Scott Jorgensen Email & Phone Number

Salt Lake City, UT, US

Holladay, UT, US

• Recruited to cultivate, analyze, and onboard investment and development opportunities at private equity firm executing growth and development strategies for high-potential businesses. Consulting projects below..
• Evolved brand positioning through enhanced product suites and targeted market media exposure.
• Strategized and executed revenue model pivots, to move from $65K monthly burn to profitability.
• Delivered 900% ($10K to $100K) increase in monthly direct channel revenue and stabilized cash flow by strategically refocusing product sales efforts on lenders vs. realtors.
• Oversaw architecting and deployment of new platforms to enhance customer experience.
• Managed performance against debt and financing covenants and navigated investor relations.

• Promoted to lead business operations and significant change management efforts for a $200M, 21K member credit union. Set strategic vision for branding efforts, growth, product development, employee engagement, customer.
• Received member approval for a charter change, overcoming an adverse economic/political climate, substantial regulatory obstacles, and a national opposition campaign through coordinated media and member outreach efforts.
• Propelled entry into digital banking by introducing online tools to product mixes, overcoming the regulatory and infrastructure-based challenges facing smaller financial institutions.
• Reversed negative financial position and charted course through rapid, 100% growth over 8 years.
• Maximized operational efficiency by using market research to justify opening new offices in high-growth communities and closing underperforming branches.
• Boosted employee engagement by advancing a company culture centered on individual contributions to continual process improvements and standardizing employee review processes.

• Accelerated growth positioning and drove market penetration through data-based performance and product development plans focused on cutting-edge technology integrations, and transparent process improvements.
• Selected KPIs, set budgets, and monitored compliance performance against objectives.
• Produced balance sheets, P&L statements, cash flow and positioning reports, asset and liability reports, etc. in accordance with GAAP.
• Improved reporting accuracy and timeliness by developing a customized, compliant financial reporting system with enhanced benchmarking/analysis capabilities and added financial controls.
• Created accurate, timely financial modeling and forecasts that allowed executive leadership latitude in making innovative and strategic investment decisions based on real-time financial information.
• Oversaw compliance efforts to bring institution within statutory, regulatory, and charter guidelines.

Developed a customized financial reporting system with added controls and separation of duties to ensure accuracy and timeliness in reporting.Created budgets and performance benchmarks as well as enhanced tracking systems.