Greg Pike Email & Phone Number

United States

Royal City, Washington

Othello, Wa

Responsible for all essential functions of cash management and the forecasting of future cash flows using financial models. Assisted in other treasury functions such as ALCO committee meetings, wire transfers, and procedural documentation.Created models for tracking bank’s current and future cash position. Monitored daily deposit and withdrawal activityResponsible for overnight borrowing with the Fed line, Federal Home Loan Bank and other established Fed Funds lines at other financial… Show more Responsible for all essential functions of cash management and the forecasting of future cash flows using financial models. Assisted in other treasury functions such as ALCO committee meetings, wire transfers, and procedural documentation.Created models for tracking bank’s current and future cash position. Monitored daily deposit and withdrawal activityResponsible for overnight borrowing with the Fed line, Federal Home Loan Bank and other established Fed Funds lines at other financial institutions.Monitored and completed daily wire and ACH activity.Worked closely with bank treasurer to create presentation for monthly ALCO committee meetings.Balanced and reconciled cash accounts held at other banks.Assisted external auditors and FDIC regulators with review of bank’s cash management procedures and wire transactions.Approved customer interest rate adjustments.Created and processed journal entries along with related back-up documentation.Performed setup of new Brokered CD accounts and interest payments on existing accounts. Show less

Highly skilled in accounting, tracking, monitoring budgets, payment and compliance, worked closely with Project Manager, Engineers and Superintendents. Prepared monthly financial reporting and auditing schedules. Reconciled and adjusted monthly general ledger accounts. Analyzed monthly budgets and project accounting for several successful commercial building projects. Oversaw day to day accounting activities related to specific construction projects including; LDS Rexburg… Show more Highly skilled in accounting, tracking, monitoring budgets, payment and compliance, worked closely with Project Manager, Engineers and Superintendents. Prepared monthly financial reporting and auditing schedules. Reconciled and adjusted monthly general ledger accounts. Analyzed monthly budgets and project accounting for several successful commercial building projects. Oversaw day to day accounting activities related to specific construction projects including; LDS Rexburg Temple, LDS Church History Library, Utah State University Performing Hall, Dixie Regional Medical Center. Show less

Responsible for providing Fidelity’s clients with an outstanding client experience by determining customers’ financial service needs and prepared proposals to sell services, reviewed business trends and advised customers regarding use of fidelity website services.Obtained a broad knowledge of basic financial concepts through extensive training and experience. Very knowledgeable in multiple web-based computer applications.Assisted Fidelity clientele in elevating their understanding of… Show more Responsible for providing Fidelity’s clients with an outstanding client experience by determining customers’ financial service needs and prepared proposals to sell services, reviewed business trends and advised customers regarding use of fidelity website services.Obtained a broad knowledge of basic financial concepts through extensive training and experience. Very knowledgeable in multiple web-based computer applications.Assisted Fidelity clientele in elevating their understanding of financial concepts such as Fidelity products and services, transactions, basic retirement information, investment performance and website direction. Show less

Assisted in multiple marketing functions; planning, strategy, and expansion into international market, responsible for managing accounts and fostering good client relations. Various uses of Dutch language: speaking, writing, and translating; played a major role in company’s growth into Netherlands/Dutch market. Coordinated Netherlands/Belgium operations and oversaw expansion launch into the area. Created over 400 new accounts, established client relations with accounts.Traveled to… Show more Assisted in multiple marketing functions; planning, strategy, and expansion into international market, responsible for managing accounts and fostering good client relations. Various uses of Dutch language: speaking, writing, and translating; played a major role in company’s growth into Netherlands/Dutch market. Coordinated Netherlands/Belgium operations and oversaw expansion launch into the area. Created over 400 new accounts, established client relations with accounts.Traveled to international conferences as representative of company to promote and present trainings.Created and designed programs for company as a guide for distribution and expansion. Show less

Masters, Finance

Bs, Finance

Activities and Societies: Hinckley Institute, Internship with the Treasury Department in Washington DC.

Education record