|
|
|
|
| Desired Industry: Banking/Mortgage |
SpiderID: 8443 |
| Desired Job Location: Atlanta, Georgia |
Date Posted: 8/24/2006 |
| Type of Position: Full-Time Permanent |
Availability Date: |
| Desired Wage: 75000 |
|
|
U.S. Work Authorization: Yes |
| Job Level: Management (Manager, Director) |
Willing to Travel: Yes, Less Than 25% |
| Highest Degree Attained: Bachelors |
Willing to Relocate: Yes |
Objective:
I am in the process of relocating to the Atlanta area and am searching for a position that will allow me to make a significant contribution to an organization that requires the skills of a highly motivated individual with a broad range of financial and management experience that includes: senior management, business development, corporate financial (GAAP) and management accounting, treasury, mergers and acquisitions, restructuring, auditing and information systems.
I also have extensive hands-on experience in the following areas: Financial Modeling and Analysis, Budgeting and Forecasting, Strategic Modeling, Profitability Management, GAAP Accounting, Management Accounting, Project Management, Process Management, Data Warehouse Development, and Systems Development.
I have always been recognized as a team player and problem solver with a focus on performance and productivity. My demeanor as a professional is to exhibit leadership, passion and optimism, daily.
I am self-confident, quick thinking and have a team-orientation. I am effective in creating and supporting a work environment that is both demanding and supportive of employees in achieving the desired goals.
Experience:
INDEPENDENT CONTRACTOR
TAMPA, FL
Financial Consultant • 3/05 -Present
Provided assistance to small businesses in the Tampa area related to accounting, financial and tax issues. Provided assistance is the development and execution of business plans that ensured income was maximized through expense control and aggressive marketing practices. Also ensured that appropriate business practices were in place and followed consistently.
FINANCIAL INSURANCE MANAGEMENT CORPORATION ( $125 MIL ANNUAL SALES) SARASOTA, FL
Distributed Home and Auto, Insurance and non-insurance products through financial institutions
Vice President, Manager Finance • 8/01 – 2/05 (3 direct reports)
Recruited to ensure that the company’s accounting, finance and systems organizations were capable of supporting the company’s transition from a small company to a mid-size company and that the targeted growth was achieved.
Established, staffed and trained a full-functioning financial organization that would support the business needs of a company in transition and extreme growth.
Developed and implemented systems that provided performance reporting for 5000 client sales offices and facilitated the ability to develop ad-hoc reporting in a timely and efficient manner.
Developed claims ratio analysis by product and client that identified issues that required corrective action to ensure that profit margins were maintained.
Managed the client accounting process to ensure that payments were accurate and timely and that client relationships were maximized.
Managed the re-insurance accounting process to ensure that profitability and margin was maximized by strengthening claim processing procedures.
Actively participated in the strategy to expand the company’s product offerings and enter a retail distribution environment through the development new products that would be distributed both domestically and internationally.
Led the implementation of accounting systems that would support the company ten corporate entities including three international corporations.
WASHINGTON MUTUAL FINANCE ( $4 BIL - ASSETS)
TAMPA, FL
Director of Financial Planning and Analysis • 8/99 – 7/01 (4 direct reports)
Recruited to establish a full-functioning budget, forecasting and analysis organization that provided meaningful financial data to executive management, including competitive analysis, M & A pricing models, equity structure analysis and asset/liability matching analysis.
Authored methodology used at 550 branch offices to identify production and profitability characteristics in an effort to strategically manage growth, maximize revenue and control expenses.
Developed a funding strategy utilizing a commercial paper conduit in conjunction with long-term debt issuance that reduced the overall cost of funds.
Developed in-depth vintage analysis models of the company’s loan portfolio that provided management with an enhanced understanding of the portfolios performance.
Created product profitability reporting for each line of business including the two captive Insurance companies.
Implemented budget and forecasting processed utilized by all levels of management to ensure that the targeted goals were achieved.
LIPPHARDT ADVERTISING
TAMPA, FL
Full service agency that served some of Tampa’s best know businesses
Director of Finance • 6/97 – 7/99 (4 direct reports)
Recruited to improve the accounting operations; systems, processes and accounting policies.
Implemented financial controls that significantly improved the accuracy of the company’s financial statement preparation, improved accounts receivable collections, cost control and increased revenue.
TRI-ARC FINANCIAL SERVICES & MAGELLAN REINSURANCE CO. ($15 MIL ANNUAL PREMIUMS)
PHILADELPHIA, PA
Manager Finance • 9/90 – 5/97 (3 direct reports)
Recruited to introduce current technology and improve the accounting operations policies and procedures for an insurance brokerage company that specialized in forced-placed homeowner and flood coverage’s.
Actively participated in acquisition of an insurance brokerage firm that specialized in writing contingent liability coverage for leased automobiles and established a reinsurance company domiciled in Bermuda that reinsured 50% of the business written.
Participated in the development of a low cost residual value product that was successfully marketed to large automobile leasing companies and the related reinsurance activities.
MERITOR SAVING BANK ($14 BILLION -ASSETS) PHILADELPHIA, PA
Vice President Finance – Retail Division • 1/88 – 8/90 (4 direct reports)
Promoted to assist the president of the retail bank to address the capital issues of the institution.
Actively participated in the planning process that resulted in the consolidation and downsizing of Meritor's Delaware Valley operations and was the project manager for five divestures totaling $7.6 billion in assets and $5.2 billion of retail deposits.
Led project team that successfully reduced $60 million of non-interest expense.
MERITOR CREDIT CORPORATION ($2.2 BILLION-ASSETS) NORWALK, CT
Vice President, Manager Finance • 1/86 – 12/87 (5 direct reports)
Manager, Financial Planning and Analysis • 4/84 – 12/85 (3 direct reports)
Recruited to provide support for an organization that had been acquired by Meritor Saving’s Bank, that was to be self sufficient with no systems or accounting support from the parent company.
Provided leadership in the implementation of accounting systems necessary to support all of the company’s accounting functions.
Project manager for the development and implementation of a major reorganization of the company’s field offices that resulted in expense reductions in excess of 10%.
Developed and implemented integrated planning, budgeting and forecasting tools that allowed for performance management by product line.
Education:
B.B.A., Accounting • Georgia State University, Atlanta, GA • 1973
Financial Management Training Program • General Electric Capital, Stamford, CT • 1981
Skills:
• Corporate & Management Acctg
• Treasury Accounting
• Mergers and Acquisitions
• Corporate Restructuring
• Internal /Operational Auditing
• Advanced ERP Systems User
• Financial Planning & Analysis
• Budgeting and Forecasting
• Management & Ad-hoc Rptg
• Special Projects
• Project Management
• Process Management
• Expense Control & Reduction
• Presentation Skills
• Vertical Communication Skills
• Staff Development
Additional Information:
PROVEN LEADER with consistent successes in accounting and finance organizations by creating and supporting a work environment that is both demanding and supportive of employees in achieving the desired goals, with a hands-on management approach when necessary. Successful problem solver that exhibits: leadership, passion and optimism when approaching issues.
Candidate Contact Information:
| Name: Thomas Heaton |
|
| Street: |
Phone: 813-684-7820 |
| City: Valrico |
Fax: - |
| State: Florida |
|
| Zip: 33594 |
|
| Web Site: |
|
|
|
|
|
|