Experience

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  Amsouth bank

  Jan 2000 - May 2006

  Financial analyst

  * • Recipient of AmSouth’s Wealth Management Extra Mile Award. • Analytical research focusing on the rules, regulations, and industry issues affecting corporate accounting and securities and in turn providing appropriate guidance and policy revision to ensure compliance.• Analyzed and responded to directives issued by FASB, SEC, and other regulatory agencies.• Communicated with Investment Brokers and Transfer Agents concerning the transfer, registration, and receipt of securities and cash.• Responsible for researching, solving problems, clearing cash/asset exceptions, and balancing the Trust DDA and general ledger accounts.• Submitted weekly and monthly reports pertaining to productivity, the status of pending securities and cash, reconciled accounts, and cleared asset exceptions.• Produced and directed video presentations concerning Custody/Capital Markets/ART and its impact on Wealth Management. Show less

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  Regions bank

  May 2006 - Jul 2010

  Portfolio manager

  • Generated complex financial reports detailing projected forecasting for analytical, strategic, operational, and decision-making purposes.• Analyzed data from various sources to develop reports and create presentation materials for consultants, clients, and staff. • Created, updated, and managed a $1.5 Billion mutual fund asset modal utilizing advanced Excel functions synced with proprietary company software.• Served as a liaison for the Asset Allocation Committee and Investment Strategy Committee, providing pertinent information regarding asset allocation. • Successfully evaluated financial risk and valuation characteristics of mutual funds and indexes. • Routinely managed and monitored accounts, ensuring accurate rate return performance and adherence to compliance standards.• Developed, updated, and executed internal and external models to determine the risk/return factor of selected equity strategies.• Provided pertinent data about financial analysis to peer organizations and internal clients. • Created and maintained complex spreadsheets managing data associated with billion-dollar investment strategies. • Adhered to regulatory compliance and all established policies and procedures. Show less

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  Csx intermodal terminals, inc.

  Jul 2010 - now

  Operations manager

  • Collaborate with rail shippers, customers, suppliers, and other stakeholders to develop and implement plans and strategies for moving freight effectively across the company’s rail network. • Utilize business intelligence tools such as Tableau and Power BI to analyze and track data to identify trends and optimize the efficiency of operations.• Designed and developed visual dashboards that made performance data easily visible and digestible, leading to better business decisions. • Facilitate monthly meetings with senior staff, rail shippers, vendors, and other stakeholders to discuss performance, resolve disputes, identify new opportunities, and improve communications.• Generate, update, and present the terminal freight and performance data during monthly and weekly stakeholder meetings. • Evaluate and improve business processes that have resulted in efficient operations, cost savings, and a safer working environment.• Developed documentation of existing processes and improvements. Analyze changes and adjust workflow, schedules, or other methods as required.• Monitor workflow processes to maintain suitable systematic methods to maximize the workforce’s full potential.• Collaborate with internal and external stakeholders to identify quality improvement efforts to resolve service-related problems. • Analyze, research, and resolve issues submitted by internal and external customers and ensure the solution is aligned with corporate goals.• Maintain and continuously improve safety and operations by analyzing historical data to communicate trends and recommend critical business decisions to improve processes. Show less