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Macy
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Competencies
Demonstrated experience with VBA.
Demonstrated experience with Power Query.
Demonstrated experience with Smart View.
Demonstrated experience with Power Automate.
Demonstrated experience with SQL.
Education
Summary
Professional profile
Experience
Financial Controls Analyst
Draft, review, and update SOX process narratives and control descriptions to ensure alignment with current processes, ownership changes, and regulatory requirements. Map SOX controls to 10-Q and 10-K line items across Hilltop Holdings, PlainsCapital Bank, PrimeLending, and Hilltop Securities. Coordinate walkthroughs with internal teams and external auditors to support control validation and assumption changes
Financial Leadership Development Program (FLDP)
Supported preparation and review of SEC filings and regulatory reports for Hilltop Holdings and subsidiaries. Compiled and validated financial data for quarterly (10-Q) and annual (10-K) filings, coordinating with accounting, legal, and financial reporting teams to meet filing deadlines. Performed branch audits evaluating compliance with internal policies, regulatory requirements, and operational controls across PlainsCapital Bank locations. Assisted with loan operations audits, reviewing loan documentation and underwriting procedures to assess adherence to lending policies and identify control gaps. Assisted in the development of the 2026 annual forecast and operating budget, working with department heads to gather assumptions, analyze trends, and build supporting schedules. Conducted variance analysis comparing actuals to budget and prior-year results to identify key drivers and support management decision-making