High-caliber, fast-learning finance leader with over 7 years of experience delivering value and leading teams for a multibillion-dollar company. My early career started in commercial banking and credit underwriting before eventually growing into finance and treasury leadership roles within the financial services industry.
Overview
8
8
years of professional experience
Work History
Director of Finance
First National Bank Of Omaha
02.2022 - Current
Supported the valuation, due diligence and negotiation processes for 3 buy-side M&A transactions, totaling $250 million in transaction value across the home improvement lending, agricultural equipment financing, and capital markets industries.
Leads the development of the bank's M&A strategy, including target identification and, more importantly, developing the investment thesis for each target.
Leads industry and peer benchmarking efforts, providing thoughtful analysis and discussion of industry trends and company performance relative to the industry.
Partnered with CFO to provide the Board and Senior Leadership with a post-mortem of the Regional Banking Crisis. Additionally, led the development of financial materials that were provided to the front-line to facilitate candid conversations with corporate clients regarding the bank's capital and liquidity position.
Treasury Manager – Capital Markets
Great Western Bank
05.2021 - 01.2022
Led GWB’s treasury capital markets teams which included responsibility for the investment portfolio, liquidity and funding needs, secondary mortgage market activity, and interest rate derivatives/hedging activity.
Managed commercial loan pricing & relationship profitability model, leveraging it to create data-driven insights that drove improved profitability and revenue growth.
Executed interest rate risk hedging activities by trading $175MM+ notional of interest rate swaps, helping preserve the bank's Net Interest Margin in a challenging interest rate environment.
Treasury Manager – Asset Liability Mgmt.
Great Western Bank
11.2019 - 04.2021
Led GWB’s treasury analytics team, which was primarily focused on interest rate risk management, capital planning and stress testing, liquidity stress testing and funds transfer pricing.
Responsible for modelling all large-scale balance sheet/capital transactions such as M&A, sale-leasebacks, capital raises, share repurchases, and loan portfolio sales.
Implemented enterprise-wide Funds Transfer Pricing framework to optimize market-level margins across a diverse nine-state metro and rural footprint.
Enhanced GWB's liquidity stress testing framework by developing stress scenarios that helped the Board and executive team prepare for possible outcomes brought on by the pandemic
Senior FP&A Analyst
Great Western Bank
02.2018 - 10.2019
Led company-wide budgeting and forecasting process for 200+ business units, $12B of assets, and $0.5B of revenues.
Finance business partner to Mortgage, Wealth Management and Information Technology businesses
FP&A Analyst
Great Western Bank
04.2017 - 02.2018
Key finance business partner for lines of business responsible for $50 million of revenue and $30 million of expenses.
Developed analysis to support strategic planning including peer analysis, benchmarking, and financial evaluation of strategic initiatives.
Finance Leadership Development Program
Great Western Bank
06.2016 - 03.2017
Selected for post-graduate rotational assignment across accounting, FP&A and Treasury functions.
Matured bank's liquidity position by leading a project to establish Discount Window access at the Federal Reserve, leading to an additional $1.8 billion of contingent liquidity for the bank.
Education
Master of Investment Management & Financial Analysis -
Creighton University
Omaha, NE
01.2021
Master of Business Administration (MBA) -
Benedictine College
Atchison, KS
01.2016
Bachelor of Arts in Accounting, Bachelor of Arts in Finance -
Benedictine College
Atchison, KS
01.2015
Skills
Asset Liability Management and Interest Rate Risk Management
Budgeting and Forecasting
Business Partnering
Capital Management & Capital Allocation
Data Analysis (including SQL and Power BI)
Financial Planning & Analysis
Funds Transfer Pricing
Mergers and Acquisitions
Accomplishments
Selected for GWB's inaugural Finance leadership development program.
Great Western Bank Service Award winner, recognized for having a significant impact on the organization's success in 2019.
Partnered with the CEO to develop board-level business line updates, which helped foster strategic alignment between the business, the CEO and the Board.
Timeline
Director of Finance
First National Bank Of Omaha
02.2022 - Current
Treasury Manager – Capital Markets
Great Western Bank
05.2021 - 01.2022
Treasury Manager – Asset Liability Mgmt.
Great Western Bank
11.2019 - 04.2021
Senior FP&A Analyst
Great Western Bank
02.2018 - 10.2019
FP&A Analyst
Great Western Bank
04.2017 - 02.2018
Finance Leadership Development Program
Great Western Bank
06.2016 - 03.2017
Master of Investment Management & Financial Analysis -
Creighton University
Master of Business Administration (MBA) -
Benedictine College
Bachelor of Arts in Accounting, Bachelor of Arts in Finance -