Christopher Bakke Email and Phone Number
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Strategic focused finance professional with a decade of experience driving organizational success in the Financial Services and Technology industries through comprehensive financial analysis, developing operational efficiency enhancements, and enhancing risk management. Recognized for supplying invaluable insights to senior management, leading cross-functional initiatives that increase revenue, and optimizing business operations. Adept at aligning teams for transformative projects, with a proven record of implementing data-driven solutions. Holds an M.B.A. from UCLA Anderson School of Management, graduating at the top of the class in the Finance specialization.
Cetera Financial Group
View- Website:
- cetera.com
- Employees:
- 935
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Strategic Analysis ManagerCetera Financial Group Jul 2024 - PresentSan Diego, California, United States
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Chief Of Staff, Avp, Office Of The Cfo And Head Of Business OperationsLpl Financial Apr 2023 - Jul 2024San Diego, California, United States• Operating as a Chief of Staff for the Office of the CFO and Head of Business Operations, conducting ad hoc financial analysis and ensuring alignment of initiatives with executive leadership.• Providing strategic support for organization transformation initiatives with a focus on lowering the cost to serve clients, creating dashboards and scorecards to track initiative progress, coordinating communication efforts, and preparing reports for the CEO.• Evaluating key operating metrics and progress reports on strategic initiatives for the Finance, Operations, and Risk & Compliance departments and translating these into high level commentary for the board of directors and senior leadership.• Developed a model to evaluate travel and entertainment expenses across departments, ensuring spending remains below pre-pandemic levels as travel opportunities reopen.• Led efforts to modernize project tracking and efficiency through the implementation of Smartsheet, resulting in improved coordination and streamlined operations. -
Senior Revenue Strategy & Analytics AssociateG2 Jun 2022 - Apr 2023Chicago, Illinois, United States• Served as an internal consultant, presenting proposals to senior management for pricing and packaging changes, projecting revenue increases, and streamlining operations at a high-growth technology company.• Developed a flexible and scalable three-year revenue forecast model in Microsoft Excel and Google Sheets, enabling strategic decision-making on capital investment, market segmentation, and headcount planning.• Automated forecasting and reporting processes, enhancing operational efficiency, and mitigating potential risks to the business. -
Vice PresidentPimco Jan 2021 - Jun 2022Solana Beach, California, United States• Internal consultant providing business strategy insight for the operational integration of the acquired firm, Gurtin Municipal Bond Management, into the PIMCO Municipals Division.• Recommends corrective action plans to boost operational efficiency and monitors performance against those plans.• Coordinating the integration of various PIMCO applications with legacy Gurtin infrastructure to develop a unified platform for investment management, operations, and client service for the firm’s separately managed accounts business.• Develops and implements internal control policies and trading restrictions.• Manages trading operations compliance of a division with $20 Billion in assets under management. -
Vice PresidentGurtin Municipal Bond Management, A Pimco Company Aug 2019 - Jan 2021Solana Beach, California, United States• Prepared revenue projections and performed due diligence as a member of the deal team to close the firm’s acquisition by Pacific Investment Management Company, LLC (PIMCO).• Reviewed valuations, legal agreements, and mark ups/downs for all new and existing private investments as the financial analyst for the family office of a principal partner of the firm.• Orchestrated inter-department procedure reviews to mitigate risk while also increasing operational efficiency.• Coordinated with product development teams on building out various applications to manage operations on the firm’s proprietary investment management platform.
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Senior AssociateGurtin Municipal Bond Management, A Pimco Company Dec 2017 - Aug 2019Solana Beach, California, United States• Created financial models to analyze business trends and prepared ad hoc reports for senior management.• Managed the firm’s revenue collection process for over 4,000 separately managed accounts and mutual funds.• Developed an automated process to review and reconcile custodian distributed tax documents relative to the firm’s portfolio accounting system for over 2,000 client portfolios.• Provided Microsoft Excel training courses for all new hires and interns.
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AssociateGurtin Municipal Bond Management, A Pimco Company Aug 2016 - Dec 2017Solana Beach, California• Implemented the firm’s accounting system’s financial report module and designed periodic management reporting packages.• Established the family office of a principal partner of the firm on the Addepar, Inc. investment management platform and transitioned away from investment tracking performed on offline spreadsheets.• Developed financial models to analyze asset and revenue growth of multiple mutual funds with more than $750 Million in net assets.
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Senior AssociateState Street Sep 2015 - May 2016Sacramento, California Area• Managed a fund accounting team for multiple clients and performed fund accounting reconciliations of more than a dozen mutual funds with approximately $30 Billion in assets.• Led a client data conversion from offline spreadsheets to a proprietary derivative accounting platform.• Developed Microsoft Excel modules and macros to facilitate daily processing for multiple teams. -
Associate IiState Street Oct 2014 - Sep 2015Sacramento, California Area• Provided end-user quality assurance as part of an Agile development team building out a proprietary accounting system.• Instructed end users on methodology and utilization of newly developed systems.
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AssociateState Street Apr 2014 - Oct 2014Sacramento, California Area• Performed fund accounting reconciliations for derivative product mutual funds and developed a streamlined process for tracking and recording cash settlement data.
Christopher Bakke Skills
Christopher Bakke Education Details
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Economics
Frequently Asked Questions about Christopher Bakke
What company does Christopher Bakke work for?
Christopher Bakke works for Cetera Financial Group
What is Christopher Bakke's role at the current company?
Christopher Bakke's current role is Strategic Analysis Manager @ Cetera Financial Group | MBA in Finance.
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What schools did Christopher Bakke attend?
Christopher Bakke attended Ucla Anderson School Of Management, University Of California, Davis.
What are some of Christopher Bakke's interests?
Christopher Bakke has interest in Health.
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Christopher Bakke has skills like Mathematics, Economics, Data Entry, High School Students, Data Analysis, Team Leadership, Statistical Data Analysis, Commercial Banking, Account Reconciliation, Outlook, Financial Accounting, Microsoft Office.
Who are Christopher Bakke's colleagues?
Christopher Bakke's colleagues are Benjamin Herrick, Greg Avans, Barb Simonton, Cassidy Runyan, Jocelyn Bretney, Randolph Agnew, Seth Connolly.
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