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Brian Steensma, B.A. M.Sc.
Curriculum Vitae
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| Summary |
Core Competencies: Financial Mathematics, Financial Software, Complex Systems Science
I am a results-driven and talented financial systems analyst with 7 years experience in accounting, investment analysis, budgeting, financial control, continuous improvement, and business planning and more than 10 years of experience applying computational analytics, data mining, probability and statistics, and dynamical systems modeling. I am skilled in analysis of financial data, planning and executing financial strategies, as well as managing financial reports and records. My objective is to combine my experience in financial modeling, accounting, and computational mathematics to effectively navigate timely and complex situations and to provide advanced business intelligence. |
| Qualifying Skills |
• Financial Planning
• Portfolio Management
• Quantitative Modeling
• Corporate Finance
• Business Valuation
• Risk Management
• Tax Planning |
• QuickBooks
• Financial Statements
• Budgeting and Forecasting
• Ratio Analysis
• Bank Reconciliations
• Accounts Payable/Receivable
• Payroll
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• Excel/Word/PowerPoint/Access
• Visual Basic
• Oracle, JD Edwards
• SAS Base, Enterprise Miner
• SQL, PL/SQL
• HTML, PHP, XML/XSL
• Matlab, Simulink, Scilab, R
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| Professional |
Oregon Health & Science University - Portland, OR |
2012 – Present |
• Managing 220 Internal Hospital Funding Arrangements with total budget of $91 Million
• Consolidating, preparing, and analyzing financial statements for 8 primary care clinics
• Supporting CFO and Accounting Department with expense accruals, budgeting, monthly closing of the hospital financials, preparing various hospital financial reports and various account reconciliations.
• Analyzing patient accounts receivables and projecting expected collectability, as well as preparing ad hoc reports as needed
Empowerment Initiatives, Inc. - Portland, OR |
2011 – 2012 |
• Responsible for all areas of accounting and finance for nonprofit providing mental health services
• Redesigned, managed, and optimized QuickBooks accounting system including control processes
• Developed specialized multi-output budget models to plan and operate 7 assistance programs
• Managed payroll, cash flow, reconciliation, reporting, insurance, tax filings, audit, and contracts
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Rubicon Global Advisors, LLC - Portland, OR |
2010 – 2011
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• Managed accounting and operations for boutique asset management and private equity firm
• Performed investment analysis, equity trading, portfolio management, and securities compliance
• Responsible for operating back office administration software, billing, and performance reporting
Gaian Systems, LLC - Portland, OR |
2008 – 2012 |
• Consulting practice offering financial system optimization and information technology solutions
• Planned and executed financial, operational, and marketing strategies for small businesses
• Managed operational reporting, financial records, budgeting, forecasts, and data analytics
• Financial permaculture, Regenerative business systems, Complex systems science
• Developed large scale overhaul of programming and functionality for client websites
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Waddell & Reed, Inc.
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2006 - 2008
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• Developed comprehensive values-based financial plans and asset management strategies
• Offered mutual funds, retirement/education funding, insurance, estate and tax planning services
• Presented worksite benefit planning education, economics, and financial literacy seminars
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Etnoteam, S.p.A.
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2005 - 2006
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• Worked directly with CFO to design and implement financial budgeting and controls for large
information technology services corporation, including 7 diversified business units
• Performed financial and operational data analysis and reporting using Oracle based ERP system
• Engineered and built cost budget optimization model for use by business and program managers
| University of California at Santa Cruz |
2003 - 2004
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• Subjects included linear algebra, vector calculus, and dynamical systems
• Subjects included complex nonlinear systems science, synchronization,
fractals, neural networks, morphogenesis, and agent based modeling
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| Education |
| IUSS - Institute of Advanced Studies - Pavia, Italy |
2005 - 2006 |
• Business management, financial statement analysis, accounting, quantitative financial modeling, equity and bond valuation, capital markets, portfolio management, project management, risk management, continuous process improvement, advanced probability and statistics, dynamics of complex systems, computational methods, software tools and programming, data mining
| University of California at Santa Cruz - Santa Cruz, CA |
1998 – 2002 |
• Applications of dynamical systems and bifurcation theory, chaos theory, differential geometry, numerical methods, vector calculus, visual modeling and analysis of nonlinear systems
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| Certification |
• Series 65: Uniform Investment Adviser Law Examination, State of Oregon
• QuickBooks Certified ProAdvisor 2012
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| Interests |
• Coupled networks of dynamical systems and properties of synchronization
with applications in the financial, economic, business and social sciences
• Agent Based Modeling, Artificial Neural Networks, and Evolutionary Systems
• Interactive computer graphics for mathematical education, research and art
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