Nicholas Ward

FP&A lead for $150MM / 7% of the Operations budget:

• Annual planning, monthly forecasting & bi-monthly 2 year forecasting
• Month end close oversight including journal entries, accruals & variance explanations
• Monthly presentations on results & forecast changes to executive leadership teams
• Lead the financial integration of Union Bank merger of $151MM or 1,000 FTE into Operations
• Created a tool to automate our financial change process
• Put together a 5-year strategic forecast for our $2.0B Operations budget for our CEO in waiting
• Various other core finance responsibilities & ad hoc requests

Finance liaison for level 3 management of our Operations Transformation & Enablement team, a new business line established in October 2023

• Finance support for all cost reduction, cost avoidance & capacity creating initiatives across our Operations $2.0B budget

Finance liaison for level 4 management of our Branch Operations team:

• Created & maintained 3 capacity planning models spanning ~370 FTE
• Manage, track & report on projects that are creating capacity & efficiencies for our Branch Banking staff

• 2020 Legends of Possible Award for top performance
• Responsible for all core FP&A responsibilities listed above
• Finance support for four our Default Management business lines including: Collections, Foreclosure, Bankruptcy, REO, Special Asset Servicing, Repossessions and Recovery

• Review month end financial statements with variance explanations
• Assist in preparation of annual budget and quarterly forecasts
• Create weekly sales reporting including revenue and backlog analysis
• Provide support to Australia and United Kingdom operations with various reporting and analysis
• Compile monthly commission reports
• Support ad hoc projects and provide analysis and recommendations based on findings

• 16 direct reports, 32 team members
• Oversaw the accounts receivables for 34% of company revenue
• Served as a key point of contact for 500+ strategic accounts
• Projected results on a monthly and quarterly basis
• Collaborated across departments to maximize efficiency
• Created a training program for 22 new team members in a migration
• Created and distributed reports for Controllers, Directors, VPOs, CFO, President
• Made strategic decisions on bad debt

Strategic Accounts Receivable Specialist June 2014-June 2015

• Managed portfolio of 66 strategic accounts
• Oversaw accounts receivables of $5 million+ invoices
• Created and updated detailed weekly management reports
• Solved service and billing issues for customers

Accounts Receivable Specialist February 2014-June 2014

• Managed receivables for 1,000+ Tampa Bay, Florida accounts
• Lead weekly conference calls with field team
• Made 40+ daily phone calls to balance customer accounts
• Ranked 3rd in contacts, quality and results out of 100+ team members