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.

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.

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.
• 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.
• 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.
• 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.
• FINANCIAL LIAISON - Served as the financial intermediary for the mortgage business generated through Citi’s Primerica channel with $2B in originations.

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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.
• CAPITAL IMPROVEMENTS TRACKING - Directed accounting for $50MM in renovations at 10 locations.

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.

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.
• BANKRUPTCY ACCOUNTING - Exposed to bankruptcy accounting when Britt Airways declared bankruptcy as part of Continental Airlines.