Requests
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Network Power<100 people
Roles
💸100%
Marketing
🔥66%
Startup Founder
✨66%
Business Owner
Geos
🇺🇸66%
United States
🇧🇪33%
Belgium
Work Background
On Par CFOFractional CFO
Sep. 2014Irvine, CAWith more than 20 years of professional experience in roles ranging from financial analyst to CFO, I focus on helping small to mid-sized businesses understand their own business from a financial perspective. I have extensive experience with financial modeling and forecasting. Some of my services include: Financial Statement Preparation
Financial & Management Reporting (KPI's/Dashboard)
Cash flow analysis and projections
Short and long-term strategic planning
Financial forecasting
Evaluation of new projects, markets, and lines of business
Evaluation of operational procedures to obtain optimal efficiency
Budget preparation and reconciliation
"What-if" scenario analysis
Customer/client profitability My goal is to partner with the owner/CEO to advise on all matters financial and strategic.
Patriots Federal Credit UnionChief Financial Officer
Jan. 2012 - Jul. 2014Aliso ViejoManage accounting group of three in month-end closing and financial statement creation. Ensure compliance with internal and regulatory policies. Report to the Board and CEO on the Asset/Liability risk position, trends and changes. Lead the annual budgeting process and monitoring of operational performance through variance analysis. Maintain the integrity of the financial statements.
➢ Implemented a GPS tracking system for high-risk loans, opening opportunities to realize increased loan volume ($1M per month), at higher yields (average yield of 17%) while minimizing risk.
➢ Streamlined month-end closing to reduce days to close from an average of 10 business days to 3 business days.
➢ Revamped the board reports with an appropriate layout for the financial statements as well as providing additional reports to help clarify the institution’s financial strength.
SchoolsFirst Federal Credit UnionSr Treasury Analyst
Jun. 2006 - Dec. 2011Tustin, CASenior Treasury Analyst: Play an integral role in managing $4.5B investment portfolio. Analyze metrics and ensure compliance with regulations and policies. Study implications of potential investments. Analyze creditworthiness of banking partners. Create monthly packages for CFO presentations to investment and asset / liability committees, professionally communicating status. Key Accomplishments:
• Created pricing models for credit cards, auto loans and mortgages, establishing risk-based pricing and enabling strategy to secure average 282 basis point gain over 12 months on mortgage loans.
• Cut time required to produce quarterly credit union peer performance reports from 2 days to 2 hours by creating Excel macros to automatically process extract data.
• Developed pro forma analyses to project marketing promotion profitability, taking into account a variety of factors, including volume, cost of funds, interest rates, charge-offs, pre-payments, etc.
• Created credit risk matrix tool to analyze creditworthiness of prospective bank note and CD investments, building in multiple customizable and static measures; tool was used in decision to exit significant CIT investment prior to that organization’s bankruptcy. • Received Service Excellence Award in recognition of outstanding performance and teamwork.
WescorpSr Analyst
Feb. 2003 - Jun. 2006San Dimas, CASenior Interest Rate Risk Analyst: Initially hired as an analyst, evaluating and correcting data received from client credit unions via Access queries and managing client executive relationships. Following promotion, uploaded data into QRM, updating assumptions and parameters in QRM model. Created senior consultant reports to enhance client communications. Key Accomplishments:
• Developed customizable data scrubbing tool in conjunction with programmer, saving nearly 3K hours per year in labor costs.
• Skillfully balanced multiple priorities, working additional hours to develop new system while managing daily analysis tasks.
Williams EnergyDerivatives Accountant
Jan. 2001 - Aug. 2002Tulsa, OKDerivatives Accountant: Reconciled bank statements, evaluating aged accounts and identifying potential receivables. Settled option premiums with trading counter-parties. Created invoices and recorded receivable or payable entries; developed cash flow reports for premiums. Settled forward and swap agreements on a monthly basis and documented activities. Key Accomplishments:
• Discovered $5M+ in uncollected net receivables, improving company cash flow.
• Gained valuable knowledge about derivative settlements and experience with Oracle accounting software, including documentation, invoicing and journal entry functions.
• Received (and accepted) full-time job offer after initial hire as a contract employee due to consistent quality of work.
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