Brian Steensma, B.A. M.Sc. CSAF 
Curriculum Vitae                                                                                     
Summary Financial Mathematics, Accounting, Analysis, Reporting, Optimization, Complex Systems
My objective is to provide advanced value-driven accounting and financial analysis services. I am a results-driven accountant with over 15 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 financial analysis, 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
Reconciliations
• Budgeting and Planning
Ratio Analysis
Axiom EPM, Syntellis
Excel, Visual Basic, PL/SQL
Oracle, JD Edwards, Cognos
SAS, Matlab, HTML, PHP
Bitcoin, Blockchain
Professional
Oregon Health & Science University - Portland, OR
2012 – Present
Financial Consultant
• Senior Accountant supporting CFO and Financial Division with advanced tools for analysis, reporting, management, and improvement of accounting, budgeting, and operational systems
• Providing critical solutions and insights regarding monthly close operations and strategic planning
• Expert report developer using Excel and Axiom enterprise performance management software
 
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
• 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, and portfolio management
• Responsible for back office account administration, reconciliations, 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
 
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
• Developed new cost budget optimization model for use by executive 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 - Istituto Universitario di Studi Superiori - Pavia, Italy
2005 - 2006
M.Sc. Methods for Management of Complex Systems
• Business management, accounting, financial statement analysis, quantitative financial modeling, equity and bond valuation, capital markets, portfolio management, project management, risk management, advanced probability and statistics, continuous process improvement, data mining, computational methods, software tools and programming, dynamics of complex systems
 
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)
• Certified Specialist Accounting and Finance (CSAF)
• Series 7: General Securities Representative Exam (inactive)
• Seires 66: Uniform Combined State Law Examination (inactive)
• QuickBooks Certified ProAdvisor