Loren Gardner

Senior VP - Manager of Fp & a @Tompkins Financial Corporation

Ithaca, NY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2015 — Present

Senior VP - Manager of Fp & a @Tompkins Financial Corporation

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Ithaca, NY, US

Manage overall FP & A responsibility for an $8 billion bank, an insurance agency and wealth management firm spread across NY and PA reporting to the CFO•Lead monthly performance reviews with corporate CEO/CFO as well as 4 bank presidents providing insight on key performance indicators, business drivers and variance analysis•Work closely with treasury on Asset Liability management•Responsible for annual budget, quarterly re-forecast, monthly variance analysis; margin analysis and ad-hoc reporting as well as the corporate 5-year strategic plan•Implemented Workday Adaptive Planning as primary forecasted and budgeting tool

EDUCATION

1996 — 1998

State University of New York at Plattsburgh

Bachelor of Science (BS), Hotel, Motel, and Restaurant Management

1999 — 2001

Binghamton University

Master of Business Administration (MBA), Finance

SKILLS

Financial AnalysisAsset ManagementInvestment AdvisoryPortfolio ManagementEquitiesFinancial PlanningFinanceRetirementRetirement PlanningAsset AllocationBankingMutual FundsRisk ManagementFinancial ServicesSecuritiesEstate PlanningWealth ManagementSeries 7Investment StrategiesInvestments

ABOUT LOREN GARDNER

Senior Vice PresidentManager of financial planning and analysis• Established successful high-energy leader with a proven track record of navigating through complex projects, meeting deadlines and working in a fast-pace work environment• Consensus building critical thinker with mentoring and leadership experience• Extensive experience in corporate financial analysis, budgeting, forecasting, cash flow modeling and reporting.

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Loren Gardner — Senior VP - Manager of Fp & a at Tompkins Financial Corporation in Ithaca, NY, US | Unifers