Wayne Thompson Email & Phone Number

New York, NY, US

Birmingham B3 2BJ, GB

• Evaluated treasury and investment models in Excel and translated those models into business requirements documents
• Worked closely with SQL developers and communicated how to translate complex financial models into SSRS reports
• Designed dozens of financial reports and wrote SQL queries and stored procedures for fund accounting reporting and analysis
• Wrote 3-way reconciliation SQL scripts between eFront FIA transactional tables, data warehouse and Excel source files
• Designed 6 custom SSRS reports to analyze fund performance and to ensure no exposure to “sin stocks” in investment portfolio
• Wrote ad hoc SQL scripts to test proprietary product functionality and that SSRS reports met design specifications

Minneapolis, MN, US

• Consulted on financial planning, analysis, forecasting and budgeting activities for large and mid-sized corporate finance departments
• Documented Standard Operating Procedures (SOPs) for accounting and finance processes, management reporting, and key performance goals, metrics, initiatives, and business strategies
• Traveled to client sites to implement new accounting and business intelligence tools for finance and accounting departments
• Worked in teams of 2-7 to deliver finance and accounting consulting services through project life cycle: sales, analysis, migration, parallel testing, go-live, and sunsetting
• Trained project managers on capital appropriation process for project funding based on hard and soft key performance metrics
• Deconstructed 50-tab Excel file with Hyperion Essbase and Excel financial models and ported them into SAP BPC models

Montreal, Quebec, CA

Montreal, Quebec, CA

• Reviewed and reconciled general ledger accounts, and manually booked accrual journal entries into Peoplesoft ERP to ensure GAAP compliance during month-end, quarter-end, and year-end closes
• Managed project budgets and forecasts of 12+ simultaneously running small, medium and large-scale IT projects
• Financial analyst for $20+ million in annual project revenue, forecasted project and business unit profitability, resource allocations, timesheet variances, margins and contingency usage
• Created 5-year $100 million strategic budget across three revenue categories—fixed-price, time and materials, and maintenance
• Derived initial project cost estimates, analyzed financial and level of effort variances by resource role
• Wrote functional documentation for ERP payroll accounting module purpose-built for state and local governments

• Leader of IHG branded hotel property, a team of over 20 employees, and total revenues topping $1.75 million
• Transformed troubled hotel property into top 3% hotel in brand
• Leveraged Opera PMS and Excel modeling and pivot tables to analyze opportunities and grew annual sales over 23%, quarterly sales over 37%, and average daily rates over 11%
• Improved housekeeping productivity by 10% in just three months through operational process improvements

Chicago, IL, US

• Audited member firms to confirm compliance that internal controls, documentation and investment performance data adhered to NFA Rules and Commodities Trading Act
• Performed anti-money laundering testing, investigated suspected wire fraud and rogue trading, and collaborated with attorneys in the legal discovery process
• Collaborated with US and foreign governments to investigate predatory investment firms and investment professionals

Mba, Finance

Bachelor'S, Economics