Ken Kerr, Cpa Cma Email & Phone Number

Calgary

Responsible for sourcing and managing transactions >$10,000,000 for diverse portfolio of complex businesses through creative lending structures.

Calgary, Canada Area

Responsible for sourcing and managing subordinate financing transactions with financing needs between $250,000 and $35,000,000. - provides innovative financing solutions for small to mid-size companies for acquisitions, leveraged buy-outs, expansions, wealth monetization and working capital for growth.

Calgary, Canada Area

• Individually responsible for loans up to $10,000,000 for a wide variety of commercial needs.• Manages portfolio of complex commercial lending clients• Successfully completed coaching certification program for coordinating the training of new employees • Actively structures, prepares and negotiates financing proposals for companies including credit analysis, financial statement analysis and security valuation.• Reviews financial statements, budgets, forecasts and other relevant information to determine appropriate loan terms.• Recommends financing proposals for credit worthy customers

Calgary, Canada Area

• Successfully managed new clientele and existing portfolio of commercial lending clients.• Actively structured, prepared and negotiated financing proposals for companies including credit analysis.• Delivers presentations to business owners, industry associations and internal management.• Reviewed financial statements, budgets, forecasts and other relevant information to determine appropriate loan terms.• Recommended financing proposals for credit worthy customers.• Managed multiple projects ensuring timely and accurate analysis to management and clientele.• Developed and maintained business relationships with professionals, entrepreneurs, associations and clientele.• Coordinated with multiple departments and external parties to ensure a high level of customer service.

Calgary, Canada Area

• Prepared quarterly and annual reviews of Mezzanine Debt loan portfolio including covenant compliance and security reviews.• Assisted Managing Director with Mark to Market analysis, comparing the investment portfolio vs. expected return.• Monthly reconciliations of application fees.• Initiated the loan writing process and prepared amendments to security on existing investments.• Produced pipeline/pending reports to management on a timely basis.

Calgary Ab

• Maintained and coordinated accounts receivable for both Alberta and British Columbia.• Contacted brokers and underwriters to solve account discrepancies.• Processed accounting journals to balance accounts.• Reconciled agent accounts on a monthly basis.• Suggested and processed account write-offs for delinquent accounts.• Maintained various broker databases for department.• Processed broker payments on system.• Created and maintained daily, monthly and annual reports for management.• Used own discretion in processing cancellations for non-payment.

Strategic Leadership Program - Accounting

Bachelor Of Entrepreneurship, Small Business