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Name: Heidi Frantz
Last Updated: 2019-07-22
Phone #: 7346732149
Address: 5052 Sunburst Lane
Charlotte, NC 28213
Heidi Landers Frantz
Address: 5052 Sunburst Lane, Charlotte, North Carolina 28213
Phone: 734.673.2149

Financial Analyst

Qualifications Profile

Goal-driven and analytical professional with extensive experience in examining financial data to support companies and senior leadership in making sound business decisions. Recognized for over 15 years of expertise in

conducting top-notch financial analysis and investigations that resulted in millions of dollars in savings. Well-versed in creating financial forecasts and models, managing deadline-driven projects, and delivering results

within schedule. Equipped with articulate communication and interpersonal skills in building positive work relationships with professionals at all organizational levels.

Areas of Expertise

Financial Planning and Analysis (FP&A)
Quantitative and Qualitative Analysis
Fraud Investigations
Financial Accounting
Account Reconciliation
Data Collection and Analysis

Professional Experience

RoundPoint Mortgage Servicing, Inc., Charlotte, NC
Workforce Data Analyst Feb 2017–Nov 2017
Generated call center reports to drive daily, weekly, and monthly production
Developed analysis on call activity, routing, dropped calls, and mis-routing data for presentation to leadership teams to boost call center production
Used in-house applications and SQL for end-to-end reporting and presentation to senior leadership on overall results
Played a major role in determining reasons for excessive calls regarding specific mortgage issues, and offered innovative solution to executive management on potential resolutions

Accountant Aug 2014–Feb 2017
Took charge of recording and evaluating financial transactions by department, as well as reviewing account information to identify discrepancies and prepare liability account entries
Initiated journal entries and month-end reporting for accounts payable and accounts receivable areas
Handled monthly corporate credit card expenses for entire senior and executive leadership as legitimate business costs, while resolving accounts through reconciliations and month-end journal entries

Financial Analyst Jan 2014–Aug 2014
Rendered financial tracking and maintenance assistance to managers, which included reviewing financial data for decision-making activities, as well as evaluating results, monitoring variances, and determining trends to

improve financial status
Contributed strategic insights to investment decisions by keenly evaluating financial information to forecast business, industry, or economic conditions
Conducted financial forecasting, reporting, and operational metrics monitoring
Examined past results, initiated variance analysis, and offered recommendations for improvements
Assessed financial performance by comparing and assessing actual results with forecasts and plans

Wells Fargo, Charlotte, NC
Cash Management Analyst, Commercial Loan Servicing Feb 2012– Jul 2014
Processed more than 900 commercial single tenant loans monthly, along with monthly loan payments and any miscellaneous fees owed to the company
Investigated various issues for borrowers, such as missing and unidentified payments applied to the loans
Maintained adherence to Cash Management Agreement documents in disbursing suspense account funds from tenant rents to borrower

ACN Inc., Concord, NC
Senior Financial Analyst, Global Commissions Aug 2006– Dec 2009
Provided leadership in analyzing commissions and bonus payments to over 7,000 independent representatives across the globe
Researched all suspected cases of fraud and recovered fraudulent payments
Spearheaded quality assurance activities for all North American representatives’ commission-acquired bonuses (CABs) and commission payments
Initiated monthly accruals for CABs and commissions, month-end journal postings and reconciliations, as well as weekly and monthly global CABs and commissions metrics reports for submission to founders and executives
Led the investigation of representatives and identified fraudulent activities, which saved the company several millions of dollars
Identified and resolved an issue with account and verified that the provider was short paying on commissions, resulting in retrieving more than $2M from the company’s wireless provider in one month
Developed and executed qualification requirements for representatives, which mitigated the instances of company paying undeserved bonuses

Earlier Career

IBM (Visteon), Ypsilanti, MI
Collections Specialist Jul 2004–Aug 2006

Quicken Loans, Livonia, MI
Client Relationship Representative Aug 2002–Jun 2004


Master of Science in Finance Pursued, Nov 2013
Purdue University Global, Davenport, IA

Bachelor of Arts in Business Management, May 2011
University of Phoenix, Livonia, MI

Technical Skills

Microsoft Office Applications (Word, Excel, Access, PowerPoint) • SAP • PeopleSoft • Business Objects • QuickBooks
ARCollect • Peachtree • Visual AccountMate • Everest • VIP • Five9 • MicroStrategy • NICE IEX • SBX • Microsoft Dynamics
Microsoft Dynamics Great Plains • Microsoft Windows

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