David Deforest Email and Phone Number
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Since September of 2011 I have been filling the roll of Financial Analyst for the Office of the Treasurer. I have modernized how the university tracks incoming electronic funds and their application within our general ledger system as well as provide useful reports on various aspects of the transfers ($2.4 Billion annually). I have also drafted policy with regards to various issues surrounding electronic fund claims and overseen the implementation of a new general ledger system’s claim table. In addition to this I have been monitoring external agencies and their agreements, monitoring various aspects of credit card agreements, and creating ad hoc reports for distribution to the Treasurer and VPCFO. My role with Treasury has expanded to include managing university held endowments ($229.0 Million in various assets), monitoring the university’s cash flows and create models and forecasts from this data that support various initiatives (measuring the impact of moving bursar billing dates have on investment/liquidity balances for example). I have also collaborated with other departments to create reports and models for their business projection/decision point needs.During my tenure with the University Budget Office I modeled financial plans and processes for the University’s budget process as well as monitored the budget by reviewing reports and accounting records to determine if allocated funds have been spent as specified. During my time with the Budget Office I expanded the duties and responsibilities of my position. These new duties included monitoring the use and funding of life cycle funding accounts, research using data that was ether found internally or outside the university and collating it into meaningful formats as well as analysis, conducting a yearly survey of IU peer’s fee requests to accompany IU school’s instructional fee requests to IU Trustees, and oversee the use and funding of both IU and IUF Faculty Endowment Match Program accounts.
Indiana University
View- Website:
- bloomington.iu.edu
- Employees:
- 29941
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Senior Manager; Capital Finance Office Of The TreasurerIndiana UniversityBloomington, In, Us -
Senior Manager; Capital Finance Office Of The TreasurerIndiana University Sep 2011 - PresentBloomington, Indiana Area• Create SEC filings and bond appendixes for AAA rated institution• Management of $500M endowments held by the university • Manage application of electronic funds for the entire university system ($2.5B annual)• Reshape cash forecasting for the university system to include if/then analysis for policy changes and improve accuracy• Modeled the impact of changing student payment due dates on liquid capital reserve requirements and tiered investments held by the university• Collaborate with General Council and the Treasurer to create policy and documentation for external agency agreements between IU and 501(c)3 organizations• Research and provide fiscal analysis for treasury department and outside entities for business projection/decision point needs• Create, interpret and effectively communicate policy to university units as well as external agencies -
Program AnalystIndiana University Jun 2008 - Sep 2011• Research using database queries, and Excel to create and vet materials used during the state appropriation process and the university’s budget process• Research and provide analysis for all campuses and university administration• Monitor various financial programs and their use in support of the university -
Computer Support, School Of Continuing StudiesIndiana University Jan 2008 - Jun 2008• Trouble shoot computer software and hardware problems• Install hardware for end users • Create procedures for computer setup used by the IT department• Provide customer service over email/phone regarding course web interface -
Consultant, Uits Student Technology CentersIndiana University Jul 2007 - Jun 2008• Provide customer service to students using the university’s computer labs• Trouble shoot computer software and hardware problems
David Deforest Skills
David Deforest Education Details
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Public Finance, Policy -
Certificate In Public Budgeting And Financial Management -
Music, Business
Frequently Asked Questions about David Deforest
What company does David Deforest work for?
David Deforest works for Indiana University
What is David Deforest's role at the current company?
David Deforest's current role is Senior Manager; Capital Finance Office of the Treasurer.
What is David Deforest's email address?
David Deforest's email address is dl****@****ail.com
What schools did David Deforest attend?
David Deforest attended O'neill School Of Public And Environmental Affairs, Indiana University School Of Public And Environmental Affairs, Indiana University Jacobs School Of Music.
What are some of David Deforest's interests?
David Deforest has interest in Children, Civil Rights And Social Action, Environment, Poverty Alleviation, Science And Technology, Animal Welfare.
What skills is David Deforest known for?
David Deforest has skills like Tableau, Policy Analysis, Project Management, Complex Analysis, Financial Analysis, Sql, Data Analysis, Research, Process Improvement, Business Innovation, Program Management, Finance.
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6horizonbeverage.com, asu.edu, bridgew.edu, student.bridgew.edu, mimecast.com, edgerock.com
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David deForest Keys
Bryn Mawr, Pa -
1windwardenv.com
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