Dan Mobley Email & Phone Number

Portland, Oregon, Us

Portland, Oregon, Us

• Oversee annual budgeting, forecasting and monthly reporting processes across all business divisions• Present budgets, forecasts and relevant financial data to Executive team to help drive results• Collaborate with Senior Management and multiple business units on long-term strategic planning and financial modeling• Identify and analyze emerging trends within the business to reallocate resources and drive company efficiencies• Aided in increasing the company’s standard margin by 480 basis points over a 3-year period by: o Creating KPIs and reporting tools for our Product Line Management business unit o Designing a detailed model to accurately predict full year company standard margins o Building a SKU Summary report which brought together information from several business units to analyze sales and improve inventory quality• Corporate Risk Manager responsible for all insurance lines and manage annual renewals• Secretary of the Pension & 401k committees; migrated pension fund to new fund manager/custodian resulting in a 47% annual fee savings

Portland, Oregon, Us

• Assisted the Finance and Accounting group with the implementation of a new ERP system, Microsoft Dynamics AX• Implemented an upgrade to Prophix, the company’s financial consolidation software• Evaluated ROI for capital projects, product lines, software and marketing opportunities

Portland, Oregon, Us

• Responsible for creating and maintaining company budgets and forecasts• Created a new company revenue forecasting model used in budgeting and forecasting processes. Revenue forecast accuracy improved to a 3% error rate from 12%• Worked with all business units to identify operating expense savings for the 2013 budget which resulted in $4.8M in realized savings• Assisted with the sale of the company by working with our investment banker and the acquiring company’s auditors• Obtained and compiled all data for the corporate insurance renewal

Portland, Oregon, Us

• Managed and created all company sales reporting on daily/weekly/quarterly/yearly basis• Provided ad hoc analysis for the all business units within the company• Assisted in the creation of the company’s 10K & 10Q reporting, specifically portions of the MD&A and supporting data• Compiled data for the Executive team to be used during quarterly shareholder conference calls• Analyzed customer sell-through data• Calculated pricing for bids on large military contracts

Concord, Ca, Us

• Audited Conventional/FHA/VA loans for both retail and wholesale divisions to be sold as mortgage-backed securities on the secondary market• Analyzed investor purchase stipulations and compliance audit findings to highlight trends• Presented findings and recommendations to the management team on a continual basis• Created documentation and processes to follow investor guidelines which decreased financial losses

Determined optimal pricing model for S-Ray proprietary dental ultrasound diagnostic equipment.Researched current costs of x-ray equipment and use frequency to determine the advantages of S-Ray's diagnostic equipment.Developed a cash flow use case to calculate breakeven point and potential cash flows through the use of the equipment,for both dental and veterinary offices.Created pricing presentation and Excel spreadsheet models that could be used for management, customer, and investorinformation sessions.

Knoxville, Tennessee, Us

• Collaborated with the Branch and Operation Manager to start up and manage day to day operations at the branch level• Analyzed business processes in each department and made recommendations to increase profitability and efficiency• Managed implementation and trained staff members on new software and technology • Recruited and interviewed potential employees• Responsible for negotiating and managing contracts with outside vendors• Partnered with investors to ensure the sale of bulk mortgage backed securities on the secondary market

• Managed daily funding operations for the Northwest Region, which included two branches that funded an average of $80 million in mortgages per month• Analyzed current business pipeline and produced financial projections to make budget and staffing recommendations• Instituted departmental cross-training program to increase profitability and efficiency. Program lowered file turn times to 24-48 hours and increased monthly funding volume• Developed and implemented training program and manuals for all branch level processing positions. Program quickly assimilated new workers allowing them to efficiently learn other positions beyond their immediate duties• Audited and perfected conventional/FHA/VA loans to be sold as bulk mortgage backed securities on secondary market• Developed system for assessing potential problems and correcting processing errors. Within three months, branch losses due to these errors were eliminated

Us

Hired to create and oversee team of five government loan auditorsManaged day to day post-closing operations for a wholesale mortgage lenderPerfected and audited conventional/FHA/VA loans to be sold as bulk mortgage backed securities on the secondary marketDeveloped training manuals for various processing center positions

Master Of Science - Ms, Financial Analysis

Bachelor Of Science - Bs, Biology, General