Alex Urmersbach

Alex Urmersbach Email and Phone Number

Chief Financial Officer @ Pelorus Capital Group
Los Angeles, CA, US
Alex Urmersbach's Location
Los Angeles Metropolitan Area, United States, United States
Alex Urmersbach's Contact Details
About Alex Urmersbach

Impactful executive with wide-ranging experience leading financial strategy and driving enterprise value for top-tier organizations in the US and in international markets. Success in improving bottom line and comfortable working at both a strategic level and a hands-on operational level. Expertise in devising growth and financial strategies, providing front-to-end business support, and enhancing efficiency by improving financial management systems. History of excellence in delivering results, streamlining processes, and in relationship development.Areas of Expertise• Financial Management, Budgeting, Reporting, Analytics• Capital Allocation, Balance Sheet Structure• Business Strategy, Strategic Decision-making• Profit Improvement• P&L Responsibility• Risk Assessment & Mitigation, Compliance • Team Leadership & Development• Large Scale Project Management• Mergers, Acquisitions, Integrations and Restructuring• General Accounting, Financial Statements• Private Equity, Treasury, Hedging, Cash Flow• Lean Six Sigma Process Improvement & Automation, Technology Management• Outsourcing, Offshoring, International Business

Alex Urmersbach's Current Company Details
Pelorus Capital Group

Pelorus Capital Group

View
Chief Financial Officer
Los Angeles, CA, US
Employees:
13
Alex Urmersbach Work Experience Details
  • Pelorus Capital Group
    Chief Financial Officer
    Pelorus Capital Group
    Los Angeles, Ca, Us
  • Cedar Porch Capital
    Strategic Advisor
    Cedar Porch Capital Jul 2024 - Present
    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.
  • Kiavi
    Chief Financial Officer
    Kiavi Apr 2023 - Jul 2024
    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
  • Athas Capital Group
    Chief Financial Officer
    Athas Capital Group Aug 2022 - Feb 2023
    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.
  • Teleperformance, Usa
    Chief Financial Officer
    Teleperformance, Usa Dec 2019 - Jun 2022
    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.
  • Panorama Mortgage Group
    Chief Financial Officer
    Panorama Mortgage Group Nov 2016 - Oct 2019
    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
  • Prospect Mortgage, Llc
    Vp, Finance
    Prospect Mortgage, Llc Jun 2015 - Oct 2016
    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.
  • Bank Of America Home Loans
    Svp, Business Management/Divisional Controller
    Bank Of America Home Loans Apr 2009 - Jun 2015
    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.
  • Bank Of America Home Loans
    Svp, Strategic Planning, Strategy Manager
    Bank Of America Home Loans Aug 2001 - Mar 2009
    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.
  • Netsmart
    Director, Corporate Development
    Netsmart Mar 2000 - Dec 2000
    Overland Park, Ks, Us
  • Sony Pictures Entertainment
    Manager, International Television Finance
    Sony Pictures Entertainment Jan 1999 - Feb 2000
    Culver City, Ca, Us
  • Banco Del Pichincha
    Manager, Capital Markets
    Banco Del Pichincha Jul 1996 - Mar 1999
  • Investban, Casa De Valores
    Sales Trader, Institutional Sales And Trading
    Investban, Casa De Valores Jan 1995 - Jul 1996
  • Hypovereinsbank
    Investment Banking Analyst, Derivatives, Financial Engineering
    Hypovereinsbank Apr 1993 - Nov 1994
  • Deutsche Bank
    Financial Services Consultant
    Deutsche Bank Aug 1983 - Oct 1985
    Frankfurt Am Main, Hessen, De

Alex Urmersbach Skills

Finance Business Strategy Strategic Financial Planning Strategic Planning Strategy Risk Management Corporate Finance Mortgage Lending Management Banking Technology Management Financial Analysis Executive Management Financial Planning Expense Management Mergers And Acquisitions Strategic Initiatives Start Ups Portfolio Management Business Planning International Business Management Process Improvement Foreign Languages Competitive Analysis Strategic Partnerships Program Management Financial Modeling Managerial Finance Accounting Financial Reporting Business Process Improvement Budgeting Forecasting Mergers And Acquisitions

Alex Urmersbach Education Details

  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    International Business
  • The Wharton School
    The Wharton School
    Finance
  • University Of Utah - David Eccles School Of Business
    University Of Utah - David Eccles School Of Business
    Lean Six Sigma Green Belt Training
  • University Of Hohenheim
    University Of Hohenheim
    International Management
  • Nordische Universitaet
    Nordische Universitaet
    Business Administration

Frequently Asked Questions about Alex Urmersbach

What company does Alex Urmersbach work for?

Alex Urmersbach works for Pelorus Capital Group

What is Alex Urmersbach's role at the current company?

Alex Urmersbach's current role is Chief Financial Officer.

What is Alex Urmersbach's email address?

Alex Urmersbach's email address is au****@****tal.com

What is Alex Urmersbach's direct phone number?

Alex Urmersbach's direct phone number is +174788*****

What schools did Alex Urmersbach attend?

Alex Urmersbach attended Ucla Anderson School Of Management, The Wharton School, University Of Utah - David Eccles School Of Business, University Of Hohenheim, Nordische Universitaet.

What skills is Alex Urmersbach known for?

Alex Urmersbach has skills like Finance, Business Strategy, Strategic Financial Planning, Strategic Planning, Strategy, Risk Management, Corporate Finance, Mortgage Lending, Management, Banking, Technology Management, Financial Analysis.

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