Mitchell Clark

About Mitchell Clark

I am a finance leader with more than 9 years of experience across FP & A, enterprise forecasting, profitability strategy, and strategic financial planning within commercial banking and corporate finance. My work focuses on building scalable financial frameworks and translating complex data into clear, actionable insight for executive decision-making.At First Foundation Bank, I partner directly with the CFO and lead the FP & A function, with responsibility for the bank’s enterprise-wide budgeting and forecasting process, executive and Board financial reporting, and ongoing strategic planning. My role spans financial performance management across lending, deposits, and specialty services, providing leadership with a consolidated view of results, risks, and forward-looking scenarios.In parallel with my FP & A leadership responsibilities, I led the design and development of profitability and cost allocation frameworks intended to reshape how performance is measured and how accountability is aligned across business units. This work included the conceptual design of Funds Transfer Pricing and profitability methodologies and their intended integration into forecasting, reporting, and long-range planning. While these initiatives were not fully rolled out due to the bank’s acquisition, they established the analytical foundation and governance structure for future implementation.I specialize in designing financial frameworks that scale and integrate into enterprise systems such as Oracle EPM. My approach balances analytical rigor with practical execution, enabling leadership teams to move from data to decision with confidence while supporting sustainable growth and long-term profitability.Core Skills:FP & A Leadership | Enterprise Forecasting & Budgeting | Strategic Planning | Executive & Board Reporting | Profitability & Cost Allocation Design | Financial Framework Development | Banking & Fintech Finance | Financial Systems | Data-Driven Decision-Making

Experience

1. Director of Finance

   First Foundation Inc

   Jan 2025 — Present · Ogden, UT, US

   Lead strategic finance and FP & A initiatives focused on enterprise budgeting, forecasting, profitability analysis, and executive financial reporting. Partner directly with the CFO and senior leadership to improve visibility into business performance and support strategic and capital decision-making across the organization.Key Contributions- Lead the FP & A function with responsibility for enterprise-wide budgeting, quarterly forecasting, strategic planning, and executive and Board reporting- Designed the bank’s profitability and cost allocation frameworks to align business unit accountability across lending, deposits, and specialty services- Partnered with Finance, Operations, and BI teams to develop the analytical foundation for future Funds Transfer Pricing methodology and management reporting- Collaborated with cross-functional leaders to build financial models and allocation logic that enhance transparency and support enterprise performance management- Developed scalable financial templates and methodologies in Excel designed for integration with Oracle EPM and enterprise reporting systems- Provide executive insights through scenario analysis, forecasting, and cost-to-serve evaluations to inform strategic planning and capital allocation decisions- Serve as a key liaison between Finance, Accounting, and Operations to support system enhancements, data consistency, and process optimization during a period of organizational change.

Education

• Utah State University - Jon M. Huntsman School of Business

  Bachelor of Science - BS, Economics

  2011 — 2016

• Brigham Young University Marriott School of Business

  Executive MBA

• Utah State University - Jon M. Huntsman School of Business

  Bachelor of Science - BS, Finance

  2011 — 2016

Skills

• Team Building
• Public Speaking
• Team Leadership
• Powerpoint
• Microsoft Excel
• Financial Analysis
• Teamwork
• Banking
• Analysis
• Python
• Microsoft Office
• Research
• Customer Service
• Finance
• Data Analysis
• Leadership