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David Templin is listed as Financial Problem Solver at Portfolio Diagnostics, Inc., based in Naples, Florida, United States. AeroLeads shows a matched LinkedIn profile for David Templin.
David Templin previously worked as Lead Consultant/Owner at Portfolio Diagnostics, Inc. and Executive Director – Licensing & Commissions at Advance Group, Inc.. David Templin holds Master Of Business Administration (Mba), Finance, Statistics from The University Of Chicago Booth School Of Business.
I'm a results-driven financial professional with broad-based experience in the utility, investor relations, banking, medical, and consulting fields. My specialties include financial analysis and forecasting, database creation, preparation of procedural manuals, profitability evaluation, process improvement, and other problem-solving activities. I'm seeking a position at the Controller/CFO level with a small to mid-size business, country club, resort, or assisted living facility.
Listed skills include Business Analysis, Project Management, Change Management, Requirements Analysis, and 7 others.
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Boutique consulting firm. Delivered expertise in business development, budget preparation, cash management/forecasting, and financial analysis for clients in wide variety of industries including medical device manufacturer, nonprofit land conservation organization, mortgage brokerage firm, and company producing designer watches. Converted raw accounting.
Recruited by consulting client and leading designer, manufacturer, and retailer of high-quality brand watches to perform thorough analysis and calculation of sales commissions and royalty payments. Functioned as primary liaison with outside counsel in negotiating business terms with prospective licensors and confirmed adherence to agreement conditions.
Contributed to numerous organizational advances for corporate client including designing comprehensive, integrated financial reporting template that reduced client’s annual external accounting fees by more than $250K.
London, GB
Provided identification and ongoing due diligence for the investment managers utilized in HSBC’s investment products.
Managed all Con Edison pension plan funds and nuclear decommissioning trust funds with aggregate assets in excess of $6.5 billion, including manager selection, performance evaluation, review, and reporting.
Quick answers generated from the profile data available on this page.
David Templin works for Portfolio Diagnostics, Inc..
David Templin is listed as Financial Problem Solver at Portfolio Diagnostics, Inc..
David Templin is based in Naples, Florida, United States while working with Portfolio Diagnostics, Inc..
David Templin has worked for Portfolio Diagnostics, Inc., Advance Group, Inc., Hsbc, and Consolidated Edison.
You can use AeroLeads to view verified contact signals for David Templin at Portfolio Diagnostics, Inc., including work email, phone, and LinkedIn data when available.
David Templin holds Master Of Business Administration (Mba), Finance, Statistics from The University Of Chicago Booth School Of Business.
David Templin is listed with skills including Business Analysis, Project Management, Change Management, Requirements Analysis, Banking, Management Consulting, Program Management, and Business Intelligence.
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