Jason Green, Mba Email & Phone Number

With more than 20 years of professional experience in roles ranging from financial analyst to CFO, I focus on helping small to mid-sized businesses understand their own business from a financial perspective. I have extensive experience with financial modeling and forecasting. Some of my services include:Financial Statement PreparationFinancial & Management.

Aliso Viejo, CA, US

Manage accounting group of three in month-end closing and financial statement creation. Ensure compliance with internal and regulatory policies. Report to the Board and CEO on the Asset/Liability risk position, trends and changes. Lead the annual budgeting process and monitoring of operational performance through variance analysis. Maintain the integrity.

Santa Ana, CA, US

• Senior Treasury Analyst: Play an integral role in managing $4.5B investment portfolio. Analyze metrics and ensure compliance with regulations and policies. Study implications of potential investments. Analyze.
• Created pricing models for credit cards, auto loans and mortgages, establishing risk-based pricing and enabling strategy to secure average 282 basis point gain over 12 months on mortgage loans.
• Cut time required to produce quarterly credit union peer performance reports from 2 days to 2 hours by creating Excel macros to automatically process extract data.
• Developed pro forma analyses to project marketing promotion profitability, taking into account a variety of factors, including volume, cost of funds, interest rates, charge-offs, pre-payments, etc.
• Created credit risk matrix tool to analyze creditworthiness of prospective bank note and CD investments, building in multiple customizable and static measures; tool was used in decision to exit significant CIT.
• Received Service Excellence Award in recognition of outstanding performance and teamwork.

San Dimas, CA, US

• Senior Interest Rate Risk Analyst: Initially hired as an analyst, evaluating and correcting data received from client credit unions via Access queries and managing client executive relationships. Following promotion.
• Developed customizable data scrubbing tool in conjunction with programmer, saving nearly 3K hours per year in labor costs.
• Skillfully balanced multiple priorities, working additional hours to develop new system while managing daily analysis tasks.

Tulsa, Oklahoma, US

• Derivatives Accountant: Reconciled bank statements, evaluating aged accounts and identifying potential receivables. Settled option premiums with trading counter-parties. Created invoices and recorded receivable or.
• Discovered $5M+ in uncollected net receivables, improving company cash flow.
• Gained valuable knowledge about derivative settlements and experience with Oracle accounting software, including documentation, invoicing and journal entry functions.
• Received (and accepted) full-time job offer after initial hire as a contract employee due to consistent quality of work.

Mba, Finance

Bachelor'S Of Arts, Finance