Bret Hanson, CFE

Experience

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  Adecco

  Jan 2009 - Dec 2009

  DOCUMENT CONTROLLER

  • Methodically cataloged, tracked and maintained records for litigation support, using specialized software• Eliminated redundant tasks, minimized errors, and decreased turnaround for incoming documents by creating new processes• Unified varied deadlines from internal and external sources by proactively prioritizing tasks, and training new employees on the job to systematically maintain workflow• Oversaw confidential personal, financial, and legal documents, always maintaining the utmost discretion Show less

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  Bank of the West

  Dec 2009 - Sept 2014

  BRANCH MANAGER

  • Successfully managed branch consolidation at Bank of the West, with 85% customer retention, coordinating between vendors, internal departments, and exiting employees• Mitigated risk for the commercial real estate department by analyzing financial statements and ensuring loan covenants were met for loans ranging from USD 5 million to USD 55 million• Attained 100% satisfactory audit results for internal branch operations and prepared documents for loans of up to USD 50 million• Provided comprehensive support to retail locations experiencing excessive turnover, unsatisfactory audits, or failure to meet sales quotas, addressing and resolving audit deficiencies and implementing remediation efforts• Leveraged extensive knowledge of banking software, loan processing, bank-transaction processing, portfolio management, and internal audits to cross-train employees• Played a significant role in the onboarding process for new employees at all levels, effectively training them on workflow, procedures, and job duties• Improved and accelerated workflow, increased employee satisfaction, and reduced tension among staff by mediating internal conflicts• Co-authored a proposal valued at USD 15 million, collaborating with teams from Wealth Management, Cash Management, and Commercial Cards• Enhanced service offerings by identifying errors in existing policies and procedures, proposing solutions, and implementing conversion to new robust systems in compliance with consumer privacy policy laws Show less

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  Bluewater - Transaction Advisors

  Mar 2015 - now

  SENIOR FRAUD EXAMINER

  • Lead comprehensive audits and audit planning, focusing on SOX compliance and risk management, translating complex business models into clearly-defined structures for clients in the life sciences technology sector• Facilitate loans of up to USD 85 million through in-depth audits and forensic accounting, showcasing expertise in financial analysis, receivables, and inventory collateral, while mitigating financial risk for clients• Conduct thorough audits and recurring field examinations in an asynchronous remote work environment, providing results with technical writing based on client specifications• Assess and test collateral positions to support new or existing asset-based loans by analyzing current assets and liabilities, ensuring sufficiency and alignment with SOX requirements• Mentor junior and senior field examiners to develop skills in auditing recurring revenue companies, ensuring a high-performing audit team environment• Provide written and verbal recommendations to lenders on credit structure and loan-monitoring processes for borrowers, emphasizing compliance and risk mitigation• Traveled extensively throughout the US and Canada to perform independent, on-site, weekly turnaround audits for clients, showcasing adaptability and commitment to audit quality• Devise effective solutions during high-pressure, volatile, and sensitive fraud discoveries, maintaining an unbiased and professional demeanor throughout audit interactions• Evaluate financial viability, risk potential, strategic direction, and business objective modifications by compiling and analyzing data from primary and secondary sources• Balance fluid priorities from multiple internal and external sources, successfully meeting all deadlines for each entity while demonstrating sophisticated project management skills Show less

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  Lake Grove Fire District Board of Directors

  May 2015 - now

  VICE PRESIDENT

  • Three times publicly elected to serve four-year terms on the Board of Directors• Supervise policy creation and financial management, ensuring effective use of tax funds• Authorize and review district budget, disbursements, financial statements, and legal documents• Successfully align diverse viewpoints during contract negotiations for intergovernmental cooperation agreements• Play a key role in interview panels seeking new talent for the fire department• Advocate for female and minority applicants during the fire department hiring process Show less