Will Han Email & Phone Number

Newport Beach, California, Us

Irvine, California, Us

- Responsible for overseeing all finance, accounting, tax, and financial reporting functions of Opus Bank, which includes a team of 22 professionals across the west coast. - Collaborated with executive and senior teams on creating, executing, and overseeing bank strategies; contribute directly to annual strategic plan, weekly pricing committee, expense management, periodic strategic forecasts, and weekly sales meetings. - Member of ALCO, Pricing, Disclosure, ALLL, and CECL (chair) management committees. - Led efforts to establish and roll-out divisional level profitability and reporting processes, including establishing a methodology to generate direct and fully allocated divisional financial statements, retail branch-level profitability (financial results, transaction volumes, geographic density, lease data, etc.), and monthly reporting of divisional financial results in comparison to budget/forecast to executive/senior management as well as the board of directors.- Responsible for leading bank-wide and divisional annual budgeting and periodic financial forecast process. - Participated in weekly pricing committee and quarterly ALCO committee meetings to strategize with division leaders on balance sheet management, liquidity, lending and deposit gathering efforts, and investing opportunities. - As Chair of CECL sub-committee (comprised of finance, treasury, accounting, credit administration, data management, and enterprise risk), led overall CECL adoption efforts, including preparation and kick-off of project plan, dealings with external vendors, development of reserving methodology, and resolution of identified gaps (systems, processes, data, resources, etc.). - Assisted in deploying various income tax projects and strategies to create federal and state income tax savings and improve profitability.

Irvine, California, Us

- Helped lead the efforts relating to Opus’ IPO, including direct interactions with multiple groups internally (board of directors, legal, risk, compliance, finance, accounting, and operations) and externally (external legal counsel, investment bankers, and auditors), over financial due diligence, preparation of the offering circular, financial statement audits and comfort letters, and investor road show preparation. - Following the IPO, led the efforts to establish the processes to support the public company financial reporting and internal control requirements.- Responsible for technical accounting research and documentation over complex transactions (i.e. securitizations, derivatives, VIEs, acquired loans, business combinations, investing activities, warrants, and adoption of new accounting standards). - Oversee the monthly board financial reporting obligations and participate in monthly board meetings to assist in the presentation of financial results. - Take part in the monthly financial close process, including the analysis of company-wide financial performance and presentation to members of executive committee. - Directly involved in quarterly earnings release process. Participate in investor meetings and calls to facilitate financial inquiries. - Integral part of due diligence and integration efforts over M&A transactions. Involves financial due diligence, preparation and delivery of board presentations, direct interactions with management of target entity, integration of target entity processes, and external financial reporting obligations. - Assisted with equity and debt capital raises. Includes preparation of offering circular, investment banking and legal due diligence, and participation in investor calls. - Oversee interactions with external auditors. - Other areas of involvement: Allowance for loan losses, regulatory stress testing, broker-dealer reporting, SBIC Fund, budgeting process, system implementations, regulatory examinations.

New York, Ny, Us

- Served audit clients in the community and regional banking, mortgage lending, and broker-dealer industries; includes multi-billion dollar public and private enterprises with global, national, and local presence. - Performed Sarbanes-Oxley Section 404 internal control audits under the principals set forth in A.S. No. 5. - Supervised multiple engagement teams; responsibilities included managing the progress of fieldwork, reviewing work papers, and guiding team members in the resolution of complex accounting issues. - Delivered client services by assisting management with technical accounting inquiries, providing solutions and resources to facilitate client needs surrounding non-routine business transactions and application of new accounting standards, presenting timely communications to audit committees of board of directors of results of audit services, and conducting timely planning and progress meetings with management. - Reviewed press release, 10-Q, and 10-K filings and provided constructive comments to management. - Collaborated with subject matter specialists over loan grading, fair value, information technology, business acquisition, income taxes, and forensics in connection with financial statement audits. - Prepared and maintained budgets for numerous audit projects to closely monitor profitability and efficiency. - Took part in an international rotation with KPMG International’s member firm in Vancouver, Canada, from December 2008 to May 2009. - Contributed towards the research, preparation, and delivery of audit proposals and oral presentations for prospective clients that resulted in positive wins and millions in fee revenue. - Major projects include City National Corporation, BBCN Bancorp, Inc., Preferred Bank, East West Bancorp, Inc., Center Financial Corporation, Pomona First Federal Bancorp, Inc., Countrywide Financial Corporation, and Countrywide Securities Corporation. - SEC filings include Form S-3, S-4, 8-K, 10-Q, and 10-K reports.