JOHN A. BREHENY

*** ****** ***** **. #***

Stafford, VA 22554

ad4fji@r.postjobfree.com

C/703-***-****

EMPLOYMENT HISTORY

Financial Analyst, Laurel Hill Sports, LLC, Alexandria, VA December 2002 - Present

Key Responsibilities:

Spearheaded the development of comprehensive pro forma Profit and Loss (P&L) statements, inclusive of balance sheets, income statements, and statements of cash flows tailored specifically for a startup initiative focused on creating safe recreational spaces for children in Fairfax County, VA.

Accumulated 21 years of hands-on experience in constructing financial models essential for startup ventures, with a particular emphasis on projects aimed at fostering community engagement and economic growth within Fairfax County, VA.

Pioneered a transformative project poised to serve as a pivotal driver of economic development in Southeast Fairfax County, VA. The initiative is projected to yield substantial benefits including the creation of over 500 employment opportunities, stimulation of demand equivalent to more than 300,000 room-nights annually, infusion of over $100 million in additional expenditures by visiting patrons, and the generation of $7.5 million in supplementary local tax revenue, all at no expense to the County.

Demonstrated proficiency in designing pro forma financial statements that encompass revenue streams sourced from diverse origins, incorporating insights from a spectrum of stakeholders, including a general contractor's authoritative estimates, thereby creating a robust financial framework encompassing both real estate and operational facets.

Engaged by Charm City Charities in Baltimore to provide specialized consultancy services encompassing due diligence procedures, pro forma financial statement development, and the formulation of a comprehensive business plan. The scope of work involved conceptualizing an urban sports complex geared towards utilizing sports as a conduit for fostering behavioral health modifications within inner-city communities.

Performance Analyst, Kaiser Permanente – Rockville, MD September 2008 - February 2020

Key Responsibilities:

Spearheaded the development of decision-making tools tailored for Mid Atlantic Permanente Medical Group Service Chiefs, facilitating informed strategic decisions concerning specialty medical services. Employed advanced modeling techniques to analyze and map demand patterns, incorporating variables such as age cohorts, source of demand by center, and encounter types. The primary objective was to optimize physician placement to facilitate same-day or next-day referrals from primary care to specialist services.

Leveraged 27 years of extensive experience with Kaiser Permanente Mid-Atlantic States (KPMAS) to serve as a Medicare Subject Matter Expert (SME), offering invaluable anecdotal insights and consulting support to prospective members in seminar settings. Played an integral role within two highly successful, high-performance sales teams, orchestrating a range of initiatives including seminars, literature distributions, and telephone support campaigns to achieve Open Enrollment sales objectives.

Acted as a Thrive Ambassador, representing Kaiser Permanente during the critical open enrollment season. Engaged with potential members to elucidate the benefits and advantages of Kaiser Permanente's offerings, contributing to the organization's success in enrollment drives.

Portfolio Manager, GMAC-Residential Funding Corp., Bethesda, MD August 2001 - September 2008

Key Responsibilities:

Conducted due diligence audits and forensic accounting assessments to facilitate the approval process for new clients, ensuring compliance with regulatory standards and risk mitigation strategies. Engaged in a substantial volume of on-site and telephonic business evaluation interviews with both prospective and existing clients, fostering a comprehensive understanding of their, operational dynamics and risk profiles.

Conceptualized, developed, and administered the Quarterly Client Risk Management Model, a sophisticated risk assessment framework designed to identify and address potential risks associated with client relationships. Collaborated across multiple disciplines to leverage insights and data in evaluating at-risk clients, fostering informed discussions with Loan Officers and Sales Directors to devise strategic action plans. Orchestrated subsequent audits conducted by the Business Evaluation team to validate risk assessments and implement corrective measures as necessary.

Engineered the Weighted Average Model, a specialized analytical tool empowering the Business Evaluation director to streamline the analysis, reporting, and monitoring of secondary marketing and client hedging activities. This model enhanced decision-making capabilities for loan officers and credit analysts, optimizing strategic initiatives and risk management protocols.

Initiated tenure at GMAC-Residential Funding Corp. as a team lead within Bethesda Lending Operations, assuming responsibility for overseeing a portfolio of $2.5 billion in warehouse advances across eight client accounts. Successfully managed diverse lending arrangements including wet funding, construction-to-permanent financing, and document quality control procedures, ensuring adherence to operational standards and facilitating seamless loan payoff processes.

