management reporting consultant

Posted on: 2006-04-28

PAMELA J. WHITE 2069 Selva Marina Drive Atlantic Beach, FL 32233 Home: 904.246.7041 Cell: 904.616.2799 Email: [email protected] PROFESSIONAL SUMMARY Financial Analyst with 20+ years experience in the financial industry. Proven track record as a creative, results oriented individual with strong organizational, communication, and leadership skills. Areas of expertise include: * Cost Analysis * Budget Preparation * Loan Portfolio Reporting/Analysis * Strategic Planning * Financial Modeling * Profitability Analysis PROFESSIONAL EXPERIENCE WACHOVIA CORPORATION - JACKSONVILLE, FLORIDA (1986 - PRESENT) (Formerly First Union) Fourth largest bank holding company in the United States based on assets Vice President - Management Reporting Consultant, Risk Management Group (1998 - present) Facilitate monthly meetings with senior management to evaluate proper grading of criticized loan portfolio and make recommendations on disposition of criticized assets. Generate and analyze the monthly forecast of the criticized loan portfolio for the Florida, Georgia, and Texas Bank. Train officers on use of loan and forecasting databases. * Accomplished 9 consecutive quarters of best overall forecasting accuracy within team. * Participated in automation initiatives that streamlined monthly workflow process to cut delivery time by two days. Vice President - Special Asset Officer, Credit Standards Group (1993 - 1998) Forecasted the monthly reporting of the criticized loan portfolio for state senior and corporate management. Prepared and presented quarterly Board of Director packages. Evaluated regulatory compliance of Commercial Banking activities for internal bank and regulatory agency\'s review. * Analyzed and approved changes to grading of criticized loan portfolio. Vice President - Manager of Profit Center Reporting/Incentives, Finance Division (1986 - 1993) Responsible for the monthly production and analysis of over 1,100 profit centers and their associated incentive plan reporting. Initially hired as an Assistant Vice President and promoted to Vice President. Staff included two managers and nine financial analysts. Generated monthly line-of-business analysis for senior and regional executives. Coordinated fiscal year budgeting process and budget analysis. Trained line management on use of profitability reports. Managed the statistical reporting process for the corporation. * Streamlined profit center reporting, through increased automation and improved balancing process, which cut delivery time by 8 working days. * Consulted with senior executives and field management to improve their understanding and use of profitability reports and measurements. * Integrated acquired banks into monthly management reporting and budget process. * Coordinated new general ledger interfaces with system application programmers. PAMELA J. WHITE Home: 904.246.7041 Page 2 ADDITIONAL PROFESSIONAL EXPERIENCE: NEW ENGLAND BUSINESS SERVICES (ACQUIRED BY DELUXE CORP IN 2004) - GROTON, MASSACHUSETTS Senior Financial Analyst JPMORGAN CHASE (FORMERLY FIRST CHICAGO) - CHICAGO, ILLINOIS Financial Analyst ADDRESSOGRAPH MULTIGRAPH INTERNATIONAL - SCHAUMBERG, ILLINOIS Financial Analyst FLORIDA STATE UNIVERSITY COMPTROLLER\'S OFFICE - TALLAHASSEE, FLORIDA Accountant EDUCATION Master of Business Administration, Finance DePaul University - Chicago, Illinois Bachelor of Science, Accounting and Finance Florida State University - Tallahassee, Florida TECHNICAL SKILLS * Microsoft Excel * Microsoft Word * Microsoft Access * Crystal Reporting * Lotus Notes PROFESSIONAL/CIVIC ORGANIZATIONS Uptown Civitan Club Dale Carnegie Course in Effective Speaking and Human Relations Toastmasters