Vp Of Finance
CurrentResponsible for budgeting, forecasting, financial system functionality, and management & board reporting
2022 - Present
~4 yrs 7 mos
Who is Dave Forstrom? Overview
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Quick answer
Dave Forstrom is listed as VP of Finance at Curinos, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Dave Forstrom.
Dave Forstrom previously worked as Corporate Finance Consultant at Independent Financial Contractor and VP of Finance at Fathom (Global Water Management, Llc). Dave Forstrom holds Bachelor Of Science (Bs), Finance, General from Villanova University.
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Email format at Curinos
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Curinos
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Profile bio
About Dave Forstrom
Dave Forstrom is a VP of Finance at Curinos. He possess expertise in finance, corporate finance, financial analysis, corporate fp&a, kpi reports and 9 more skills.
Listed skills include Finance, Corporate Finance, Financial Analysis, Corporate Fp&A, and 10 others.
Current workplace
Dave Forstrom's current company
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9 roles · 24 years
Dave Forstrom work experience
A career timeline built from the work history available for this profile.
Corporate Finance Consultant
Independent Financial Contractor
Providing fractional finance services to startups & businesses across various industries, primarily in the Austin area. Services include financial modeling, budgeting & forecasting, project cash flow analysis, financial statement preparation, board deck preparation, metrics & KPI dashboard creation, cost savings analysis, control procedures & financial system implementation recommendations, etc.
2020 - 2022
~2 yrs
Vp Of Finance
Senior leadership role reporting to the CEO with expanded responsibilities to include: - Direct management and oversight of the finance & accounting team - Attendance at monthly board meetings to present the financial reporting package - Owned the finance responsibilities for the effort to raise a Series C funding round e.g. pitch decks, sales memos, data room management and due diligence requirements from potential investors
2018 - 2020
~2 yrs
Senior Finance Manager
- Built a firm level five year proforma financial model including supporting models for each individual prospective client level water meter and software installation project- Owned the firm level budgeting process in coordination with business unit heads- Created the financial board reporting package- Responsible for the banking partner reporting and covenant requirements monitoring- Oversaw the Netsuite project reporting implementation project
2016 - 2018
~2 yrs
Financial Consultant
Independent Financial Contractor
Providing fractional finance services to startups & businesses across various industries in the Austin area. Venture Capital, Video Game Publishers, Software Vendors (SaaS). Services include financial modeling, budgeting & forecasting, project cash flow analysis, financial statement preparation, board deck preparation, metrics dashboard creation and analysis.
2015 - 2016
~1 yr
Vice President: Municipal Markets Chief Operating Office
Business unit operating officer for the Municipal Banking and Markets Business. Responsible for numerous initiatives requiring coordination across multiple support partners and the front office. Examples include Financial Modeling risk management, Business Continuity Planning, RWA Analysis, Technology system decommissioning, streamlining, and implementation. - Analyze the business financials to enhance KPI performance and identify cost saving opportunities - Managed the implementation of the Quartz system and reporting tools for the Municipal business - Instituted various control procedures around financial legislation and regulation (Dodd Frank, Volcker, etc.) to ensure the business is in compliance while maintaining an effective and profitable market position.
2014 - 2015
~1 yr
Vice President: Global Markets Chief Financial Office
Business unit finance officer responsible for directing the CFO requirements for the US Options desk, trading in various interest rate derivative products including swaptions, caps/floors, and constant maturity swaps. - Month end close execution & oversight | P/L & B/S Reporting | KPI & Metric reporting - Analyze the PL for the Options desk focusing on new deal substantiation and moves in volatility - Project lead on the critical spreadsheet initiative to identify, audit, and formalize all offline spreadsheets to adhere to best practices. - Execute price verification functions utilizing Totem data and discuss the findings/price adjustments with the trading desk
2013 - 2014
~1 yr
Vice President: Municipal Chief Financial Office
Business unit finance officer responsible for finance duties for municipal new issuance, municipal secondary trading, municipal money market & derivative businesses - Month end close execution & oversight | P/L & B/S Reporting | KPI & Metric reporting - Implementation lead on the Clarity Management Reporting dashboard - Managed the pricing and financials for the Auction Rate Securities portfolio post 2008 meltdown which entailed litigation impacts and available for sale accounting (AFS) - Reg Reporting | Reg W | Basel Reporting - Price Testing analysis | Trader Metrics analysis
2007 - 2013
~6 yrs
Assistant Vice President: Investment Banking & Private Client Chief Financial Office
Business finance officer-P/L and B/S Reporting for Equity underwriting & IPO desk-P/L and B/S Reporting for US Wealth Management business-Budgeting & Forecasting | Variance Analysis | Reg Reporting | System Implementation testing
2003 - 2007
~4 yrs
1 education record
Dave Forstrom education
-
Villanova University
FAQ
Frequently asked questions about Dave Forstrom
Quick answers generated from the profile data available on this page.
What company does Dave Forstrom work for?
Dave Forstrom works for Curinos.
What is Dave Forstrom's role at Curinos?
Dave Forstrom is listed as VP of Finance at Curinos.
Where is Dave Forstrom based?
Dave Forstrom is based in Austin, Texas Metropolitan Area, United States while working with Curinos.
What companies has Dave Forstrom worked for?
Dave Forstrom has worked for Curinos, Independent Financial Contractor, Fathom (Global Water Management, Llc), Bank Of America Merrill Lynch, and Merrill Lynch.
How can I contact Dave Forstrom?
You can use AeroLeads to view verified contact signals for Dave Forstrom at Curinos, including work email, phone, and LinkedIn data when available.
What schools did Dave Forstrom attend?
Dave Forstrom holds Bachelor Of Science (Bs), Finance, General from Villanova University.
What skills is Dave Forstrom known for?
Dave Forstrom is listed with skills including Finance, Corporate Finance, Financial Analysis, Corporate Fp&A, Kpi Reports, Kpi Dashboards, Budgeting, and Forecasting.
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