Tim Garrett Email & Phone Number

New Haven, Connecticut, United States

• Orchestrated the annual budget process, integrating cross-departmental inputs to optimize financial resource allocation.
• Designed and managed forecasting models, leveraging predictive analytics for strategic planning.
• Revolutionized financial reporting with advanced BI tools for data-driven decision-making.
• Implemented comprehensive inventory management, account aging/payments, and cash flow systems, enhancing liquidity in a challenging market.
• Automated key financial processes, reducing staffing needs through machine learning applications.
• Conducted in-depth financial analysis and risk assessment, influencing strategic business decisions.

Connecticut, United States

Mergers, Acquisitions, and Joint Ventures.Create new entities.Maximize net income.Manage sales branches through RVPs.Create KPIs and lead departments towards data based decision making.Recruit new sales branches, vetting their potential performance, negotiate terms and make offers.Develop and manage all forecast models (Volume, Revenue, Expenses, and.

Tulsa, Oklahoma Area

Support CFO in Balance Sheet Management.Reconcile GLs.Risk Management.ALCO Committee.Measure Economic trends and activities.Ensure products are setup IAW accounting and risk guidelines.Underwrite high risk products.Establish Risk protocol for High Risk Customers. Deposit team document review.Analyze and monitor product interest rates.Manage Deposit staff.