Jason Green, MBA

Fractional CFO

On Par CFO · Irvine, CA

Sep 2014 – Present(11 yrs 8 mos)

I work with owner-operated businesses ($5M–$50M in revenue) as an embedded financial partner, giving them CFO-level strategy and analysis without the cost of a full-time hire. My engagements typically start with one of three problems: the owner knows revenue is strong but can't figure out why it doesn't feel profitable, they want to grow but need to know if they can carry the debt, or they're thinking about an exit and need to understand what their business is actually worth. From there, the work varies by client — but it usually includes some combination of: ✔ Cash flow forecasting & liquidity planning ✔ Budget development, variance analysis & reconciliation ✔ Financial statement preparation & management reporting ✔ KPI dashboards that surface what actually matters ✔ Gross margin & client profitability analysis ✔ Scenario modeling for growth, financing, or acquisition decisions ✔ Exit readiness & business valuation support ✔ Strategic planning alongside the owner/CEO Industries served: Professional services, Home Services, Technology, eCommerce, SaaS

Chief Financial Officer

Patriots Federal Credit Union · Aliso Viejo

Jan 2012 – Jul 2014(2 yrs 7 mos)

Manage accounting group of three in month-end closing and financial statement creation. Ensure compliance with internal and regulatory policies. Report to the Board and CEO on the Asset/Liability risk position, trends and changes. Lead the annual budgeting process and monitoring of operational performance through variance analysis. Maintain the integrity of the financial statements. ➢ Implemented a GPS tracking system for high-risk loans, opening opportunities to realize increased loan volume ($1M per month), at higher yields (average yield of 17%) while minimizing risk. ➢ Streamlined month-end closing to reduce days to close from an average of 10 business days to 3 business days. ➢ Revamped the board reports with an appropriate layout for the financial statements as well as providing additional reports to help clarify the institution’s financial strength.

Sr Treasury Analyst

SchoolsFirst Federal Credit Union · Tustin, CA

Jun 2006 – Dec 2011(5 yrs 7 mos)

Senior Treasury Analyst: Play an integral role in managing $4.5B investment portfolio. Analyze metrics and ensure compliance with regulations and policies. Study implications of potential investments. Analyze creditworthiness of banking partners. Create monthly packages for CFO presentations to investment and asset / liability committees, professionally communicating status. Key Accomplishments: • Created pricing models for credit cards, auto loans and mortgages, establishing risk-based pricing and enabling strategy to secure average 282 basis point gain over 12 months on mortgage loans. • Cut time required to produce quarterly credit union peer performance reports from 2 days to 2 hours by creating Excel macros to automatically process extract data. • Developed pro forma analyses to project marketing promotion profitability, taking into account a variety of factors, including volume, cost of funds, interest rates, charge-offs, pre-payments, etc. • Created credit risk matrix tool to analyze creditworthiness of prospective bank note and CD investments, building in multiple customizable and static measures; tool was used in decision to exit significant CIT investment prior to that organization’s bankruptcy. • Received Service Excellence Award in recognition of outstanding performance and teamwork.

Sr Analyst

Wescorp · San Dimas, CA

Feb 2003 – Jun 2006(3 yrs 5 mos)

Senior Interest Rate Risk Analyst: Initially hired as an analyst, evaluating and correcting data received from client credit unions via Access queries and managing client executive relationships. Following promotion, uploaded data into QRM, updating assumptions and parameters in QRM model. Created senior consultant reports to enhance client communications. Key Accomplishments: • Developed customizable data scrubbing tool in conjunction with programmer, saving nearly 3K hours per year in labor costs. • Skillfully balanced multiple priorities, working additional hours to develop new system while managing daily analysis tasks.

Derivatives Accountant

Williams Energy · Tulsa, OK

Jan 2001 – Aug 2002(1 yr 8 mos)

Derivatives Accountant: Reconciled bank statements, evaluating aged accounts and identifying potential receivables. Settled option premiums with trading counter-parties. Created invoices and recorded receivable or payable entries; developed cash flow reports for premiums. Settled forward and swap agreements on a monthly basis and documented activities. Key Accomplishments: • Discovered $5M+ in uncollected net receivables, improving company cash flow. • Gained valuable knowledge about derivative settlements and experience with Oracle accounting software, including documentation, invoicing and journal entry functions. • Received (and accepted) full-time job offer after initial hire as a contract employee due to consistent quality of work.