Management Manager

Brad Foley

Taylorsville, Utah ***** 801-***-****

www.linkedin.com/in/brad-foley-281a01155 ****.*****.****@*****.***

Finance Director / Finance Analyst

Executive leader experienced in all facets of financial management, financial analysis, and controllership within high-profile organizations. Adept in collaborating with all members of the corporation to obtain business and financial objectives. Helmed the improvement of processes and enhancing productivity. Technical proficiency in MS Office, Excel, and PowerPoint. Possess excellent verbal and written communication skills.

Financial Planning

Portfolio Management

Strategic Planning & Analysis

Create New Financial Products

Fiscal Budgeting

Accounting Proficiency

Workday HR platform Competency

Prepare Executive Level Reports

Forecast Models & Reports

Building Relationships/Partnerships

Project Management

Verbal / Written Communication

PROFESSIONAL EXPERIENCE

Fiduciary Trust Company International, Salt Lake City, Utah 2015 – 2017

Treasury Officer

Collaborated cross-departmentally with managers to formulate annual reports to streamline day to day operations. Built and maintained reporting and forecasting models. Oversaw communications with brokers, delivered instructions and tracked trades. Optimized client experience with swift execution of cash management duties.

Key Achievements:

Performed five investment portfolio trades per month.

Helmed all aspects of planning, tracking, analysis of $50M annual operating budget for 21 departments.

Utilized Workday Human Resource management platform to streamline headcount tracking reports by producing monthly staffing reports encompassing 62 departments, reconciling staff roster with budget, and centralizing the process of staff request for over 400 staff members.

Validated corporate transfer pricing methodology to $17B assets under management.

Increased supervision efficiency for management staff by researching actual to budget variances.

Franklin Templeton Bank and Trust, FSB, Salt Lake City, Utah 2006 – 2015

Treasury Manager

Constructed plans using Microsoft Excel and PowerPoint. Employed analytical skills to orchestrate reporting packages for management staff.

Key Achievements:

Generated product profitability analysis data for full range of banking products which included $200M consumer and commercial loan portfolio, $400M investment portfolio, $150M retail banking deposits, $200M brokered deposits, and $200M notes payable.

Streamlined and improved monthly and quarterly management and Board of Directors financial report packages and reduced preparation time from three weeks to two weeks.

Created and customized new product cost /benefit analyses for consumer loan products and borrowing sources. Designed product pricing models.

Originated and enforced fundamental financial procedures for preparing reports, models, and presentations.

Utilized key metrics to construct financial models for strategic decision making.

Franklin Capital Corporation, Salt Lake City, Utah 1995 – 2006

Accounting Manager

Analyzed various data points to generate financial models. Fostered team communication to maximum productivity and to achieve company’s objectives.

Key Achievements:

Planned and executed comprehensive financial reporting packages reflecting organizational complexity for $800M automobile loan portfolio.

Interpreted corporate reporting data from monthly balance sheet accounts with total assets of $850M.

Configured monthly financial statements and closing procedures within seven-day period with nearly 100% accuracy.

Compared budgeted cost with actual cost by gathering data to craft periodic reports.

Directed accounting staff of five.

Olympus Bank, AFSB, Salt Lake City, Utah 1991 – 1995

Vice President Chief Accounting Officer

Mined data and determined correlations to build various financial models for executives and management staff. Provided strategic assessments and recommendations to departments and managerial staff.

Key Achievements:

Prepared monthly, quarterly, annual reports for Senior Management, Board of Directors, Securities and Exchange Commission (Form 10K and 10Q), Regulatory agencies, and Independent Auditors.

Developed general ledger entries (near 100% accuracy) within a minimal window of time.

Oversaw team of nine accounting professionals.

EDUCATION & CREDENTIALS

Bachelor of Science in Administration / Accounting, University of South Dakota, Vermillion, South Dakota

TECHNICAL PROFICIENCIES

Excel, PowerPoint, Word, MS Office Suite

PROFESSIONAL ASSOCIATIONS

Member of Church Finance Committee (2008-Present)

Member of Church Development Committee (2016-Present)

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