Advanced Financial Analyst, Tecolote Research, Arlington, VA August 1997 - April 2001

Key Responsibilities:

Provided comprehensive life cycle project management support for the implementation of a cutting-edge web portal aimed at integrating five legacy accounts payable systems. Played a pivotal role in ensuring seamless integration and functionality, optimizing operational efficiency and enhancing financial reporting capabilities.

Engaged under contract to the Finance Director of the Defense Finance and Accounting Service, delivering invaluable decision support, financial analysis, and bespoke financial tool development services. Collaborated closely with stakeholders to address complex financial challenges and enhance strategic decision-making processes.

Contributed to the development of an innovative A-76 cost comparison tool utilizing MS Access, facilitating streamlined analysis and decision-making in compliance with federal regulations. Recognized for the creation of this proprietary tool, subsequently securing copyright protection to safeguard intellectual property rights.

Spearheaded a targeted marketing outreach initiative aimed at engaging 146,000 defense contractors worldwide. Orchestrated multifaceted outreach efforts encompassing telemarketing campaigns, brochure development, seminar coordination, and trade show exhibit support. This initiative effectively expanded market presence and facilitated enhanced engagement with key stakeholders across the defense contracting community.

Principal, Buck Consultants, Washington, DC May 1996 - August 1997

Key Achievements:

Conceptualized, developed, and implemented an innovative internal stock exchange, revolutionizing the financial landscape and generating over $260 million in newfound value. This initiative provided a liquid equity market accessible to 26,000 employees, consultants, and directors, fostering increased engagement and wealth creation within the organization.

Responsibilities:

Led as the project manager for the Dyncorp Internal Stock Exchange, known as DynEx, overseeing all aspects of its development and implementation. Demonstrated strategic vision and operational acumen in navigating challenges and ensuring successful project execution.

Authored and copyrighted a bespoke Access database to power the DynEx platform, overcoming technological limitations and enabling seamless functionality. This solution underscored your proficiency in database management and software development, critical to the success of the initiative.

Generated over $2 million in additional annual revenue by negotiating fee-sharing contracts with asset managers responsible for retirement plans managed by Buck. Leveraged strong negotiation skills and industry expertise to secure mutually beneficial agreements, contributing to the firm's financial growth and client satisfaction.

Senior Vice President, Meyers-Pollock-Robbins, Washington, DC May 1991 - May 1996

Key Responsibilities:

Spearheaded the development and analysis of a sophisticated hedge strategy to mitigate the risk of falling rates in corporate bond portfolios. Utilized inverse floating Fannie Mae Collateralized Mortgage Obligation (CMO) Z tranche as a key component of the hedge. This initiative demonstrated strategic foresight and financial acumen in managing market volatility and optimizing investment performance.

Authored a comprehensive Monte Carlo analysis of the hedge using Lotus 123, providing in-depth insights into the potential outcomes and effectiveness of the risk mitigation strategy. This analytical approach showcased proficiency in quantitative analysis and risk modeling, essential for informed decision-making in financial markets.

Played a pivotal role in the creation and modeling of the DynCorp internal market, leveraging SAIC's internal stock exchange as a blueprint. This initiative facilitated the establishment of an efficient and transparent internal trading platform, enhancing liquidity and market dynamics for employees and stakeholders.

Specialized in IRC Sec. 1042 rollover transactions, offering expert guidance and facilitation for closely held owners looking to divest their ownership to employees. Demonstrated in-depth knowledge of tax regulations and transaction structures, enabling seamless and tax-efficient ownership transfers.

Held multiple FINRA certifications including Series 3, 6, 7, 24, 63, and 65, underscoring expertise and proficiency in securities trading, investment management, and regulatory compliance.

EDUCATION

BS, Finance, Krannert School of Management, Purdue University, West Lafayette, IN.

AVOCATION & AFFILIATIONS

40+ Years Sailing on Chesapeake Bay. Started racing 470’s, graduated to German Frers ’36, Tartan 10 meter, Beneteau 42. Currently cruising a Jenneau 44 out of Salomons Island, MD. Surfed same from Hell’s Gate down the East River to the Statue of Liberty Helped restore a 40’ Halvorsen built in Sydney in 1940.

President Emeritus, board member, Potomac Chapter, US Lacrosse - 22 years. Founded the Cherry Blossom Lacrosse in 2003.

Founder, Laurel Hill Sports Foundation – 18 years

Founded Arlington Archdiocese CYO Tennis

Construction Chairman, Carpenters Shelter, Alexandria, VA

Contact this candidate