CYNTHIA CONKLIN

Contractor for the U.S. Small Business Administration (SBA)

• Process loans to assist small businesses nationwide in response to COVID related financial impact.
• Review an assigned portfolio of loan applications. Determine if eligibility criteria are met.
• Apply accepted financial procedures to analyze financial resources and ascertain applicant’s repayment ability.
• Analyze, research, and assess validity of documentation submitted. Document and communicate findings.
• Communicate with applicants to further obtain information for eligibility and necessary documentation.
• Ensure all loan processing requirements are complete and submit a decision on each loan application.

Post funding:

• Review loan files and perform follow up on outstanding compliance documentation.
• Communicate with borrowers and explain documentation and requirements.
• Review submitted documentation and determine if compliance criteria are met and satisfied.
• Assist borrowers in reviewing their loan requirements to help ensure repayment of loan & provide good customer service.

• Oversaw daily business operations. Developed and implemented strategies for efficiencies and to achieve goals.
• Initiated and maintained business communications and relations with clients, vendors and contracting parties.
• Recorded financial activity into QuickBooks and maintained documentation.
• Managed finances and investments. Reconciled accounts and performed analysis of results.
• Performed monthly compliance reviews. Ensured adherence to contractual provisions.
• Provided administrative assistance to CEO. Prepared applications for credentialing. Applied for and maintained all medical licenses, DEAs and CSCs. Coordinated scheduling for shifts. Booked travel for job engagements.

• Oversaw all phases of financial software implementation for multiple projects simultaneously.
• Managed scope, risk, time and cost to meet commitments to clients, acquiring necessary resources to meet project needs and stay within budget expectations.
• Proactively worked to resolve issues in a timely manner; ensuring adherence to project timeline.
• Responsible for client relations and guidance. Conducted regularly scheduled conference calls/status meetings with clients and prepared accompanying documentation with project Status Reports.
• Created, maintained and managed deliverables including a Communication Plan, Statement of Work, Risk Plan, Risk and Issues Log, Status Reports, Project Plan and Project Schedule. Conducted project Kickoff Presentations to introduce and outline project to stakeholders.
• Maintained documentation of all project activity. Worked closely with and coordinated the entire team involved in the implementation process; fostered cooperation among client stakeholders and internal departments at Tyler Technologies to ensure successful completion of the project.

• Provided analytical services centered on review and evaluation to assist in decision making.
• Created marketing material and campaigns including representing client at promotional events.
• Creative force in website redesign and client communications to customers.

• Conducted research in potential markets for expansion of business. Prepared profiles on potential acquisitions.
• Prepared and presented reports used in making business decisions to upper management.
• Compiled and analyzed data on state profitability, past and present history of losses including frequency and severity of claims, competitor analysis, class code and pricing analysis detailing components of profit margins.

• Received daily trades and recorded daily investment activity into investment accounting system to provide accurate portfolio performance.
• Reconciled company records with custodian bank and portfolio managers; resolved differences.
• Closed company books on a monthly basis for Investments.

• Responsible to build and maintain firm relations with member firms from an accounting standpoint.
• Analyzed member firms’ financials to ensure proper accounting and compliance with terms of NFP deal.
• Involved in cash management of earnings submitted by member firms used to fund new acquisitions.
• Evaluated performance of member firms and prepared quarterly Statements of Standing.

• Coordinated and conducted reviews of accounting and financial records of HBO’s affiliated cable companies from a credit, billing, legal, sales and audit standpoint.
• Ensured that affiliated cable companies were in compliance with all relevant contractual provisions.
• Responsible for building and maintaining relationships with HBO’s affiliated cable companies.

• Prepared Annual and Semi-Annual reports for various mutual funds.
• Estimated expense budgets and performed monthly accrual analysis of expenses.
• Assisted in the preparation of annual tax returns and associated work papers. Assisted in the annual audits.

• Performed calculations and verifications for fixed income funds, consisting of Collateralized Mortgage Obligations, Treasury Notes, Municipal Bonds and Mortgage-backed securities.
• Prepared daily cash flows/availability for portfolio managers and traders and reconciled positions with custodian bank. Analyzed expenses and prepared monthly reconciliations and schedules.
• Calculated Net Asset Value, and daily expenses including distribution, management and SEC fees.