Accounting and Finance Professional

Jacob Hansen…DRIVING RESULTS THROUGH LEADERSHIP, STRATEGIC THINKING, AND FOCUS

*** **** **** ***** **** • Draper, UT 84020 • ****.*.******@*****.*** • 801-***-****

Banking leader who leverages strong reporting skills and business experience to transform business cultures, build value, foster growth, and create an environment of continuous improvement. Exceeds all measurable parameters for reporting timeliness and accuracy, ROI, and business integration by visualizing the full strategic picture and aligning accounting initiatives with corporate visions, mission, and goals. Strong driver of end-to-end business experience within accounting, financial analysis, treasury, and regulated environments. A collaborative optimist that enjoys solving complex problems using people, processes, and technology.

Noted for driving value for the organization, employees, and other stakeholders through…

Strategic Vision/Thinking: Restructured Company’s balance sheet using joint ventures, selective increased debt, and a negotiated top-level debt conversion. The outcome of this restructuring led to a significant increase in equity and ignited company’s two most profitable years.

Technical Expertise: Leveraged Big 4 audit and SEC reporting experience to produce high quality, accurate, and transparent financial and board level reporting.

Risk Management: Led process analysis and flow charting of individual departments which initiated department reorganization, removal of repetitive tasks, installation of internal controls, and subsequently an easier transition to a new ERP.

Value Driven: Positioned the accounting and finance department as a strategic business partner by leveraging employees not only as financial reporters but as information system advisors. Assisted in financial analysis, budgeting, and reviewing industry metrics across all departments.

Efficiency: Reduced quarterly reporting from over ninety days to under thirty days without increasing staff. Reduced execution of sales contracts from over two weeks to less than seventy-two hours by utilizing technology and restructuring departments.

Blending Accounting/Finance and Management Expertise for Business Success

SEC Reporting

Technical Accounting

Strategic Financial Planning & Analysis

SOX and FDICIA Compliance and Reporting

Audit Coordination

Contract Negotiation

Capital Planning & Allocation

Business Process Re-engineering

Capital Market Transactions

Board and Investor Relations

Risk Management

Professional Experience

Managing Director – Financial Services Assurance, Ernst & Young, LLP, SLC, UT (June 2018 – Current)

Principal executive over multiple teams conducting audits in financial services space

Attained US GAAP and SEC reporting experience by working on multiple banks ranging from $30 to $80 billion in assets

Developed extensive knowledge related to securitization and SPE operations

Observed and participated in multiple bank ALCO committees

Obtained investment experience by participating in client’s security valuation and treasury committees

Consulted with numerous banks to reengineer and improve various operational processes

Advised large public bank in performing the CECL implementation

Guided clients in responding to SEC comment letters concerning various technical accounting topics

Managed comfort letter and associated due diligence procedures on multiple capital market transactions. Teamed with clients on transactions that provided over $2 billion in new capital

Managed numerous teams concurrently consisting of three to twenty team members

Chief Financial Officer, Fieldstone Utah Investors, Draper, UT (May 2014 – June 2018)

Led financial operations for real estate funds based in the Salt Lake market

Developed treasury management models to gauge near- and long-term cash usage

Directed preparation quarterly business forecasting and annual financial projections

Negotiated with private capital sources raising over $150 million in four years

Conducted primary investor relations & preparation and presentation of board reporting

Oversaw implementation of a new ERP saving the company over $100 thousand per year in overhead costs

Reviewed quarterly and annual financial statements for multiple funds and management companies

Assessed risk management including tracking portfolio level financial metrics and industry analysis

Assurance Senior Manager, Ernst & Young, LLP, SLC, UT (July 2005 – May 2014)

Acquired extensive SOX 404 and FDICIA related experience

Consulted clients regulated by the Federal Reserve, OCC, FDIC, and UDFI on financial and regulatory reporting

Performed audit procedures around $35 billion investment portfolio, which included hard to value assets. Wrote an accounting consultation memo on investments memo used as a part of a National Office review

Coordinated with client internal audit departments to synergize effort and verify risk coverage

Instructed audit training throughout the US as a part of a national rotation

Education, Certification, and Language

MS, Accounting, Brigham Young University, Provo, UT – 2005

BS, Accounting, Brigham Young University, Provo, UT – 2005

Certified Public Accountant, Utah, 2006 to Present

Korean Language, conversational

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