Jerry Sumner, Mba, Cpa Email and Phone Number
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I am a CPA/MBA with 30 years of professional experience. I have strong accounting skills with extensive experience with US GAAP and exposure to IFRS. I have knowledge of finance and economics as well through my work history as well as my graduate and undergraduate studies.The majority of my career has been in the financial services industry - banking, mortgage, insurance and mutual funds. I also have public accounting experience (PWC) and non-profit experience.Most recently I was SVP/Corporate Controller for Titanium Holdings (THI) and its four subsidiaries. In this position I reported directly to the CEO and had complete accounting/finance responsibility. Prior to Titanium, I was the Director of Mortgage Accounting for TIAA-CREF. I managed a team of accountants providing accounting and reporting services for a $20 billion commercial mortgage portfolio. For eight years prior to TIAA-CREF, I was the VP/Controller of two mortgage divisions of HSBC. In these roles, I managed a large staff providing a variety of services for two seperate operating companies - Decision One Mortgage, LLC and HSBC Mortgage Services. Decision One was a wholesale mortgage lender in the residential market. At its peak Decision One originated and sold $17 billion in 1st and 2nd mortgage loans per year. Mortgage Services purchased mortgage loans in the secondary market and held them in its own portfolio which totaled more than $50 billion.Specialties: controller, chief financial officer, financial analysis, management reporting, SEC reporting, business metrics, financial statement preparation, variance analysis, budgeting, forecasting, audit, asset/liability management, bank relations, process improvement, statistical modeling, regulatory reporting, project management, cash management, investment portfolio management, treasury services
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Finance DirectorElevation Church Feb 2013 - PresentMatthews, Nc, Us -
Svp/Corporate ControllerTitanium Holdings, Inc. Jul 2009 - Sep 2012Ft. Mill, South Carolina, UsI had full finance/accounting responsibility for Titanium Holdings, Inc. and its four operatings subsidiaries. Reporting directly to the CEO, my responsibilities included management of the accounting team, monthly close, financial analysis and reporting to senior management, the Board of Directors and external parties, annual budgeting, monthly forecasting, cash management and risk mamagement. I also served as the Trustee for the company 401-K plan. I coordinated with external auditors on the annual financial audit, all tax requirements and the audit of the 401-K plan. -
Director - Mortgage AccountingTiaa-Cref Dec 2007 - Nov 2008New York, Ny, UsIn this position I managed a small team providing accounting and reporting services for a $20 billion commercial loan portfolio. I also acted as project manager for the selection and implementation of a new mortgage accounting system. -
Vp/ControllerDecision One Mortgage, Llc Dec 1999 - Sep 2007UsI was the Controller for Decision One for eight years. Decision One was a mortgage wholesaler - originating and selling 1st and 2nd residential mortgage loans. At its peak, Decision One was originating and selling in excess of $2 billion per month. In this position, I led teams in accounting, loan funding, loan servicing, regulatory reporting, management reporting and analysis, SOX compliance, internal and external audit, risk and vendor management. -
Vp/ControllerHsbc/Mortgage Services Jul 2005 - Dec 2006I was the Controller for HSBC Mortgage Services as well as Decision One for a short period. Mortgage Services was a portfolio lender - purchasing residential loans in the secondary market and holding them long term. This portfolio totaled $50 billion at its peak.
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Senior Reporting AnalystWachovia Corporation May 1997 - Dec 1999San Francisco, California, UsIn this position I led a team of management analysis and reporting professionals at the corporate level of the Bank and supported the activities of other functional groups, such as Investor Relations, Legal, Treasury, Finance and Regulatory Reporting. My team prepared detailed analytics of financial performance for senior management and the Board of Directors.
Jerry Sumner, Mba, Cpa Skills
Jerry Sumner, Mba, Cpa Education Details
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Southern Illinois University, CarbondaleFinance -
Marshall UniversityAccounting And Finance -
Hurricane High SchoolGeneral Studies
Frequently Asked Questions about Jerry Sumner, Mba, Cpa
What company does Jerry Sumner, Mba, Cpa work for?
Jerry Sumner, Mba, Cpa works for Elevation Church
What is Jerry Sumner, Mba, Cpa's role at the current company?
Jerry Sumner, Mba, Cpa's current role is Finance Director at Elevation Church.
What is Jerry Sumner, Mba, Cpa's email address?
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What schools did Jerry Sumner, Mba, Cpa attend?
Jerry Sumner, Mba, Cpa attended Southern Illinois University, Carbondale, Marshall University, Hurricane High School.
What skills is Jerry Sumner, Mba, Cpa known for?
Jerry Sumner, Mba, Cpa has skills like Financial Analysis, Finance, Financial Reporting, Executive Management, Financial Services, Accounting, Banking, Cash Management, Auditing, Budgets, Forecasting, Financial Modeling.
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