budget of $375M+ and 4.000+ operational fulfillment headcount both onshore and offshore. Duties include business plan, forecast, income statement, balance sheet, including variance explanations to enhance financial processes and strategic planning. Develop and manage budgets, financial forecasts, operating plans and modeling tools to support the business and financial reporting requirements.OPERATING EXPENSES - Analyze current and past financial trends including operating expenses in diverse operational departments with annual expense in excess of $400M and capital investments of $20M.METRICS - Builds dashboards, CBA’s KPIs, and reports highlighting trends, provide business insight and variance analysesP&L REPORTING - Responsibility for revenue and expense reporting for Direct to Consumer channel.PROCESS IMPROVEMENT - Improve performance by evaluating processes to drive efficiencies and understand ROI across business operational channelsBUSINESS TRANSFORMATION - CBA creating, benefit creation and tracking, both capital and opex spending and related amortization.COMPLEX FINANCIAL MODELING - Support Senior Management and Business Unit leaders by analyzing complex financial information and reports to provide accurate and timely financial recommendations to leadership for decision making purposesFINANCIAL MODELING - Develop financial models and analyses to support strategic initiatives including financial forecasts and monthly and annual financial reports for business channels.AD HOC ANALYSIS - Provide ad-hoc analysis and decision support as needed by stakeholdersINTEGRATION - Currently part of the team integrating operational reporting with parent company New Residential (Newrez).

Irving, Tx

• BUDGETING AND FORECASTING - Developed, prepared, and oversaw annual Citicorp Trust Bank, with $19B in managed assets, business plan, forecast, income statement, balance sheet, including variance explanations, and capital forecast to enhance financial processes and strategic planning. • OPERATIONAL REPORTING - Reporting and presenting of Correspondent originations channel monthly financial, including revenue, expense and margin results reflecting $1B in monthly production sourced through 134 correspondent lenders of varying sizes across 50 states. • NEW PRODUCT DEVELOPMENT - Modeled correspondent channel Fannie bifurcated product offering.• CAPACITY PLANNING - Partnered with Operational Capacity Planning team in the development of operational budgets for headcount, FTE and vendor utilization projections for 2,366 FTE, inclusive of outside vendor relationships. Converted hierarchy from channel focus to position functional basis.• INDUSTRY BENCHMARKING - Responsible for all facets of data collection, submission, and post conference reporting related to the semi-annual Mortgage Bankers Association (MBA) | Stratmor benchmarking conference of the 14 largest banks.• FINANCIAL LIAISON - Served as the financial intermediary for the mortgage business generated through Citi’s Primerica channel with $2B in originations.• MARKETING PROGRAM EVALUATION - Evaluation and financial modeling for investment in 14 separate marketing retention programs which influenced decision process and resource allocation.• FINANCIAL MODELING - Developed financial models in Excel for tracking of loan origination expense in order to identify opportunities for expense savings at a macro and loan level basis.• DATABASE UTILIZATION - Created multiple queries in Microsoft Access to pull data from multiple sources within proprietary data warehouse loan level repository and other sources.

Irving, Texas

• TRANSITION TEAM - Served on Transition team to convert reporting from Associates First Capital to Citigroup standards after acquisition in November 2000.Interface with New York Headquarters and Division Management regarding reporting requirements.• BALANCE SHEET REVIEW - Prepare/review balance sheet of Corporation with over 100 billion in managed assets including fluctuation analysis and review with outside auditors. implementation of improvements in the variance analysis/reconciliation process to make reports more useful and accurate for internal management in addition to outside auditors in the preparation of the 10Q and 10K.• VARIANCE ANALYSIS - Implemented improvements in the variance analysis /reconciliation process to make information more useful and accurate for internal management as well as outside auditors in preparation of 10Q and 10K. • FINANCIAL STATEMENT PREPARATION - Prepare consolidation of financial statements for six major operation areas including international.• CASH FLOWS - Prepared statement of cash flows for pre and post realigned Associates First Capital.• GOODWILL AND INTANGIBLE TRACKING - Coordinated improvements in goodwill and other intangibles tracking.• INTERNATIONAL REPORTING - International exposure through reporting for 13 foreign countries.

Irving, Texas

• FINANCIAL STATEMENT PREPARATION - Prepared, reviewed, and issued financial statements and annual plan for a portfolio of twelve owned properties (8 in United States, 3 in Canada, and 1 in France) with approximate total revenues of $130MM. Analyzed historical financial data to aid in the preparation of projections and to isolate areas for improvement.• SUPERVISION - Hired, directed, reviewed, counseled, and provided financial leadership to 6 corporate accounting staff and matrix supervision of 12 property controllers.• INTERNAL CONTROLS - Issued policies, monitored internal controls, and conducted periodic operational accounting audits at properties. Created and implemented a highly successful operational and accounting audit program which previously did not exist.• PROJECT MANAGEMENT - Managed complex projects including Y2K systems conversion and other MIS issues at multiple locations. • BALANCE SHEET RECONCILIATION - Ensured timely reconciliation of all balance sheet accounts, managed cash flow for all properties, reviewed wire transfers, monitored mortgage interest payment activity with escrows and had signatory authority on property accounts payable checks.• CAPITAL IMPROVEMENTS TRACKING - Directed accounting for $50MM in renovations at 10 locations. • AUDITING - Worked directly with auditors from Price Waterhouse Coopers on selected schedules.

Various Locations

• FINANCIAL STATEMENT PREPARATION - Responsibility for preparation of financial statements, including Profit and Loss statement, balance sheet, and statement of cash flow. • BUDGET PREPARATION AND FORECASTING - Created budgeting model that was utilized as a template at other locations.• TASK FORCE TEAM - Sent to other properties to either aid struggling properties or transition new properties brought under Wyndham management.• SUPERVISION - Team size from five to nineteen.• CAPITAL EXPENDITURES - Review, tracking and forecasting of renovation capital expenditures• EXTERNAL AUDIT - Worked closely with outside auditors during annual audit. • INCREASING RESPONSIBILITY - Assistant Controller at several locations with Wyndham Hotels and Resorts at ever increasing property sizes, including the flagship property, The Wyndham Anatole with 1,620 rooms. • ACCOUNTS RECEIVABLE MANAGEMENT - Created procedures to ensure property receivables and collection efforts met or exceeded Wyndham statements. Meetings established to review corporate billings. Timely follow-up on aged receivables.• ACCOUNTS PAYABLE MANAGEMENT - Ensured timely payment to all vendors, invoices reviewed and appropriately approved, discounts taken when available, expenses appropriately coded to general ledger accounts, use tax recorded, and prepaid accounts setup and amortized.• TAXES - Ensured accurate and timely payment of sales, use and occupancy taxes.

Houston, Texas

• FINANCIAL STATEMENT PREPARATION - Responsible for preparation of financial statements for Britt Airways, a subsidiary of Continental Express.• VARIANCE ANALYSIS AND REPORTING - Carefully scrutinized expenses, researched material variances and reported them to the Vice President of Finance along with a plan of action to rectify any issues that arose as part of this analysis.• BANKRUPTCY ACCOUNTING - Exposed to bankruptcy accounting when Britt Airways declared bankruptcy as part of Continental Airlines.