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Brandon Mcbride, Cfa is a Chief Operating Officer at Funding U at Funding U. He possess expertise in portfolio management, financial analysis, strategy, management, analysis and 30 more skills. Colleagues describe him as "I have had the pleasure of working on Brandon's team for almost two years at Skillsfund and it has been a transformative experience. Brandon's expert understanding and intuition of the student loan industry has steered Skillsfund forward, helping our company navigate through a dynamic and ever changing industry landscape using tactical and data-driven approaches to tackle both internal and external challenges. He is versatile and eclectic in his skill set, allowing him to be an asset whether it be leading a project initiative, negotiating with investors, or developing creative product iterations. As a manager he is empathetic, honest, and gives me the autonomy to be creative and agile in my work. I feel like Brandon has been like a father figure to me at Skillsfund and has helped mentor me in both my personal and professional development. He is someone that always puts hims team first and a just a fun guy to be around both in and out of the office.", "Brandon is an incredibly skilled, focused, and approachable leader with an ability to handle both micro and macro challenges and propose and implement innovative and thoughtful solutions. Brandon knows the student loan space extremely well and is able to balance keeping the needs of students top of mind while creating revenue-generating products and solutions. I'm grateful to work alongside and learn from Brandon.", and "Brandon is an exceptional leader that provides direction and encouragement with grace and humility. At Skills Fund, he has truly been the force that keeps the train on the tracks. I have always felt comfortable approaching Brandon with any concerns and hurdles I may have, knowing that he will truly listen and guide me to finding a solution without being too directive. Brandon’s many years of experience in the lending industry is truly evident from his wide breadth and depth of knowledge."
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Chief Operating OfficerFunding U Feb 2021 - PresentAtlanta, Georgia, Us -
PrincipalThird Founder, Llc (Management Consulting) Aug 2020 - Feb 2021
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Cfo | CooSkills Fund Sep 2018 - Jul 2020Shaped the strategic financial and operational direction for the Education Finance company by designing/implementing business strategies and comprehensive long-term growth plans. Owned financial planning and analysis, accounting, product management, credit and underwriting, client services, capital markets, and loan operations. Rebuilt financial infrastructure by implementing forecasting, budgeting, cash management, and reporting systems. Highlights:➥ Led product innovation initiatives growing market share and loan originations 20% by expanding the Skills Fund product suite and optimizing pricing structure, risk-share strategy, and financing facilities. ➥ Expanded business and revenue growth by developing/implementing application funnel strategies to grow customer conversion rates by 30%. ➥ Managed Finance and Accounting Operations including the direction of Treasury Management, Tax/Audit partners, FP&A, third-party Controller & Accountant, Banking/Lending relationships and Finance providers. ➥ Improved Financial and Operational reporting infrastructure via implementation of new Data Warehouse and BI platform, NetSuite ERP, KPI analytics package, Budget-to-Actual reporting and Monthly Business Reviews. ➥ Assessed new loan financing structures and capital strategies resulting in the sale of Skills Fund to Goal Structured Solutions. Directed post-merger integration efforts and change management processes; onboarded new lending partners, loan financing providers, banking relationship, and tax/audit firm.
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PrincipalThird Founder, Llc (Management Consulting) Aug 2014 - Aug 2018Envisioned, launched, and developed Management Consulting business serving early stage start-ups and Fortune 500 organizations. Thought Leader in developing and implementing financial, strategic, and operational initiatives. Highlights:➥ Directed the launch of a student loan refinance product for a Fortune 500 financial services client; oversaw market analysis, platform development, GTM strategy, financial modeling, funding structures, and capital market strategies. Engagement also included due diligence and integration related to acquisition of a fin-tech start-up which currently originates $2B+ in refinance assets. ➥ Developed financial and operational processes in Outsourced CFO role for early-stage SaaS software company. Established cash planning, fundraising strategy, financial/SaaS metrics, and financial forecasting. Rebuilt Financial and Accounting systems, led Accounting Operations and completed $2M venture debt raise. ➥ Managed post-acquisition integration for a Fortune 500 financial services client guiding the strategic direction for financial and HR systems, operational strategy, risk management, and performance improvement.
