Business Development Intelligence

THOMAS L. MENNIE

** ****** ** ********, ** ***** 267-***-**** *******@***.*** www.linkedin.com/in/tom-mennie-742a861/ STRATEGIC FINANCE PROFESSIONAL EFFICIENCY IMPROVEMENT EXECUTIVE SUMMARY

Accomplished Banking, Consulting, and Business Development professional with expertise in balance sheet strategies, efficiency improvements, budgeting & forecasting, strategic financial communications, and capital planning. Proven record of training and educating staff, raising overall performance and translating complex financial data into compelling investor narratives. Adept at financial modeling, market research, and business intelligence tools to enhance stakeholder confidence and support corporate strategy. Skilled in aligning financial strategy with business objectives, and driving shareholder value through data- driven insights and transparent reporting.

CORE COMPETENCIES & TECHNICAL SKILLS

Strategy & Planning: Developed Annual Budgets, Rolling Forecasts and Capital Plans and Developed Strategies to Meet Performance Goals

Efficiency Improvements: Expedited Month-end Closing Process from 3-5 days to 1-2 days. Utilized Technology to make Data Actionable. Consistently met deadlines Training & Mentoring: Developed and mentored staff into seasoned professionals. Created a Banking 101 class for employees to better understand the industry. Financial Analysis & Modeling: Discounted Cash Flow (DCF) & Internal Rate of Return (IRR), Net Present Value (NPV), Asset Allocation, Variance & Gap Analysis, Key Performance Indicators (KPI) & Benchmarking, Interest Rate Risk, Liquidity Analysis Portfolio & Risk Management: Investment Management, Treasury functions, Capital Planning and Funding. Work closely with Auditors and Examiners to minimize and resolve audit/exam issues. PROFESSIONAL EXPERIENSE

Vice President & Chief Financial Officer

Fleetwood Bank 2023 - 2025

Led and manage the finance team, providing guidance and support to ensure effective performance.

Partner with the CEO and board on strategic financial decisions and provide insights into the bank's financial performance and future prospects. Develop and manage the bank's financial plans, budgets, and forecasts. Oversee the preparation of financial statements (income statements, balance sheets, etc.) and ensure compliance with accounting standards and regulations. Manage the bank's capital structure, including equity and debt, and ensure adequate capitalization. Identify, assess, and mitigate financial risk, credit risk, liquidity risk, and interest rate risk. Oversee the bank's cash flow, investments, and other treasury activities. Manage the bank's tax obligations and ensure compliance with tax laws and regulations. Monitor and manage the bank's investment portfolio Managing Director

Velligan Blaxall Consultants, LLC 2020 – 2023

Oversaw over 50 high-value client accounts, increased sales 50% in first year Manage Asset/Liability Management Modeling Team.

Present ALCO Materials and lead strategy discussions to Boards and ALCO committees. Perform educational training for state banking organizations and Financial Managers Society. Provide educational content on various platforms to promote the VBC brand. Implement, run and produce reports from various asset/liability models for bank clients. Vice President/Controller

MidCoast Community Bank 2014 - 2020

Manage accounting and treasury functions for a $250 million financial institution. Preparing and filing call reports, regulatory reports and financial reports. Manage liquidity and interest rate risk including forecasting, analysis and reporting. Forecasting the Bank’s financial performance, capital plans and budgets. Controller

Vantage Point Bank, 2012-2014

Manage accounting and treasury functions for an $80 million financial institution. Identified numerous cost savings and other initiatives to improve shareholder value. Manage liquidity and interest rate risk including forecasting, analysis and reporting. Prepare financial reports and reconciliations.

Project manager for core data system conversion.

Assist in preparations of business and capital plans. Chief Financial Officer 2011-2012

Vice President/Treasurer 2005-2011

Financial Analyst 2003-2005

Stonebridge Bank 2003-2012

Managed accounting and treasury functions for a $400 million financial institution. Identified numerous cost savings and other initiatives to improve capital ratios. Managed liquidity and interest rate risk including forecasting, analysis and reporting. Created and administered comprehensive ALCO policy encompassing investments, interest rate risk, liquidity, contingency funding and derivatives. Managed budget process, forecasting and business plan. Prepared financial reports and reconciliations.

Provided training to finance department staff.

Oversaw conversions of asset liability model and general ledger platforms. Education

Bachelor of Business Administration, Temple University, Philadelphia, PA

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