Richard L. Leza, Jr.

Richard L. Leza, Jr. Email and Phone Number

Senior Vice President and CFO @ Western Mutual Insurance Group
United States
Richard L. Leza, Jr.'s Location
United States, United States
Richard L. Leza, Jr.'s Contact Details

Richard L. Leza, Jr. work email

Richard L. Leza, Jr. personal email

Richard L. Leza, Jr. phone numbers

About Richard L. Leza, Jr.

Stanford University MBA with over 25 years experience in privately-held and publicly-traded company finance, with expertise in Financial Planning & Analysis; Accounting; Budgeting and Modeling; Forecasting and Strategic Planning; Corporate Finance and M&A; Private Placements; Cash Management; and Investor Relations.

Richard L. Leza, Jr.'s Current Company Details
Western Mutual Insurance Group

Western Mutual Insurance Group

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Senior Vice President and CFO
United States
Richard L. Leza, Jr. Work Experience Details
  • Western Mutual Insurance Group
    Senior Vice President And Cfo
    Western Mutual Insurance Group
    United States
  • Western Mutual Insurance Group
    Senior Vice President / Cfo
    Western Mutual Insurance Group Mar 2023 - Present
    Irvine, Ca, Us
    Western Mutual is an A-rated company that has been around for over 80 years and writes Homeowners, Dwelling Fire, Earthquake and Allied Lines coverages in California, Texas, Arizona, New Mexico and Utah. With an AM Best Balance Sheet Rating of "Strongest," Western Mutual has been named a Ward's Top 50 Property & Casualty Insurer eight consecutive times.
  • First American Financial Corporation
    Vp, Finance / Property & Casualty Cfo
    First American Financial Corporation Sep 2018 - Feb 2023
    Santa Ana, Ca, Us
    Given the additional role of CFO for the Property & Casualty Insurance Group (P&C) Division at First American, in addition to my existing FAPRES CFO and Operational roles. P&C is an A-rated company that has been around for 40 years and writes policies throughout the nation, specializing in four major types of insurance coverage: Homeowners, Dwelling Fire, Condominium and Renter's insurance.
  • First American Financial Corporation
    Vp, Finance / Fapres Trust Accounting Business Unit
    First American Financial Corporation Jul 2016 - Feb 2023
    Santa Ana, Ca, Us
    Promoted and given the additional operational responsibility of the Trust Accounting business unit of the FAPRES Division. This industry leading, full service provider of account management services goes by the TrustLink name and offers daily electronic three-way reconciliations, daily monitoring and reporting, Positive Pay, Unclaimed Property and 1099 tax reporting services. We have been around for almost 45 years and have processed over 45 million files and over $30 Trillion in transactions.
  • First American Financial Corporation
    Senior Director Of Finance / Fapres Cfo
    First American Financial Corporation Nov 2014 - Feb 2023
    Santa Ana, Ca, Us
    Promoted and tasked with more primary direction and management of key business initiatives that are shaping our enterprise for the future.Winner: 2015 First American Excellence Award
  • First American Financial Corporation
    Director Of Finance / Fapres Cfo
    First American Financial Corporation May 2013 - Feb 2023
    Santa Ana, Ca, Us
    CFO of the First American Professional Real Estate Services (FAPRES) business unit. We are a $45MM Division of a $5 Billion Revenue public company. We contribute less than 1% of the Revenue, but nearly 8% of the Net Income. We facilitate completion of the American Dream by providing products and services necessary in completing a Real Estate transaction, including Lien Assignments and Releases, Trust Accounting and Reconciliation, and Natural Hazard Disclosure reporting. We are consistently ranked a Best Place to Work and it truly is. Our goal is to double the size of our Division over the next few years.
  • House Of An
    Cfo / Director Of Finance And Treasury
    House Of An Jun 2008 - May 2013
    • HOUSE OF AN, Costa Mesa, CACFO/COO(Privately-held $20MM Restaurant Group with five locations and four concepts) o Took one location averaging (-$40,000) in monthly losses and turned it cash-flow positive within four months o Reduced labor costs at one location by annualized $80,000; Drastically reduced employee turnover o Led negotiations for building sale and minority investment at one property o Wrote business plans and offering documents; Raised $1.5MM working capital; Developed extensive budget and valuation models for three distinct properties• KLUNE INDUSTRIES, INC., North Hollywood, CADIRECTOR OF FINANCE AND TREASURY($100MM Aerospace and Defense Manufacturer) o Company in severe financial distress and in need of immediate capital infusion; Company sold to Private Equity investment group o Assigned A/P department with $9MM in past-due payables and frozen materials pipeline, as vendors had stopped shipments; Negotiated with vendors and secured sufficient material deliveries o Developed Borrowing Base forecasting and compliance reports; Negotiated with bank, aggressively increased A/R collections; Secured 20% higher borrowing ability o Successfully managed through two Commercial bank financial audits, California State Board of Equalization (BOE) Tax Audit and Defense Contract Audit Agency (DCAA) audit• OE WAVES, INC., Pasadena, CADIRECTOR OF FINANCE(Pre-revenue R&D company focused on advanced communications for military applications) o Oversaw and managed financial and accounting functions o Prepared $9MM annual budget; Developed cash forecasting model o Prepared all daily, monthly and annual accounting and financial reports. o Prepared quarterly packets for direct presentation to Board of Directors o Developed dynamic rate and forecasting models for use in contract bidding; Generated and submitted Defense Contract Audit Agency (DCAA) rate model and successfully passed funding audit
  • Gwa Capital Partners, Llc
    Director / Senior Portfolio Manager
    Gwa Capital Partners, Llc Oct 2002 - Dec 2008
    o Gross return from inception over +75% (outperformed the S&P and Nasdaq Indices by over 10%) o Led proxy contests; Candidates successfully won Board seats and received ISS and Glass Lewis endorsements o Developed extensive models, individual risk analysis structures and business plan/acquisition strategies for each investment; Performed comprehensive cash flow analysis o Extensive experience interacting with SEC, including submitting filings/answering audit inquiries o Successfully managed through California State Department performance audit and review
  • Compex Technologies, Inc.
    Corporate Finance / Investor Relations Strategist
    Compex Technologies, Inc. May 2000 - Oct 2002
    • COMPEX TECHNOLOGIES, INC. (CMPX), Minneapolis, MN(Global leader in electromedical pain management and rehabilitation products) o Directly assisted Chairman with corporate strategy and investor relations o Helped company deal with Wall Street during period without CEO o Wrote press releases and conference call scripts; Developed investor presentations o Generated new research analyst coverage from three investment banks o Stock price hit all-time record high, rising 75% during period of engagement• CELLEGY PHARMACEUTICALS, INC. (CLGY), San Francisco, CA(Specialty biopharmaceutical company engaged in the development of prescription drugs) o Successfully completed $15.4MM self-managed private placement o Assisted in closing $4.0MM acquisition of Canadian corporation o Generated investment banking conference appearances and research analyst coverage o Stock price increased over 75%, at its peak, during period of engagement• STAAR SURGICAL COMPANY (STAA), Monrovia, CA(Developer of minimally-invasive medical devices for refractive, cataract and glaucoma surgeries) o Directly assisted Interim CEO and Board with restructuring and reorganization program o Represented company at industry and investor conferences during period without CEO o Successfully completed $21.0 million private placement o Generated additional research coverage from two investment banks o Stock price increased over 35%, at its peak, during period of engagement

