VP, Finance Manager - Entertainment & Real Estate divisions (mail2008@leehuffman.com)
Greater Los Angeles Area
- Current
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- Los Angeles Chapter - Vice President / Board Member at National Association of Business Economics
- VP, Finance Manager - Entertainment & Real Estate divisions at City National Bank
- Past
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- 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
- Education
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- Kaplan
- University of Phoenix
- Pepperdine University
- Cal State University, Fullerton
- Recommended
-
20 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
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Los Angeles Chapter - Vice President / Board Member
National Association of Business Economics
(Management Consulting industry)
May 2009 — Present (3 months)
Vice President for the 2009/2010 fiscal year.
Please visit www.LAnabe.org to find out about our current schedule of speakers. -
VP, Finance Manager - Entertainment & Real Estate divisions
City National Bank
(Public Company; 1001-5000 employees; CYN; Banking industry)
August 2007 — Present (2 years)
- 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
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Kaplan
Six Sigma , Black Belt Certification , 2007 — 2008
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University of Phoenix
MBA , eBusiness , January 2000 — November 2001
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Pepperdine University
BS , Business Management , January 1997 — August 1998
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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
Additional Information
Lee Huffman’s Websites:
Lee Huffman’s Interests:
teaching friends how to invest, buying properties, reading, watching movies, snowboarding, basketball, softball, billiards, swimming
Lee Huffman’s Honors:
Advanced Management Systems - Managing Operations course
Lee Huffman’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
