Adams Financial Consulting Services | Corporate Governance Consultant
Adams Financial Consulting Services | Corporate Governance Consultant

Adams Financial Recruiting Consulting Services
Corporate Governance Consultant

Put our time-tested experience to work for you.


ACMN77738 - Interim Chief Financial Officer and Mortgage Consultant
This consultant has over 30 years of experience in the financial industry. He has been a Chief Financial Officer of a mortgage bank and an assistant controller and treasurer for a large commercial bank. For the past 10 years, he has been a consultant to organizations that are in need of guidance.

  • As a consultant to a large mortgage banking firm with $60 billion in mortgage servicing, he developed a complex model for strengthening the warehouse line of credit cash flow system within the newly established treasury department.
  • As a consultant to a large mortgage Bank, he was on a Model Validation Risk Management team that audited all of the financial models throughout its global financial system, which consisted of the UK, Netherlands, and America.
  • Served as consultant and Technical writer for a large "financing and loan accounting" mortgage banking platform project.
  • Served as Project Manager for a Sarbanes Oxley Desk Top Procedure project at a large mortgage bank.
  • Consulted with, a large commercial bank located in Minneapolis MN, to help coordinate the consolidation of two budgets, as a result of an acquisition by another large commercial bank.
  • As Investments & Securities Officer, he managed the bank's investment portfolio consisting of $50-75 million. In addition, developed policies and procedures on all treasury related functions.
  • Consulted with the Treasury Department of a large insurance and financial services company with assets of $520 billion. He was responsible for developing policy and procedures for the reinsurance business for the UK, Netherlands, Denmark, Mexico, and the America's.
  • In addition, on a monthly basis, he developed a model for analyzing the company's foreign currency position and prepared the foreign currency hedge for about 80 different currencies throughout the world.
  • Negotiated a $30 million mortgage warehouse line of credit with a large national bank.

These services are available on a temporary or full time basis. References are available upon request. Please contact us for more information on how we can put our time-tested experience to work for you in a variety of ways, saving you precious time and bolstering the bottom line.