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Years of experience: 25
💼 C-level ExecutiveCFO🏦 Finance
Trust Score
Exceptionally trusted; proven professional excellence.
Jason's Career Path
Sep. 2014 -Present
On Par CFOFractional CFO
Irvine, 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 f...
Jan. 2012 -Jul. 2014
Patriots Federal Credit UnionChief Financial Officer
Aliso 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.
➢ Impleme...
Jun. 2006 -Dec. 2011
SchoolsFirst Federal Credit UnionSr Treasury Analyst
Tustin, 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 Accomplishmen...