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Work experience

Financial Advisor

Fidelity National
Finance Designing a methodology for testing interface between Title & Escrow systems to the Centralized Revenue Recognition and Accounts Receivable system. Create reporting and process for analyzing results of testing in order to effectively communicate failures to third party vendor.

Engagement Director

SingleStone Consulting
Engagement Director Provide superior leadership guiding project teams, customer engagements and driving the client experience. Responsible for transforming projects from conception to completion. Create and manage project schedules, influence change, identify risks and execute operational processes.

Consultant-Strategy and Operations Business Analyst

Citizen Financial Group
Richmond, Virginia Consultant-Strategy and Operations Business Analyst Designed a new approach for the line of business to address regulatory exams which provided review for thorough answers to exam questions and additional requests. Managed the Office of Comptroller of the Currency(OCC) exam for the business line, organizing more than 140 data requests, coordinating with the onsite exam team, providing executive leadership feedback on identified gaps or potential issues and aid in the remediation of findings. Managed the Consumer Financial Protection Bureau exam for the line of business with more than 360 data requests. Saved vendor expense by combining individual contracts into enterprise wide solution. Exposing the multiple and separate contracts generated a review of all vendor contracts across multiple locations to create financial synergies with current savings more than $300K.

Quality Assurance Analyst

SunTrust Bank, Inc
Richmond, Virginia SVP-Strategy & Change Manager Servicing and Default Drove operational excellence through leadership and ownership of major strategic business and regulatory initiatives and identification of emerging risks and implementing compliant focused operations. Leveraged expertise to manage $500M forecast and budget. Created staffing models down to the function level. Utilized analysis to identify key opportunities for process improvement to increase efficiencies and operational effectiveness. Managed Project Management, Operational Forecasting, Budgeting, and Staffing Analysis, and Change Management teams; total department more than 40 teammates. Created an accounting and operational process for making payments to borrowers identified in the Independent Foreclosure Review(IFR) and National Mortgage Settlement, a $650M claim. The client centric approach to remediate potential regulatory violations under supervision of Federal Reserve Board and Office of the Comptroller of the Currency was the only process out of fourteen banks approved to remediate findings of the IFR. Led the Board of Directors Reporting work stream for 2011 Consent Order. Built an operational FP&A team to create staffing models, forecasts and budgets, and analysis of key performance indicators to comply with specific consent order requirements. Implemented a standardized approach for communicating results of forecasts to ensure resource availability, i.e. space planning, HR recruiting, etc. Developed Quality Assurance programs throughout the line of business and integrated results in to a performance based incentive plan and transparent scorecards. Identified trends, root cause issues and delivered plans to correct issues resulting in more than a 25% decrease in compensatory fee assessments. Created a Client Resolution department. Utilized tool with customization to track, report and benchmark performance which enabled analysis and trending to fix core servicing issues. Received FRB approval of plan and met 6 week stand up goal and under budget by 15%. Executed more than 90 Lean ideas resulting in $2.7M dollars of savings within first quarter rollout. Led team that created, tracked and delivered training on new initiative:“ Lean Ideas Fueled by Teammates”(LIFT), a Lean Six Sigma initiative deployed to empower 1, 500 teammates to identify process improvements.

Strategic Finance Officer

Finance Officer Functioned as the finance director managing the budget and forecasting of more than $250M for Default, Credit Risk, Portfolio, MSR and Repurchase departments within SunTrust Mortgage Company. Acted as liaison between operations and bank executives, providing objective views of financial performance and knowledge of operations. Budgeted and forecasted for multiple lines of business. Created reporting to indicate performance in a monthly results review and analyzed performance against key performance indicators to ensure expense growth was in-line with volumes, communicated results and recommended actions to correct course. Deployed the accounting process for HAMP payments from the U.S. Treasury department and created a reconciliation process. Ensured bank was in compliance with reporting requirements. Delivered cost-benefit analysis support for contracts and strategic initiatives.


LandAmerica Financial Group
Richmond, Virginia VP-Corporate Performance Business Partner-Commercial Title Insurance Channel Functioned as the finance director for the Commercial Division including International operations, a total of greater than $500M annual revenue, through a complete understanding of its business, process and strategy. As member of the commercial executive team provided strategic direction, market share analysis and financial interpretation in order to achieve consistent high margins and market growth. Developed and maintained financial analysis, key performance indicators and benchmark performance analysis. Built a forecast model achieving 95% accuracy. Developed a Market Share Analysis report utilizing competitor statutory reporting. Helped the sales team utilize report in creating strategic plans which increased share by more than 10% in the commercial market over a two year period. Created stretch budget goals and provided guidelines and assistance to aid operations budget for more than 150 cost centers. Made recommendations for under-performing offices by developing an in-depth study of the problems facing these offices by utilizing analysis of revenue trends, margins, expense ratios, customer mix and market competition and customer penetration, creating a stable operating margin of at least 20% for a three year period. Managed incentive calculations, accruals and payments for more than 50 managers and office pools.

Area Controller-Commercial

Area Controller-Commercial Title Insurance Channel Functioned as the area controller West coast, East coast, and International operations. Hand-picked to run company-wide project changing how the company accounted for national transactions. Managed a company-wide project aimed at eliminating a“ shadow dollar” accounting method revenue recognition on national transactions. This project resulted in the clarification of operating margins by business unit and supported a focus on local sales growth while adhering to strict regulatory guidelines. Achieved success by facilitating business decisions and identifying and assessing risks; developed business requirements for change to five operating and accounting systems; generated the recalculation of incentive plans and analysis regarding the impact on individual branch operations, goals and budgets. Provided accounting support to Commercial and International operations and delivered accurate, complete and timely financials. Managed the currency conversion for financial statements on International operations. Developed tools for SVPs to provide monthly operating results, period-over-period comparisons, key performance indicators and financial performance comparisons for each branch; led integration of foreign branch operations and acquisitions into commercial services operating systems.

Analyst-Mergers and Acquisition

Senior Strategic
Analyst-Mergers and Acquisition Responsible for acquisition valuation of over 20 companies using ROI or IRR calculations while analyzing market position and performing due diligence to determine if acquisition was aligned with corporate strategy. Developed break-even analysis, customer and product profitability, financial forecasting and margin improvement plans for start-up businesses. Provided pro-forma financial statements with documented assumptions to determine ROI and NPV of potential acquisitions. Worked closely with accounting and IT teams to integrate acquired businesses.



Iowa State University SunTrust University


Virginia Commonwealth University Old Dominion University

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