Andrew Sekora

Chief Investment Officer @Independence Bank

Financial AnalystAccountantAuditorC-level ExecutiveInvestment OfficerConsultingCFOFinanceBanking OperationsData Entry SpecialistData EntryBusiness AnalystTyping Specialist

I am a Certified Public Accountant with extensive experience in financial management, auditing, and risk advisory services. Throughout my career, I have held leadership roles such as Chief Financial Officer at a small community bank in Monta and Senior Manager at Wipfli LLP, where I specialized in guiding organizations through complex financial processes. Currently I am the Chief Investment Officer and Vice President of Strategic Initiatives. In this role I oversee the investment portfolio held by our institution and handle special projects related to growth, M&A, and other strategic initiatives. My expertise includes GAAP compliance, FDICIA and SOX reporting, CECL implementation, M&A analysis, Investment Portfolio structuring and management, and preparing regulatory filings like Call Reports. I have a strong background in developing strategic financial analyses, managing asset-liability committees, and delivering data-driven insights to support business growth. With a deep understanding of the financial services industry and a proven ability to navigate competitive landscapes, I bring both technical acumen and strategic leadership to help organizations achieve their goals.

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Work Background

Chief Investment Officer/VP of Strategic Initiatives

Independence BankChief Investment Officer/VP of Strategic Initiatives

Jun. 2024Helena, Montana, United States

Senior Manager

Wipfli LLPSenior Manager

May. 2015 - Mar. 2024Helena, MT*Provide risk advisory services and audits for financial institutions throughout the western United States.

Senior Associate

Brady, Martz & Associates, P.C.Senior Associate

Nov. 2013 - Apr. 2015Bismarck, North Dakota*Provide audit and attestation services for a myriad of clients, including but not limited to, nonprofit organizations, local governments, healthcare, and electric cooperatives. *Prepare various income tax returns for individuals, corporations, and partnerships. *Plan and perform single audits for nonprofit organizations, educational institutions, state agencies, healthcare, and electric cooperatives.

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