Scott Bertram Email & Phone Number

Seattle, WA

• Manage the Port’s ~$3 billion debt portfolio. Responsibilities include management of existing debt service, letters of credit, and debt compliance functions. Help manage the Port’s new debt issuance, including the.
• Perform comprehensive FP&A functions using complex forecast and funding models. Collaborate with stakeholders across all Port operations- Airport, Maritime, Real Estate & Corporate.
• Perform and review various discounted cash flow analysis for capital planning and budgeting purposes.
• Support annual budget, fund management and financial reporting tasks, including preparation of the Port’s long-term plan of finance, quarterly fund reconciliation, P&L variance analysis and forecasting, and completion.
• Support the Port’s Treasury function, including management of the Port’s ~$1 billion investment portfolio. Responsibilities include cash management, daily investing, initiation of electronic payments, and other ad hoc.

Washington D.C. Metro Area

• Perform technical accounting and audit support functions as part of the Municipal Mortgage & Equity (MuniMae) 2004-2006 restatement effort. Various responsibilities included bank reconciliations, debt roll-forwards.
• Perform loan loss reserve and impairment accounting (SFAS 5 and SFAS 114) and 10-K reporting functions on Fannie Mae 2001-2004 financial restatement effort; tasks include calculation of annual provision and.

Seattle, WA

• Conduct comprehensive financial statement audits on publicly traded and privately held companies. Responsibilities included audit planning, assessment and testing of internal controls, detail testing of account.
• Review publicly traded company filings for accuracy and SEC disclosure requirements.