Finance Manager with 28+ Years of Leadership Experience
Resume:
Attn. Human Resources
Dear Colleagues,
After reviewing your requirements as outlined on your website, it appears that my background is ideally tailored to these requirements.
I hope to effectively utilize all my skills in the Finance Manager position. I’m eager to learn, willing to try new ideas, and easily manage change. I am experienced in managing people and business improvements in collaborative project-based environments combined with exceptional writing, presentation, quantitative and quantitative skills. I am an MBA Finance professional with over 28 years of successful experience bringing new customers, managing revenue streams, and maintaining solid account relationships. Focused on continuous improvement of sales figures through strategic management of teams and monitoring market trends. Skillfully build connections and remove roadblocks by leveraging experience and expertise. Equipped to revitalize sales, operations, and align procedures to maximize profits and client acquisition while improving sales procedures to streamline and strengthen processes.
My background, education and skill set provide a uniquely significant tool chest of experience. This tool chest can well strengthen your ability to accelerate growth. I look forward to discussing my qualifications with you. Sincerely,
Jarrod Thomas Serrato
3857 Birch St #926
Newport Beach, CA 92660
*********@*****.***
Jarrod T. Serrato
PROFESSIONAL SKILL SUMMARY
Well-developed interpersonal skills
Proven planning and organizational skills
Demonstrated ability to foster an inclusive work culture. Integrity in line with values and vision of organization, driven to goals. Advanced Microsoft Office Skills
Monitor performance with tracking and corrective measures, as necessary. Maintain and build key relationships with partners, clients, customers, and stakeholders. Excellent client focus and understanding of total client satisfaction. Success in driving operational improvements.
Strong oral, written and communications skills.
ACCOMPLISHMENTS
• Strategic Planning
• Financial Due Diligence
• Financial Analysis Software
• Microsoft Office Suite
• Financial Reporting & Analysis
• CRM/ERP Software
TECHNICAL SKILLS
• Excel power user
• Classes and credits toward CFA AND CFP
• Argus
• Spanish speaking Fluent
• California Real Estate and NMLS Licensed CA, AZ, WA, OR, OK, IA (15 states)
• NASD Broker Series 7, 22,15, 63, 65.
• Life and Disability Agent, with financial planning, wealth management PROFESSIONAL EXPERIENCE
Premiere/Stratedebt, Sales Manager, Irvine, Ca, Jan. 2020 to present Collaborate with mortgage, debt, and tax executive team, setting, and driving vision, operational strategy. Translate strategy into actionable and measurable goals for performance and growth. Analyze internal operations for process improvements. Develop actionable business strategies and plans that align with long- and short-term objectives for executive team. Monitor performance with tracking and establish corrective measures as needed, for current and forecast.
Daily
- Leader of all “day to day” activity.
- Responsible for all aspects of the finance process case studies.
- Performed all aspects of the finance origination and processing, including but not limited to, qualifying borrowers, product selection and sales, complete package setup and compilation, and pipeline management.
- Developed an elite, top tier sales force where finance agents average over $6.00 mlln. in volume per month.
- Set up, maintained, and developed strategic business and finance partnerships.
- Helped develop strategic marketing plans, processes, and sales protocol.
- Developed and implemented corporate policies and procedures that complied with local, state, and federal agencies.
Operations & Development, DPW Holdings, Newport Beach, CA, 2019 to 2020 MBA Finance level marketing, financial analysis, and metrics for this team of veteran syndicate managers. Ten company holding of this NYSE Wall Street firm with disruptive technology, great margins, ROI debt and equity, via PIPE structures and arbitrage for maximum capex and opex ROI. Sectors include block chain data storage development, commercial real estate, biotech, power storage for defense contracts, as well as revenue from textile and manufacturing firms acquired for managerial efficiencies, marketing, and metric upside, to institutional clients worldwide from USA, UK, and Israel.
