Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
Generic

Brian Le

South Jordan

Summary

Experienced with financial modeling, data interpretation, and strategic planning. Utilizes analytical skills to provide actionable insights and support financial decision-making. Knowledge of effective teamwork and adapting to dynamic business environments.

Overview

16
16
years of professional experience

Work History

Financial Analyst

Medallion Bank
09.2022 - Current
  • Prepared and analyzed monthly, quarterly, and annual financial reports, providing insights into business performance.
  • Developed and maintained financial models to support strategic initiatives and investment decisions.
  • Collaborated with department heads to create and manage budgets, ensuring alignment with organizational goals.
  • Conducted variance analysis to identify trends and provide actionable recommendations to senior management.
  • Supported the annual budgeting process and long-term financial planning efforts.
  • Prepared ad-hoc financial analyses to support business decision-making.
  • Streamlined financial reporting processes, improving efficiency and accuracy.

Credit Analyst

Stryv Bank
09.2019 - 04.2022
  • Produced underwriting commercial real estate packets for loans averaging $1.5 million
  • Sole analyst in charge of analyzing business tax returns, internal statements and audited financials for companies with +$15 million in revenues
  • Apart of a loan team that grew assets over 100% for two straight years, 2020 and 2021
  • Conducted annual reviews on +100 companies loans ensuring they stayed in compliance to covenants

Loan Support Specialist

Equity Bank
10.2018 - 08.2019
  • Increased efficiency for troubleshooting system errors in loan software
  • Created an excel spreadsheet to organize the bank's holiday skip-a-pay program
  • Booked an average of 5 loan documents in the LaserPro system to prepare for the officer and customer
  • Review documents to ensure accuracy of the loan deal agreed upon

Teller

Rose Hill State Bank
06.2017 - 10.2018

Military Police Officer

US Army
06.2009 - 01.2013

Education

Bachelor of Business Administration - Finance

Wichita State University– Barton School of Business
Wichita, KS
06.2020

Skills

  • Microsoft Excel
  • Financial and operational reporting
  • Financial management
  • Financial statement analysis
  • Data collection & research
  • Variance analysis
  • Flexible team player
  • Superior time management
  • Financial modeling

Hobbies and Interests

Any and all sports, especially passionate about playing and watching baseball (Go Braves!), Being Outdoors (Camping, Fly Fishing, Hiking and Snowboarding Brighton), Love to travel, favorite places (so far) are Yellowstone, the Bahamas and Louisiana

Timeline

Financial Analyst

Medallion Bank
09.2022 - Current

Credit Analyst

Stryv Bank
09.2019 - 04.2022

Loan Support Specialist

Equity Bank
10.2018 - 08.2019

Teller

Rose Hill State Bank
06.2017 - 10.2018

Military Police Officer

US Army
06.2009 - 01.2013

Bachelor of Business Administration - Finance

Wichita State University– Barton School of Business