Joseph Jorgensen Email & Phone Number

Allen, Texas, United States

•Created revenue scenarios for five separate sources to project the impact on current and next fiscal year.•Managed five Economic Development zones which included approximately twenty projects involving Parks and Rec, PD, Hotel and Convention Center, Water and Sewer, and Retail Centers. •Management of the above consisted of breakeven analysis, tracking and projecting revenues (Sales, Property, Mixed beverage tax), reimbursement payments, forecasting, reconciling Bond expenditures for State and Public reporting.

San Francisco Bay Area

• Global Treasury Compliance Project related to FBAR reporting• Review and update data base to ensure accuracy for reporting and access requirements.

San Francisco Bay Area

•Operational Budgeting•Month End Close•Scenario and cash flow analysis based on the following variables volume, payer mix, staffing costs, and supply costs.•Monthly trend analysis of financial statements vs budget. Noted areas of concern and made recommendations when applicable to senior management.•Consolidate data into power point presentations for Sr. management and department heads.

San Mateo, California, United States

•Operational budgeting including a review of charges, statistical analysis, and analyzed contractual changes that would impact next year’s budget. •Completed data analysis and budget variance analysis for presentation to business stakeholders.•Month end close and analysis•Balance sheet reconciliations, bank reconciliation, trend analysis of financial statement.•Managed and Cleaned up A/P & AR referencing contracts and verifying timing.•Pro-forma and projections for new and existing product lines

San Jose, Ca

• Concentration on sales of financial products including, but not limited to: Life Insurance, Annuities, College Planning, and Company Retirement Plans. • Reviewed and prepared analysis and recommendations for financial objectives for corporate, small business, and personal financial recommendations.

San Francisco Bay Area

• Managed and grew a portfolio of Loan, Deposit, and Ancillary products within the Silicon Valley Area’s business banking territorial region.

• Underwrote and managed portfolio of commercial lines of credit and Commercial Real Estate Loans.

• Managed and underwrote a portfolio of commercial lines of credit ranging from $250K-$2MM