Vice President, TMG. Family Offices – Costa Mesa CA, 2015 – 2019 Top producer associate for equity and lending division. Graduated top of class, set company record over 5,000 employees as “daily beast,” ranked #2 twice for the program. Ranked #1 in Orange County for best corporate financial and marketing training programs. Commercial and Business Finance, Area Sales management, team leader managing team of outbound marketing for top sales goals in niche products in addition to commercial residential mortgages, real estate insurance and security sales. 30 years top marketing sales and metrics in all areas of finance leading team to successful targets and goals within the company on nationwide product efforts. Wall Street and main street pedigree are utilized to manage teams and customers for efficient ROI and key success factors. Consulting finance analyst financial planning technique as well as MBA finance and management approach utilized for successful clients’ portfolios and as mentor to others as leader within and without the firm. Retail commercial and industrial case studies managed key metrics and organizational progression to realized capex and Opex goals.
Vice President, Corporate Finance, Newport Strategies - Newport Beach CA, 2010 – 2015 Performed budgeting, planning FP&A for projects manufacturing, tech, real estate mortgage and other portfolios. Advanced from Associate, Financial Analyst to FP&A Manager. Managed ETF and co-managed hedge funds, real estate, and fixed income portfolios. Produced business analytics, marketing, and finance strategies. EVA, ROI, IRR, and financial metrics analysis of possible acquisition project targets; valuations resulted in investment acquisition decisions.
• Increased ROE’s 115-400%, reduced capex, and debt schedules 50%.
• Coordinated and prepared annual opex, utility and capex budgets, reduced opex 3-5%.
• Created financial models to evaluate potential investments, including project level performance, supply chain, and structured finance. FP&A Manager/Senior Financial Analyst, Farwest - Irvine CA, 2007 – 2010 Worked with CEO and accounting teams on various cost centers and ad hoc projects. Supervised 4-6 employees on intercompany AR, AP, treasury and finance reporting, and intercompany foreign exchange rate duties. Balance sheet reporting for ten countries, five divisions, and corporate.
Finance, marketing, and planning; helped establish inventory and internet platforms. Developed investment-specific acquisition strategies, replacement cost estimates, and value-add renovation budgets. Resolved operational and financial malfunctions to maximize benefit of IT
& inventory systems.
Senior Financial Analyst, Foundation Capital Partners - Santa Ana CA, 2002 – 2007 Managed underwriting for growth capital firm. Created financial models to evaluate potential investments; built cash flow financial models from ground-up development to active, multi-tenant industrial portfolios.
Associate, UBS, Newport Beach CA – Feb 1998 – Feb 2002 Venture Capital/Equities, top producer, marketing, portfolio, wealth management and investment banking. Associate, Morgan Stanley, Costa Mesa CA, Jul 1995 - Dec 1998 Venture Capital/Equities, top producer, marketing, portfolio, wealth management and investment banking.
Associate/Analyst, Marcus and Millichap, Newport Beach, CA –Feb 1987-May 1990,
Marketing for top multi residential commercial team in Orange County developing OC and Inland Empire, data analyst work, metrics, marketing, pre licensing commercial real estate cases.
Pediatric Intensive Care, Western Medical Centers, Tustin, CA – June 1984- 1987.
EDUCATION
PEPPERDINE UNIVERSITY, MALIBU, CA
Master’s in Business Administration-Finance Emphasis UNIVERSITY OF CALIFORNIA, IRVINE, CA
Bachelor of Arts in Economics
UNIVERSITY OF SOUTHERN CALIFORNIA, LOS ANGELES, CA Vocations:
Head Coach Matt Leinart Football. Irvine, CA
Member National Association Investment Bankers (NIBA) President Knights of Columbus, Newport Beach, Charity Diocese of Orange. Avid boater, skier, cyclist, father.
References:
• Joe Perricone CEO, President, Perricone Juice, Newport Beach, CA, 949-***-****
• Dr. Don Nagy-Professor, UCI, Lake Arrowhead, CA,951-***-****
• Mitch Brantley -CEO, Beverages, Irvine, CA 714-***-****
• Father A Garibaldi-Priest, Franciscan Friar, Oceanside, CA, 916-***-****
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