JASON CLARK
Seattle,Washington
Summary
Forward-thinking strategist and treasury expert, with operational and capital markets expertise, brings experience as a team leader and a mentor. Influential decision maker and versatile business partner, with an approachable, engaging interpersonal style, navigates diverse analytical and operational challenges. Collaborative project manager with articulate communication skills that facilitate delivery of information to audiences with varying levels of understanding.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Enablement Manager
Cascade Asset Management Company
Kirkland, Washington
11.2021 - Current
- Oversee a team within the Investment Operations division responsible for business analytics, project management, process optimization, regulatory changes, and account management
- Oversaw development of business analytics, including operational efficiency metrics and account and portfolio creation metrics
- Led custodian account transition project from legacy account structure to current standard
- Guided and oversaw development of impact assessment related to DTCC’s transition of the trade settlement cycle from T + 2 to T + 1
Private Equity Operations
Cascade Asset Management Company
Kirkland, Washington
10.2017 - 11.2021
- Led operational activity related to private investments, including cash forecasting, funding, and reporting activities
- Automated monitoring of transaction status by creating a user-friendly visualization incorporating information from three different systems
- Revamped cash forecasting process by eliminating dependence on Excel and optimizing use of the portfolio management system
- Created and maintained investment dashboards, working cross-functionally with Investment Accounting, Tax, Legal, Performance, and Investment teams
Senior Operations Manager
Verus
Seattle, Washington
11.2014 - 03.2017
- Functioned as company expert on all middle and back-office functions related to discretionary asset management
- Responsible for constructing cash flow forecasts and coordinating necessary short-term investing activity and foreign currency transactions
- Worked cross-functionally with internal stakeholders, as well as clients, to understand operational risks associated with hedge fund managers
- Led the development of the internal Operational Due Diligence program, implementing related policies and procedures and training support staff
Trading Manager, Investment Management
Vulcan Inc.
Seattle, Washington
04.2012 - 11.2014
- Served as department’s expert on domestic and foreign equity securities and foreign currency transactions
- Led trade execution for multibillion-dollar equity and foreign currency portfolios; determined optimal execution methods
- Interpreted macroeconomic developments and the resulting impact on capital markets, provided trading analysis and recommendations
- Developed and maintained relationships with major Wall Street banking partners
- Recognized for accepting challenging, often last-minute, requests from the company’s owner and completing high-quality projects on time
Sr. Manager, Treasury
Vulcan Inc.
Seattle, Washington
11.2009 - 04.2012
- Managed multibillion-dollar hedging and debt strategy, including execution, collateral management, settlements, and custodial relationships
- Recognized $38 million of cash proceeds by recommending and executing actions to right-size legacy hedging program
- Negotiated multimillion-dollar lending facilities and ISDA contracts for foreign currency, interest rate, and commodity hedging
- Involved in creation of syndicated revolving credit facility with three major U.S banks
- Recruited and mentored talented team of analysts
Sr. Financial Analyst, Treasury
Vulcan Inc.
Seattle, Washington
01.2008 - 11.2009
- Created annual savings of $3 million by developing internal strategy based on complex financial models and trade operations expertise, eliminating reliance on a major Wall Street firm
- Built financial models to forecast interest expense and dividend income for quarterly projections, strategic planning, and annual operating plan
- Designed a counterparty risk model to continually assess exposure to financial institutions; model provided a snapshot of counterparty risk and in-depth analysis across exposure types
Sr. Financial Analyst
Starbucks Corporation
Seattle, Washington
07.2006 - 12.2007
- Provided forecasts of stock-based compensation expenses and built option pricing models to inform quarterly forecast, strategic planning, and annual operating plan development
- Created complex financial models and analysis
- Calculated large data sets to define expected term and volatility inputs, saving $40,000 in professional service fees
- Coordinated cross-functional groups to ensure SFAS 123R goal attainment
- Conducted due diligence regarding the impact of changing equity compensation vehicles
- Analyzed valuation inputs for a Black-Scholes option pricing model
- Contributed to Project FLIP (finance leveraging information powerfully) by developing statistical models for Starbucks and SBC-licensed stores and the consumer products group, analyzing key performance indicators (KPI)
- Developed and presented a business case model to senior leadership team, related to a Convergys project proposal
- Project Manager for Fidelity stock administration outsourcing project, representing Finance, Accounting, Tax, Legal, and Business Planning and Analysis
Manager, State and Local Tax
PricewaterhouseCoopers LLP
Seattle, Washington
08.2005 - 07.2006
- Managed projects requiring complex financial and economic modeling for aerospace, semiconductor, circuit board and steel manufacturing clients while employing cost, income, and market approaches to value
- Recognized for incorporating economics and statistical background into client analyses; developed a proposal leading to a $1.1 billion reduction in a key client’s assessed value
- Served as business and real estate valuation expert, employing related concepts and analysis to lower clients’ tax obligations
- Specialized in economic obsolescence, quantifying the impact on a client’s asset value by outside factors, including government intervention and broad economic downturns
- Conducted client-facing activities, including staff interviews and facility tours
- Managed and mentored a team of associates
- Received team nomination for a Seattle Chairman’s Award recognizing vital team accomplishments
Education
Masters of Arts - Economics, Econometrics/Applied Statistics and Finance concentrations
University of Washington
Seattle, WashingtonBachelor of Science - Mathematics and Economics
University of Puget Sound
Tacoma, WashingtonSkills
- Capital Markets
- Treasury Management
- Debt Financing
- Cash Management
- Valuation
- Team Leadership and Mentoring
- Forecasting and Financial Analysis
- Due Diligence
Certification
Chartered Financial Analyst (CFA), CFA Institute, 2005
Timeline
Enablement Manager
Cascade Asset Management Company
11.2021 - Current
Private Equity Operations
Cascade Asset Management Company
10.2017 - 11.2021
Senior Operations Manager
Verus
11.2014 - 03.2017
Trading Manager, Investment Management
Vulcan Inc.
04.2012 - 11.2014
Sr. Manager, Treasury
Vulcan Inc.
11.2009 - 04.2012
Sr. Financial Analyst, Treasury
Vulcan Inc.
01.2008 - 11.2009
Sr. Financial Analyst
Starbucks Corporation
07.2006 - 12.2007
Manager, State and Local Tax
PricewaterhouseCoopers LLP
08.2005 - 07.2006
Chartered Financial Analyst (CFA), CFA Institute, 2005
Masters of Arts - Economics, Econometrics/Applied Statistics and Finance concentrations
University of Washington
Bachelor of Science - Mathematics and Economics
University of Puget Sound
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