NATHAN CASE
Zionsville,IN
Summary
Analytical finance professional with proven track record in financial analysis and employee development. Demonstrated ability to lead teams and enhance productivity through efficient task management. Strong critical thinking and problem-solving skills utilized to address complex challenges and achieve measurable results.
Overview
18
18
years of professional experience
Work History
Director of Credit Risk
Alliance for Cooperative Energy Services (ACES)
Carmel, IN
07.2008 - Current
- Developed comprehensive onboarding programs for new clients and employees, reducing ramp-up time through hands-on training sessions on company services, policies, and compliance requirements.
- Train credit professionals on industry-standard contract analysis and interpretation, including ISDA, EEI, and NAESB agreements.
- Developed and manage a 3-person credit team that consistently meets performance targets while maintaining 100% compliance with internal audit criteria across all client engagements.
- Founding member of the employee mentor committee, creating a framework that connects new hires with seasoned ACES employees, and has supported successful employee transitions.
- Participant on CIERC (Community Involvement and Employee Recreation Committee), contributing to community outreach initiatives and employee engagement programs that strengthened company culture.
- Transitioned the credit review process from a physical to a fully digital platform, saving approximately 200 employee hours annually, while improving audit readiness and cutting document retrieval time.
- Built an automated margin call system that processes 2,000+ annual margin calls, reducing manual work by 150+ hours per year, and improving accuracy to 99.5%.
- Re-negotiated department subscriptions and vendor contracts, delivering nearly $20,000 in annual savings (15% cost reduction) without compromising service quality.
- Managed credit risk portfolio of 525 companies, conducting over 2,100 quarterly and annual financial assessments with on-time delivery.
- Produced monthly and semi-annual risk evaluation reports for senior leadership, delivering insights that informed strategic credit decisions and policy adjustments.
- Develop and implement credit and risk policies for over 60 energy clients, maintaining full SOC 1 compliance.
- Negotiate and analyze industry-standard contracts (ISDA, EEI, NAESB), serving as a liaison between various departments, and finalizing over 150 agreements annually.
- Lead company-wide initiatives, including new client onboarding, SOC 1 compliance audits, and cross-functional training programs.
Owner/Startup Founder
Self-Employed
Zionsville, IN
06.2018 - Current
- Managed property acquisitions and dispositions for diverse real estate portfolio.
- Developed strategic plans to optimize property management operations.
- Coordinated contractor efforts to oversee renovation and maintenance projects.
- Supervised property management team, ensuring high-quality service delivery.
- Established tenant relationships to address concerns and improve satisfaction.
- Facilitated conference calls with management teams to review quarterly results.
Education
Master of Business Administration (MBA) - Entrepreneurship
Miller College of Business - Ball State University
Muncie, IN01.2015
Bachelor of Science - Finance, Minors in Economics and Psychology
Kelley School of Business - Indiana University
Indianapolis, IN01.2008
Skills
- Employee training
- Team leadership
- Client Relationship Management
- Teamwork and collaboration
- Financial analysis
- Effective communication
Timeline
Owner/Startup Founder
Self-Employed
06.2018 - Current
Director of Credit Risk
Alliance for Cooperative Energy Services (ACES)
07.2008 - Current
Master of Business Administration (MBA) - Entrepreneurship
Miller College of Business - Ball State University
Bachelor of Science - Finance, Minors in Economics and Psychology
Kelley School of Business - Indiana University