Brian Steensma, B.A. M.Sc. 
Curriculum Vitae                                                                                     
Summary Financial Mathematics, Analysis, Accounting, Reporting, Process Optimization
My objective is to provide value-driven accounting and strategic financial consulting services and advanced business intelligence. I am a results-driven and talented consultant with over 10 years of experience in accounting, financial modeling, continuous improvement, strategic planning as well as applying computational analytics, data mining, statistics, and dynamical systems modeling. I am highly skilled in analysis of financial data, complex account reconciliations, planning and executing financial strategies, and producing specialty financial statements and reports.
Qualifying Skills
Financial Planning
Portfolio Management
Quantitative Modeling
Business Valuation
Risk Management
Complex Accounting
Financial Statements
Budgeting and Planning
Ratio Analysis
Reconciliations
Excel, Visual Basic, PL/SQL
Axiom EPM, Kaufman Hall
Oracle, JD Edwards, Cognos
SAS, Matlab, Blockchain
HTML, PHP, XML/XSL
Professional
Oregon Health & Science University - Portland, OR
2012 – Present
Financial Consultant
• Supporting Hospital CFO and Financial Division with customized tools for modeling, analysis, reporting, management, and improvement of accounting, budgeting, and operational systems
• Providing innovative and critical insights regarding monthly operations and strategic planning
• Expert report developer using Axiom enterprise performance management software
• Managing $200M of internal funding arrangements within hospital and university systems

One Ummah Foundation - Portland, OR
2012 – Present
Chief Financial Officer
• Financial management and accounting for non-profit public benefit charity dedicated to eliminating child labor by breaking the cycle of illiteracy and poverty in underdeveloped countries.

Empowerment Initiatives, Inc. - Portland, OR
2011 – 2012
Financial Director
• 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

Rubicon Global Advisors, LLC - Portland, OR
2010 – 2011
General Manager & Financial Analyst
• Managed accounting and operations for boutique asset management and private equity firm
• Performed technical and fundamental investment analysis, trading, portfolio management,
• Responsible for operating back office administration software, billing, and performance reporting

Gaian Systems, LLC - Portland, OR
2008 – 2012
Director
• 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
• Developed large scale overhaul of programming and functionality for client websites

Waddell & Reed, Inc. - Portland, OR
2006 - 2008
Financial Planner
• 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

Etnoteam, S.p.A. - Milan, Italy
2005 - 2006
Assistant Financial Controller
• 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 - Santa Cruz, CA
 2003 - 2004
Assistant Instructor, Multi-Variable Calculus
• Subjects included linear algebra, vector calculus, and dynamical systems
 
Assistant Instructor, Chaos, Fractals, and the Arts
• Subjects included complex nonlinear systems science, synchronization,
fractals, neural networks, morphogenesis, and agent based modeling
Education
IUSS - Institute of Advanced Studies - Pavia, Italy
2005 - 2006
M.Sc. Methods for Management of Complex Systems
• 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
B.A. Computational Mathematics
• Applications of dynamical systems and bifurcation theory, chaos theory, differential geometry, numerical methods, vector calculus, visual modeling and analysis of nonlinear systems

Certification

Blockchain, Accounting, Securities, Financial Advisory
• Certified Bitcoin Professional (CBP)
• 
Series 7: General Securities Representative Exam (inactive)
• Seires 66: Uniform Combined State Law Examination (inactive)
• QuickBooks Certified ProAdvisor