Experience

CPRS

• United States
• Accounting
• 1 - 100 Employee

• Auditor

  • Sep 2009 - Present

  General Auditor for privately held firm. Key clients include Costco. General Auditor for privately held firm. Key clients include Costco.



WaMu

• 1 - 100 Employee

• Asset/Liability Manager - Home Loans, Treasury

  • Jan 2006 - Apr 2009

  Manage Treasury’s relationship with the Home Loans Group. Provide guidance on portfolio loan pricing, prepayment assumptions, and fund transfer pricing. Manage Group’s exposure to market interest rates – maximizing net interest income while reducing volatility. • Implemented internal prepayment models into QRM ALM software ensuring that all mortgage modeling systems utilized consistent assumptions throughout the organization. • Drove the Home Loans short range forecasting process from a shallow high level reporting exercise into a dynamic multi-leveled reporting process. Reduced planning cycle from twelve to five days. Show less

• Simulation Manager, Treasury - Asset/Liability Management Group

  • Jan 2004 - Dec 2006

  Responsible for modeling net interest income under multiple interest rate scenarios. Reported results to the A/L Management Committee and Board of Directors for inclusion in the 10-K and 10-Q. Calculated and forecasted key capital ratios under different scenarios in order to optimize capital structure.• Developed external capital model to forecast dividends and subordinated debt requirements. Provided Execution Team with information which allowed them to schedule funding two years into the future. • Prepared capital ratio forecasts with such accuracy that they were published in the Directors Package. Forecasts were always within 10 basis points of actuals. Show less

• Asset / Liability Manager, Treasury - Asset/Liability Management Group

  • Jan 1997 - Dec 2003

  Hired and managed staff in various A/L Management functions including Strategic Business Planning, Portfolio Valuation, TB-13a Report, and 10-K submissions.• Led implementation of Radar ALM System on time and under budget. Received favorable reviews from all key regulatory agencies. • Participated in valuation of potential business and property acquisitions.• Developed highly skilled finance professionals who have expanded their careers throughout Washington Mutual and various other institutions. Show less

• Senior ALM Analyst - Asset/Liability Management Group

  • Jan 1994 - Dec 1996

  Responsible for all regulatory interest rate risk analysis.• Pre-acquisition analysis for Summit Savings, Olympus Capital, Enterprise Bank, Western Bank, & Utah Federal. Integrated all acquisitions into the Washington Mutual interest rate risk management process.

• ALM Analyst, Portfolio Management

  • Nov 1991 - Dec 1993

  Began A/L Management career. Prepared market value and interest rate gap reports along with balance sheet forecasts and Annual Plan for Board and examiners.

• Portfolio Analyst / Trader, Treasury – Funding Desk

  • Jan 1989 - Nov 1991

  Managed overnight cash position. Traded Fed Funds, short-term borrowings, and derivatives. • Replaced all FHLB funding with other wholesale and retail funding to facilitate FHLB membership withdrawal.