David Deforest

David Deforest Email and Phone Number

Senior Manager; Capital Finance Office of the Treasurer @ Indiana University
Bloomington, IN, US
David Deforest's Location
Bloomington, Indiana, United States, United States
David Deforest's Contact Details

David Deforest work email

David Deforest personal email

About David Deforest

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.

David Deforest's Current Company Details
Indiana University

Indiana University

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Senior Manager; Capital Finance Office of the Treasurer
Bloomington, IN, US
Employees:
29941
David Deforest Work Experience Details
  • Indiana University
    Senior Manager; Capital Finance Office Of The Treasurer
    Indiana University
    Bloomington, In, Us
  • Indiana University
    Senior Manager; Capital Finance Office Of The Treasurer
    Indiana University Sep 2011 - Present
    Bloomington, 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
  • Indiana University
    Program Analyst
    Indiana 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
  • Indiana University
    Computer Support, School Of Continuing Studies
    Indiana 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
  • Indiana University
    Consultant, Uits Student Technology Centers
    Indiana 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

Tableau Policy Analysis Project Management Complex Analysis Financial Analysis Sql Data Analysis Research Process Improvement Business Innovation Program Management Finance Budgets Policy Quantitative Analytics Accounting Debt And Equity Financing Debt Management Microsoft Excel Excel Public Speaking Quantitative Analysis Analysis Leadership Microsoft Office Powerpoint Statistics

David Deforest Education Details

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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