Experience

• 

  Fremont Group

  • United States
  • Financial Services
  • 100 - 200 Employee

  • Vice President, Treasury Operations

    • Mar 2019 - Present

  • Manager, Financial Planning and Cash Management

    • Apr 2017 - Mar 2019

    Provide analytical support for senior management with emphasis on treasury management, forecasting, and foreign exchange risk management. Drive the monthly performance reporting and forecasting process. Coordinate the quarterly reporting of financial and operations results to the Board of Directors. Primary contributor to innovation efforts across teams. Provide coaching and training to other members of the Financial Operations team. Manage a multi-million-dollar portfolio of cash and cash equivalents, lead the firm’s fraud prevention efforts, and manage foreign currency exposure.

  • Senior Financial Analyst

    • Oct 2008 - Apr 2017

    Empowered effective decision making through financial modeling. Developed multi-dimensional forecasts, sensitivity and scenario analysis models, and portfolio performance reports which substantially impacted the decisions made by senior executives. Executed a complex project plan to convert, upload, and validate 26 years of historical data from a proprietary financial reporting system to Addepar, a cloud-based portfolio analysis system. Developed procedures, documentation, and reports to capitalize on Addepar's functionality. Participated in extensive research on clean technology and economic indicators.

  • Financial Analyst

    • Jul 2002 - Oct 2008

    Prepared quarterly financial reports for the board of directors which included performance reporting and forecasting for several of the firm’s business lines. Managed the firm’s foreign exchange hedging strategy to guard against losses from currency fluctuations. Managed and provided on-going training for the Cash Management team. Prepared presentation materials for the Chief Financial Officer. Designed a cash management system called “CMAP” and served as the project manager for its development and implementation.

  • Cash Management Analyst/Supervisor

    • Sep 1996 - Jul 2002

    Created and managed an in-house bank with over $100 million in assets. Provided banking and cash reporting services to multiple legal entities which allowed the organization to maximize interest earnings and increase operational efficiency while lowering bank fees. Served as project manager for a system conversion needed to support the in-house bank. This entailed determining the system requirements, creating a request for proposal (RFP) for software providers, and formulating a recommendation, and developing and executing a conversion plan. Developed new procedures for increasing efficiency, reducing errors, and improving controls. Wrote documentation and created a policy and procedure manual for cash management.

• 

  Heald College

  • Business Manager

    • Jul 1995 - Jul 1996

    Directly managed the financial aid, business office, and bookstore personnel. Monitored financial aid awarding to ensure regulatory compliance and that Federal SEOG awards were within budget. Provided entrance and exit counseling for student loan borrowers. Disbursed loan and grant proceeds to students, negotiated student payment plans and reconciled student accounts. Managed accounts payable and accounts receivable. Maintained the accounting records and handled the reporting of Cal Grant, Federal Pell Grant and Federal SEOG Awards

• 

  Biola University

  • Assistant Director of Financial Aid

    • Jun 1992 - Mar 1995

    Provided coaching to financial aid counselors. Managed the front office staff and a team of student workers. Oversaw the Perkins Loan program and carried a caseload of several hundred student aid applicants.