1. BETH EMERSON, CPA
804 Acorn Drive • Sleepy Hollow, IL 60118 • 847-836-7372 • firstname.lastname@example.org
ACCOUNTING AND FINANCE LEADER
PRODUCTIVE AND DEDICATED MANAGER with recognized expertise in financial planning,
forecasting, budgeting, process improvement, staff development, operational procedures and project
Innovative strategist, ongoing review of processes, identifies efficiencies and implements expense
Strong professional work ethic; high level of integrity; positive can-do attitude.
Meticulous organizer effective in fast-paced environments, pays careful attention to details, and
consistently meets project deadlines.
Resourceful trouble shooter skilled in methodically evaluating issues and driving issue resolution.
Forward-thinking individual who adapts well to changing business priorities.
Mentoring leader who fosters a spirit of cooperation in team environments and carefully considers all
aspects of a situation.
Financial Forecasting & Analysis Financial Reporting Inter-company Billing
Unit Cost & Product Profitability Process Analysis & Reengineering Capacity Modeling
FTP, GLP, Essbase, TM1 Business & Data Analysis Activity Based Costing
Project Budget Setup & Management Operations Consolidation System Design & Conversion
HSBC CML Finance, Mettawa, IL 2012 - 2016
Manager, Financial Planning and Analysis
Identify and implement process and reporting enhancements to compliment the business strategy for the
Consumer and Mortgage Services division of HSBC. Core responsibilities include forecasting, reporting and
analysis, financial modeling and peer consultation regarding allocation and cost reporting.
Develop complex modeling and analysis to forecast and assess financial impacts for both federal and internal
economic scenarios supporting a $17 billion portfolio.
Implemented process improvements resulting in a 17% reduction in systemic cost structures, elimination of
non-value cost allocations and account consolidations.
Coordinated Intra-Regional departmental transfers ensuring financial reporting and forecasting requirements
are fulfilled without interruption.
Responsible for analysis and reporting of $200 million allocation cost base, bringing transparency and
accountability to intercompany billings.
HSBC Management Information and Analysis, Mettawa, IL 2010 - 2012
VP – North America Support Finance
Established a North American cost strategy, structure and reporting framework for cost base of $8 billion.
Migrated the North American Region to a Global business framework, developed financial reporting tools,
created a forum for best practice sharing, and provided strategic support through Executive management
2. consultation and dash-boarding.
Beth Emerson Page Two
Established the North American Technology Services and Global Function Finance Reporting business
model. Includes design and implementation of standardized reporting, coordination of departmental
transfers, socialization and implementation of corporate wide policy, training peer groups, reconciling differing
reporting submissions, plan submissions and coordination of reporting requirements with the Global
Headquarter Finance Department.
Introduced several process improvements to enhance the North American Cost Schedule reporting including
creation of centralized commentary process, acceleration of close cycle by four workdays, database
functionality enhancements and account validation improvements.
Successfully collaborated with various Controllership departments including Group Management Office, Bank
of Bermuda, Global Banking and Markets and HSBC Bank Canada to ensure accuracy of data and reporting.
Established the North American Cost Control forum sharing best practices and providing the communication
vehicle for results review.
HSBC Human Resources, Mettawa, IL 2008 - 2010
VP – Management Information and Analysis
Established the North American Human Resources Finance Team, consolidating financial results across three
countries and seven Business Units. Defined, documented and communicated the transformation of the function
from a decentralized finance group to a centralized team.
Implemented a Human Resource North America consumption based billing methodology. Ensured effective
communication by delivering presentation of service definitions, year-over-year financial results, and cost
Managed Human Resource operational budget of $147 million. Reduced direct costs by 30% over a two year
period and improved offshore penetration by over 20% during same timeframe.
Created and designed a five year strategic Target Operating Model. Acted as financial liaison for Human
Resource Relationship Managers and Operational Centers to quantify the cost benefit from centralization
Streamlined the month end close and reporting process by seven business days resulting in accurate and
timely data delivery to management. Consolidation of system sources from 12 to six and created a database
reporting repository effectively reducing reconciliation and reporting requirements.
Participated in human capital planning and centralized cost reduction initiatives. Capacity modeling and
service volumes were developed to support the shared services organization employee workforce.
HSBC Consumer Lending Division, Elmhurst, 1995 - 2008
VP – Financial and Capacity Management
Responsible for several administrative support functions, including budgeting, financial reporting, process and
financial audits, financial analysis, REO reporting, account reconciliation, capacity modeling and process re-
engineering / automation for six back-room processing centers staffed with over 3,700 employees.
Managed yearly operational budgets of up to $292 million, leading to year over year operating efficiency
reductions by managing a team of 10 plus analysts in multiple sites. In addition, responsible for a 15 person
accounts payable and reconciliation team.
Designed and maintained capacity models for Collections, Underwriting, Customer Service and Technology
functions. Implemented demand management and capacity management database for $40 million
Initiated process audits relating to financial transactions, diagnosed modifications and implemented process
enhancements. Acted as Internal Audit Liaison for Servicing Audits.
Identified and implemented $25 million annual fee opportunities on a variety of loan products.
3. B. S. in Accountancy • Northern Illinois University, DeKalb, IL
Certified Public Accountant