Brian Peters, Mba, Cco, Crs Email & Phone Number

Deland, Fl, Us

Focusing on community bank clients of various complexities in the areas of strategic planning, capital management, liquidity and risk management, accounting operations, budget and financial forecasting, management and board reporting, profitability, interest rate risk management and analysis, treasury and secondary market, performance improvement metrics, demographic analysis, new product development, policy/procedure development and implementation, technology integration and performance.

Strategic planning, capital management, liquidity and risk management, investment portfolio management, accounting operations, budget and financial forecasting, management and board reporting, regulatory reporting, profitability, interest rate risk management and analysis, branch expansion analysis, performance improvement metrics, demographic analysis, new product development, policy/procedure development and implementation.

Strategic planning, capital management, liquidity and risk management, accounting operations (accounts payable, general ledger, cash management), budget and financial forecasting, management and board reporting, profitability, cost and funds transfer pricing, interest rate risk management and analysis, branch expansion analysis, mortgage banking accounting, treasury and secondary market, performance improvement metrics, demographic analysis, new product development, policy/procedure development and implementation, audit and compliance, SEC filings (8K, 10Q, 10K), IPO and secondary offerings, investor relations, technology and human resources.

Accounting operations (accounts payable, general ledger, wire transfer), profitability, cost and funds transfer pricing, budget management and reporting, financial forecasting, computer conversions, mergers and acquisitions, mortgage banking accounting, loan accounting support, performance improvement metrics, audit support, regulatory reporting.

Management reporting and analysis, budget, financial forecasting, liquidity management, accounting operations, strategic planning, new product development, competitive and demographic analysis, mortgage banking accounting, regulatory reporting, audit and compliance support. Completed the formation of a bank holding company, IPO and ongoing SEC compliance and filings (8K, 10Q, 10K).

Accounting operations, financial forecasting, investment accounting, management reporting and analysis, loan accounting, mortgage banking accounting, regulatory reporting, technology, audit support. Successfully completed the requirements of a memorandum of understanding (MOU) and the bank's classification upgrade.

General ledger, mortgage banking and student loan accounting, mergers and acquisitions, computer conversions, critical project support.

Ccbco, Certified Community Bank Compliance Officer

Ccbrs, Risk Management

Commercial Credit Certification, Banking And Financial Support Services

Master Of Business Administration (Mba), Business Administration And Management, General

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General