Talk to sales Try for Free
Max Chilkov

Max Chilkov

Business Development Associate

Followers of Max Chilkov747 followers
location of Max ChilkovLos Angeles, California, United States

Connect with Max Chilkov to Send Message

Connect

Connect with Max Chilkov to Send Message

Connect

  • Timeline

  • About me

    Consultant, Family Enterprise Advisory | MBA, UCLA Anderson School of Management

  • Education

    • American University

      2010 - 2014
      Bachelor of Science (B.S.) Business Administration

      Activities and Societies: Delta Tau Delta Fraternity, Student Managed Investment Fund Finance and Marketing

    • UCLA Anderson School of Management

      2021 - 2024
      Master of Business Administration - MBA

  • Experience

    • Northwestern Mutual

      May 2014 - Oct 2014
      Business Development Associate

      - Supported financial advisor client and record management processes

    • The Advisory Board Company

      Oct 2014 - Feb 2016
      Finance Analyst, Accounts Receivable

      - Recorded and reconciled receivables for publicly traded company- Partnered with contract team and legal to ensure accurate client invoicing

    • Freddie Mac

      Feb 2016 - May 2024

      - Managed a team of analysts to produce key metric and financial performance reports for senior leadership- Conducted sensitivity and other ad hoc analyses, partnering with business operations teams to understand, test, and optimize risk transfer products and pricing strategy- Delivered data for submission in financial disclosures (10K/Q reports, ERCF (capital) disclosures, and regulator requests) - Designed and adapted forecasting model for 12 million-loan mortgage portfolio to project P&L and capital implications based on various scenarios- Led development of analytics dashboard via Tableau platform, consolidating multiple reports into a single, dynamic report- Prepared and presented quarterly competitive analysis on credit losses to senior leadership - Developed credit loss database and reporting, helping identify inefficient strategies and recommending improvements to operations team- Designed business segment P&L report, communicating key trends to business partners- Worked with business partners to design new reports and metrics to better track key metrics and trends

      • FP&A Manager - Modeling, Reporting, & Analytics

        May 2022 - May 2024

      • FP&A Senior Analyst

        Jul 2018 - Jun 2022

      • Financial Planning and Analysis Professional

        Feb 2016 - Jul 2018

    • Fran Lotery Consulting

      May 2024 - now
      Consultant

      Advise multigenerational family businesses on issues around family dynamics, enterprise governance, and decision-making processes. Design project scopes, implement strategies to achieve project goals, and measure progress against objectives.

  • Licenses & Certifications

    • Accredited Mortgage Professional (AMP)

      Mortgage Bankers Association
      Sept 2018