Brandon Smith

Brandon Smith Email and Phone Number

Chief Financial Officer at Meridian Trust Federal Credit Union @ Meridian Trust Federal Credit Union
cheyenne, wyoming, united states
Brandon Smith's Location
Casper, Wyoming, United States, United States
Brandon Smith's Contact Details

Brandon Smith personal email

About Brandon Smith

Credit union advocate and experienced CFO committed to excellence in leadership and finance to promote financial well-being for all.

Brandon Smith's Current Company Details
Meridian Trust Federal Credit Union

Meridian Trust Federal Credit Union

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Chief Financial Officer at Meridian Trust Federal Credit Union
cheyenne, wyoming, united states
Employees:
54
Brandon Smith Work Experience Details
  • Meridian Trust Federal Credit Union
    Chief Financial Officer
    Meridian Trust Federal Credit Union Feb 2024 - Present
    Cheyenne, Wyoming, United States
    Responsible for finance, accounting, risk, compliance, and data analytics.
  • Uniwyo Credit Union
    Vice President Strategy
    Uniwyo Credit Union Jun 2023 - Jan 2024
    Responsible for strategy, data analytics and advocacy.
  • Reliant Federal Credit Union
    Interim Ceo
    Reliant Federal Credit Union Jan 2023 - Jun 2023
    Lead Reliant FCU through the merger with UniWyo CU.
  • Reliant Federal Credit Union
    Chief Financial Officer
    Reliant Federal Credit Union Mar 2009 - Dec 2022
    Responsibilities:- Provided operational and strategic leadership to ensure the safety and soundness of the credit union, achieve financial performance objectives and ensure the success of direct reports- Chair of the Asset Liability Committee- Security Officer (2009-2019)Impact:- Oversaw a core conversion and drove massive technology improvements including restructuring the department, updating systems and creating redundancy- Built an Asset Liability Management program and an investment portfolio from scratch- Facilitated the strategic planning sessions in 2012 and 2017, helping the Board clearly define the business model and develop new vision, mission and value statements- Drove a number of HR improvements including cost-sharing in the health plan, revamping the review process and the introduction of a 401(k) plan
  • Covenant Insurance Group
    Sales Agent
    Covenant Insurance Group Sep 2007 - Mar 2009
    Casper, Wy
    Responsibilities:• Provided agent services for the following trusts covering thousands of lives; Wyoming Lodging and Restaurant Association, Wyoming Chambers of Commerce, the Wyoming Credit Union League, and the Wyoming Society of CPAs• Sold and serviced employee benefits to individuals and businessesImpact:• Built strong relationships with business owners and other leaders across the state
  • Melaleuca
    Financial Analyst
    Melaleuca Aug 2005 - Sep 2007
    Responsibilities:• Supported multi-million dollar business segments by preparing budgets, building customized tools, and performing analysis to foster growth and increase profitabilityImpact:• Directly impacted strategic decision making through cost-benefit analysis which considered lost revenue, incremental costs, average customer longevity, and forecasted EBIT per customer• Led the development to rebuild a vital product activity database by directing the efforts of several departments and by conducting meetings with the executive management team• Evaluated the products and promotions of Melaleuca’s largest marketing category to ensure financially sound decision making and to measure the impact of those decisions
  • Melaleuca
    International Forecaster
    Melaleuca Feb 2004 - Aug 2005
    Responsibilities:• Managed inventory for Taiwan, the company’s largest international market, by mentoring locals, interfacing with multiple departments, preparing forecasts, managing lead times, and scheduling work ordersImpact:• Reduced critical inventory from 81 items to 5 items in less than a year• Nearly eliminated monthly expedited shipments to Taiwan in less than a year. Estimated reduction in cost of that improvement was $10,000 per month.• Cut forecast variances in half the first year• Managed a project in which an estimated $150,000 in scrap cost was avoided

Brandon Smith Skills

Leadership Forecasting Budgets Strategic Planning Management Financial Analysis Strategy Sales Finance Accounting Financial Modeling Process Improvement Risk Management Analysis Team Building Public Speaking Small Business Training Marketing Customer Service Financial Reporting Data Analysis Human Resources Microsoft Excel Managerial Finance Business Strategy Banking Coaching Budgeting Insurance Team Leadership Operations Management Program Management Investments Business Planning Auditing Access Microsoft Office Strategic Financial Planning Business Development Logistics Pricing Time Management Cross Functional Team Leadership Vendor Management Executive Management Project Management

Brandon Smith Education Details

  • University Of Wyoming
    Business Administration, Spanish
  • National Credit Union Foundation
    National Credit Union Foundation
    Credit Union Development Education
  • Peregrine Global Services (Mwcua)
    Peregrine Global Services (Mwcua)
    Chief Executive Institute
  • Thrive Strategic Services (Mwcua)
    Thrive Strategic Services (Mwcua)
    Data Transformation Education Series
  • Performance Trust Capital Partners
    Performance Trust Capital Partners
    Investments
  • Cu Capital Market Solutions
    Cu Capital Market Solutions
    Investment Institute
  • Cnbs
    Cnbs
    Investment Institute
  • Cuna Management School (University Of Wisconsin-Madison)
    Cuna Management School (University Of Wisconsin-Madison)
    High Honors
  • Profitstars
    Profitstars
    Profitstar Alm Beyond Basic Training
  • Cuna
    Cuna
    Financial Management School: Part Ii
  • Profitstars
    Profitstars
    Profitstar Alm Basic Training
  • Oracle
    Oracle
    Advanced Crystal Ball Training

Frequently Asked Questions about Brandon Smith

What company does Brandon Smith work for?

Brandon Smith works for Meridian Trust Federal Credit Union

What is Brandon Smith's role at the current company?

Brandon Smith's current role is Chief Financial Officer at Meridian Trust Federal Credit Union.

What is Brandon Smith's email address?

Brandon Smith's email address is br****@****ail.com

What schools did Brandon Smith attend?

Brandon Smith attended University Of Wyoming, National Credit Union Foundation, Peregrine Global Services (Mwcua), Thrive Strategic Services (Mwcua), Performance Trust Capital Partners, Cu Capital Market Solutions, Cnbs, Cuna Management School (University Of Wisconsin-Madison), Profitstars, Cuna, Profitstars, Oracle.

What are some of Brandon Smith's interests?

Brandon Smith has interest in Music And Literature, Fly Fishing, Social Services, Education, Cross Country Skiing, Peakbagging, Mountain Biking, Fastpacking, The Classics.

What skills is Brandon Smith known for?

Brandon Smith has skills like Leadership, Forecasting, Budgets, Strategic Planning, Management, Financial Analysis, Strategy, Sales, Finance, Accounting, Financial Modeling, Process Improvement.

Who are Brandon Smith's colleagues?

Brandon Smith's colleagues are Elise Archuleta, Garth Shanklin, Mariah Robinson, Ccufc, Bailey Roberts, Michelle Troutner, Debra Nelson, Andria Thomas.

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