Lee Huffman

Current

Los Angeles Chapter - Vice President / Board Member at National Association for Business Economics
VP, Finance Manager - Entertainment & Real Estate divisions at City National Bank

Past

VP, Finance Manager - Banking Services division at City National Bank
Business Client Manager at Bank of America
Business Banking Officer at Citibank

Business Planning Consultant at Affinity

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1 more...

Education

Kaplan
University of Phoenix
Pepperdine University

Cal State University, Fullerton

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1 more...

Recommended

19 people have recommended Lee

Connections

500+ connections

Industry

Banking

Websites

Lee Huffman’s Summary

- Financial and strategic analyst with critical thinking skills.
- Broad experience in accounting and financial management, including direct experience with financial consulting, bankruptcy, investments, insurance, and banking.
- Goals include opportunities to improve skills and increase knowledge, an introduction to diverse experiences, and a transition into executive management.

Lee Huffman’s Specialties:

Analyze financial statements, develop financial models, and budget preparation. Highly skilled in Excel. Strengthening knowledge in VB Scripts and Access.

Lee Huffman’s Experience

Los Angeles Chapter - Vice President / Board Member

National Association for Business Economics

(Non-Profit Organization Management industry)

May 2009 — Present (7 months)

Vice President for the 2009/2010 fiscal year.

Please visit www.LAnabe.org to find out about our current schedule of speakers.

Follow us on Twitter at http://www.twitter.com/NABEinLA
VP, Finance Manager - Entertainment & Real Estate divisions

City National Bank

(Public Company; 1001-5000 employees; CYN; Banking industry)

August 2007 — Present (2 years 4 months)

- Prepare $250+ million revenue budget and $37+ million expense budget for two divisions
- Analyze and prepare financial statements for month, quarter, and year-end for Executive review
- Interact with managers to support bank initiatives to drive increased profitability to bottom line
VP, Finance Manager - Banking Services division

City National Bank

(Public Company; 1001-5000 employees; CYN; Banking industry)

May 2005 — August 2007 (2 years 4 months)

- Prepare $150+ million budget for four divisions - 70 cost centers and 1,000 employees
- Analyze and prepare financial statements for month, quarter, and year-end for Executive review
- Interact with managers of diverse back-office functions such as information services, cash management, loan center, legal, compliance, credit administration, and operations
- Prepare and review cost benefit analyses (aka Business Cases) for new products and other bank initiatives
- Assist HR and business unit managers with Annual Officer Review process
- Involved with Lease vs. Buy process for capital purchase decisions
- Perform vendor financial review
Business Client Manager

Bank of America

(Public Company; 10,001 or more employees; BAC; Banking industry)

January 2004 — April 2005 (1 year 4 months)

- Acquire and manage portfolio of Top 10% business banking clients from multiple banking centers and external centers of influence (CPAs, CRE Brokers, Attorneys, networking)
- Perform preliminary underwriting to determine cash flow of proposed lending facility
- Initiate Treasury Management solutions to fit the unique needs of clients
- Analyze tax returns and financial statements to determine appropriate banking products
- Implement methods to extend customer cash flow cycle through banking solutions
- Manage personal bankers in three locations and educate them in business banking techniques
Business Banking Officer

Citibank

(Public Company; 10,001 or more employees; C; Banking industry)

December 2001 — January 2004 (2 years 2 months)

- Implemented comprehensive banking and lending packages to small businesses
- Collaborated with peers to provide real estate, retirement, and insurance solutions for customers
- Ranked #1 in Region (Jun, Jul, Aug, Oct, & Nov) and #2 Nationally (August) in Production
- Ranked #3 in 2003 since Cal Fed conversion in Citibank (West) for Production-to-Goal Ratio
- Submitted over 100 loan and line of credit applications in excess of $5 million in eight months
- Booked over $1 million in unsecured business loans and lines of credit in six months
- Led peers in “Business Blitz” contests each month in 2003
- Achieved 175% of personal Business Banking production goal for 2002
Business Planning Consultant

Affinity

(Privately Held; 1-10 employees; Publishing industry)

October 1996 — December 2001 (5 years 3 months)

- Prepared Business Plans and Cash Flow Projections for debt and equity funding.
- Analyzed client Business Plans and Cash Flow Projections to determine feasibility.
- Consulted with companies to streamline processes and establish operating and reporting guidelines.
- Performed general business consulting, including the implementation of QuickBooks accounting solutions.
- Provided financial analysis for Debtor-In-Possession reports and projections for Ch 11 & Ch 13 Bankruptcy Plans of Reorganization.
- Developed proprietary format for Chapter 11 Bankruptcy reporting was utilized by United States Trustee in monthly informational sessions as example for new petitioners to follow.

Lee Huffman’s Education

Kaplan

Six Sigma , Black Belt Certification , 2007 — 2008
University of Phoenix

MBA , eBusiness , January 2000 — November 2001
Pepperdine University

BS , Business Management , January 1997 — August 1998
Cal State University, Fullerton

BS , Finance , August 1993 — December 1996

Transferred to Pepperdine

Activities and Societies:

Phi Kappa Tau, Order of Omega Honor Society, Gamma Sigma Alpha Honor Society, Camp Titan Counselor for underprivileged and abused children, intramural sports