Brent Geist

About Brent Geist

I\'ve dedicated my career to providing financial leadership for community banks and to purpose-driven, nonprofit organizations. 16 years in the financial services industry honed my finance expertise and business acumen. I\'m grateful to have been part of and led teams of incredible professionals in treasury, fixed-income, financial planning and analysis (FP & A), risk management, and forecasting. I\'m a dedicated servant leader and believe a leader\'s success is measured by the successes of their teams.

Experience

1. Chief Financial Officer

   Pebc- Public Education & Business Coalition

   Nov 2023 — Present · Denver, CO, US

   Provide strategic leadership as a key member of the executive team in a dynamic nonprofit environment.• Co-developing and executing the organization’s vision and long-term strategy• Collaborating with the CEO and Board of Directors• Fostering culture of financial sustainability, sound business practices, and effective risk management• Data-driven strategic planning and data-driven decision-making• Communicating complex financial concepts to Board members and stakeholders from various backgroundsOversee of all financial, accounting, and treasury functions• Financial planning and analysis (FP & A), financial reporting, board reporting, forecasting, scenario planning, KPIs• Nonprofit GAAP & FASB accounting, grant and fund accounting• Treasury management, cash flow forecasting and management, capital planning, social impact bonds, program related investments• Regulatory compliance, restricted and conditional grants, federal grants, Federal Uniform Guidance-2 C.F.R. Part 200, governance and internal controls, finance and accounting policies, • Federal Single Audit, annual financial audits• Process improvement, systems automation and optimizations, cross-functional collaboration and projectsLead finance, accounting, and grants management teams• Servant and transformational leader• Building high-performing teams, grounded in excellence, inclusivity, coaching, ownership, accountability, and customer service• Championing continuous learning, efficiency, and strategic alignment across departments.Scaling a rapidly growing nonprofit• Designing or overhauling core finance and accounting processes, leveraging automation and eliminating redundancy• Aligning systems and processes with organizational strategy and industry best practices• Developing lean, scalable systems that minimize administrative overhead and maximize capacity• Building financial literacy and competencies, empowering leadership to effectively forecast, plan, and manage to their budgets

Education

• Graduate School of Banking at the University of Wisconsin - Madison

  Certificate of Banking

  2013 — 2015

• University of South Carolina - Darla Moore School of Business

  Executive Education Certificate

  2014 — 2014

• University of Colorado at Denver

  Bachelor's of Science in Business Administration

  1998 — 2002