Senior Project Manager
Biography
Whitney serves as a Senior Project Manager with DD&F, working with clients on projects including mergers and acquisitions, preparation of market research and feasibility analysis, preparation of pro forma financial statements and financial ratios, and providing regulatory assistance and general consulting services for financial institutions. Whitney has also participated in strategic planning and director training sessions for numerous DD&F clients.
Prior to joining DD&F in 2003, Whitney served as a Senior Analyst at ALLTEL Corporation for approximately 3 years where she gained experience in the areas of accounting and financial statement and ratio analysis. As a Senior Analyst, Whitney was responsible for preparing revenue forecasts, cash flow statements, and property tax assessments, performing conversion activities related to acquisitions and performing monthly reconciliations and variance analysis.
Professional Experience
New Bank and Thrift Charters – Served as Senior Consultant on numerous new charter applications, conducting feasibility analyses, preparing regulatory applications and financial projections and working with Organizing groups to develop strategic business plans.
Mergers and Acquisitions – Served as Senior Consultant on numerous bank and thrift mergers, changes in control, holding company formations and mergers, purchases and assumptions, and acquisitions of branches and whole banks; working with institutions and regulators to prepare regulatory applications including the preparation of financial projections, pro forma statements and financial ratios.
Branching and Market Research – Assisted banks and thrifts in preparing market analyses, branch strategy studies and preparing branch applications for viable markets as well as preparing marketing packages for the sale of individual branches for institutions. Management Consulting - Assisted with preparation of strategic plans and director training materials for numerous DD&F clients.