B. Lars Swanson Email & Phone Number

Berkeley Heights, New Jersey, United States

● Advised clients regarding business improvement opportunities such as addressing high costs in a mortgage department or expanding commercial lending sales teams.● Built client-specific performance measurement models and reports.● Promoted coterminous matched maturity funds transfer pricing for bank spread based products.● Recommended cost allocation methods. ● Expanded and analyzed Peer Group Data for client use in understanding their performance. ● Administered company IT systems through a third-party technical team.● Maintained client relationships; 3 for nearly 20 years.● Supervised Performance Measurement Team including 4 direct reports.Noted Accomplishments:● Saved community bank client $400,000+ per year in interest expense in one checking product alone.● Sustained customer loyalty and returned 2 clients to our service after they were forced to leave us due to regulatory problems.● Recommended a change in internal agent fee structure to the manager of a securities sales department resulting in the unit becoming profitable within 1 year and she, the manager, subsequently being promoted to President and CEO of company.

● Founding member of The Kafafian Group, Inc.● Advised clients and provided business analysis as Performance Measurement team member.● Provided business planning and forecasting for De Novo banking companies.● Assigned as due diligence team member for Mergers and Acquisitions or to profit improvement projects.● Oversaw system conversion and improvement team as we converted our measurement system from third party to internal program.Noted Accomplishments:● Created novel reporting scheme to meet complex client request.● Prevented due diligence difficulty from stopping a transaction from moving forward while working for one client.● Identified several internal software enhancements with many benefits to our user base and resulting in sales of our peer group data set to new client markets.

Master Of Business Administration - Mba

Bachelor Of Arts (B.A.), History