Gregory Incollingo

Experience

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  Software Design Concepts

  Sept 1996 - Apr 1998

  Associate Staff Consultant

  • Performed business analysis on numerous projects in the financial services industry. Interviewed a range of senior managers and end-users to understand and document business requirements. • Documented business process flows, business requirements, and functional design specifications for an accounting system conversion and a 401K processing application.• Assigned to projects where many of the phases involved independent work. Able to complete work and accomplish goals with little supervision. Show less

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  Bank of America

  Sept 1998 - Jun 2004

  Sr. Data Analyst

  Sep. 1998 – Jun. 2004 Financial Information Manager (4/02– Present) – Finance and Accounting • Managed a staff of three professionals responsible for data analytics, financial reporting, communication, and application design and development• Developed a Portfolio Metrics and Profitability reporting application in SAS and Excel to support the due diligence reporting and analytical needs for portfolio acquisitions and divestitures• Served as the data and information advisor for several company wide strategic imperatives and communicated complex data issues to a broad group of managers and analysts Data Analyst (11/00 – 4/02) – Treasury and Finance • Developed an Asset Liability Management reporting application which was used to provide information for portfolio funding decisions as well as standard monthly portfolio reporting• Developed a Treasury Data Mart that served as a primary data repository for standard and ad-hoc reporting within the Finance and Accounting Dept• Worked with departments throughout the company to perform data analysis and reporting and build key business relationships Business Analyst (9/98 – 11/00) - Securitization Accounting • Provided support for all systems used by the Securitization Servicing Group including the securitization servicing system and an accounting sub-ledger system• Supported a group of financial analysts in the Securitization department in the monthly accounting close process and with ad-hoc report requests Show less

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  Barclays

  Jun 2004 - Mar 2005

  Senior Credit Analyst

  Jun. 2004 – Mar. 2005 Credit Analyst – Credit & Risk Management • Designed and developed an Asset Quality Book reporting application in SAS and Access which was used to support the monthly reporting and analytic requirements for Credit & Risk Management Department.• Implementing this application automated a manually intensive process and reduced the monthly production cycle from several weeks to less than four hours.

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  Automated Financial Systems, Inc. (AFS)

  Mar 2005 - Sept 2007

  Sr. Programmer/Analyst

  Mar. 2005 – Sep. 2007 Senior Programmer/Analyst – Decision Solutions & Services Group• Designed and developed a Revenue Enhancement Measurement and Tracking application in SAS and Microsoft Analysis Services to provide an automated means to measure and track numerous revenue increase and cost savings initiatives • Primary features of the application include loading bank data into a series of SAS data sets, performing standard routines to clean and prepare the data, performing benefit measurement, and creating a set of fact and dimension tables used by the business intelligence workstation. • Implementing this application automated a labor intensive, manual process and reduced the monthly production cycle for each bank from several weeks to a few hours Show less

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  U.S. Bank

  Sept 2007 - now

  Risk Manager

  Oct. 2016 - Current Vice President, Risk Manager – Campaign Forecasting Group• Create net credit loss forecasts for acquisition campaign valuation process. Work with cross functional groups to review and track forecast accuracy.• Develop a holistic forecasting process to both minimize forecast segments and standardize the forecasting methodology for all lines of business. Sep. 2011 – Oct. 2016Vice President, Risk Manager – Acquisition Strategy Group• Developed automated credit underwriting strategies to optimize credit line assignments for new consumer credit card originations. • Built a sensitivity model to estimate the financial impact of different acquisition strategies across multiple risk groups on numerous populations.• Implemented and tracked numerous challenger strategies where each new strategy successfully attained the goal of reducing net credit loss rates and increasing receivables and risk adjusted margin.Sep. 2007 – Sep. 2011 Vice President, Senior Financial Manager – Yield Management Group• Managed revenue and cost savings portfolio initiatives including penalty pricing analytics and fee waiver programs.• Owned data content and production processing of an account level profitability database. Developed a thorough understanding of source data and cost allocation methodologies for each P&L line item.• Designed and built a standard monthly pricing and yield reporting package and presented it to senior management each month. Show less

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  Incollingo Tax & Bookkeeping, LLC

  Jan 2019 - now

  Owner

  Sole proprietor of a small tax & bookkeeping business. My firm contracts with small businesses to provide bookkeeping services using QuickBooks, annual tax preparation, and business insight reporting. We are dedicated to helping our clients run their business more efficiently and hit their profitability goals. Let us handle the financials so you can focus on growing the business you love.