Bryan Batten Email & Phone Number

Greater Philadelphia Area

Philadelphia, Pa

Assisted on credit transactions ranging in value from $5.0MM – $25.0MM in exposure for portfolio companies ranging in size from $10.0MM – $250MM Perform financial spreading of commercial credit accounts for mid-size companies and entrepreneursPrepared Executive Summary deliverables for field partners, presenting them with select financial ratios, notice of covenant violations and significant changes in clients’ financial spreadsConducted ongoing account servicing for commercial credit relationshipsEnsured adequate cash flow existed to repay the loans by conducting analysis of financial statements, collateral, industry trends and other guarantor information on specific credits within the portfolioAssisted in training new staff members on Wells Fargo systems, policies and proceduresRanked in the top 5% of analysts within my division for both quality rating and production volume for financial spreading

Performed month-end closing and account reconciliations for external clientsCreated journal entriesAssisted in the compilation of client work papers and the submission of fiscal year end financials to the Department of Housing and Urban Development.Developed an excel template to determine the appropriate depreciation for various fixed assetsPrepared training material for training seminars directed at staff accountants and consultants for various public housing authorities.