Brian A. Email & Phone Number

Spokane, Wa, Us

Remote

Member of a small team in the finance org responsible for funds transfer pricing, capital and profitability.

Spokane, Washington Area

Created a few video games and an app. Made a statistical simulation web service for a mobile game. Now working on a charity for teachers.

Spokane, Washington Area

As the Finance System Manager, I audited, optimized and expanded a newly implemented Hyperion PBCS system while creating new models for key items in the corporate forecast, such as deposits, loans, depreciation and compensation.

Pasadena

I supervised employees including a senior analyst and rotational interns. I handled project management and coordination to positively influence design and implementation of financial procedures, policies, and tools.• Planned and implemented the Dodd-Frank Act stress testing subset of the Comprehensive Capital Analysis and Review, covering assets valued at $15 billion.• Ideated and developed commercial credit challenger models as well as retail credit champion models.• Helped develop proprietary ALM software and served as software engineer/tester.• Utilized high-quality analytics to continuously eliminate unnecessary expenses and achieve maximum cost reductions.

I served as project manager to oversee the development and seamless implementation of the Dodd-Frank Act stress testing (DFAST) program. In order to integrate stressed assumptions into the corporate forecast and facilitate model development, I demonstrated my thorough knowledge and application of process management. I also handled the creation and analytics of corresponding documentation and reports.• Acted as econometrician, project manager, quantitative lead, and technical writer, personally ensuring the successful completion of key projects.• Served as the designated subject matter expert (SME) for Financial Planning & Analysis (FP&A) and Oracle's Hyperion system, in addition to serving as the reverse mortgage portfolio SME.• Operated as a software development team member to oversee the development of ALM software that included a GUI addition to enable easy input of stressed assumptions to generate a more reliable forecast of cash flows.• Handled interviewing and on-boarding of numerous candidates ranging from recent college graduates to seasoned professionals for key management, financial engineering, software developing, and analyst roles.

Pasadena, Ca

I served as the SME for proprietary and HECM reverse mortgage portfolio, in addition to working with FDIC loss sharing agreements. I conducted monthly SOX audits of financial statements, ALCO liquidity stress testing, and performed regular level 3 FVO valuations, along with generating all associated reports. Accurately analyzed results in order to provide sound recommendations to superiors.• Developed and built an automated management reports system—reducing forecast cycle by nearly a month—and a web-based loan pricing engine utilizing ASP.NET 4.5.• Served as the liaison between the Finance and IT departments on the Hyperion corporate forecast project, creating synergy and proficient communications between the two divisions.• Collaborated with the IT department to create the server stack through development, beta, and production phases of the project.• Conceptualized and implemented sound business logic, optimizing the forecasting of commitments, direct expenses, fees, and segment allocations. Improved reliability, which enabled two technical consultants to be repurposed.• Recognized for outstanding performance of the “One Customer at a Time” policy.

Pasadena, Ca

I assisted FP&A with crucial updates to schedules and various model inputs. I was involved and influential in model review, scenario analytics, data analytics/validation, and SQL querying.• Created forward interest rate 3D-visualization tools used to track changing forward expectations.• Used VBA, SQL, and succinct formulas to improve proficiency of Excel process

Master Of Science - Ms, Computational Finance & Risk Management

Activities and Societies: Husky TradersAMATH 540 Intro to Computational Finance & Financial Econometrics AMATH 541 Investment Science.

Bachelor Of Science - Bs, Economics

Activities and Societies: Omicron Delta Epsilon Economics Honors Society, Husky TradersCertificate in Quantitative Managerial Economics.

Education record