Alan Swanson
Corporate Finance Executive – Wealth Management | FP&A • CFO • Strategic Planning • M&A • Digital Transformation • Finance Operations
- Role
- VP Fp & a at Allworth Financial
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Alan Swanson
As a Finance executive, I bring 20+ years of corporate finance and FP & A leadership experience. I’m currently the VP of Strategic Planning at Allworth Financial and have previously held CFO-level responsibilities. Throughout much of my career I’ve been considered a strategic advisor and partner to the c-level, including CEOs. Additional highlights:• Built three Finance and FP & A teams from the ground up, e.g, rebuilt Cantor Fitzgerald’s entire global FP & A function, supporting 10x growth over tenure.• Led or co-led over $1bn in fundraising over career, including refinancings and new debt.• Key role in a half-dozen sizeable M&A transactions from $100 million to $1bn. • Improved financial operations in every leadership role.• Partnered with business leaders in developing strategies and analyses that transformed the approach to pricing, customer segmentation, and more.• Record of effective team leadership that led to engagement scores above industry benchmark, and high staff retention in a tight job market.In my current role at Yext, I’ve been proud of the accomplishments of my highly engaged team in successfully building a high-performing post-IPO finance organization. • Strategic Planning• FP & A Management• M&A and Due Diligence• Team Leadership• Forecasting and Budgeting• Expense Reduction• Change Management• Financial Modeling• Debt Offerings• Cash Flow and Capital Analysis• Revenue Growth Opportunities• Public & VC-Backed Companies
Experience
VP Fp & a
Jul 2022 — Present · Dallas-Fort Worth, TX, US
Education
Florida State University
MBA, Business Administration and Management
Florida State University
BA, International Affairs
Skills
- Corporate Finance
- Business Unit Start-Up
- Financial Analysis
- Series 63
- Team Leadership
- Management
- Team Building
- Equities
- Financial Modeling
- Risk Management
- Capital Markets
- Securities
- Planning Budgeting & Forecasting
- Cost Efficiency
- Financial Markets
- Expense Management
- Due Diligence
- Hedge Funds
- Financial Services
- Investment Banking
- Finance
- Fixed Income
- Financial Planning
- Kpi Implementation
- Budget Process
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