Bob Wing Email & Phone Number

New York, Ny, Us

CCB Financial Planning & Analysis

Columbus, Ohio, Us

Senior Accounting Consultant at Huntington National Bank - Regulator Reporting, Corporate Accounting. Perform monthly duties, reconciliations, monthly accruals, and close process. Merger reconciliation and audits. Project management.

Columbus, Ohio, Us

Accountable for corporate financials with two direct reports; support company’s CEO, CFO, and president by functioning as firm’s highest non-executive level financial employee. Serve as backup to CFO, giving input on daily business issues and prescribed changes, and creating and managing annual company budget. Perform monthly close process with various audits and postings, preparing monthly reports, scheduling expenditures, analyzing variances, and obtaining feedback from department managers to finalize accurate budget numbers.Direct company operations by presiding over office affairs, preparing monthly financials, and assigning and reviewing daily administrative workflow. Collaborate with department managers to resolve department accounting challenges, creating and implementing new office policies, and overseeing distribution of Correspondence. Coach, counsel, train, and discipline direct reports, leading annual performance review process.ACHIEVEMENTS► Generated $60,000 in annual savings, by altering methodology by which credit card transactions processed to obtain lowest credit card rate fees. Instigated new policy how specific cards are processed.► Captured 20% in annual savings by negotiating bulk rate for uniform services, where previously each department was responsible for securing employee uniforms.► Lowered company expenses by 13% across variety of cost-improvement initiatives, by analyzing and curtailing departmental expense line items. ► Boosted company’s competitive market position by reducing product costs and developing higher jet fuel margins, improving accuracy of budget forecasts.► Maximized profits while reducing expenses in order to return department to profitability, after analyzing specific segment of business to determine circumstances behind ongoing losses. Analyzed sales revenue and cost-of-sale metrics, establishing labor burden to project actual department profits.

New York, Ny, Us

Helped grow company sales by tracking product marketing campaigns to determine most affective web-based advertising promotions. Reported business banking segment share of household, balances, and revenue to company’s retail division management. Assessed and monitored key customer account behaviors and trending metrics – including purged accounts, account closure rates, and household profile make-ups – analyzing account attrition data to identify action drivers and recommend solutions to stem loss of business checking accounts. ACHIEVEMENTS► Identified critical issue involving middle market business accounts with balances of up to $2 million. Discovered that account holders were closing new accounts due to fees being charge for not maintaining required balances, as result of companies being unable to maintain consistent cash flow to cover expenses.► Recommended revenue-enhancing strategies across variety of retail account banking channels after performing extensive data analysis and mining functions. Developed numerous customer attributes – utilized across study populations and business cases – and fulfilled large number of adhoc reporting requests.► As part of executive-level duties – which encompassed directing team of 12 analysts to implement annual business banking incentives for middle market sales force – introduced several company products to five new business banking segments, while monitoring quarterly sales increases.► Spearheaded completion of successful company integration initiatives stemming from numerous mergers and acquisitions over tenure. Utilized SAS platform to create data reports streamlining numerous internal data mining and segmentation processes, also creating business banking product codes identifying specific data mining protocols.

New York, Ny, Us

Served as member of team of five employees charged with preparing and reporting bank’s retail profit and loss for all retail banking offices across United States. Completed revenue, expense and pretax earnings reports for branch retail sales areas, preparing monthly income statements, balance sheets, and ranking reports. Analyzed district and market manager’s results, recommending solutions to maximize sales while minimizing expenses, acting as finance and front line sales force Liaison.ACHIEVEMENTS► Helped boost individual office productivity by automating total of 2,500 branch results – with help of Chase IT support team – on intranet web page after conducting large number of reruns and validations.► Improved performances of numerous branches following comprehensive analysis of all metrics. Partnered with branch managers to identify why organizations were not producing at desired levels by focusing on key measures. ► Educated management on company incentive plan and best practices to implement to attain desired results, recommending specific strategies to increase overall sales.

New York, Ny, Us

For mortgage portfolios in excess of $1 billion dollars, prepared valuations for acquisition or sale of servicing rights, scrubbing mortgage loan data to exclude any high-risk loans. Finalized assessment by running valuations to quantify purchase/sale contract, negotiating terms prior to actual acquisition or divestitureACHIEVEMENTS► Grew customer portfolio base by $3.5 million through acquisition of mortgage servicing rights. Protected company from losses by excluding non-A and high-risk mortgages from valuations. Gave employer competitive edge by equipping management with quality data and buy/sell recommendations prior to competition.► Streamlined portfolio evaluation process – often taking up to five business days to analyze one offering by running up to six scenarios against data – ultimately creating mortgage analyzer tool which facilitated analysis of several portfolios simultaneously. ► Formulated complex database which provided company with ability to review and compare several available market portfolios simultaneously. Included extensive prepayment tables and projections, using macros to calculate present and future or potential portfolio values, based upon set of key assumptions.► Determined value of portfolios based upon prepayment tiers, daily LIBR, and mortgage rate averages. Distributed data – summarized in reports complemented by buy/sell recommendations and perceived risks – to senior management.

New York, Ny, Us

Us

Columbus, Oh, Us

Columbus, Ohio, Us

Columbus, Ohio, Us

Bachelor’S Degree, Accounting

Business/Office Automation/Technology

Education record