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My Business Experience > Financial Analysis

My finance experience has encompassed, business performance measurement, analysis, ROI, forecasting, metrics, modeling, reporting, operations and the importance of technology within business environments, providing me with the tools and knowledge to readily understand the implications that strategic business decisions have on quantitative results and financial health.

  • Analyzed and forecasted Balance Sheets and Income and Cash Flow Statements of manufacturing, retail, and service companies
  • Conducted industry comparisons
  • Evaluated the performance of subsidiary banks relative to strategic plans
  • Prepared analytical reports used in Director and Shareholder meetings
  • Prepared graphical trend analysis reports to estimate loan demand, assets, liabilities, and interest rates
  • Constructed asset and liability analysis models
  • Constructed loan and investment portfolio analysis models
  • Assessed collateral values
  • Recommended loan structures
  • Prepared commercial loan documents and processed loan accounting transactions
  • Investigated credit references and history
  • Formed the foundations of a credit analysis and loan review department
  • Initiated the creation of a consolidated Loan Services Department which reduced costs and improved efficiency
  • Experience utilizing the M&I Data Systems including Deposits, Loans, CIS, and Financial Control
  • Designed, budgeted, proposed, purchased, and installed centralized PC systems Designed, budgeted, proposed, purchased, and installed a centralized PC system capable of processing business documents at remote locations which significantly reduced errors while decreasing document processing costs