Derek Jensen

Experience

• 

  Safeco Insurance

  Jun 2005 - May 2009

  • Merged vast and disparate Safeco and Liberty Mutual budgeting systems and methodologies to ensure full integration by aggressively timed acquisition date• Led department managers in developing Finance budget, independently managing spend of $40MM, 230-employee plan to smallest variance of all business units• Analyzed operations on integration team to identify synergies and millions in cost cuts • Drove $1B, 7,000-employee expense forecasting and budgeting process, allowing smooth operations after unplanned departure of MBA senior analyst• Created innovative expense and staffing models to provide C-level leadership with cost-saving proposals, leading to $75MM savings over three years• Self-taught Hyperion Essbase and template builder, creating templates for 700+ users • Optimized competitor pricing program, adding features, usability, and precision

  • Senior Financial Analyst

    Jun 2008 - May 2009

  • Financial Analyst

    Jun 2006 - Jun 2008

  • Product Analyst Intern

    Jun 2005 - Jun 2006
• 

  Liberty Mutual Insurance

  May 2009 - Jul 2011

  Lead Financial Analyst

  • Managed $1B, 3,600-employee budget input process as sole expense plan analyst, collaborating with head expense managers, resulting in 94% customer satisfaction• Produced monthly expense memos to C-suite, highlighting key ratios and risk areas• Analyzed employee costs and customer credit card use, spurring corporate strategy shifts• Developed and taught training courses on eight topics, leading over 30 classes

• 

  AT&T

  Mar 2012 - Apr 2012

  MBA Strategic Consultant

  • Produced and presented pricing, technological, positioning, and awareness strategies for smartphone application developer program, resulting in highest possible project rating

• 

  Wells Fargo

  Jun 2012 - Aug 2012

  Commercial Banking MBA Summer Intern

  • Assessed cash flow, liquidity, operating risk, and industry risk of $20-500MM revenue businesses, developing recommendations supporting credit exposure of up to $100MM

• 

  Wells Fargo

  Jul 2013 - now

  • Led approval of $12B+ financial commitments across 50+ closed deals (20+ M&A), directing analysts, legal counsel, and bank group partners to build comprehensive reports in tight timeframes • Performed and guided P&L deep dives to assess revenue outlook, variable vs. fixed costs, one-time vs. ongoing costs, working capital impacts, and affects on cash flow and balance sheet • Presented deal recommendations to executive leadership in verbal and written formats, providing in-depth insights based on company, industry, and credit structuring expertise • Managed 28 tech company relationships, interfacing with CFOs and Treasury, overseeing thorough risk reviews and ensuring regulatory and corporate compliance • Direct DCF, enterprise value, and financial downside models for leveraged M&A deals • Coach and formally mentor teammates as part of Leadership & Development Committee Show less

  • VP, Portfolio Manager - Emerging Healthcare Technologies - Corporate & Investment Banking

    Sept 2023 - now

  • VP, Portfolio Manager – Technology, Media & Telecom - Corporate & Investment Banking

    Jan 2017 - Sept 2023

  • AVP, Credit Manager – Technology Banking

    Jul 2013 - Dec 2016