FINANCIAL CONSULTANT Summary A challenging opportunity allow contribute develop successful business partner, leveraging leadership, analytical, relationship building experiences. Experience 01/2010 Current Financial Consultant Company Name － City State Key point contact FP&A responsibility seven diverse rapidly growing lines business within Corporate Banking. Full balance sheet P&L forecasting responsibilities balanced balance sheet MMCOF levels. Business-level roll-up analysis around customer-level industry drivers, roll-on/roll-off analysis, extensive cross-sell portfolio, loan/deposit pricing. Plan/Budget coordination, presentations, proposals LOB finance leadership. Ongoing negotiation around performance improvement/efficiencies, expected growth. Automation daily balance sheet reporting, Plan templates, dynamic balance sheet/ P&L/reconciliation tools (VBA, Macros, SQL). Contribution bi-annual stress testing efforts/coordination. Training co-workers/business partners balanced balance sheet MMCOF methodologies. Point contact key aspects Canadian Initiative, helping coordinate domestic business groups international partners. 01/2008 01/2010 Financial Consultant Company Name － City State Responsible full balance sheet income statement analysis/forecasting/management reporting Private Banking line business consisting $43 billion deposit $34 billion loan portfolio. Key national business contact regional central management reporting, business drivers, pricing, ALCO, credit/risk, analytics, model development. Ongoing Wachovia merger/integration efforts. Development new reporting analysis tools within transitioning systems amongst new finance partners. Design implementation complex financial forecast models tools leadership finance partners nationwide, (Hyperion Essbase, Excel, VBA, MS Access) Communication presentations various finance, accounting, credit partners, positive feedback leadership peers. Automation streamlining time sensitive resource demanding processes including daily/monthly reporting, production, forecasting efforts. 01/2006 01/2008 Financial Consultant Company Name － City State Supervised nine staff constantly changing project goals deadlines. Responsible quarterly financial statement variance analysis $13 billion commercial real estate portfolio. Designed developed database solutions rapidly growing portfolio (queries, pivot table reports, Access forms, user interfaces, workflow management). Automated several processes resulting greater group efficiency accuracy. Primary contact quality assurance, training, database analysis, workflow guidance. Modeling high level trend reporting budgeting, vendor management, capacity planning purposes. Project lead involving analysis, training, communication domestic vendors, team members Wells Fargo India Solutions. 01/2004 01/2006 Financial Planning Analyst Company Name － City State Supported Certified Financial Planner clients establish individualized financial plans retirement, investment, insurance, long-term care, small business needs. Research, modeling scenario analysis clients financial planning presentations. Headed marketing, branding, website design projects privately-owned financial planning practice. 01/2000 01/2001 Intern Company Name － City State Researched potential lease sites comparables corporate clients. Assisted broker presentations maintained client relations. Education 2012 Masters Business Administration St. Mary's College California Business Administration 2004 B.S Management Science University California － City Management Science 2004 B.S General Biology University California － City General Biology Skills accounting, Automation, balance sheet, Banking, branding, budgeting, Budget, bi, capacity planning, credit, credit/risk, clients, client relations, database analysis, database, drivers, Essbase, finance, Financial, financial planning, FP&A, forecasting, forms, Hyperion, insurance, leadership, long-term care, Macros, management reporting, marketing, Access, MS Access, Excel, Modeling, negotiation, pivot table, presentations, pricing, processes, Project lead, proposals, quality assurance, real estate, reporting, Research, SQL, trend, variance analysis, vendor management, VBA, website design, workflow