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Douglas Guenzel | Elance
 
176985602337900
Last Sign-in: Mar 5, 2014

Douglas Guenzel

Results-driven accounting and finance professional
   United States
  |   Island Park, ID
  |  3:17 am Local Time

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Overview

A results-driven accounting and financial services professional having hands on experience in self clearing broker dealers and corporate finance. Over 18 years of experience with extensive knowledge of the financial services sector including retail and institutional brokerage operations, audit, IT and regulatory compliance. Previous registrations include FINRA Series 7, 27, 53, & 63. Continually recognized by managers, clients, and colleagues for the ability to orchestrate the details of critical projects and relationships with a high degree...

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Nov 15, 2012|Management Consulting|Private|Completed
Nov 14, 2012|Management Consulting|Private|Completed
Oct 25, 2012|Financial Planning|Private|Completed
|
4.7

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Skills (5)

Tested
Accounting
Financial Statements
Financial Forecasting
Business Analysis
Financial Analysis

Service Description

- Corporate/Operational Finance
- Accounting
- Contracts and Procurement
- Treasury
- Mergers and Acquisitions
- Investor Relations
- Internal Audits
- Risk Management

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Employment

Gunner Investments
Consultant
2010 - Present
Responsibilities included building the asset valuation model, performing economic trend analysis, preparing financial assumptions and operating budgets related to investment properties.
United Gold Direct, LLC
Managing Director & CFO
2009 - 2010
Developed concept and business plan. Responsible for filing all state and federal documents related to start up. Involved in all phases of developing the company. Developed and managed all aspects...
UnionBanc Investment Services LLC
Vice President - Finance Manager
2004 - 2008
Responsible for the firmís accounting, financial reporting and controls, capital investments, all FINRA and SEC regulatory reporting, budgeting and quarterly rolling forecasts, and payroll...
Countrywide
Vice President - Capital Markets Internal Audit
2003 - 2004
Managed audit teams to evaluate the adequacy and application of internal controls. Ensure efficient operations and compliance with established policies, procedures, and regulations. Developed...
Quincy Cass Associates
Chief Financial Officer
1999 - 2003
Responsible for all accounting, balance sheet, income statement, and payroll preparation. Restructured accounting department to achieve better efficiency, record retention and communication. These...
PB Investment Solutions
Financial Consultant
1995 - 1999
Provided comprehensive financial advice and services that help individuals, their families, and small business clients of Peopleís Bank of California define, address, and achieve their financial...
Sandler O'Neill
Mortgage Servicing Analyst
1993 - 1995
Created analytical models and processes for the valuation of mortgage servicing rights pools for banks and thrift institutions. Worked with all phases of underwriting with an emphasis on portfolio...

Education

University of Phoenix
Masters of Accountancy
2011 - 2012
Skidmore College
Bachelor of Science
- 1993

Keywords

Accounting
finance
My Snapshot
Finance & Management
1
Elance Level
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  • 12 months
  • Lifetime
Jobs
0
0
0
Total
Milestones
Hours
Reviews
Recommend
Clients
Total
Repeat
Earnings
Private
Private
Total
Per Client
Identity
Username
deguenzel
Type
Individual
Member Since
July 2011
Elance URL
Verifications
0
Douglas Guenzel | Elance

Douglas Guenzel