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Accomplished finance professional with over 25 years of managerial, operational and transactional experience in financial services and manufacturing industries. Keen analytic and problem solving skills, breadth and depth of experience and an exceptional work ethic enable me to be a valued contributor to your team.  Areas of expertise and experience include:

Financial Planning & Analysis | Budgeting & Forecasting | Mergers & Acquisitions | Corporate Valuation | Capital Raising | Interest Rate Risk Management | Start-up Operations | Business Intelligence | Capital Budgeting | Strategic Analysis | Quantitative Analysis | Financial Modeling | Financial Reporting | C-level Presentation Design & Delivery 

Work experience

Dec 2007Feb 2015

Senior Financial Analyst


Oversee all aspects of annual planning process and other financial projects and initiatives as key member of Financial, Planning and Analysis team. Responsibilities and accomplishments include: 


Corporate Valuation Analysis  |  Financial Reporting  |  Budgeting & Variance Analysis | Sales Analytics & Forecasting  |  Cash Flow Forecasting |  ESOP Training | Ad Hoc Analysis


Developed Rolling Forecast Strategy | Automated Managerial Reporting  | Completed Driver-based Forecasting RFP |  Managed ESOP Valuations

Sep 2003Nov 2007

Lead Organizer

BankBlackwell, IO

Lead organizer and CEO-Designate for first minority financial institution to obtain Internet Bank charter.  Responsibilities and accomplishments included: 


 Drafted Regulatory Applications  |  Raised Capital |  Wrote Business Plan | Recruited Board 


  Raised $2.5M in start-up capital | Ensured OTS & FDIC Approval

Apr 1995Sep 2003

Chief Financial Officer


CFO of leading Community Financial Institution with national operations and over $500 million in assets.


ALCO Management  | Loan Loss Reserve Analysis | Completed Call Reports | Mergers, & Acquisitions  |  Bank Conversions & Integrations  |  IT Leader | Board Reporting  |  Member of Audit Committee


Completed three acquisitions in 4 years |  Oversaw Hostile Takeover Attempt | Raised $8.0M To Recapitalize Bank | Grew bank from $50M to $500M


Sep 1984Jun 1986


William E. Simon Graduate School of Business Administration

Finance and Corporate Accounting

Sep 1981Jun 1984


University of Rochester


Technical Skills

Microsoft Excel and Other Office Applications.
Microsoft Excel practitioner with experience in financial modeling, pivot tables, visual basic, user defined functions, consolidation.    Strong PowerPoint & Word skills.
HYPERION & SmartView
Strong track record for leveraging SmartView in financial modeling, automated reporting and automated templates.  Utilized Hyperion Planning in annual planning process and forecasting.
Database Technologies
Knowledge of numerous database technologies including SQL queries, data modeling, Oracle, MongoDB and MS query.
Self taught programming skills in the following languages: Ruby on Rails, Javascript and Visual Basic.