Brian Bechtold Email & Phone Number

* Lead a team of financial analysts * Supervise management reporting, budget and forecast processes for all of BB&T Securities.* Create periodic Treasury reporting and a Liquidity process to assist with stress testing.* Provide financial and analytical support for strategic projects and initiatives. * Lead process improvement efforts within the Finance function that resulted in the creation of a centralized Brokerage Accounting Support System.

* Designed and managed project to build Billing application for Correspondent business.* Created and managed daily management reporting and dashboards encompassing the P&L, balance sheet and key metrics with proactive analysis and commentary on business performance.* Developed financial models for new products, vendor pricing and internal allocations to evaluate scenarios and support business decisions.

San Francisco, California, Us

* Led a team of analysts that managed the monthly flow of income and expenses for 130 Independent Broker Dealers within the Correspondent Client Group. This was achieved through proper interpretation of each firm’s contract for set up in the billing system, coordinating special events with the firm’s relationship manager, and providing guidance to the firms in analyzing their statements.* Developed sales tool model and presentation to attract self clearing broker dealers to Wachovia Securities. $3 million in revenue signed.* Designed and maintained a fully loaded profitability model and metric database to assist in renegotiating contracts with our existing firms and analyzing trends within the clearing industry.* Developed pricing scenario model that calculates the impact of price adjustments and provides a side-by-side comparison to current pricing* Conducted contract audits of the billing system which resulted in revenue opportunities of $1 million.

San Francisco, California, Us

* Developed detailed budgets for 4 business units. Correspondent Client Group, Independent Rep Business, Online brokerage, and Latin America.* Created and maintained P&L statements and variance reports in Hyperion Essbase. Prepared variance analysis for senior leaders.* Contributed key metrics and analysis to monthly reporting for the operating committee and business unit leaders.

Us

* Maintained and monitored company budget for collectible distributor and manufacturer.* Analyzed material and production costs to price new products.* Assisted with month end closings, preparation of financial statements, and year-end audit schedules. * Maintained fixed asset accounts and prepaid accounts.

* Prepared comprehensive financial plans, including strategies for retirement, investments, education savings, and estate planning, for over 200 clients.* Created financial models incorporating market growth scenarios to grade clients on future goal attainability.

Bb&T Banking School

Bachelor’S Degree, Business Administration And Management, General