Douglas D. Wisman
**** ******* ****** ****. #*** ? Mukilteo, WA 98275 ? 425-***-**** Cell
? E-Mail: abjwjk@r.postjobfree.com
Job Target: Senior Financial Analyst
Objective: Looking for an opportunity to utilize my technical financial
skills on a full-time basis as a Financial Analyst.
Experiences in the CFO and Consulting roles have benefited me in many ways
but I would now like to concentrate in the areas
of Finance I truly enjoy: financial modeling, forecasting, analysis,
performance metrics and strategic planning.
Capabilities:
. Prepare management reporting with metrics on a monthly, quarterly and
annual basis
. Act as a business partner, establishing monthly meetings to review
results and sharing information with the team
. Analyze current and past trends in key performance indicators
. Monitor performance indicators, highlighting trends and analyzing
causes of unexpected variance
. Ad-Hoc reporting and analysis
. Advanced Microsoft Excel and PowerPoint skills
Career History:
Independent Financial Consultant - Auburn, CA and Seattle, WA, April 2009
to Present (not full-time)
NCG Enterprises LLC - Auburn, CA, April 2005 to April 2009
Chief Financial Officer and Chief Operating Officer
. Coordinated the development of the annual Operating Plan and long-term
strategic planning financial models.
. Maintained and enhanced the income statement, balance sheet and cash
flow forecasting models.
. Provided a monthly reporting package that included analysis of key
business trends, actual versus plan variances, and multiple company
consolidations on both a Statutory and GAAP basis.
. Provided investment management oversight to the outside manager and
the Board.
. Managed Human Resources & Benefits, Information Technology and Office
Administration.
. Prepared the Management Discussion and Analysis (MD&A) for multiple
insurance companies.
Accomplishments:
> Participated in and managed complex financial planning, reporting and
analysis projects, ensuring financial integrity and internal controls.
> Coordinated the planning and direction of multiple departmental
projects including cash management and treasury.
Independent Financial Consultant - Seattle, WA, November 2001 to April 2005
Financial Consultant - Montana State Fund (Oct. 2004 - Apr.2005), Safeco
Insurance Company (Mar. 2004 - Oct. 2004), Cascade National Ins. Co. (Nov.
2001 - Mar. 2004)
. Provided independent financial consulting services by performing
interim CFO duties, business process modeling, investment accounting,
and Statutory/GAAP accounting and reporting.
Accomplishments:
> A hands-on entrepreneurial executive that was able to delve deep into
operational and financial data to define and measure meaningful
metrics that lead to insightful business decision-making.
Education/Certifications:
M.B.A. Finance - Seattle University
B.A. Accounting/Finance - University of Washington
Chartered Property & Casualty Underwriter (CPCU) Designation - AICPCU
Certified Public Accountant (CPA) - State of Washington - Inactive