Quick Interview: view Willing to relocate: No Years of related job experience: 5 Highest degree earned: Bachelor of Science AFSB - Associate in Fidelity and Surety Bonding Software: Microsoft Office Suite (Esp. Excel); Experian; Dun and Bradstreet; PeopleSoft's ePro; ARIBA;
A highly motivated six-year finance professional with experience in financial analysis, risk assessment and audit controls. Data analysis and identifying value added trends are pursued passions. Integrative thinker, exposed to multitude of business and financial models. Proven ability to perform under pressure, executing decisions swiftly and independently.
EMPLOYMENT HISTORY
Organization: Please reach us for these details! Location: Nashville, TN Job title: Underwriter Years and months employed: 2 Year(s) 1 Month(s) Responsibilities: Provided in-depth financial forecasts and credit analysis utilizing data consisting of business and personal financial statements, tax returns, Dun and Bradstreet reports, Experian credit reports and others in order to determine the accounts’ present, historical and future financial positions.
Organization: Granite Re, Inc. Location: Oklahoma City, OK Job title: Underwriter Years and months employed: 3 Year(s) 7 Month(s) Responsibilities: Evaluated new and existing contract surety accounts in conformance with underwriting guidelines to determine if they meet risk acceptability standards. Received approval authority up to $1 million per bond and increased territory premium profits 9% during my tenure.
Organization: H & R Block Corporate Location: Kansas City, MO Job title: Financial Specialist - Internal Audit Years and months employed: 1 Year(s) 1 Month(s) Responsibilities: SOX Compliance - Established controls and process flows to ensure 404 compliance. Led and organized the 302 submission process from CEO/CFO signoff.
Program Development - Designed the reporting arm of the new FCM system (SOX compliance software) across all SBU levels. Trained and facilitated the roll out process throughout all of Block’s SOX IT and Functional Directors.
Sourcing - Worked with management to design and develop various scorecards and templates through formatting in excel. Worked with ARIBA spend management software to implement newly issued and existing contractual agreements as well as classify spending patterns.
EDUCATION
Institution Name: University of Arkansas Location: Fayetteville, AR Degree earned: Bachelor of Science Major/Concentration: Business Administration / Finance Year Graduated: 2006
Institution Name: Insurance Institute of America Location: Degree earned: AFSB - Associate in Fidelity and Surety Major/Concentration: Year Graduated: 2009
