Jonathan McDaniel
Placentia
Summary
Detail-oriented project manager with 10 years of hands-on experience coordinating audit activities and reviewing and compiling financial data. Self-motivated professional comfortable taking initiative. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Willingness to take on added responsibilities to meet team goals. Strong written and verbal communication.
Overview
13
13
years of professional experience
Work History
Regulatory Exam & Audit Coordinator
U.S. Bank
08.2013 - Current
- Conducted financial, operational and compliance audits.
- Supported internal, investor and regulatory audits with expert assistance and coordination.
- Presented results of audits to senior site and division management.
- Analyzed data across large sets against designed controls and processes.
- Prepared working papers, reports and supporting documentation for audit findings.
- Coordinated, managed and implemented auditing projects and prepared for evaluation.
- Facilitated financial and operational audits, working with internal, and external managers to communicate recommendations or issues surrounding audits.
- Performed strategic planning, execution and finalization of audits.
- Followed up to assess and report corrective action completion or progress.
- Consulted decision-makers to gather information and, resolve audit-related problems.
- Consulted clients on internal control systems development and audit program improvements.
- Maintained professional knowledge by attending 4-6 risk management and industry workshops annually.
Change Control Analyst
Robert Half Finance & Accounting
09.2012 - 08.2013
- Participated in high-level change management strategic planning, incorporating input from stakeholders, internal support staff and external factors.
- Developed and delivered change management support documentation and manuals.
- Assessed cross-functional risks and sustainability of proposed operational changes.
- Identified and communicated potential risks associated with proposed changes, illustrating possible remedial and preventatives measures.
- Orchestrated cross-functional meetings to coordinate change management strategy implementation across divisional leadership roles.
- Created and optimized records management strategies to coordinate and protect information.
Branch Operations Supervisor
JP Morgan Chase
06.2010 - 09.2012
- Led and conducted reviews of branch policies and procedures for compliance.
- Reconciled general ledger accounts directly related to operations.
- Assessed employee performance and developed improvement plans.
- Coordinated engagements with outside vendors and assisted with data gathering for auditors, actuaries and consultants.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Complied with regulatory guidelines and requirements.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Resolved various issues impacting sales management and business operations.
- Maintained friendly and professional customer interactions.
Education
Bachelor of Arts - Business Economics
University of California, Irvine
Irvine, CA06.2010
Skills
- Reports and Documentation
- Oral Presentations
- Report on Findings
- Cash Analysis
- Collect Data
- Effective and Professional Communication
- Social Perceptiveness
- Critical Thinking and Analysis
- Typing and 10-Key Entry
- Business Operations Analysis
- Document Recordkeeping
- Goal Development
- Auditing and Attestation
- Risk Mitigation Strategies
- Microsoft Office
- Strategic Execution
- Validation of Discrepancies
- Reading Comprehension
- Correspondence Writing
- Team Engagement
- Evidence Gathering
- Administrative Support
Timeline
Regulatory Exam & Audit Coordinator
U.S. Bank
08.2013 - Current
Change Control Analyst
Robert Half Finance & Accounting
09.2012 - 08.2013
Branch Operations Supervisor
JP Morgan Chase
06.2010 - 09.2012
Bachelor of Arts - Business Economics
University of California, Irvine
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