Brandon Kerr Email & Phone Number

Gb

Gb

• Strengthing clients' disclosures and designing unique roadmaps and recommendations in line with the proposed SEC Climate-Related Disclosure rule• Calculating clients' Scope 1, 2, and 3 GHG metrics and developing robust process documentation• Performing readiness assessments and assurance in accordance with AT-C 210 for Scope 1, 2, and 3 GHG metrics and in accordance with AT-C 205 for the use of sustainability bond proceeds• Leading client meetings to discuss overall status, outstanding support, and key matters identified during projects

Gb

• Performed audits of 115+ funds in accordance with US GAAS for global, multi-strategy private equity firm (distressed, emerging markets, opportunistic credit, real estate, and small business credit) with over $15 billion AUM• Examined level 3 valuation models and performed detailed testing to gain assurance on the fair value; procedures included reperforming calculations, corroborating assumptions with independent sources, and conducting industry research• Planned, organized, tested, and assessed the design, implementation, and effectiveness of client’s internal controls• Reviewed and tested financial statements and footnote disclosures for reasonableness and accuracy; experience includes ASC 820 and 2011-4 tables, capital commitments and activity, fees/expenses, and financial highlights• Communicated and reported comments and findings to audit managers, partners, and client’s management• Led weekly client meetings to discuss overall status, outstanding support, and key matters identified during the audit• Trained, supervised, and reviewed the audit documentation and detailed testing of 7 associates

Gb

• Performed audits of 100+ funds in accordance with US GAAS for global, multi-strategy private equity firm (distressed, emerging markets, opportunistic credit, real estate, and small business credit) with over $13 billion AUM• Tested investment purchases and sales activity and managed confirmation process• Planned, organized, tested, and assessed the design, implementation, and effectiveness of client’s internal controls• Reviewed and tested financial statements and footnote disclosures for reasonableness and accuracy• Trained, supervised, and reviewed the audit documentation and detailed testing of a new associate

• Advised students campus wide daily regarding resumes, cover letters, interviews, etc. through 15-minute appointments • Planned and executed campus wide career fair with 150+ employers and 2,000+ attendees each term

Gb

• Performed audit procedures for private equity and quant investment firms with 100+ and 170+ funds, respectively• Tested investment valuation, carried interest, and managed investment and legal confirmations

• SolarFund was a not-for-profit organization that provided simple off-grid solar installations to communities without electricity in developing nations• Our first project raised $2,000 for a remote village in Malaysia, giving reliable 24/7 electricity to a school of 232 students and a community of 3,000

• Student-led program igniting younger generations to be active, educated, and connected to the power of community• Established at Oregon State University in 2017 with 25 attendees, 220% increase to 80 attendees in 2018

Corvallis, Or, Us

• Conducted 30-minute appointments with students daily regarding resumes, cover letters, interviews, etc.• Organized and facilitated 15 weekly professional development workshops and panels with industry professionals

Portland, Oregon, Us

• Developed forecasting models and conducted in-depth analysis for 4-year strategic plans• Provided strategic and financial insight through ad-hoc analysis for leadership to drive decision-making• Consolidated financials for month end, quarter end, and board meetings for 5 lines of service• Performed daily capital market and quarterly competitor research through publicly available information

Billings, Mt, Us

• Assisted loan officer by maintaining exceptional turnaround times on monthly volume of 30 of complex mortgages• Reviewed data for compliance with regulatory requirements and loan terms• Created 2 new procedures to streamline processes and designed 5 step-by-step guides to train employees

Salem, Or, Us

• Coordinated vendor participation - received applications, tracked vendors' progress, and sent letters of confirmation and invoices• Constructed a macro that simplified and shortened vital processes by 96%• Performed administrative duties while assisting the Fair Program Coordinator• Reception - answered phones, greeted walk-in customers, and addressed their needs

Corvallis, Or, Us

• Actively managed a $1.8 million equity portfolio• Performed stock valuations through models such as discounted cash flow, historical, and relative valuation• Created an extensive report and incorporated valuations to suggest a buy, sell, or hold