Bret Hanson, Cfe Email & Phone Number

United States

Lake Oswego

• Three times publicly elected to serve four-year terms on the Board of Directors
• Supervise policy creation and financial management, ensuring effective use of tax funds
• Authorize and review district budget, disbursements, financial statements, and legal documents
• Successfully align diverse viewpoints during contract negotiations for intergovernmental cooperation agreements
• Play a key role in interview panels seeking new talent for the fire department
• Advocate for female and minority applicants during the fire department hiring process

Greater Detroit Area

• Lead comprehensive audits and audit planning, focusing on SOX compliance and risk management, translating complex business models into clearly-defined structures for clients in the life sciences technology sector
• Facilitate loans of up to USD 85 million through in-depth audits and forensic accounting, showcasing expertise in financial analysis, receivables, and inventory collateral, while mitigating financial risk for clients
• Conduct thorough audits and recurring field examinations in an asynchronous remote work environment, providing results with technical writing based on client specifications
• Assess and test collateral positions to support new or existing asset-based loans by analyzing current assets and liabilities, ensuring sufficiency and alignment with SOX requirements
• Mentor junior and senior field examiners to develop skills in auditing recurring revenue companies, ensuring a high-performing audit team environment
• Provide written and verbal recommendations to lenders on credit structure and loan-monitoring processes for borrowers, emphasizing compliance and risk mitigation

Portland, Oregon Area

• Successfully managed branch consolidation at Bank of the West, with 85% customer retention, coordinating between vendors, internal departments, and exiting employees
• Mitigated risk for the commercial real estate department by analyzing financial statements and ensuring loan covenants were met for loans ranging from USD 5 million to USD 55 million
• Attained 100% satisfactory audit results for internal branch operations and prepared documents for loans of up to USD 50 million
• Provided comprehensive support to retail locations experiencing excessive turnover, unsatisfactory audits, or failure to meet sales quotas, addressing and resolving audit deficiencies and implementing remediation efforts
• Leveraged extensive knowledge of banking software, loan processing, bank-transaction processing, portfolio management, and internal audits to cross-train employees
• Played a significant role in the onboarding process for new employees at all levels, effectively training them on workflow, procedures, and job duties

Beaverton, OR

• Methodically cataloged, tracked and maintained records for litigation support, using specialized software
• Eliminated redundant tasks, minimized errors, and decreased turnaround for incoming documents by creating new processes
• Unified varied deadlines from internal and external sources by proactively prioritizing tasks, and training new employees on the job to systematically maintain workflow
• Oversaw confidential personal, financial, and legal documents, always maintaining the utmost discretion

Bachelor Of Science (B.S.), Accounting

Bachelor Of Science, Business Marketing

Activities and Societies: Sigma Alpha Epsilon Fraternity, 2003 – 2007