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Cfo | Evp, Strategy & AnalyticsFire Engine Red Sep 2012 - Aug 2014UsFounded Data Services business unit for EdTech/Consulting company and designed/launched new products and innovations related to student recruitment, digital marketing and predictive analytics solutions. Led data-focused consultative sales and retention efforts and managed all client strategy, performance reporting and predictive model development. Ran Finance/Accounting and built out financial forecasting infrastructure, developed pricing/profitability targets, and directed fundraising and M&A initiatives. Highlights:➥ Managed finance and operations strategy to support growth and strategic decision making; enhanced FP&A and business operations by building reporting, financial controls, and financial modeling structures. ➥ Supported long-term growth by designing the first 5-year forecast and cash management models. Oversaw FP&A, Controller, and Accounting Operations and raised growth capital from debt/equity investors. ➥ Improved profitability margins by creating a new pricing model and sales strategy for the Student Search business. ➥ Expanded new business development 35% and improved retention 40% YoY for data services clients leveraging predictive modeling and segmentation to drive multiple data-driven initiatives. ➥ Designed and implemented a client performance data warehouse and BI tool automating data analytics and improving internal/external reporting capabilities. -
Senior Director, Strategy & AnalyticsStudent Aid Services / Rezolve Group Jun 2011 - Sep 2012Directed new product development and strategy implementation for EdTech company to deliver data-driven enrollment and admissions solutions within the higher education market. P&L ownership of new business unit created to encompass predictive analytics, lead generation and Higher Education strategy. Designed suite of technology solutions to enable improved student recruitment and retention for school clients. Highlights: ➥ Provided strategic/analytical leadership to execute new product development and strategic growth for new enrollment and admissions solutions. ➥ Accelerated business success by building sales pipeline, GTM strategy, and back-end data solutions. ➥ Designed and managed predictive analytics group in developing SAS-based models to support students in identifying the right college. ➥ Sourced and directed a strategic partnership which resulted in 30M+ student profiles/outcomes further enhancing the company’s data analytics capabilities.
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Vice President, Private Loan Portfolio ManagementSallie Mae Aug 2008 - Apr 2011Newark, De, UsBuilt, scaled, and led a high performing strategy and operations team charged with maximizing return for Sallie Mae’s $35B portfolio of private student loan assets. Directed credit risk management, operational strategy development, predictive analytics, and portfolio management strategies. Highlights:➥ Oversaw infrastructure development and strategic planning to develop, build, and scale the private loan operational infrastructure. Designed financial models to forecast loan loss reserves, portfolio performance, and staffing capacity requirements. ➥ Improved underwriting, servicing, and collections strategies by leading a team of PhD statisticians in designing financial and risk management models. ➥ Enhanced portfolio performance by directing team of portfolio strategists in the development and implementation of data-driven operational programs. ➥ Developed early risk-detection strategy for private loan portfolio reducing delinquency 10%. ➥ Saved $200M+ in defaults by introducing an interest rate reduction option for student loan borrowers. ➥ Saved $5M+ in annual expense by implementing prioritization model to improve operational efficiency. -
Managing Director, Portfolio Strategy & AnalysisSallie Mae Jan 2007 - Jul 2008Newark, De, UsDirected Portfolio Management Strategy for Private Student Loans. Designed early and late-stage delinquency strategies for collection operation. Executed predictive modeling for portfolio segmentation. Managed McKinsey engagement for strategic enhancements. -
Director, Credit Risk Operations & AnalyticsSallie Mae Feb 2005 - Dec 2006Newark, De, UsBuilt loss forecast development for private student loan portfolio. Designed forecast model for predicting loan loss reserve requirements.Highlights:➥ Developed an operational model for staffing requirements and delinquency strategy.➥ Member of internal team for JC Flowers acquisition; provided expertise on portfolio management strategy, collection operations and loss/reserve forecasting. -
Chief Of Staff To Executive Vice President, OperationsSallie Mae Oct 2003 - Jan 2005Newark, De, Us
Brandon Mcbride, Cfa Skills
Brandon Mcbride, Cfa Education Details
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Texas Mccombs School Of BusinessFinance -
Pepperdine UniversityBusiness
Frequently Asked Questions about Brandon Mcbride, Cfa
What company does Brandon Mcbride, Cfa work for?
Brandon Mcbride, Cfa works for Funding U
What is Brandon Mcbride, Cfa's role at the current company?
Brandon Mcbride, Cfa's current role is Chief Operating Officer at Funding U.
What is Brandon Mcbride, Cfa's email address?
Brandon Mcbride, Cfa's email address is br****@****ail.com
What is Brandon Mcbride, Cfa's direct phone number?
Brandon Mcbride, Cfa's direct phone number is +161428*****
What schools did Brandon Mcbride, Cfa attend?
Brandon Mcbride, Cfa attended Texas Mccombs School Of Business, Pepperdine University.
What skills is Brandon Mcbride, Cfa known for?
Brandon Mcbride, Cfa has skills like Portfolio Management, Financial Analysis, Strategy, Management, Analysis, Strategic Planning, Financial Modeling, Mergers And Acquisitions, Predictive Modeling, Segmentation, Business Development, Business Strategy.
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