Marcus Bowen, CFA, CPA

Experience

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  Deloitte

  Jan 2008 - Jan 2011

  Senior

  • Coordinated with managers and partners to ensure proper reporting and disclosure within client financial statements• Produced and managed production of financial statements including coordinating with client management on unexpected changes to the financial statements• Planned, performed, and oversaw engagements to ensure compliance with tight reporting guidelines• Researched, evaluated, and applied latest accounting developments to ensure accurate financial reporting• Experience in many industries including venture capital, healthcare, higher education, and manufacturing Show less

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  Self-Help Credit Union

  Apr 2011 - now

  Banking and Financial services professional with experience leading finance and accounting team in highly complex environment. Self-Help consists of multiple business entities consisting of a state charted credit union (500M+ assets), a federally charted credit union ($500M+ assets), a revolving loan fund and real estate development company, and a public policy organizationExpertise in both for profit and non-profit accounting, financial statement analysis, team management, derivatives, liquidity management, repurchase agreements, mortgage backed securities, loan purchases and sales, valuation discounts, process improvement, change management, mergers and acquisitions, call report filings, software implementation, board reporting, and contract negotiationsInvestment committee member evaluating effectiveness and efficiency of employee retirement plan provider in providing retirement plan options to 500+ staffAuthored comment letters to Financial Accounting Standards Board representing Self-Help’s position on proposed standardsBig 4 CPA with strong business acumen, experience in multiple industries, and technical accounting issues including fair value, allowance for loan loss (including current expected credit loss (CECL) model evaluation and impact, goodwill impairment, derivatives, and grant recognition Show less

  • Chief Financial Officer

    May 2021 - now

  • Vice President Accounting & Finance

    Jun 2018 - May 2021

  • Controller

    Apr 2011 - May 2018