Real Estate Manager

RONALD J. OGDEN

** ***** ******* ****

North Salt Lake, UT 84054

801-***-**** ***.*****@*****.***

SUMMARY

Finance professional/MBA. Extensive Financial Planning & Analysis

experience. Recent entrepreneurial experience as a real estate broker.

Expertise in business strategy, annual planning, budget development,

financial analysis, operations planning, opportunity assessment, financial

modeling, forecasting, performance metrics, and managerial reporting.

EXPERIENCE

Real Estate Broker 2003 - Present

Dwell Utah Real Estate, RE/MAX, Prudential Salt Lake City, UT

Leveraged finance expertise to create a second career in real estate.

Awarded broker's license in 2007. Expertise in mid-market to high-end

residential and small commercial properties. In addition to real estate

sales and marketing, developed property management business with portfolio

of retail, office, and multi-family properties. Implemented integrated

real estate website, DwellUtah.com, in 2009.

Director-Financial Planning & Analysis 1999-2002

Charles Schwab & Co., Inc. - Full Service Securities Brokerage San

Francisco, CA

Directed business planning, investment analysis and financial support for

all new business opportunities across 13 Schwab business units worldwide

($350 million annual budget). Responsible for development of annual plan,

budget allocation, forecasting, management reporting, project review and

approval including risk analysis, operational impact analysis, project

performance reporting, and financial training. Directed staff of four

finance professionals.

. Managed Schwab's annual project planning process-opportunity assessment,

target setting, budget development, quarterly re-forecasts, performance

assessment, variance analysis, management reporting-for all new

corporate projects, including:

new product development new marketing initiatives

web development new technology implementation

customer service initiatives capacity management

real estate development cost reduction and process

improvement

Director-Financial Planning & Analysis (cont'd)

. Chair-Schwab Investment Opportunity Council. Led senior management

team charged with oversight of 100-150 new business opportunities

annually, including funding allocation, financial and operational

reviews, cross-functional impact analysis, and performance metrics and

analysis.

. Directed detailed cost studies and financial analysis of mutual fund

products and implemented pricing changes to improve profitability by

$30M annually.

. Developed and implemented customer-segmented pricing strategies to

improve revenue by $4M annually and manage undesirable/unprofitable

client behavior.

. Assessed executive information needs and improved monthly executive

reporting to be timely, focused, and actionable, highlighting key

financial and operational concerns for executive management attention.

. Forged cooperative partnerships with business units resulting in

improved communication, standardized financial methods and procedures,

and increased productivity during a period of rapid business growth, and

subsequent business decline.

. Instituted in-house Finance consulting practice to support finance staff

distributed functionally throughout the company. Developed and

delivered finance curriculum in employee and executive seminars.

. Established highly-respected finance team by attracting top quality

talent, setting high expectations, developing competence, and

effectively evaluating and rewarding performance.

Manager-Business Analysis 1997-1999

GTE Telephone Operations (now VERIZON) Dallas, Texas

Responsible for developing and implementing financial policies and

processes to increase sales of telecommunications products and services

between GTE affiliates, subject to complex regulatory constraints.

. Implemented innovative budget and outlook management process designed to

reward units for placing corporate financial objectives above individual

unit profitability.

. Conducted complex pricing studies, including detailed cost analysis and

competitive pricing surveys, and directed the financial analysis of two

new product deployments.

Staff Manager-Capital Planning 1994-1997

GTE Telephone Operations Dallas, Texas

Directed annual capital planning process for all GTE Telephone Operations

business units, including assessing requirements, budget allocation,

financial analysis, and managing expenditures to achieve financial,

operational, and regulatory objectives.

Staff Manager-Capital Planning (cont'd)

. Managed capital investment program ($3.5 billion annually) to achieve

results within 1% of budget target in each of four consecutive years.

. Managed $300 million annual Capital Contingency Fund. Directed business

case analysis and funding approval for over 100 business opportunities

annually.

. Established company standard business case procedures, developed

training curriculum, and provided financial training throughout company.

. Twice nominated for GTE President's Leadership Award.

Other GTE Telephone Operations Experience 1984-1994

1989-1994 Planning Manager. Dallas, Texas

1988-1989 Budget Administrator. Indianapolis, Indiana

1986-1988 Business Requirements Analyst. Tampa, Florida

1984-1986 Portfolio Analyst. Thousand Oaks, California

EDUCATION

Master of Business Administration 1984

Brigham Young University

Finance/Operations

Bachelor of Science, cum laude 1982

Brigham Young University

Major: Business Management

Minor: English

Contact this candidate