Richard L. Leza, Jr. Skills

Corporate Finance Finance Strategic Planning Investor Relations Private Equity Valuation Financial Analysis Financial Modeling Cash Management Due Diligence Cash Flow Financial Audits Investments Forecasting Financial Reporting Managerial Finance Accounting Risk Management Start Ups Business Strategy Business Planning Restructuring Venture Capital Investment Banking Sec Filings New Business Development Process Improvement Budgets Public Companies Internal Controls Equities Hedge Funds Turn Around Management Ipo Financial Operations Financial Control Sec Reporting Turnarounds Reporting And Analysis Financial Management Corporate Governance Asset Managment Business Valuation M&a Experience Economics Management Consulting Investment Management Bloomberg Capital Markets Mergers

Richard L. Leza, Jr. Education Details

  • Stanford University Graduate School Of Business
    Stanford University Graduate School Of Business
    Finance And Investments
  • Occidental College
    Occidental College
    Economics

Frequently Asked Questions about Richard L. Leza, Jr.

What company does Richard L. Leza, Jr. work for?

Richard L. Leza, Jr. works for Western Mutual Insurance Group

What is Richard L. Leza, Jr.'s role at the current company?

Richard L. Leza, Jr.'s current role is Senior Vice President and CFO.

What is Richard L. Leza, Jr.'s email address?

Richard L. Leza, Jr.'s email address is rl****@****tam.com

What is Richard L. Leza, Jr.'s direct phone number?

Richard L. Leza, Jr.'s direct phone number is +171425*****

What schools did Richard L. Leza, Jr. attend?

Richard L. Leza, Jr. attended Stanford University Graduate School Of Business, Occidental College.

What skills is Richard L. Leza, Jr. known for?

Richard L. Leza, Jr. has skills like Corporate Finance, Finance, Strategic Planning, Investor Relations, Private Equity, Valuation, Financial Analysis, Financial Modeling, Cash Management, Due Diligence, Cash Flow, Financial Audits.

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