Brook Anderson Email & Phone Number

Bellevue, Wa, Us

Bellevue, Washington, United States

Bellevue, Wa

Responsible for growing and servicing financial planning and wealth management clients. This includes providing robust fiduciary financial planning and wealth management services within a fee-based billing structure. Includes cultivate individual clients, multi-generation families and company retirement plans. Also responsible for numerous operational processes including client billing, portfolio construction and investment selection, and developing all complex analytical tools used in service client analytical needs.

Bellevue, Wa

Responsible for leading the financial planning and analysis team and all aspects of budgeting and forecasting, long-range plans, evaluation of all material initiatives, monthly board presentations and reporting packages, in addition to providing financial support to all key business partners throughout the organization.• Team leadership and development• Budget and forecasts• Capital budgeting• M&A• Evaluation of strategic initiatives• Operational partnering and support• Reporting and analysis policies and practices• Executive decision support• Board presentations and performance reporting• Financial benchmarking• Best practice implementation

Senior member of the Strategic Finance Group. Responsible for conducting reviews and analysis of all M&A opportunities and major growth initiatives. Also responsible for ad-hoc projects including strategic planning, restructurings, new products, rating agency projections, and budget support.• Business case for M&A activity • Screen and evaluate potential acquisition targets• Proforma M&A financial projections and valuations• M&A due diligence • Present potential deals to executive level stakeholders• Evaluate strategic growth initiatives • Strategic Planning• Corporate-level budget support• Ad-hoc projects for the CFO

Responsible for leading and managing all aspects of the financial planning and analysis group, including annual budgeting process, monthly re-forecasting, capital budgeting, operational partnering, financial reporting, Essbase administration, financial modeling and staff supervision. Responsible for corporate treasury, including managing banking relationships and accounts, cashflow forecasting, cash management, controls, short-term investments, and debt compliance.• FP&A team leadership• Budgets and forecasts• M&A support• New client vetting• Corporate treasury operations• Financial reporting• Essbase administration

Responsible for managing all several company-wide corporate finance programs. Including the Productivity Enhancement Program (Top+) including monthly progress presentations directly to the Board of Directors. Provided acquisition and divestiture support, reviews and analysis on over a dozen transactions. Responsible for division's shared service selections and negotiations. • Asset Management Program• Productivity Enhancement Program (Top+)• Economic Value Added (EVA) Program• Acquisition transaction support• Project management• Portfolio of acquisition targets• Divesture portfolio• Shared service management• Incentive compensation• Complex financial modeling

Hydraulic design and consulting engineering services

Hydraulic design and consulting engineering services

Mba, Business, Finance

CPA License

Bs, Civil Engineering

Activities and Societies: Sigma Alpha Epsilon Professional Engineering License (inactive status)