Kerry Allen

Experience

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  American Savings Bank

  Jan 1994 - Jan 1998

  Investor Reporting Manager
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  JPMorgan Chase

  Jul 1998 - Nov 2009

  Managed bank operations and accounting team with staff levels as high as 300 FTE and annual budgets as high as $20MM. Responsible for accounting policies and procedures for 250+ general ledger accounts. Reviewed and approved GL account reconciliations each month along with aging schedules and trend analysis reports. Assessed both the design and operating effectiveness of internal controls and performed tests (SOX). Identified Key Risk Indicators (KRIs) and created management reports to ensure compliance. Provided back office support for reconciliation, research and cash management to 2,500+ Financial Centers. Operational functions varied over the years and included: General Ledger Reconciliation, Cash Operations (forecasting and variance analysis), Transit Checks, Settlement Operations, Check Adjustments, Teller Differences, Consumer Loan Accounting, Customer Research, Backup withholding tax forms, and Compliance Servicing. Show less Managed staff of 70+ FTE who were responsible for Bank Operations functions including: Branch Cash, Checks, Official Checks, Research, General Ledger reconcilation, system balancing, etc. * Designed cash reconciliation process for vendor serviced branches, which resulted in 100% accountability for all customer cash* Implemented a Productivity Tracking System and various process improvments resulting in a 40% FTE savings within a 1 year period. Reductions were realized through attrition and/or redirected to other functions as additional functions transitioned to our site.* Successfully transitioned staff of 250 from Southern California to Stockton, California to create a new Loss Management Unit Show less

  • Sr Site Manager, First Vice President, Bank Operations, FC Reconciliation

    Apr 2004 - Nov 2009

  • Section Manager, Vice President

    Feb 1999 - Apr 2004

  • Transaction Control Manager, Assistant Vice President

    Jul 1998 - Feb 1999
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  KDA Financial Services Consulting

  Jan 2010 - Jul 2013

  Management and Operations Consultant

  Currently contracted with Commercial Loan Servicer to assist with system conversion and post-conversion operationsPreviously contracted by large bank in England to assist with general ledger remediation efforts following a loan servicing system conversion

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  Bank of the West

  Jul 2013 - now

  • Sr Accounting Operations Manager, SVP

    Mar 2019 - now

  • Sr Accounting Operations Manager, VP

    Jul 2013 - now