Nicholas Hahn Email & Phone Number

Dallas, Texas, US

UTB is a locally owned, full-service, FDIC-insured boutique commercial bank specializing in delivering customized business and personal banking services to our clients and their companies both globally and throughout the nation.

• Provide board and management reporting, financial accounting, treasury and cash management, strategic planning, and capital raise services to the banking, real estate, insurance, and mortgage banking industries.
• Develop and implement strategic and operating plans in publicly traded, private equity and member owned financial services organizations with revenues $50 million-$1 billion and $1 billion+ balance sheets.
• Enabler of the CEO’s vision and partner of the board of directors and CEO. Executed strategic plans, focused operating divisions and SBUs on key business drivers, and delivered operating results to enhance value.
• Full P&L responsibility and management. Increase and monetize shareholder and owner franchise value.
• Raise capital, develop strategy, manage equity investments, enhance operational effectiveness, and implement strategies to meet long term organizational goals. Raised debt and equity capital; negotiated large operating.
• Leader of enterprise and divisional transformation and performance enhancement initiatives. Re engineered corporate finance processes leading to savings ranging from $280K to $1 million+ annually.

Financial & operational executive providing strategic planning, board reporting, management accounting, financial modeling, budgeting and forecasting, treasury management, liquidity and asset/liability analysis, and M&A support and transaction planning, assistance and integration services to the banking, mortgage, and other financial services industries.

Tulsa, US

• A $1.7 billion financial institution that provides banking and mortgage services for consumers and commercial customers.
• Developed and implemented line of business profitability on a fully allocated basis facilitating evaluation of the contribution of 170 mortgage centers, and 7 bank branches which led to right sizing of the mortgage.
• Chaired the asset liability committee and retail product pricing committees. Implemented funds transfer pricing to better evaluate contribution to earnings by retail and commercial banking lines of business.
• Sourced and successfully generated $80 million in core deposits from one relationship to fund growth.
• Redesigned and implemented new accounting and finance structure reducing FTEs from 27 to 19 while improving monthly financial reporting, analysis, budgeting and forecasting, and management decision-making.

• A $1.5 billion community bank holding company in Eastern Iowa, including three state banks including Maquoketa State Bank, Ohnward Bank and Trust, and First Central State Bank. Services offered include Ohnward.
• Organized and managed enterprise wide effort to evaluate and reduce core system data processing expense.
• Coordinated and managed an asset sale generating over $1 million profit to the holding company.
• Re organized and completed external audit process saving $10K annually.
• Drafted and implemented a restricted stock incentive plan to incentivize and retain management.

US

• Created financial and administrative infrastructure to facilitate entering into two new business lines and doubling of revenue in less than two years. Resulted in company being largest independent organization of its.
• Managed the due diligence and successful sale of the company to an international bank achieving significant liquidity event for principal shareholders.
• Executed Ginnie Mae securitizations of $600 million reducing financing and asset/liability risk.

US

• Negotiated and closed on a $450 million warehouse line facility as primary funding source for all production including mortgage lending activities.
• Negotiated a $500 million loan sale agreement that resulted in a $15 million annual revenue stream.

Charlotte, NC, US

Conceptualized, designed, and established a centralized production accounting structure and reporting to support all production channels.

Green Bay, Wisconsin, US

• Designed and established a centralized corporate finance team structure to support five strategic business units. Generated annualized $280,000 of savings versus decentralized finance structure.
• Coordinated and performed due diligence on $1.1 billion bank holding company. Identified operating and back office synergies that made the acquisition accretive to earnings in the first year of ownership.

Greenwood Village, CO, US

• Formulated strategy with 20 member board, and led merger and acquisition activities.
• Conceptualized and established a strategic joint venture to provide trade credit financing.

Mba, Finance, Policy

B.Sc, Accounting, Management