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Brian Steensma, B.A. M.Sc. CSAF
Curriculum Vitae
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| 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 |
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Axiom EPM, Syntellis
• Excel, Visual Basic, PL/SQL
• Oracle, JD Edwards, Cognos
• SAS, Matlab, HTML, PHP
• Bitcoin, Blockchain
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| Professional |
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Oregon Health & Science University - Portland, OR
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2012 – Present
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• 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
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One Ummah Foundation - Portland, OR
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2012 – 2023
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• 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.
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Empowerment Initiatives, Inc. - Portland, OR
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2011 – 2012
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• 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
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Rubicon Global Advisors, LLC - Portland, OR
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2010 – 2011
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• 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
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Gaian Systems, LLC - Portland, OR
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2008 – 2012
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• 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
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Waddell & Reed, Inc. - Portland, OR
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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. - Milan, Italy
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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
• Developed new cost budget optimization model for use by executive and program managers
| University of California at Santa Cruz - Santa Cruz, CA |
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 |
| Education |
| IUSS - Istituto Universitario di Studi Superiori - Pavia, Italy |
2005 - 2006
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• 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
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• Applications of dynamical systems and bifurcation theory, chaos theory, differential geometry, numerical methods, vector calculus, visual modeling and analysis of nonlinear systems |
Certification |
• 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
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