Alex Urmersbach Email & Phone Number

Los Angeles, Ca, Us

Raising institutional growth capital for lending platforms and private real estate firms.Consulting on financing growth strategy, readiness for institutional capital, EBITDA improvement, balance sheet optimization, securitizations, capital allocation, technology strategy and general business strategy to improve market share.

San Francisco, California, Us

Oversaw Finance, Accounting, and IT for an organization with a loan production of $4.5B. Focus areas:• Business growth via product expansion, margin management, market share growth, customer experience• Improved unit economics from process automation, lower funding costs, better customer experience• Performance management, effective capital allocation, long-term financing and balance sheet structure

Calabasas , Ca, Us

Ran day-to-day finance and accounting for an organization with a loan production of $2B:• Focused on improving the bottom line of the mortgage company and The Rama Fund via margin & cost management, pricing & revenue leakage analytics, funding cost and process automation. • Worked closely with the principals and the investors on strategic projects to improve data driven decision making, enhanced and expanded reporting, and better leveraging technology.

Paris, Île-De-France, Fr

Ran day-to-day accounting, financial planning, budgeting & forecasting, business analytics, reporting, payroll, taxes, treasury and related functions for a region with nearly $2B in revenue and 80k+ employees. In addition:• Worked closely with the global leadership team and the country heads on growth initiatives, capital allocation, financial and business strategies to deliver growth, improved economic returns, enhanced risk profile and more data-driven decision making. • Ran large projects to improve operational efficiency, embed finance in operations and foster customer-oriented delivery of finance services. Hands-on leadership in transformation and digitization of the finance departments.• Responsible for various finance teams in the US, Canada, UK, South Africa, and Philippines. • Member of the Global Top-30 Management Committee.

Las Vegas, Nevada, Us

Managed finance and accounting for an organization with 600+ associates and $1.5B production to achieve strategic growth objective; also:• Developed and executed growth and financial strategies, including new distribution channels, joint ventures, vertical partnerships, and product/ cost/productivity strategies. • Streamlined finance, accounting, treasury, payroll, and warehouse banking relations across four corporate brands to meet revenue, profitability, compensation, and cost targets.• Fostered strategic relations with external stakeholders, investors, and auditors and within the organization to assure seamless workflow. Key Contributions:• Efficiently managed the financial strategy of a mortgage bank with $100M+ in revenue• Turned warehouse banking results positive by reducing financing costs by 1.50%• Enhanced business performance by introducing ROI measures and companywide KPIs

Sherman Oaks, Ca, Us

Was responsible for financial operations for the distributed retail network with 1,000+ loan officers with $9B mortgage production. • Devised financial models, formulated financial plans, and articulated reasonable budgets to assure profitability of business operations. • Examined business financial conditions through comprehensive analysis, prepared easy-to-view reports based upon research findings and discussed operational issues with corporate executives for prompt resolution.Key Contributions:• Augmented sales force effectiveness and amended product pricing strategies, including organizational realignments, margin management, commission policies, and competitive positioning strategies• Curtailed $3M operational cost by implementing strategic initiatives, such as reducing management layers and integrating loan-level profitability analytics• Updated executives on financial status by publishing accurate profit and loss statements for 130+ business units.

Charlotte, Nc, Us

Headed business, financial, and strategic planning activities for a division with 250 employees in the U.S. and India:• Played a pivotal role in the effective management of division’s headcount and cost structure, while linking compensation plans with corporate strategic objectives. • Spearheaded various large-scale post-acquisition technology projects ensuring completion and delivery of projects within agreed time, budget, and quality frameworks Key Contributions:• Oversaw $30M and $20M operating and technology budgets respectively and controlled additional expenditures to meet anticipated targets. • Attained $3M in technology savings that amplified business effectiveness.• Efficiently sustained a budget variance below 2% for three years of a $50M expense budget.

Charlotte, Nc, Us

Implemented corporate-wide growth, diversification and cost strategies. Developed multi-year strategic plans. Automated strategic planning reporting. Modeled value of proposed strategies. Measured strategy implementation via balanced scorecards and KPI.

Overland Park, Ks, Us

Culver City, Ca, Us

Frankfurt Am Main, Hessen, De

Mba, Strategy, Finance, International Business

Cfo Training, Finance

Lean Six Sigma Green Belt Training

Mba, Banking, International Management

Ba, Business Administration