Jerry Sumner, Mba, Cpa

Jerry Sumner, Mba, Cpa Email and Phone Number

Finance Director at Elevation Church @ Elevation Church
Jerry Sumner, Mba, Cpa's Location
Monroe, North Carolina, United States, United States
Jerry Sumner, Mba, Cpa's Contact Details
About Jerry Sumner, Mba, Cpa

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

Jerry Sumner, Mba, Cpa's Current Company Details
Elevation Church

Elevation Church

View
Finance Director at Elevation Church
Jerry Sumner, Mba, Cpa Work Experience Details
  • Elevation Church
    Finance Director
    Elevation Church Feb 2013 - Present
    Matthews, Nc, Us
  • Titanium Holdings, Inc.
    Svp/Corporate Controller
    Titanium Holdings, Inc. Jul 2009 - Sep 2012
    Ft. Mill, South Carolina, Us
    I 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.
  • Tiaa-Cref
    Director - Mortgage Accounting
    Tiaa-Cref Dec 2007 - Nov 2008
    New York, Ny, Us
    In 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.
  • Decision One Mortgage, Llc
    Vp/Controller
    Decision One Mortgage, Llc Dec 1999 - Sep 2007
    Us
    I 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.
  • Hsbc/Mortgage Services
    Vp/Controller
    Hsbc/Mortgage Services Jul 2005 - Dec 2006
    I 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.
  • Wachovia Corporation
    Senior Reporting Analyst
    Wachovia Corporation May 1997 - Dec 1999
    San Francisco, California, Us
    In 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

Financial Analysis Finance Financial Reporting Executive Management Financial Services Accounting Banking Cash Management Auditing Budgets Forecasting Financial Modeling Financial Accounting Strategic Financial Planning Portfolio Management Microsoft Excel Strategic Planning Risk Management Project Management Sec Filings Variance Analysis Mortgage Banking Financial Forecasting Loans Mortgage Lending Us Gaap Financial Planning Corporate Finance Quickbooks Great Plains Software Peoplesoft Cash Flow Forecasting Corporate Budgeting Treasury Management Insurance Non Profits Cpa Mba Cgma Project Planning Monthly Close Year End Close Compliance Operating Budgets Gaap

Jerry Sumner, Mba, Cpa Education Details

  • Southern Illinois University, Carbondale
    Southern Illinois University, Carbondale
    Finance
  • Marshall University
    Marshall University
    Accounting And Finance
  • Hurricane High School
    Hurricane High School
    General 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?

Jerry Sumner, Mba, Cpa's email address is js****@****.rr.com

What is Jerry Sumner, Mba, Cpa's direct phone number?

Jerry Sumner, Mba, Cpa's direct phone number is +170424*****

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.