Brian Steensma, B.A. M.Sc. 
Curriculum Vitae                                                                                     
Summary Financial Mathematics, Analysis, Accounting, Reporting, Process Optimization
I am a results-driven financial and accounting consultant with 13 years experience in accounting, investment analysis, budgeting, financial control, continuous improvement, and business planning and more than 15 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
Financial Statements
Budgeting and Forecasting
Ratio Analysis
Bank Reconciliations
Accounts Payable/Receivable
Visual Basic
Oracle, JD Edwards
SAS Base, Enterprise Miner
Matlab, Simulink, Scilab, R

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 between Hospital and University
• Producing and analyzing hospital and university financial statements for 13 primary care clinics

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 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

Waddell & Reed, Inc.
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.
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
 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

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 Securities, Financial Advisory, and Accounting
• Series 65: Uniform Investment Adviser Law Examination, State of Oregon
• QuickBooks Certified ProAdvisor