Hunter Leishman Email & Phone Number

Portland, Oregon Metropolitan Area

Portland, Oregon, United States

Portland, Oregon Metropolitan Area

Portland, Oregon, United States

- Onboards new clients, directly contributing to the custody and management of an additional $95M in 2022, against total assets of ~$19B. This includes establishing and monitoring data feeds, correspondence with previous financial advisors or custodians to transfer client assets, and processing specialized forms and applications. - Manages data integrity and flow across numerous applications with differing cardinality. This requires account and data coding, credential storage and safekeeping, troubleshooting aggregation errors, data suppression, periodic data uploads, and ongoing monitoring. Maintaining data accuracy and consistency for reporting has enabled client retention of 100%, 2% higher than the firm average of 98%. - Builds out financial planning deliverables for over 70 clients, including total balance sheet net worth tracking, financial planning assumptions, and sustainability analyses utilizing Monte Carlo simulations.- Monitors money movement across hundreds of client accounts, highlighting areas of opportunity for additional investments, areas of concern for portfolio sustainability, and initiates trades, wires, journaling, and other money movement when appropriate or requested by clients.

Beaverton, Oregon, United States

- Responsible for 90% accuracy increase in service business revenue forecasting from plan to actuals from 2020 to 2021, with variance to actual revenue of +/- 0.3%. This was achieved by more granular opportunity tracking, detailed historical customer analyses, and updated assumptions and methods for forecasting. - Project Manager for annual service pricing update, working with cross-functional teams, receiving competing stakeholders buy-in, analyzing and recommending changes to over 6,000 spare parts and consumables that resulted in an increase of $1.5M to service revenue. - Grew division-wide service contract attachment from 40% to 65% by tracking system warranty expirations and contract renewal timing, driving Sales to engage and close business through monthly and quarterly reporting to enable more thoughtful timing and negotiations.- Improved Time and Materials service labor cost reporting by analyzing operational workflows from Service Engineers, identifying inconsistencies in processes and providing feedback to remedy. Backfilling on existing reports and data showed a misalignment of 4%, implying a service margin gain $88k. - Successfully raised service labor rates an average of 4.6% globally after being unchanged for over 10 years in some regions. Working collaboratively with Service Marketing, Operations, and Technical Support afforded the necessary backing to realize this update. - Provided analyses and reporting for claw-back initiative for low or under-utilized systems in the field, which identified opportunities for new service offerings, resulting in a direct revenue benefit of $1.7M in 2021. Additional analyses related to this enabled the creation of a South Korean-specific offering, which grew contract attachment 45% year-over-year in this region.

Portland, Oregon Area

Summer Internship at Electro Scientific Industries (ESI), at this point recently acquired by MKS Instruments, on the FP&A Finance Team. - Low volume and low margin part analyses, discovering over 500 service spare parts and consumables with minimal or negative gross margin, resulting in service pricing adjustments improving annualized revenue by $50k. - Developed variable costing model to accurately report true cost of Multi-Layer Ceramic Capacitor termination and tester consumables, enabling $175k improvement in reported gross margin year-over-year.- Re-mapped Essbase data warehouse Cost Centers and Profit Centers to Hyperion Financial Management (HFM) in continued integration efforts after acquisition. This drastically improved MKS Instruments' visibility into ESI's $200M+/year business. - Profit and Cash Recovery Initiative, leading cross-functional team in identifying opportunities for additional cash savings or gross margin improvements in-year and on an annualized basis.- Assisted finance team with month and quarter-end cycles.- P&L consolidation and presentations.- Employee Travel and Entertainment (T&E) expense reporting, forecasting, and variance analyses.

Corvallis, Oregon Area

Performed cleaning services for clients in the Corvallis and Albany area working for Maid to Perfection, a small, local business. - Cleaned client's houses based on their service package, upselling on al la carte options when appropriate.- Managed cleaning supplies at local office, planning ahead for larger or back-to-back cleanings. - Adjusted cleaning techniques based on client or manager feedback, becoming more efficient with supplies consumed and time from start to finish for specific cleaning packages. - Collaborated and works with other cleaning technicians on large cleanings, such as Sorority or Fraternity move-outs, and local historic mansions.

Portland, Oregon Area

Worked as a prep staff member and lunch service cashier during a summer between terms at Oregon State University.- Prepared pizza dough and pizza toppings (meat, vegetables) for day-of plus 48 hours of expected consumption from customers.- Bussed tables and maintained restaurant cleanliness during lunch service.- Took customer orders, using in-house custom POS system, and facilitated cashiering for goods ordered.- Maintained relationships with restaurant regulars, having their orders queued up upon entry, which further engaged them to keep coming back.

Hillsboro, Oregon

Worked as a crew member at Regal Movies on TV in Hillsboro, Oregon, for two summers and winter breaks while attending Oregon State University during Fall, Winter, and Spring terms. - Lead ushering duties, which included delegating crew members to specific tasks for large showings, such as Star Wars The Force Awakens or Minions. - Provided training to new team members for concession and ushering duties.- Acted as cashier and preparer for concession items, upselling where possible for higher margin products like larger soda and popcorn sizes, candy, and food items that required being cooked or heated up. - Maintained inventory of candy and other concession items, cooking popcorn while servicing patrons and effectively switching between duties and maintaining steady workflow. - Routinely checked on 16 auditoriums during showings, noting audio and visual quality and reporting back to management immediately when issues arose. This helped ensure that patrons had an enjoyable movie viewing experience. - Cleaning auditoriums after a showing within tight scheduling constraints, increasing the number of showings possible within a given business day.

Hillsboro, Oregon

Co-founded small business where I designed and had complete ownership over manufacturing of hardwood cutting boards. This included -- Identifying and developing supplier relationships for procuring materials required for board production.- In-depth cost accounting to establish primary cost drivers, potential profitability, and areas for improvement. - Develop manufacturing processes with available woodworking equipment, crafting jigs and other implements to improve accuracy, efficiency, and throughput. - Pivoting with revamped designs and end product when specialized equipment experienced catastrophic failure with no feasible solution to replace.