Brett Vervalin, Mba Email & Phone Number

Greater Denver Area

• Strategically manage all aspects of financial and accounting planning and analysis across three entities, focusing on regulatory reporting packages, working closely and presenting to Investors and Board of Directors• Complete month-end accounting reconciliations and bi-weekly payroll, indirectly managing team of seven accounting staff• Prepare annual regulatory examination and audit, partnering with regulators to correct inaccuracies in financial reporting and implementing monthly reviews with management to ensure all necessary reports are filed on time, decreasing violations• Rectified company regulatory deficiencies by developing forecast models to monitor working capital deficiencies, regulatory operational risks, and capital call requests, raising $8.7MM of capital and improving collections of $5.6MM in receivables in 2015• Managed financial statement quality, correcting company mapping issues and developing new regulatory models• Drove improvements in management decision making processes through monthly performance updates and presentations of the following: OPEX analysis, financial performance, variance analysis, cost analysis, cash flow management and budgeting• Work closely with every department, offering high level support and project management

Greater Denver Area

• Improved AP lead time by more than two weeks, automating processing sales commissions by developing a user-friendly compensation model, tracking new deals, automatically calculating commissions (tiered and amortization based)• Drove strategic planning through forecasted trends, consumption rates, updated bookings, billings and backlog reporting, with enterprise valuations used in future M&A dealings by using a cash flow model that allowed for more strategic valuation• Assisted with the completion of month-end financial reporting

Greater Denver Area

• Developed budget and forecasting models for Retail and Earned Income department programs • Generated weekly reports for accruals, pricing programs and corporate balance sheet accounts• Prepared quarterly and year-end accounting reports, reconciliations, processing journal entries and rebate adjustments• Resolved program variances related to payments, deductions, and accruals resulting in improved bookkeeping of vendor accounts

Greater Denver Area

• Managed 20 equity compensation plan integrations, coordinating plan conversion timelines and buildouts, asset reviews and fund transfers, supporting five Relationship Managers with existing clients• Increased data integration productivity by 10% by improving data mining processes for major equity compensation plans• Chosen as lead for 1099 tax reporting system development, revising old systems and implementing new functionality, resulting in $5MM costs saved and improved equity compensation financial reporting for publicly traded companies

• Completed transaction-based requests with clients who held ESOP plans of restricted stock units, stock appreciation rights, options and employee stock purchase shares• Selected as EquiView management system subject matter expert, successfully created requirements and operational processes, increasing service-level performance of team by 14%, $280,000 reduction in cost, and decreased downstream impacts across functioning teams• Ranked in top 97th percentile of department, increasing lead flow for new business opportunities

Greater Denver Area

• Placed trades for active investor clients, discussed latest market trends, responded to research requests, and provided investment education to clients on capital markets, economics and trading, with 100% trading accuracy• Selected to lead education and trading support team, as subject matter expert in areas of fixed income, trading platforms, trade support, portfolio performance, and margins, which increased accuracy and performance among other employees• Selected as resolution manager to retain assets when complex or negative information was delivered to clients, including important time sensitive issues, options approval issues, alternative investment remediation, and dedicated client promotions

Master Of Business Administration (Mba), Finance/Business Intelligence, 3.81

B.S, Business Administration; Finance And Real Estate Development

Activities and Societies: CSU Equity Investment Club CSU Academy of Young Investors Rocky Mountain Real Estate challenge