Peter Duncan Email & Phone Number

California, United States

Irvine, CA, US

SVP, Director of Financial Planning and Analysis; represent executive leadership team on a strategic level across the organization to improve decision making and overall profitability.Key responsibilities include: The development and maintenance of 3 year strategic and capital plans resulting from the creation of detailed, driver based, business models for.

Los Angeles, California, US

AVP of Financial Planning and Analysis; support strategic corporate finance and business unit decision making through intermediate and long term financial planning.Key responsibilities include: lead annual budget planning process, coordinate with the CEO, CFO and VP of Financial Planning to develop and maintain organizational strategic plan, model and.

New York, NY, US

• Serve as Senior Analyst overseeing daily operations of $1.2 billion. Key responsibilities include development of customized presentations and proposals, analytics, forecasting and client communications.
• Conduct needs assessments to identify financial objectives; plan, design and present portfolios to align with goals and synthesize internal investment strategies with external economic data and individual client needs
• Act as central pivot point for problem identification and resolution between clients and stakeholders including asset managers, CPA’s and estate planning attorneys

US

• Promoted several times resulting in a Senior Product Manager position; leading cross-functional teams in change management and implementation of company-wide strategic initiatives
• Led implementation of paperless business process from design to rollout resulting in a 20% reduction in cost of loan origination
• Provided direction to project management teams in requirements-gathering and design of new loan origination platform
• Managed business process and identified opportunities for increased efficiency through utilization of BEA Aqualogic business process management software
• Analyzed return on investment and cost-to-benefit to prioritize technology enhancements and allocate resources

US

• Developed into team lead underwriter for the branch, managing daily operations of entire department with lending power of $1,000,000 with “full exception” authority
• Interviewed, hired and trained 9-member underwriting team
• Led external and internal training programs; increased loan applications and development of correspondent lending relationships by facilitating product and guideline presentations for new and existing brokers

US

• Participated in comprehensive branch training program to acquire detailed knowledge of business process, departmental job functions, and mastery of loan program guidelines
• Completed intensive 3 month Underwriting Training Program encompassing all areas of underwriting operations and risk decision-making

US

• Expanded department training manual for new hires encompassing job function, workstation and applications training
• Designed and implemented advanced training program to promote associate development focused on employee career development planning and goal-setting
• Trained 14 associates on department protocol and advanced job functions

Costa Mesa, CA, US

• Presented financing models illustrating amortization schedules, accelerated depreciation, and cost benefit analysis of equipment acquisitions
• Restructured new hire training strategies leading to increased employee comprehension and retention

Mba, Business

Mba, Business

Ba, Political Science