John Brictson Email & Phone Number

San Diego, CA, US

San Diego, California, US

Responsible for FortiFi’s liquidity needs (2 warehouse lines; 1 revolving line; 1 mezzanine line; 3 securitizations).

Irvine, California, US

Mortgage Servicing Rights valuation and bulk sales.

Chiyoda-ku, Tokyo, JP

Mortgage Servicing Rights forecasting, valuation, and hedge reporting.

Chiyoda-ku, Tokyo, JP

In charge of the CCAR/DFAST stress tests for the Residential Lending line of business. Responsible for forecasting and analyzing market share, Mortgage Servicing Rights (MSR) valuation, and 30yr fixed mortgage concentration.

Monitor portfolio companies and evaluate potential acquisitions for a private equity firm focused on the smaller end of the middle market.

Boston, MA, US

Prepare financial projections and valuation analyses, draft selling memoranda, prepare new business pitch material, manage client due diligence processes, and prepare management for meetings with investors/buyers for a boutique investment bank in the Transportation & Logistics group.

Irvine, CA, US

Intermediate Accounting - Fall'14Introduction to Financial Accounting - Winter'15Advanced Accounting - Spring'15

Newport Beach, CA, US

Analyzed company financials and tracked industry trends for a boutique investment bank with a focus on clean tech and industrial small-cap stocks.

• Established financial policies, procedures, controls, and reporting systems for local law firm.
• Audited Brictson & Cohn and discovered $40K in unpaid profit distributions.
• Oversaw and streamlined the dissolution of Brictson & Cohn and the formation of The Law Offices of Timothy L. Brictson by researching prior to the dissolution the required steps necessary to dissolve the company, which.
• Setup a new accounting system that better classified revenues and expenses, which increased Partners’ ability to make informed financial decisions.

Portland, Oregon, US

• In charge of day-to-day operations of audits for a Top 100 Accounting firm. Responsible for all of AKT’s California pension plan audits (30+ audits).
• Reduced the number of AKT employees used from prior year by 20% to complete all pension plan audits by changing the process of how the audits were completed to an assembly line.
• Helped retain AKT’s largest audit client by completing a timely and efficient audit.
• Trained three first year staff and interns by walking them through various audit functions, which increased their productivity.

San Antonio, Texas, US

• Provided outsourced accounting services for small to mid-sized businesses.
• Setup QuickBooks accounting system for start up compounding pharmacy, which allowed the company to become #8 on the San Diego Business Journal’s list of Fastest-Growing Private Companies in 2011.
• Trained two interns on QuickBooks functions, which increased their efficiency.

San Diego, California, US

Master Of Business Administration (Mba)

Bachelor Of Arts (Ba), Business Management Economics With An Emphasis In Accounting

High School