Chief Financial Officer @ (October 2018 - November 2024)
VP Enterprise Risk Manager @ (October 2017 - October 2018)
Chief Financial Officer and Chief Investment Officer @ (May 2014 - October 2017)
Credit Review Officer @ (September 2011 - May 2014)
Staff Accountant and Senior Treasury Analyst @ (July 2008 - July 2011)
Mutual Fund Analyst II @ UMB Fund Services (January 2006 - July 2008)
Eric Sorenson Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA) (Accounting and Finance)
2001-2005
University of Wisconsin-Stevens Point 2000-2000
University of Wisconsin-Madison 1999-1999
Eric Sorenson Skills
Accounting
Analysis
Balance Sheet Review
Bank Accounting
Banking
Banking Relationships
Budget
Budgeting
Budgets
C-Level Leadership
Cash Flow
Cash Management
Chart of Accounts
Compensation Planning
Corporate Finance
Credit
Finance
Financial Analysis
Financial Concepts
Financial Forecasting
Financial Modeling
Financial Planning
Financial Reporting
Financial Risk
Financial Statements
Fixed Assets
Forecasting
GAAP
General Ledgers
Generally Accepted Accounting Principles (GAAP)
Investments
Key Metrics
Leadership
Loan Servicing
Loans
Management
Microsoft Excel
Microsoft Office
Portfolio Management
Process Improvement
Risk Management
Stock Option
Strategic Planning
Treasury
Treasury Management
Variance Analysis
Puppet
Generally Accepted Accounting Principles Gaap
Analytical Skill
Claim
Sales
Public Speaking
Generally Accepted Accounting Principles
Eric Sorenson Summary
Eric Sorenson, based in Appleton, WI, US, is currently a Chief Financial Officer at Bristol Morgan Bank. Eric Sorenson brings experience from previous roles at Belmont Finance LLC, Bank First National and First National Bank.. Eric Sorenson holds a 2001 - 2005 Bachelor of Business Administration (BBA) in Accounting and Finance @ University of Wisconsin-Milwaukee. With a robust skill set that includes Accounting, Analysis, Balance Sheet Review, Bank Accounting, Banking and more. Eric Sorenson has 2 mobile phone numbers on RocketReach.
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