Proactive, goal-oriented financial/accounting professional with extensive financial modeling experience. Expert in financial forecasting, analysis/reporting, continuous process improvement. Articulate communicator who effectively leads and mobilizes cross-functional teams to accomplish objectives, rapidly impact bottom-line performance, and drive corporate success.
KENDALL CONSULTING, Irvine, CA 03/14 – Present
Small business consulting firm offering bookkeeping, financial analysis and CFO services.
PATRIOTS FEDERAL CREDIT UNION, Aliso Viejo, CA 01/12 – 07/13
$85 million credit union serving U.S. military personnel and the greater Orange County area.
CHIEF FINANCIAL OFFICER
SCHOOLSFIRST FCU, Tustin, CA 06/06 – 12/11
Fifth largest credit union in the United States with over $10B in assets, offering financial services from checking and savings, mortgages and other loan products, insurance, and financial planning.
SENIOR TREASURY ANALYST
WESCORP, San Dimas, CA 02/03 – 06/06
Second largest corporate credit union in the U.S. providing payment service, liquidity, investments and ALM analysis for natural person credit union clients.
SENIOR INTEREST RATE RISK ANALYST
WILLIAMS ENERGY, MARKETING & TRADING, Tulsa, OK 01/01 – 08/02
Diversified energy company specializing in the transportation of oil and natural gas with a large presence in energy trading.
MASTER OF BUSINESS ADMINISTRATION, UNIVERSITY OF CALIFORNIA, Irvine, CA
BACHELOR OF ARTS, FINANCE, NORTHEASTERN STATE UNIVERSITY, Tulsa, OK
Software: Microsoft Suite (Excel, Word, Access, Outlook, PowerPoint), QuickBooks, ProfitStars, PrecisionLender, QRM, Bancware, Symitar, Tableau, Oracle, SQL
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